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
Nov 29, 2024 • 17min
Macro Traders' Terrible Year, Le Pen Makes Demands & From Citi Trading to Cattle Trading
Macro traders are facing their toughest year since the pandemic, with tighter margins and economic uncertainties weighing down revenues. In France, Marine Le Pen's party aims to influence the government’s budget while Prime Minister Barnier makes key concessions. Meanwhile, Putin threatens strikes in Kyiv amid rising tensions. Excitingly, ex-trader Murray Roos is revolutionizing livestock auctions with a new online platform, moving from banking to farming and utilizing technology to modernize the industry.
Nov 28, 2024 • 21min
Update: French Budget Crisis Risk, Trump Meets Zuckerberg & 130k Jobs At Risk
Dan Hansen, Bloomberg's chief UK economist, shares insights on the potential 130,000 job losses tied to the £26 billion tax hike proposed by UK Chancellor Rachel Reeves. He discusses the alarming ramifications for businesses forced to pass these costs onto employees. Additionally, the conversation dives into the precarious situation in France, where the finance minister's budget bill faces significant hurdles. The market's reaction, including rising borrowing costs, highlights growing concerns over economic stability in both France and the UK.
Nov 28, 2024 • 17min
French Government Collapse Threat, US-China Chip Curbs & Europe Preps For New Cold War -
France is facing political turmoil that has sent banking stocks tumbling. Meanwhile, the US is considering further restrictions on semiconductor sales to China, signaling heightened tensions. Inflation concerns also arise as the Fed's preferred metric shows an uptick. A new study reveals racial discrimination against Black graduates in the UK job market, despite companies' pledges for diversity. On a proactive note, Nordic nations are ramping up preparedness for potential crises, including conflict and cyber threats.
Nov 27, 2024 • 17min
Israel Hezbollah Cease-Fire Begins, French Bond 'Storm' Warning & Bernard Arnault Blackmail Case
A newly brokered 60-day ceasefire between Israel and Hezbollah could signal a shift towards peace in the region, though reactions are mixed. Meanwhile, France is bracing for potential financial turbulence amid political tension over budget proposals. In the UK, corporate taxes have surged ahead of increased burdens from the Chancellor's new budget. Stellantis announces the closure of a van factory in Luton, challenging government mandates on electric vehicles. Plus, Trump's key economic appointments could reshape U.S. trade policy.
Nov 26, 2024 • 13min
Bonus Episode: Trump's New Tariff Vow 'Hugely Significant'
Jennifer Hillman, co-director of the Center on Inclusive Trade and Development and former U.S. Trade Representative counsel, discusses Donald Trump's proposed tariffs on China, Canada, and Mexico. She highlights the strategic intent behind Trump's announcements, suggesting they are aimed at negotiating leverage. The conversation also explores the potential economic fallout of these tariffs on imports and exports, how they could impact consumer prices, and the Federal Reserve's cautious stance amidst rising trade tensions.
Nov 26, 2024 • 17min
Trump Vows Extra Tariffs On China, Mexico, Canada, Market Volatility Surges & Ireland's €100 Billion Test
President-elect Trump has stirred the pot with plans for extra tariffs on China, Mexico, and Canada, sending shockwaves through the markets. The dollar soared while stocks took a hit, igniting fears of his 'America First' approach. Meanwhile, UK Prime Minister Keir Starmer faces backlash over proposed budget cuts despite rising unemployment fears. Ireland's elections are heating up, buoyed by a corporate tax windfall, which raises the stakes for political promises. As economic anxieties grow, parties navigate living costs and a housing crisis.
Nov 25, 2024 • 21min
Major Job Cuts Coming Says CBI, UK Funds Tax Warning & Germany’s Bond Boost
A wave of job cuts is looming over UK businesses as nearly half prepare to downsize due to recent tax hikes. Meanwhile, the UK government is contemplating reclaiming pension tax breaks from asset managers to boost domestic investment. In the global arena, economic sentiment shifts with Scott Bessent's Treasury Secretary appointment causing a currency rally. Apple's Tim Cook makes headlines with his visit to China, and negotiations regarding Iran's nuclear program unfold amid rising geopolitical tensions.
Nov 23, 2024 • 39min
Daybreak Weekend: US PCE, CBI Conference, BOK Preview
Explore the impact of upcoming U.S. GDP and PCE data on Federal Reserve policies and retail giants like Macy's facing new challenges. Dive into the UK's economic uncertainties ahead of a pivotal CBI conference, while South Korea grapples with household debt and an IMF downgrade. Discover shifting dynamics in U.S.-China tech relations, spanning from TikTok to national security. This week’s insights promise a fascinating mix of global economic trends and business strategies.
Nov 22, 2024 • 16min
Russian Sabotage Threat, Trump's New AG Pick & Christian Louboutin Vs Ultra Rich Tourists
The podcast reveals U.S. intelligence warnings about potential Russian sabotage targeting defense firms, raising geopolitical tensions. It discusses Trump’s attorney general nomination challenges amidst campaign finance scrutiny. In Portugal, affluent tourists are disrupting local life, sparking a battle led by designer Christian Louboutin to preserve the area's charm. Additionally, consumer confidence in the UK surprises with an uptick, reflecting shifts in economic sentiment.
Nov 21, 2024 • 16min
Nvidia Disappoints Bulls, US Charges Gautam Adani & Tempting UK's Super-Rich Overseas
Nvidia's financial predictions have raised eyebrows, as sales expectations clash with market realities. Gautam Adani finds himself in hot water with US charges over a massive bribery scheme. The fallout from Archegos Capital's collapse continues, as its founder faces a hefty prison sentence. Meanwhile, Ukraine escalates its military operations with Western-supplied missiles. The UK housing crisis is prompting a surge in parents financing their children’s homes, while global cities are courting super-rich residents eyeing tax benefits.
