Bloomberg Daybreak: Europe Edition
Bloomberg
Bloomberg Daybreak Europe is the daily morning podcast that helps you understand the stories shaping Europe and the world before the day gets going.
Produced in the early hours each weekday, the show delivers fresh reporting, sharp analysis and clear context on politics, business and global markets by 7am London time. From decisions made in Brussels and London to developments across the global economy, Daybreak Europe connects the dots between power, policy and money.
Hosted by Stephen Carroll in Brussels and Caroline Hepker in London, and powered by Bloomberg’s global network of more than 3,000 journalists and analysts, the podcast goes beyond headlines to explain what is changing, why it matters and what could come next.
Trusted by professionals, business leaders and investors, but made for anyone curious about how economics and politics shape everyday life, Bloomberg Daybreak Europe is the essential way to start your morning informed and ahead.
Produced in the early hours each weekday, the show delivers fresh reporting, sharp analysis and clear context on politics, business and global markets by 7am London time. From decisions made in Brussels and London to developments across the global economy, Daybreak Europe connects the dots between power, policy and money.
Hosted by Stephen Carroll in Brussels and Caroline Hepker in London, and powered by Bloomberg’s global network of more than 3,000 journalists and analysts, the podcast goes beyond headlines to explain what is changing, why it matters and what could come next.
Trusted by professionals, business leaders and investors, but made for anyone curious about how economics and politics shape everyday life, Bloomberg Daybreak Europe is the essential way to start your morning informed and ahead.
Episodes
Mentioned books
8 snips
Nov 13, 2025 • 16min
Record US Shutdown Ends, New EU Trade Offer To US, Russia Trademark Poaching
In this discussion, Kriti Gupta, a Bloomberg TV anchor, sheds light on the practical implications of the recent US government shutdown, detailing its data impact and federal operations restart. Natasha Doff, a Bloomberg markets editor, dives into the rising issue of trademark poaching in Russia, explaining how foreign brands face opportunistic claims amid economic isolation. Both guests provide valuable insights into the challenges faced by international businesses and the complexities of evolving trade agreements.
6 snips
Nov 12, 2025 • 17min
Starmer Leadership Threat, China's Phantom Loans, Wall-St India Hiring Spree
Join Lizzie Burden, UK political correspondent, as she delves into the leadership tensions surrounding Keir Starmer, revealing potential challenges from a prominent minister. Sudhi Naya, finance reporter, uncovers the intriguing trend of US banks ramping up hiring in India, adapting to new visa policies by selecting high-end tech and finance roles. The duo also tackles China's unorthodox banking practices, where loans are quickly repaid to meet targets. Tune in for a fascinating exploration of politics and finance!
10 snips
Nov 11, 2025 • 19min
EU Eyes Huawei Ban, Swiss Tariff Deal Nears, Dubai’s Big Property Frenzy
Mikhail Kabbala, a Bloomberg reporter specializing in EU policy and security, discusses the European Commission's push to phase out Huawei and ZTE from telecom networks amid rising geopolitical tensions. Zainab Fattah, a Bloomberg real estate reporter, dives into Dubai's luxury property frenzy, highlighting high demand and concerns about a potential market bubble. She also outlines safeguards in place to prevent a crash reminiscent of 2009, including escrow accounts and strict regulations.
Nov 10, 2025 • 17min
US Shutdown Nears End, BBC Chiefs Forced Out, Last Solo Broker Standing
Rosalind Matheson, Bloomberg's chief Asia correspondent, discusses the US Senate's pivotal step towards ending the government shutdown, revealing political dynamics at play. Leo Kensherper, an asset management reporter, dives into the consolidation pressures facing Peel Hunt, one of London's last independent brokers, highlighting the industry's evolving landscape. They also touch upon the BBC's leadership changes amid controversy and the rising concerns of AI's impact on UK job markets.
Nov 7, 2025 • 39min
Daybreak Weekend: Disney Earnings, Portugal Web Summit, China Singles’ Day
Geetha Ranganathan, a Bloomberg Intelligence media analyst focused on entertainment, joins Paul Sweeney, a seasoned media commentator; Sofia Orta e Costa, Bloomberg's Portugal bureau chief; and Catherine Lim, an APAC retail analyst. They dive into Disney's earnings and streaming strategy, explore Portugal's tech investments ahead of the Web Summit, and dissect trends for China's Singles' Day, including the impact of AI on sales and evolving consumer preferences. The guests provide insightful commentary on how these sectors are adapting to global challenges and opportunities.
Nov 7, 2025 • 19min
Musk's $1 Trillion Pay Deal, No AI Bailout Says Altman, Private Schools Chase Cash
Danny Lee, a transport reporter for Bloomberg, breaks down Tesla's groundbreaking $1 trillion compensation package for Elon Musk, discussing benchmarks and shareholder motivations. Tiwa Adebayo, covering education, dives into why UK private schools are expanding internationally, emphasizing financial incentives and the potential reputational risks of overseas partnerships. Their insights illuminate the evolving landscape of corporate compensation and educational strategies in a global market.
Nov 6, 2025 • 28min
BOE Set To Hold Rates, US Court Questions Tariffs, EU Rethinks ESG Rules
Valdis Dombrovskis, the European Commission's Economy Commissioner, discusses the EU's approach to ESG rules and concerns from international partners. Lizzie Burden, Bloomberg's UK correspondent, analyzes the Bank of England's potential rate hold and its implications for fiscal policy. Rosalyn Matheson, Bloomberg's chief Asia correspondent, highlights skepticism from the U.S. Supreme Court regarding Trump's global tariffs and the strategic competition over critical minerals. These insights delve into crucial economic policies shaping Europe and beyond.
8 snips
Nov 5, 2025 • 17min
Mamdani New NYC Mayor, $500 Billion Chip Selloff, AstraZeneca CEO’s Big Bet
Mark Perrier, Bloomberg Daybreak editor, dives into Zohran Mamdani's groundbreaking victory as NYC's mayor, underscoring his youth support and focus on cost-of-living issues. Ashley Furlong, Bloomberg Health reporter, explores AstraZeneca's CEO Pascal Soriot's practical approach during the Trump era and his influence on the company culture. The conversation also touches on the broader implications for Democrats and the ongoing concerns about the semiconductor stock selloff amid AI valuation worries.
7 snips
Nov 4, 2025 • 18min
BONUS EPISODE: Reeves Paves Way for Tax Hikes In Pre-Budget Speech
In this insightful discussion, UK correspondent Lizzy Burden analyzes Chancellor Rachel Reeves's unexpected pre-budget speech, hinting at potential tax increases. Bloomberg Opinion columnist Marcus Ashworth examines the political implications of Reeves's comments on the Bank of England, while Chief UK economist Dan Hanson provides context on public finances and gilt yields. They explore whether the market will respond positively to Reeves's fiscal strategy and who will ultimately bear the tax burden in a shifting economic landscape.
Nov 4, 2025 • 21min
CEOs Predict Market Drop, 'Tough But Fair’ Budget, EU Climate Showdown
Kriti Gupta, a Bloomberg TV anchor known for her insights on markets and tech, and Jo Mays, a UK politics reporter specializing in fiscal policy, share their perspectives on pressing issues. They discuss potential market downturns, with Gupta cautioning about the risks tied to tech stock valuations. Mays highlights the UK government's tough budget choices ahead, with Prime Minister Keir Starmer advocating for fairness. The conversation also touches on EU climate targets and the challenges reflecting economic competitiveness.
