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 preview PCE, and personal spending data, and Nvidia earnings. In the UK – a preview of the next G20 summit. In Asia – a look at the evolving relationship between Washington and Beijing. See omnystudio.com/listener for privacy information.
Feb 21, 2025•39 min
On today's episode, we look at how recent movement in the Yen may impact the Bank of Japan's approach to rate strategy with Mary Nicola, Bloomberg MLIV Strategist in Singapore. Plus - a look at how disappointing earnings from Walmart rattled investors after retail sales data signaled an abrupt pullback by US consumers. We hear from Vance Howard, CEO and Portfolio Manager at Howard Capital Management. See omnystudio.com/listener for privacy information....
Feb 21, 2025•19 min
On today's episode, we examine how the threat of US tariffs on China may impact the world's second largest economy. We speak with Jenni Marsh, Greater China Eco-Gov Team Leader in Hong Kong. Plus - reaction to minutes from the FOMC's January meeting from Eric Lynch, Managing Director at Scharf Investments. See omnystudio.com/listener for privacy information.
Feb 20, 2025•17 min
On today's episode, we look at the forces driving China's recent tech rally with Jason Lui, Head of APAC Equity & Derivative Strategy at BNP Paribas. Plus - a discussion on how a newly proposed round of tariffs from US President Donald Trump may move global markets with Jim Thorne, Chief Market Strategist at Wellington-Altus Private Wealth. See omnystudio.com/listener for privacy information.
Feb 19, 2025•22 min
Featuring: Hao Hong, Chief Economist at Grow Investment Group Ecaterina Bigos, CIO for Asia ex-Japan Core Investments at AXA Investment Managers See omnystudio.com/listener for privacy information.
Feb 18, 2025•15 min
On today's episode, Bloomberg's Michael Heath discusses the latest on planned discussions between Russia and the United States to bring an end to the Russia-Ukraine War. Fred Neumann, Chief Asia Economist at HSBC, shares his market outlook amid boiling global trade tensions. Plus - German Chancellor Olaf Scholz sits down with Bloomberg to discuss tariffs. He speaks with Stephanie Flanders, Head of Economics and Government for Bloomberg News. See omnystudio.com/listener for privacy information....
Feb 17, 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 look at U.S housing data and earnings from the EV maker Rivian. In the UK – a look at upcoming German elections. In Asia – a look ahead to earnings from Alibaba and economic data in South Korea. See omnystudio.com/listener for privacy information.
Feb 14, 2025•37 min
On today’s episode, we wrap up the trading week with the latest tariff news out of the United States. We speak with Helen Zhu, Managing Partner and Chief Investment Officer at NF Trinity in Hong Kong, and David Chao, Global Market Strategist, APAC, at Invesco from Singapore. See omnystudio.com/listener for privacy information.
Feb 14, 2025•20 min
On today's episode, we get reaction to a higher-than-expected US inflation print from Michael Green, Portfolio Manager and Chief Strategist at Simplify Asset Management. Plus - a preview of earnings from Nissan and Honda with James Hong, Head of Asia Autos at Macquarie Capital. See omnystudio.com/listener for privacy information.
Feb 13, 2025•21 min
On today's episode, we examine the landscape for EM investing with Ben Luk, Senior Multi Asset Strategist at State Street Global Markets. Plus - a look at Federal Reserve Chair Jerome Powell's first day of testimony in Washington ahead of Wednesday's US CPI print with Adam Turnquist, Chief Technical Strategist at LPL Financial. See omnystudio.com/listener for privacy information.
Feb 12, 2025•19 min
On today's episode, reaction to the US imposing a 25% blanket tariff on steel and aluminum imports with Joe Deaux, Metals and Mining Reporter for Bloomberg News. We also examine the state of China's AI industry with Taosha Wang, Portfolio Manager at Fidelity International. Plus - a look at the broader market landscape with Brian Krawez, President at Scharf Investments. See omnystudio.com/listener for privacy information.
Feb 11, 2025•20 min
On today's episode, we explore President Donald Trump's plan to announce 25% tariffs on all imports of steel and aluminum, applying to metal imports from all countries. We speak with Brian Fowler, Bloomberg News Senior Editor in Tokyo. Plus - a look at how recent eco data will play into fiscal policy with Shams Afzal, Managing Director at the Carnegie Investment Counsel. See omnystudio.com/listener for privacy information.
Feb 10, 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 CPI and Retail sales data, along with quarterly earnings from McDonalds. In the UK – a look at a summit on artificial intelligence taking place in Paris. In Asia – a look at the potential fallout of Donald Trump's trade war with China. See omnystudio.com/listener for privacy information....
Feb 07, 2025•39 min
On today's episode, we recap a busy trading week in the APAC region with Mary Nicola, Bloomberg MLIV Strategist in Singapore. We also take a look at Amazon's earnings with Arun Sundaram, Vice President of Equity Research at CFRA. Plus - a preview of the January US jobs report with Keith Buchanan, Partner and Senior Portfolio Manager at Globalt Investments. See omnystudio.com/listener for privacy information.
Feb 07, 2025•24 min
On today's episode, we examine how this week's US tariffs on China are weighing on global equities. We speak with Stephanie Leung, Chief Investment Officer at StashAway. Plus - a look at the broader investment landscape with Zachary Hill, Head of Portfolio Management at Horizon Investments. See omnystudio.com/listener for privacy information.
Feb 06, 2025•19 min
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