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
14 snips
Feb 9, 2026 • 17min
UK's Starmer On The Brink, Japan Election Landslide, Swatch Battles Tough Time
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.
Feb 6, 2026 • 39min
Daybreak Weekend: US Eco, International Energy Week, Softbank Earnings
Alice French, Bloomberg reporter on Japanese equities, unpacks SoftBank’s AI, memory and robotics bets. Lara Williams, climate columnist, digs into the politics of net zero and grid challenges for renewables. Bailey Lipschultz, equities reporter, flags Cisco, McDonald’s and T‑Mobile ahead of earnings. Stuart Paul, U.S. economist, previews payrolls, CPI timing and implications for Fed policy.
Feb 6, 2026 • 22min
Stratospheric AI Spending, Starmer In Political Peril, Ferrero’s Breakfast Bid
Flavio Rotondi, Bloomberg consumer reporter tracking Ferrero’s US push after the Kellogg’s deal. Vlad Savov, tech editor analyzing massive AI-driven CapEx and market fallout. They dig into Ferrero’s breakfast strategy, Super Bowl ad plans and product tweaks for US tastes. They also unpack the scale and investor worries around tech companies’ record AI spending and its market reverberations.
34 snips
Feb 5, 2026 • 18min
Trillion-Dollar Tech Wipeout, Crisis Engulfs UK’s Starmer, Sci-Fi Power Traders
Eva Brandel, a Bloomberg energy reporter who covers European power markets, describes algorithmic and millisecond trading in intraday electricity and a firm called Second Foundation. Matt Bloxham, a Bloomberg Intelligence senior analyst, outlines a massive AI-driven selloff and which industries face disruption. They discuss sci-fi-like trading tactics, market rout mechanics, and potential expansion of energy trading strategies.
21 snips
Feb 4, 2026 • 17min
$285B Software Wipeout, Bitcoin 'Death Spiral', EU Seeks US Minerals Deal
Oliver Crook, Bloomberg chief Europe correspondent reporting on the EU’s push for a critical minerals partnership with the US. Tom McKenzie, Bloomberg Tech Europe anchor explaining Anthropic’s AI plugin and why markets reacted. They discuss a $285 billion software sell-off sparked by the AI tool, concerns about Bitcoin’s plunge and warnings of a ‘death spiral’, and the EU’s strategy to curb China’s mineral influence.
16 snips
Feb 3, 2026 • 21min
$1.25 Trillion Musk Merger, UK Fears ‘Made in Europe’, Reform’s First Big Test
Christine Aquino, Markets Live managing editor who analyzes market moves, breaks down the SpaceX–xAI $1.25 trillion merger, precious metals rebounds, and the US–India tariff news. She explains why the Musk consolidation matters to investors. Short, sharp takes on market reactions and policy implications across tech, bullion and trade.
19 snips
Feb 2, 2026 • 20min
Epstein Revelations Fallout, Gold Plunge Deepens, Mercedes Luxury Bet
Will Wilkes, German automotive reporter, on Mercedes’ reliance on the S‑Class to fund electrification amid Chinese competition and tight labor costs. Tiwa Adebayo, Bloomberg reporter, on the Jeffrey Epstein document release, its contents and UK fallout. They discuss market shocks to gold and silver, rising geopolitical tensions, and Rolls‑Royce’s halted lunar reactor plan.
16 snips
Jan 31, 2026 • 38min
Daybreak Weekend: US Jobs, Winter Olympics, Japan Election
James McIntyre, Bloomberg economist for Australia and New Zealand, on hotter-than-expected Australian inflation and RBA choices. Paul Jackson, EcoGov editor for Japan/Koreas, on the snap Japanese election and fiscal and defense stakes. Tommaso Ebhart, Milan bureau chief, on Milano Cortina 2026 logistics and economic boost. Michael McKee, international economics correspondent, on US labor data and Fed implications. Mandeep Singh, tech research head, on big tech earnings, cloud growth and chip dynamics.
8 snips
Jan 30, 2026 • 20min
Trump Picks Kevin Warsh For Fed Chair, Iran Strike Options, $40B Succession Drama
Charles Daly, Sweden bureau chief covering the Wallenberg family succession. Daniel Moss, opinion columnist on Fed nominations and macro policy. They discuss Kevin Warsh as a likely Fed chair pick and market reactions. They outline US military options against Iran and the risks involved. They explore the Wallenberg family's $40B succession and corporate influence in Sweden.
Jan 29, 2026 • 17min
Big Tech’s Giant AI Bets, Gold Surges Above $5,500, Starmer Meets China’s Xi
Vlad Savov, technology editor who analyzes major tech earnings and semiconductor trends. He breaks down why hyperscalers are pouring money into AI and how chipmakers are benefiting. He also contrasts market reactions to big AI bets and explains the surge in memory and hardware demand.
