Featuring: Alex Barinka, Bloomberg Tech Reporter, sits down with us to discuss how TikTok is preparing for a legal fight in the wake of a potential ban in the US. Plus, how the EU is thinking about TikTok's new app. Pamela Ambler, APAC Investor Intelligence Head at JLL, sits down with us in Singapore to discuss her perspectives on APAC markets. Finbarr Flynn, Bloomberg Asia Credit Markets Editor, joins us from Tokyo to discuss South Korea's real estate market, and the exposure issues some develo...
Apr 23, 2024•23 min
Featuring: Max Bondurri, Founder & CEO of SGMC Capital, joins us from Singapore to discuss Asia fixed income markets. Vicki Chi, Asian Equities Portfolio Manager at Robeco, sits down with us in Hong Kong to discuss her perspective on Asia markets. Dana D'Auria, Co-CIO at Envestnet, shares her US market insights. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/As...
Apr 22, 2024•25 min
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – A preview of U.S core PCE and GDP data, and Tesla earnings. In the UK – A preview of European bank earnings. In Asia – A preview of Auto Show China See omnystudio.com/listener for privacy information.
Apr 19, 2024•39 min
Featuring: Geetha Ranganathan, Bloomberg Intelligence US Media Analyst, joins the program to discuss Netflix earnings. Herald van der Linde, Head of Asia Pacific Equity Strategy at HSBC, joins us to share his perspective on APAC markets. David Finnerty, Bloomberg FX and Rates Strategist, joins us from Singapore to discuss rate cut outlook and global Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b Tune...
Apr 19, 2024•23 min
Featuring: Helen Zhu, Nan Fung Trinity Managing Director & CIO sits down with us in Hong Kong to discuss global economic outlook, China policy and APAC markets. Laura Davison, Bloomberg Politics Deputy Team Lead to discuss President Biden's speech to US Steelworkers today in Pittsburgh. Plus, we discuss the White House's plans for higher tariffs on Chinese aluminum and steel products. Lillian Li, VP and Senior Credit Officer at Moody’s Ratings, joins us to discuss the Chinese credit market a...
Apr 18, 2024•23 min
Featuring: Kirsten Fontenrose, President at Red Six International, joins us to discuss the latest US sanctions against Iran Shuli Ren, Bloomberg Opinion Columnist, sits down with us to discuss China Vanke and China's real estate troubles. Dominic Schnider, Head of Global Commodities & Forex at UBS Global Wealth Management, sits down with us to share his perspective on APAC markets. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify...
Apr 17, 2024•22 min
Featuring: Julia Wang, Executive Director and Global Market Strategist at JPMorgan Private Bank joins us in Hong Kong to discuss her perspective on APAC markets. Vlad Savov, Bloomberg Tech Editor, joins us to discuss Apple's China sales. Ed Ludlow, Co-host of Bloomberg Technology, sits down with us to discuss the Tesla workforce cuts. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tun...
Apr 16, 2024•21 min
Featuring: Fleur Hassan-Nahoum, Outgoing Deputy Mayor for Jerusalem and Current Special Envoy for the Foreign Ministry of Jerusalem joins us to discuss Iran's attack on Israel. Joe Mathieu, Co-Host of Balance of Power on Bloomberg TV and Radio, joins us from Washington D.C. To discuss how US leaders will respond to the Iranian attack. George Cipolloni, Portfolio Manager at Penn Mutual Asset Management, sits down with us to discuss his perspectives on US markets and the fiscal implications of geo...
Apr 15, 2024•25 min
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of the IMF and World Bank meetings, and U.S Retail sales. In the UK – a look at German Chancellor Olaf Scholz’s visit to China. In Asia - a look at a slew of China economic data, including GDP, Industrial production and retail sales See omnystudio.com/listener for privacy information....
Apr 12, 2024•39 min
Featuring: Joe Deaux, Bloomberg Metals & Mining Reporter, joins us to discuss the latest on Nippon Steel's deal with US Steel. Steven Sun, Head of Research at HSBC Qianhai, sits down with us in Hong Kong to talk about China's economy. Prashant Bhayani, Asia CIO of BNP Paribas Wealth Management, joins the program from Singapore to discuss his APAC market perspectives. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfg...
