On today's episode, we get a breakdown of Alphabet's earnings with Annabelle Droulers, Bloomberg Tech Correspondent in Hong Kong. This as the company also faces a probe from Chinese anti-trust regulators amid a fresh US-China trade war. Plus - a look at how America's new China tariffs are reverberating through the currency space with Eddie Cheung, Senior Emerging Markets Strategist at Credit Agricole CIB. See omnystudio.com/listener for privacy information....
Feb 05, 2025•15 min
On today's episode, we look at what's next for Donald Trump's long-threatened China tariffs after the White House reached deals with both Canada and Mexico to delay impending levies. We speak with Shuli Ren, Bloomberg Opinion Columnist in Hong Kong, and Chris Zaccarelli, Chief Investment Officer at Northlight Asset Management. See omnystudio.com/listener for privacy information.
Feb 04, 2025•17 min
On today's episode, we examine how impending tariffs from the Trump administration in the US are sending shock waves through global markets. Bloomberg's Stephen Engle has analysis on what the response from Beijing may look like. Jun Bei Liu, Founder and Portfolio Manager at Ten Cap, gives her views on what these tariffs could mean for China's long-term outlook. Plus - Stuart Thomas, Founding Partner and Principal at Precidian Investments, shares how investors could stand to benefit from tariff-d...
Feb 03, 2025•18 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: We look ahead to the January Jobs report and preview some big tech earnings we're watching In the UK: We look ahead to the BOE rate decision In Asia: We detail the future of China's DeepSeek AI See omnystudio.com/listener for privacy information.
Feb 01, 2025•39 min
On today's episode, we get the latest on DeepSeek after news that US officials are probing whether the Chinese AI startup bought advanced Nvidia semiconductors through third parties in Singapore. We speak with Catherine Thorbecke, Asia Tech Columnist for Bloomberg Opinion. We'll also take a look at the global macro landscape with David Aspell, Co-Chief Investment Officer at Mount Lucas Management. Plus - a discussion on the Fed's path ahead with Bill Adams, Chief Economist at Comerica Bank. See ...
Jan 31, 2025•24 min
On today's episode, we parse through earnings results from Microsoft, Meta, and Tesla with George Cipolloni, Portfolio Manager at Penn Mutual Asset Management. He also shares his reaction to the Federal Reserve's decision to leave its benchmark interest rate unchanged. Plus - a temperature check of China's economy with Shehzad Qazi, Managing Director at China Beige Book International. See omnystudio.com/listener for privacy information.
Jan 30, 2025•18 min
On today's episode, we look at Wall Street’s tech-led rebound from a selloff that sent shockwaves through global markets, as focus turns to the Federal Reserve’s rate decision and US mega-cap earnings. We speak with Bloomberg's MLIV Asia Team Lead, Garfield Reynolds, in Sydney. Plus - insights from Tom Bruce, Macro Investment Strategist at Tanglewood Total Wealth Management. See omnystudio.com/listener for privacy information.
Jan 29, 2025•16 min
On today's episode, we take a deep dive into the Chinese AI startup DeepSeek. News of the company's new R1 chatbot sparked a sell-off in many AI-tech related names, wiping out nearly $1 trillion in market cap from US and European tech stocks. We speak with Vlad Savov, Bloomberg Tech Editor in Hong Kong. Plus, we get reaction from the States with Jamie Cox, Managing Partner at Harris Financial Group. See omnystudio.com/listener for privacy information....
Jan 28, 2025•19 min
In this bonus episode from Bloomberg Daybreak, hosts Nathan Hager and Karen Moskow examine the emergence of DeepSeek. The Chinese artificial intelligence startup is rocking global technology stocks, raising questions over America’s technological dominance. Buzz grew over the weekend about DeepSeek’s latest AI model being cost-effective while running on less-advanced chips, casting doubt on the validity of the rich valuations for companies like Nvidia. You can hear more episodes of Bloomberg Dayb...
Jan 27, 2025•9 min
On today's episode, a look at the real estate market in Hong Kong and beyond with Adriel Chan, Chair and Executive Director of Hang Lung Properties. Plus, a look at broader market action ahead of the holiday-shortened trading week with Michael Dyer, Investment Director, Equities & Multi Asset, at M&G Investments. See omnystudio.com/listener for privacy information.
Jan 27, 2025•17 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 U.S tech earnings. In the UK – a preview of next week’s ECB decision. In Asia – a preview of next week’s RBA decision and a look at U.S-China trade relations. See omnystudio.com/listener for privacy information.
Jan 24, 2025•38 min
On today's episode, we wrap up the trading week in the Asia-Pacific with Paul Dobson, Bloomberg News Executive Editor for Asia Markets. He shares his reaction to US President Donald Trump's remarks at the World Economic Forum's annual meeting in Davos, Switzerland. Plus - Hong Kong Financial Secretary Paul Chan sits down with Bloomberg's Haslinda Amin in Davos to share his outlook for Hong Kong, China, tariffs, and more. See omnystudio.com/listener for privacy information....
