Bloomberg Daybreak: Europe Edition UK's Starmer On The Brink, Japan Election Landslide, Swatch Battles Tough Time
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Feb 9, 2026 Allegra Catelli, Bloomberg’s Switzerland reporter covering Swatch and activist investor Steven Wood. James Wilcock, Bloomberg’s UK politics reporter covering Keir Starmer’s crisis after a controversial appointment. They discuss Swatch’s governance battle and the investor campaign. They also unpack the political turmoil around Starmer and the fallout from recent resignations.
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Starmer's Leadership At A Tipping Point
- Keir Starmer's premiership is precarious after his chief of staff resigned over the Mandelson appointment.
- The episode shows how ethical perceptions can quickly erode political cover and spark calls for resignation.
China Urges Banks To Trim US Treasury Bets
- Chinese regulators advised banks to limit holdings of US Treasuries to reduce concentration and volatility risks.
- The guidance targets commercial bank portfolios, not China's state holdings of US debt.
Japan Election Clears Path For Big Reforms
- Japan's PM Sanae Takaichi won a two-thirds supermajority, promising stable, consistent economic policy.
- Markets rallied as the result cleared policy uncertainty and enabled large structural reforms.