Apr 12, 2024•24 min
Featuring: Wei Yao, Head of Research & Chief Economist, APAC at Société Générale CIB, sits down with us in Hong Kong to discuss China eco outlook. Stefanie Holtze-Jen, APAC CIO at Deutsche Bank Private Bank, joins the program to discuss APAC markets. Lindsey Piegza, Chief Economist at Stifel, sits down with us to discuss US CPI data. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://...
Apr 11, 2024•24 min
Featuring: Isabel Reynolds, Bloomberg Tokyo Bureau Chief, joins the program from Tokyo to discuss the Japanese Prime Minister's visit to the US. Mark Konyn, CIO of AIA Group, sits down with us to discuss his perspective on APAC markets. Daniel Lam, Head of Equity Strategy at Standard Chartered Wealth Solutions, joins us in the Hong Kong studio to talk China markets and Asia market plays. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spoti...
Apr 10, 2024•20 min
Featuring: Wendy Cutler, Vice President at the Asia Society Policy Institute and former acting deputy U.S. trade representative, on Yellen's China visit. Joshua Crabb, Head of Asia Pacific Equities at Robeco, with his market outlook. Vlad Savov, Bloomberg Tech Editor in Hong Kong, on TSMC receiving $11.6 billion in grants from the US. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tun...
Apr 09, 2024•24 min
Featuring: Stephanie Leung, CIO at StashAway, sits down with us in Hong Kong to discuss her perspectives on APAC markets. Nancy Davis, Founder and Portfolio Manager at Quadratic Capital Management, sits down with us to talk about US markets and the path forward for the federal reserve. Steven Schoenfeld, CEO of Market Vector Indexes, joins the program to share his perspective on US and emerging markets. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: ht...
Apr 08, 2024•23 min
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of U.S CPI data and bank earnings. In the UK – a look at next week’s ECB meeting and rate decision. In Asia - a preview of China inflation data. See omnystudio.com/listener for privacy information.
Apr 05, 2024•39 min
Featuring: George Boubouras, Managing Director, Research, Investments and Advisory, K2 Asset Management, shares his outlook on emerging markets. Meredith Whitney, Founder and CEO, Meredith Whitney Advisory Group, shares her perspective on US markets. Garfield Reynolds, Bloomberg MLIV Team Lead, joins us from Sydney to break down the various comments from US Fed officials. Plus, the latest from the BOJ. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: htt...
Apr 05, 2024•25 min
Featuring: Geetha Ranganathan, Bloomberg Intelligence US Media Analyst, sits down with us to discuss Disney’s proxy vote and the potential deal between Shari Redstone and Skydance Media. Mark Cranfield, Bloomberg MLIV Strategist, sits down with us from Singapore to share his perspective on markets and global economic outlook. Belita Ong, Chairman of Dalton Investments, joins us to share her perspective on global markets and the Fed's path ahead on interest rate cuts. Apple: https://podcasts.appl...
Apr 04, 2024•24 min
Featuring: Michelle Jamrisko, Bloomberg White House Correspondent, joins us from Washington DC to discuss President Biden's conversation with China's President Xi Jinping. Mark Cudmore, Bloomberg MLIV Macro Strategist joins us from Singapore to discuss global rates as Fed officials in the US discuss the path forward on interest rates. Michael Liang, Chief Investment Officer at Foundation Asset Management, sits down with us in Hong Kong to discuss APAC market outlook. Apple: https://podcasts.appl...
Apr 03, 2024•22 min
Featuring: Michelle Lam, Greater China Economist, Societe Generale, joins the program from Hong Kong to discuss the latest economic data out of China and how it influences China's economic recovery. Peter Elstrom, Bloomberg Executive Editor for Asia technology, joins us from Tokyo to discuss Japan's plan to onshore contact chipmaking and the subsidies program it is using to boost production. David Finnerty, Bloomberg FX and Rates Strategist, joins the program to discuss how global markets are re...
Apr 02, 2024•24 min
Featuring: Jill Disis, Bloomberg China EcoGov Editor joins us in Hong Kong to discuss China's economy and Beijing's approach to economic stimulus. Paul Dobson, Bloomberg Executive Editor for Asia Markets joins us from Singapore to discuss how both US PCE data and China eco data are influencing market perspectives. Bloomberg Television's Paul Allen joins Bryan Curtis to speak with Derek Izuel, Portfolio Manager and Chief Investment Manager at Shelton Capital Management, about his perspective on g...