Jan 24, 2025•17 min
On today's episode, a look at FX volatility with Ju Wang, Head of Greater China FX & Rates Strategy at BNP Paribas. Plus, we explore how the AI trade is propelling markets with Larry Tentarelli, Chief Technical Strategist at Blue Chip Daily Trend Report. See omnystudio.com/listener for privacy information.
Jan 23, 2025•16 min
On today's episode, we get reaction to news of a $500 billion investment in America's AI infrastructure with Rohini Kosoglu, venture partner at Fusion Fund. Fred Neumann, Chief Asia Economist and Co-Head of Global Research Asia at HSBC, shares his thoughts on what Trump's tariff policy could mean for China. Plus - a temperature check of the fixed income space with Joanne Bianco, Partner & Senior Investment Strategist at BondBloxx. See omnystudio.com/listener for privacy information....
Jan 22, 2025•21 min
Donald Trump has been inaugurated as the 47th president of the United States. The dollar rallied and Asian stocks trimmed their opening gains after President Trump said he was considering enacting previously threatened tariffs on Canada and Mexico starting next month. Featuring: Mary Nicola, Bloomberg MLIV Strategist in Singapore Daniel Drezner, Tufts University Professor of International Politics Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437 Spotify: https://...
Jan 21, 2025•17 min
On today's episode, a look at the state of global markets on the eve of Donald Trump's inauguration in the US. Hua Cheng, Director of Asia Credit Research at AllianceBernstein joins the program from Hong Kong. We also speak with Shana Sissel, President and CEO at Banrion Capital Management. See omnystudio.com/listener for privacy information.
Jan 20, 2025•21 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 what comes next for the U.S economy when Donald Trump takes office, and Netflix earnings. In the UK – a preview of the World Economic Forum in Davos. In Asia - a preview on whether Donald Trump will make good on his threats toward China. See omnystudio.com/listener for privacy information....
Jan 17, 2025•39 min
On today's episode, a look at reported merger talks between mining giants Rio Tinto and Glencore with Bloomberg's Paul Allen in Sydney. Plus - a look at the regulatory landscape for crypto in both Asia and the United States, ahead of Donald Trump's inauguration next week. We speak with Katherine Dowling, Chief Compliance Officer at Bitwise Asset Management. See omnystudio.com/listener for privacy information.
Jan 17, 2025•18 min
On today's episode, we explore what an Elon Musk acquisition of TikTok's US operations would look like with Catherine Thorbecke, Bloomberg Opinion Tech Columnist in Tokyo. Dr. Ariel Cohen, Senior Fellow at the Atlantic Council's Eurasia Center, shares his thoughts on news of an Israel-Hamas ceasefire in Gaza. Plus, a look at how recent US economic data has rippled through markets with Ross Mayfield, Investment Strategist at Baird Private Wealth Management. See omnystudio.com/listener for privacy...
Jan 16, 2025•24 min
On today's episode, we explore where opportunities lie in emerging markets with Rahul Chadha, Founder and Chief Investment Officer at Shikhara Investment Management. Plus, a look at how the week's US eco data will play into the Fed's policy path with Rob Haworth, Senior Investment Strategist at US Bank Wealth Management. See omnystudio.com/listener for privacy information.
Jan 15, 2025•16 min
Featuring: Annabelle Droulers, Bloomberg Tech Reporter in Hong Kong David Waddell, CEO and Chief Investment Strategist at Waddell & Associates 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....
Jan 14, 2025•19 min
Featuring: James Abate, Managing Director and Chief Investment Officer at Centre Asset Management Rahm Emanuel, Outgoing US Ambassador to Japan 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....
Jan 13, 2025•19 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 look at U.S eco data and bank earnings next week. In the UK – a focus on a UK asset slump and what may come next. In Asia – a look at BYD and the EV sector and what comes next in the U.S, Nippon Steel saga. See omnystudio.com/listener for privacy information.
Jan 10, 2025•39 min
Featuring: Mary Nicola, Bloomberg MLIV Strategist in Singapore Gearoid Reidy, Bloomberg Opinion Columnist in Tokyo 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....
Jan 10, 2025•17 min
Featuring: Mark Konyn, Chief Investment Officer at AIA Group Gene Goldman, Chief Investment Officer at Cetera Financial Group 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....
Jan 09, 2025•20 min
Featuring: Helen Zhu, Managing Director and Chief Investment Officer at NF Trinity Peter Chung, Head of Research at Presto Research 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....
Jan 08, 2025•19 min
Featuring: Peter McGuire, CEO of XM Australia Matt Orton, Chief Market Strategist at Raymond James Investment Management 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....
Jan 07, 2025•21 min
Featuring: Willem Sels, Global Chief Investment Officer at HSBC Global Private Banking and Wealth Hilary Kramer, Chief Investment Officer at Kramer Capital Research 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....
Jan 06, 2025•21 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 December jobs report and Delta Airlines earnings. In the UK – a preview of the food and culture scene in the UK next year. In Asia – a preview of what to expect from China’s economy and the automobile sector in 2025. See omnystudio.com/listener for privacy information....
Jan 03, 2025•39 min
Featuring: Eva Lee, Head of Greater China Equities at UBS Global Wealth Management Jay Hatfield, CEO and CIO at Infrastructure Capital Management 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....
Jan 03, 2025•21 min
