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
Jan 6, 2026 • 20min
Maduro Pleads Not Guilty, Greenland Alarm Grows, UK Wealth Cracks Widen
Derek Wahlbank, Senior U.S. government editor at Bloomberg, dives into Nicolás Maduro's not guilty plea in a major narco-terrorism case, revealing potential geopolitical shifts. He also discusses Venezuela's political turmoil and the implications for U.S. policy. Meanwhile, Ben Stupples, an ultra-wealth reporter, highlights the exodus of family offices from the UK amid tax reforms, exploring new wealth hubs and their ripple effects on investments and real estate. Both guests uncover critical trends reshaping global power and wealth.
Jan 5, 2026 • 21min
Trump’s Venezuela Demands, Maduro To Appear In Court, $100 Billion Oil Gamble
Rosalind Matheson, Bloomberg's Chief Asia Correspondent, offers sharp insights on the geopolitical shift in Venezuela, especially after Maduro's capture and impending court appearance. Energy reporter Stephen Stapchinski dives into the daunting $100 billion challenge of reviving Venezuela's oil sector, discussing the outdated infrastructure and investment hesitations that could hinder progress. The conversation illuminates Trump's demands for U.S. access and the complexities surrounding global market reactions to these unfolding events.
Jan 2, 2026 • 40min
Daybreak Weekend: Housing Outlook, Europe Culinary Trends, Australian Eco
Mike McGlone, a Senior Commodities Strategist at Bloomberg Intelligence, predicts a volatile commodity market and discusses gold's rally and oil's downtrend. Kate Crader, Bloomberg's Food Editor, explores culinary trends in Europe, highlighting the rise of experiential dining and upcoming restaurant openings. James McIntyre, an economist in Sydney, examines Australia's inflation outlook and the impact of migration on economic demand, suggesting the Reserve Bank may delay interest hikes as they monitor ongoing market changes.
6 snips
Jan 2, 2026 • 17min
About 40 Die In Swiss Fire, ‘Powerful’ Euro Symbol, Tech Leads Stock Gains
Tiwa Adebayo, a dedicated news reporter, provides an on-the-spot report about a devastating fire in Crans-Montana that claimed around 40 lives during New Year celebrations. She shares powerful eyewitness accounts and details of the extensive emergency response. The conversation also touches on Christine Lagarde’s remarks about Bulgaria joining the euro area, showcasing Europe’s resilience amid challenges. Additionally, the tech sector, particularly AI and chipmaking, is highlighted as a major driver of stock market gains.
Jan 1, 2026 • 39min
Daybreak Holiday: Big Tech Outlook with Dan Ives and Gene Munster
Dan Ives, Global Head of Tech Research at Wedbush, and Gene Munster, Managing Partner at Deepwater, delve into the future of AI and Big Tech. They discuss the continued bullish sentiment surrounding AI, predicting substantial growth and opportunities in the sector. Ives highlights NVIDIA's chip scarcity as a key driver, while Munster emphasizes the long-term potential of AI investments. Both guests forecast which major tech players might lead the market in 2026, suggesting that small-cap AI beneficiaries could also play a significant role in this evolving landscape.
Dec 31, 2025 • 16min
2025’s Big Market Winners, Eurostar Delays Continue, New Eurozone Member
Valerie Teitel, a market strategist known for her insightful analysis, dives into the impressive 21% rise of the MSCI All Country World Index, fueled by AI enthusiasm and Fed interest-rate cuts. She discusses China's economy, highlighting President Xi's optimistic 5% growth target and a recovering manufacturing sector. The conversation shifts to the chaos caused by Eurostar's recent power failure, leaving passengers stranded. Teitel also shares her concerns about future market risks including tariffs and geopolitical tensions.
9 snips
Dec 30, 2025 • 17min
Silver Steadies After Plunge, China’s Shadow LNG Fleet, Idras Elba Knighted
Stephen Stapchinsky, an energy reporter for Bloomberg with a focus on Asia, discusses a groundbreaking investigation into China's shadow LNG fleet, revealing how it facilitates sanctioned Russian gas exports. He explains the mechanics behind the covert operations, using advanced tracking methods like AIS data and satellite imagery. Stapchinsky also highlights the significant implications of China's role as a buyer in this network. Additionally, the conversation touches on the volatility in silver prices and geopolitical tensions affecting market dynamics.
Dec 29, 2025 • 17min
No Ukraine Breakthrough, Global Stocks Record High, China Holds Taiwan Drills
Rosalind Matheson, Chief Asia correspondent, provides insights on the US-Ukraine diplomatic talks, revealing major security guarantees but unresolved territorial disputes. Paul Dobson, Executive editor for Asian Markets, analyzes the surge in global stocks and the dramatic fluctuations in silver prices, citing speculation and industrial demand. Additionally, they discuss China's live-fire drills around Taiwan following significant US arms packages, emphasizing rising geopolitical tensions.
20 snips
Dec 27, 2025 • 39min
Daybreak Weekend: Broken Capitalism and a 2026 Stock Outlook
John Authers, a Bloomberg Opinion columnist and author, dissects the forces that have disrupted capitalism, exploring AI's impact on jobs and the need for wealth redistribution. John Lee, a research content manager, shares insights on the 2026 outlook for Asian equity markets, highlighting strong performances from Korea and Taiwan driven by AI. He also discusses China's export growth despite weak domestic demand and the potential of India's market amidst its AI challenges. The conversation unpacks complex interactions between markets, state roles, and emerging themes.
Dec 24, 2025 • 39min
Daybreak Holiday: Market Expectations, The 12 Days of Christmas Cost
Cameron Dawson, Chief Investment Officer at New Edge Wealth, shares insights on market forecasts and highlights the risks of oil price fluctuations. Brian Levitt, Global Market Strategist at Invesco, discusses the implications of Fed policy and anticipates a bullish 2026 market setup. Amanda Agati, Chief Investment Officer at PNC, reveals the PNC Christmas Price Index's current cost—$51,476—up 4.5% from last year, while explaining stable prices for certain holiday items and rising entertainment costs. Their diverse perspectives offer a fascinating look at economic trends.