Apr 01, 2024•25 min
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of the March jobs report and Disney’s annual meeting of shareholders. In the UK - a preview of European core inflation data. In Asia – a look at a potential TikTok ban in the U.S, and a preview of China PMI data. See omnystudio.com/listener for privacy information....
Mar 29, 2024•38 min
Bloomberg's Nathan Hager and Michael McKee discuss the latest PCE data and reaction from Fed Chair Jerome Powell. Plus, reaction from Wells Fargo Senior Economist Sarah House. See omnystudio.com/listener for privacy information.
Mar 29, 2024•16 min
Bloomberg's Nathan Hager breaks down the latest PCE data with Bloomberg Economics and Policy Editor Michael McKee. Plus, reaction to the data from Tom Porcelli, Chief US Economist at PGIM Fixed Income, and Wells Fargo Senior Economist Sarah House. See omnystudio.com/listener for privacy information.
Mar 29, 2024•30 min
Featuring: Jenni Marsh, Bloomberg Team Leader for Greater China Eco-Gov, sits down with us in Hong Kong to discuss President Xi's meeting with top US CEOS. Margie Patel, Senior portfolio manager, Multi-Asset Solutions, Allspring Global Investments, joins us to discuss her perspective on global markets. Joe Mathieu, Host of Bloomberg Balance of Power on Bloomberg Television and Radio, joins us to discuss the legacy of former US senator and vice presidential nominee. Plus, the latest on the collap...
Mar 28, 2024•22 min
Featuring: Linda Lew, Bloomberg China Cars Reporter, sits down with us in Hong Kong top discuss BYD's earnings, and its path to growth throughout the APAC region. Sarah Zheng, Bloomberg China Technology Reporter, joins us to talk Alibaba's decision to cancel its IPO of Cainiao. Shujin Chen, Head of China Financial & Property Research at Jefferies joins us to break down how major Chinese banks are fairing in the wake of a real estate crisis. Apple: https://podcasts.apple.com/us/podcast/bloomb...
Mar 27, 2024•24 min
Featuring: Katy Kaminski, Chief Research Strategist and Portfolio Manager, AlphaSimplex Group shares her perspective on APAC and US markets. Jamie Tarabay, Bloomberg Cybersecurity reporter, joins us from Washington to discuss US charges against a group of alleged hackers backed by the Chinese government. Stefanie Holtze-Jen, APAC CIO at Deutsche Bank International Private Bank, joins us from Singapore to discuss Asia market outlook. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak...
Mar 26, 2024•22 min
Featuring: Steve Sosnick, Chief Strategist at Interactive Brokers, joins the program to discuss how central bank decisions are influencing global markets. Mark Heppenstall, President and CIO of Penn Mutual Asset Management, shares his perspective on APAC market outlook. Mahjabeen Zaman, Head of FX Research at ANZ, sits down with us to talk about the Bank of Japan, The Fed, and APAC markets. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.sp...
Mar 25, 2024•25 min
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of U.S PCE and GDP data, and a look ahead to Carnival earnings. In the UK - a look at challenges for Europe’s chocolate industry ahead of Easter. In Asia - a preview of BYD and China bank earnings. See omnystudio.com/listener for privacy information.
Mar 22, 2024•39 min
Featuring: Anna Edgerton, Bloomberg Seattle Bureau Chief, covering Tech and national security with Eco-gov joins the program to discuss the US department of Justice's antitrust suit against Apple. Amy Or, Bloomberg equity capital markets reporter, sits down with us to breakdown Reddit's IPO today and how its success fits into the larger IPO landscape this year. Mary Nicola, Bloomberg M-LIV strategist, joins us from Singapore to reflect on the week's central bank decisions and their impact on glo...
Mar 22, 2024•25 min
Featuring: Lydia Boussour, Senior Economist at EY, joins us to breakdown the Fed's decision to hold interest rates steady, plus how that move will impact global economic outlook. Oriano Lizza, CMC Markets Sales Trader, joins us to share his perspective on the Fed decision and the implications it may have on APAC markets. Vlad Savov, Bloomberg tech editor, sits down with us in Hong Kong to discuss Tencents earnings and their decision to double share buybacks. See omnystudio.com/listener for priva...
Mar 21, 2024•27 min
