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
Featuring: Lucy Baldwin, Global Head of Research and Equity Advisory at Citigroup, joins the program to talk about The Federal Reserve and global economic outlook. Rebecca Choong Wilkins, Bloomberg Asia Government & Politics Correspondent, joins us in Hong Kong to talk about Hong Kong's security law. Enda Curran, Bloomberg News Global Economy Reporter, sits down with us to share his thoughts on the Bank of Japan's decision, the Federal Reserve, and global sentiment on inflation. Apple: https...
Mar 20, 2024•25 min
Featuring: Ed Rogers, CEO and CIO at Rogers Investment Advisors Martin Schulz, Chief Economist at Fujitsu Nicholas Smith, Japan Strategist, CLSA David Ingles, Host, Bloomberg Television Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information....
Mar 19, 2024•24 min
Featuring: Nick Turner, Bloomberg Senior editor for the tech team, joins the program to discuss Nvidia's announcement of a new processor. Plus, how it will impact the AI revolution. Kari Soo Lindberg, Bloomberg Private credit and loans reporter, joins the show to break down the accusations that China Evergrande falsely inflated revenue by around $78 billion. See omnystudio.com/listener for privacy information.
Mar 19, 2024•18 min
Featuring: Paul Dobson, Bloomberg Executive Editor for Asia Markets, sits down with us in Hong Kong to discuss how markets will react to the BOJ's upcoming announcement. Jeanette Garretty, Managing Director and Chief Economist at Robertson Stephens, sits down with us to discuss her market perspective and how The Fed in the US will act later this week. James Abate, Managing Director & Chief Investment Officer, Centre Asset Management, joins the program to talk about his market positions, and ...
Mar 18, 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 next week’s Fed decision and Nike earnings. In the UK - a preview of the UK’s next rate decision. In Asia - a look ahead at the RBA’s next monetary policy decision & Tencent earnings. See omnystudio.com/listener for privacy information.
Mar 15, 2024•38 min
Featuring: Gregory Daco, EY Chief Economist joins to break down US PPI data and to talk global macro markets. Willem Sels, Global CIO at HSBC Global Private Banking and Wealth, to share his perspective on APAC markets. Taro Kimura, Bloomberg Japan Economist, sits down with us from Tokyo to talk about the upcoming BOJ decision and how inflation is impacting daily life in Japan. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show...
Mar 15, 2024•24 min
Featuring: Alex Barinka, Bloomberg Tech Reporter, joins us to talk about the US House vote on TikTok, the path forward in congress, and how China may respond. Joe Deaux, Bloomberg Metals & Mining Reporter, sits down with us to give an update on Nippon Steel's endeavor to buy US Steel and how United Steel Workers is negotiating. Sarah Zheng, Bloomberg China Technology Reporter, joins us in Hong Kong to share how Chinese lawmakers are thinking about artificial intelligence and semiconductors. ...
Mar 14, 2024•24 min
Featuring: Shuli Ren, Bloomberg Opinion Columnist joins us to talk about Vanke, the Chinese developer that recently had its credit rating cut to junk. Mark Cranfield, Bloomberg M-LIV Strategist, sits down with us from Singapore to discuss how global markets are reacting to the US CPI data. Daniel Lam, Head of Equity Strategy at Standard Chartered Wealth Management, joins us in Hong Kong to share his perspective on markets. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id16...
Mar 13, 2024•21 min
Featuring: Paul Jackson, Bloomberg Economy Editor, joins us from Tokyo to talk about the Bank of Japan's upcoming rate decision and how markets are pricing different outcomes in. Helen Qiao, Chief Greater China Economist at BofA Global Research, sits down with us to talk about APAC market outlooks. David Finnerty, Bloomberg FX and Rates Strategist, joins us from Singapore to discuss the yen, the US dollar, and how the BOJ's decision + US CPI numbers will influence markets in the coming days. App...
Mar 12, 2024•25 min
Featuring: Peter Elstrom, Bloomberg Executive Editor for Asia Technology, joins the show to talk about potential US sanctions on Chinese tech firms, China's new chip fund, and TSMC's plans to build a new plant in Arizona. Stephanie Leung, CIO at StashAway, sits down with us to talk about Asia markets and how the Chinese economy is impacting global outlook. Joy Yang, Head of Product Management at MarketVector Indexes, joins the program to share her perspective on US and Asia markets and global ec...
Mar 11, 2024•26 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 and Retail sales data, and a look ahead to earnings from Adobe and Oracle. In the UK - a look ahead to a major real estate conference on the French riveria In Asia – a preview of Hon Hai and CATL earnings. See omnystudio.com/listener for privacy information....
Mar 08, 2024•39 min
Featuring: Peiqian Liu, Asia Economist at Fidelity International, joins the program to discuss China economic policy, Bank of Japan rate cuts, and more. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information....
Mar 08, 2024•8 min
Featuring: Catherine Lim, Bloomberg Intelligence Senior Analyst on Asia Consumer and Technology joins the program to discuss JD.com earnings. Plus, we get an update on other top tech firms in Asia. Shuli Ren, Bloomberg Opinion Columnist, sits down with us to talk about China's steps to boost urbanization. Ecaterina Bigos, Chief Investment Officer, Core Investments & AXA Investment Managers shares her perspective on APAC Markets. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak...
Mar 07, 2024•22 min
Featuring: Rebecca Choong Wilkins, Bloomberg Asia Government & Politics Correspondent, joins the program to discuss China's growth target and other announcements coming out of the National People's Congress. Robert Lea, Bloomberg Intelligence Senior Analyst, takes a look how AI and technology will be ruled on at China's NPC meeting, and how it will influence China's economy. Ron Temple, Chief Market Strategist at Lazard Asset Management, sits down with us to share his perspective on APAC mar...
Mar 05, 2024•22 min
Featuring: Jill Disis, Bloomberg China EcoGov Editor, joins the show to break down what will be talked about during China's CPPCC and NPC meetings. Ben Sharples, Bloomberg Energy and Commodities Editor, sits down with us to talk about how new legislation in the US could impact China's ability to purchase oil from the US emergency stockpile. Minxin Pei, political scientist, Fellow at Claremont McKenna College and a Bloomberg Opinion Columnist joins the program to share his expectations for China'...
Mar 04, 2024•26 min
