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
Oct 9, 2024 • 17min
US Weighs Google Breakup, Dimon's UK Warning & France's Years of 'Fiscal Murder'
The US Justice Department is contemplating a historic breakup of Google to combat its monopoly in online search. Meanwhile, Jamie Dimon emphasizes the need for easier public listings in the US and UK. Additionally, France faces a grim economic reality with investor confidence waning, sparked by political instability and fiscal challenges. Lastly, as Hurricane Milton threatens Florida, concerns about its impact on residents grow, showcasing the intersection of weather and economic factors.
Oct 8, 2024 • 16min
China Stock Rally Fizzles, Reeves' Tax Plans Falter & US Tariffs Impact
Winnie Su, Bloomberg's Asia equities reporter, shares insights into the recent cooling of China's stock market rally, driven by skepticism regarding new stimulus measures. Rebecca Chung-Wilkins, Asia government and economy correspondent, discusses the impact of U.S. tariffs on Chinese manufacturers, revealing how American companies are adjusting amidst ongoing geopolitical tensions. The conversation also touches on the ramifications of economic policies in the UK, including tax plans that are meeting unexpected challenges.
Oct 7, 2024 • 16min
One Year After October 7th Attack, Oil In Focus & Market Bulls and Bears
On the anniversary of the October 7 attacks, the ongoing conflict between Israel and Hamas remains in focus, with military actions intensifying. Oil prices are under scrutiny as tensions rise regarding potential retaliation against Iran. Meanwhile, the remarkable rally in Chinese stocks is met with skepticism from global investors. The European Central Bank hints at possible interest rate cuts on the horizon. In the UK, the new government's challenges are compounded by shifting political dynamics and economic pressures.
Oct 5, 2024 • 39min
Daybreak Weekend: US CPI Preview, Nobel Prizes, Ishiba Agenda
Edwin Harrison, a Bloomberg senior editor and risk expert, shares insights on U.S. inflation and Fed policy as crucial CPI and PPI data loom. Allison Williams discusses the upcoming earnings season for major banks, hinting at resilience in the financial sector. Newly elected Shigeru Ishiba outlines his vision for Japan's defense and proposes an Asian NATO, sparking debate on geopolitical alliances. Bill Ferries and Garod Reedy provide analyses of Ishiba's policies, exploring his stance on Japan's security landscape and its international implications.
Oct 4, 2024 • 17min
Oil's Big Gain, Shein London IPO & Goldman Prodigy's Hedge-Fund Struggles
Oil prices found stability after a significant surge, influenced by Middle East tensions. Shein is gearing up for informal investor talks as it eyes a London IPO. In France, major corporations brace for tax hikes aimed at addressing the budget deficit. Meanwhile, HSBC is tightening its belt on costs ahead of new leadership results. Economists predict a slight uptick in hiring, indicating a steady labor market despite concerns.
Oct 3, 2024 • 16min
Iran Nuclear Site Fears, OpenAI Valuation & US Tech In Russian Missiles
Tensions are rising as President Biden seeks to de-escalate military action between Israel and Iran over nuclear facilities. OpenAI is making waves with a huge $6.6 billion funding round, skyrocketing its valuation to $157 billion. Meanwhile, France’s Emmanuel Macron pushes for a temporary tax on major companies. In the UK, Prime Minister Keir Starmer is navigating tricky negotiations with the EU, all while addressing a controversy over gifts received during his tenure. Also discussed are the implications of American tech in Russian military operations.
Oct 2, 2024 • 16min
Israel Vows Retaliation After Iran Ballistic Missile Attack
Tensions escalate as Iran launches around 200 ballistic missiles at Israel, prompting a vow of retaliation from Prime Minister Netanyahu. Oil prices spike in response to the attack, highlighting the conflict's impact on global markets. In personal politics, the vice-presidential candidates debate key issues just ahead of the elections, while France faces challenges in meeting EU budget limits. Meanwhile, Israel's advanced air defense systems are under scrutiny as the country prepares for potential military responses to the ongoing threat.
Oct 1, 2024 • 17min
Israeli Ground Troops In Lebanon & Powell's Go Slow Message
Jerome Powell, the Federal Reserve Chair, shares insights on gradual interest rate cuts while reassuring that the US economy remains robust. Christine Lagarde, a key figure at the European Central Bank, discusses improving prospects for controlling inflation ahead of the October rate decision. The podcast also covers Israel's targeted operations in Lebanon against Hezbollah and highlights the growing pessimism among business leaders regarding the UK's economic outlook. Additionally, a major port strike in the US looms, threatening to impact the economy.
Sep 30, 2024 • 15min
Israel's Challenge To Iran, Chinese Stocks Soar & Metals Mavericks Rock Markets
Tensions are rising in the Middle East following Israel's military successes against Hezbollah, alongside the implications for Iran. Meanwhile, Chinese stocks are experiencing a remarkable resurgence, spurred by government stimulus that has investors interested again. On another front, the UK is grappling with internal party squabbling as Chancellor Rachel Reeves prepares for a key EU finance meeting. Additionally, the London Metals Week highlights market trends and negotiations crucial to the global metals industry.
Sep 28, 2024 • 39min
Daybreak Weekend: US Jobs Preview, France Pressure, Golden Week
The discussion dives into the anticipated U.S. September jobs report and its implications for the Federal Reserve. It explores the political challenges facing France as a new government takes shape. Meanwhile, insights about consumer behavior during China's Golden Week reveal shifting economic patterns and spending trends. The podcast also emphasizes the need for innovative business solutions and highlights the role of AI in enhancing efficiency. Tune in for updates on the upcoming Vice Presidential debate and investment strategies!
