Bloomberg Daybreak: Asia Edition

This podcast discusses Apple's recent downgrade and the impact of China's weak macro environment on iPhone demand. It also covers Qualcomm's new chip for VR headsets, the appointment of a new dean at Purdue University's business school, and the implications of the jobs market on Fed policy. Additionally, there is a discussion on Apple's earnings expectations and the correlation with the economy and Fed cuts.

Listen to today's top stories, with context, in just 15 minutes. Subscribe and rate our podcast here:Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Listen to today's top stories, with context, in just 15 minutes. Subscribe and rate our podcast here:Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Topics discussed in this podcast include the aftermath of a powerful earthquake in Japan, tensions rising in the Red Sea, chip equipment shipments being canceled, President Xi Jinping's economic pledge, Osage County's history of land acquisition, analyzing the S&P 500's technicals and fundamentals, the concentration of gains in a few stocks, and the performance and potential of Hong Kong and China markets.

Gene Munster and Dan Ives discuss the growth themes and performance of Apple, Microsoft, and Tesla, the monetization and potential impact of AI, concerns about US-China relationship in tech, and predictions for the tech industry in 2024.

The podcast discusses upcoming economic reports, including the December jobs report in the US and its potential impact on the Federal Reserve. The UK's restaurant and cultural scenes are examined, focusing on how consumers are still spending despite higher living costs. The podcast also takes a look at what's ahead for the markets in China, India, and Japan in 2024. Additionally, the possibility of a government shutdown and other disruptions in Washington is discussed.

Topics discussed include NVIDIA selling in China, US cutting funds to the Houthis, death of an American hostage, Ukraine aid questions, strengthening alliances, China-Philippines difficulties, controversy involving Ron DeSantis and President Biden, insights on bonds and fixed income, factors driving market rally and uncertainty in the economy, and analyzing China's impact on emerging markets.

Podcast covers military strikes in Iraq, potential conflicts in the Middle East, recent attacks on merchant ships, forecasted slump in China's housing market, analysis of economy and markets, and potential impact of yuan's strength on Chinese economy and global stocks.

Topics discussed in the podcast include the ban on Apple Watch, US strikes on Houthi targets, acquisitions by Bristol Mile Squib and AstraZeneca, China freezing assets of an LA-based company, the mistrial in a lawsuit impacting Apple, and the potential consequences of an Apple Watch ban on retailers and Apple.

In this podcast, the hosts discuss the surge in Bitcoin and Ethereum, reflect on the challenges of 2023, explore the recovery of Macau's casino business, and analyze the lack of legislative action by Congress. They also touch on the performance of European markets and potential overextension in the current market conditions.