Bloomberg Daybreak: Asia Edition

Jumana Bercetti, Bloomberg anchor reporting from the Gulf, and Dan Williams, Jerusalem-based correspondent, discuss US and Israeli strikes on Iran. They cover Iran’s missile responses and reported civilian tolls. They examine regional airspace and defenses, Gulf states’ push for de-escalation, and the political fallout of calls for regime change.

Alan Wong, Bloomberg China EcoGov editor, explains China’s PMI outlook, exports, weak domestic demand and tech priorities. Suzanne Lynch, Brussels Bureau Chief, breaks down the new 'Made in Europe' industrial push and intra-EU tensions. Michael McKee, international economics correspondent, previews US jobs, Fed stakes and labor market dynamics. They cover PMI data, EU industrial policy and U.S. payrolls.

Mara Rudman, former US deputy envoy and Middle East peace official, offers perspective on US‑Iran negotiations and regional security. Alice French, Bloomberg Japan equities reporter, breaks down Tokyo CPI, semiconductor moves, Sony’s buyback and retail and tourism trends. They discuss renewed Iran talks, Tokyo inflation easing, market reactions and corporate catalysts.

Daniel Newman, CEO of the Futurum Group and tech industry analyst, offers sharp perspective on AI adoption and investment themes. He talks about Nvidia's strong revenue outlook and rising enterprise use of AI agents. He examines which enterprise software firms face disruption, Anthropic's safety trade offs, and where investors might find winners in compute and supply chains.

Lianting Tu, Managing Editor for Asia Equities at Bloomberg, explains Asia’s AI-led winners and market rotations. Aoifinn Devitt, Managing Director at Moneta Global Wealth, offers a wealth-management view on AI infrastructure, risk allocation and private credit stress. They discuss tariff uncertainty, chip supply-chain winners and where investors are pouring money in short, punchy conversations.

Sean Stein, President of the U.S.-China Business Council, explains trade tactics and market access challenges. Carol Schleif, Chief Market Strategist at BMO Private Wealth, covers market reactions and AI-driven industry impacts. They discuss tariff shifts, global trade tensions, investor risk pricing, and what leaders should deliver on state visits. Short, sharp takes on trade turmoil and market strategy.

A roundup of Nvidia's upcoming earnings and the factors that could drive its performance. A preview of a high-stakes UK by-election and why local dynamics could ripple nationally. Coverage of Narendra Modi’s state visit to Israel, focusing on trade, defence ties and diplomatic balancing. Quick looks at AI market moves and which stocks to watch next week.

Barbara Slavin, Stimson Center foreign policy analyst on Iran and Middle East dynamics. Paul Dobson, Bloomberg executive editor for Asia markets with regional market expertise. They discuss market swings as U.S.-Iran tensions push oil higher and equities lower. They cover China holiday spending, AI competition in tech, Japan’s policy moves, private credit worries, and regional military buildups and diplomatic prospects.

Tim Pagliara, CIO at CapWealth, gives market and macro color on AI disruption, Fed moves and US economic data. Toru Yoshimura, Senior Executive Officer at Kirin, outlines Kirin’s pivot from beer to health sciences, global brand plays and Asia-first expansion. They discuss tech-driven stock rebounds, AI’s impact on software pricing, and science-led product rollouts in Asia and beyond.

Jed Ellabrook, portfolio manager specializing in AI-driven market disruption. Isabel Reynolds, Tokyo bureau chief covering Japan-U.S. trade and politics. They discuss Japan’s $36B investment tranche and major energy projects in Ohio, Georgia and Texas. They dig into tariffs, private funding versus guarantees, geopolitical optics with Washington, and how AI volatility is roiling markets and shifting winners in infrastructure and software.