Bloomberg Daybreak: Asia Edition - podcast cover

Bloomberg Daybreak: Asia Edition

Bloombergwww.bloomberg.com

Listen for business and finance news centered in the Asia-Pacific region.

Host Doug Krizner brings you insight and analysis on the day's top stories from China, India, Japan, Korea, Hong Kong, Singapore, Australia and more.

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Episodes

Japan Tech Shares Down, Tokyo CPI, New Iran Talks Set for Next Week

Business and finance news from the Asia-Pacific. Japanese tech stocks showed mixed performance today, with the broader market experiencing modest movements and individual tech names displaying varied results. Also, a Tokyo inflation gauge eased to the slowest pace in more than a year as Prime Minister Sanae Takaichi's utility subsidies curbed household energy costs. We speak to Alice French, Bloomberg's Japan Stocks Reporter.. Plus - US and Iranian officials ended the latest round of nuclear tal...

Feb 27, 202617 min

Nvidia Outlook Tops Estimates

Nvidia gave another bullish forecast for quarterly revenue. CEO Jensen Huang said the enterprise adoption of AI agents is skyrocketing. That suggests it's not just hyperscalers buying Nvidia's products, corporations are as well. Fiscal first-quarter sales will be about $78 billion, the chipmaker said in a statement Wednesday. Though the average Wall Street estimate was $72.8 billion, some analysts had projected numbers approaching $80 billion, according to data compiled by Bloomberg. To break do...

Feb 26, 202618 min

Trump Tariff Uncertainty, US Selloff on AI Angst

Business and finance news from the Asia-Pacific. Asian markets are outperforming the US and Europe, drawing global investors into AI supply-chain names such as chipmakers in South Korea and Taiwan. By contrast, US equities are under pressure as lingering uncertainty over President Donald Trump's tariffs and fears of AI-driven disruption prompt traders to shed shares of companies seen as vulnerable to displacement. For more on the markets, we speak to Lianting Tu, Bloomberg's Managing Editor for ...

Feb 24, 202618 min

Supreme Court Tariffs Decision, Fresh Trade Turmoil for Markets

Early moves on Monday indicated investors were beginning to price in a higher risk premium for US assets. Hours after the Supreme Court struck down his sweeping reciprocal tariffs on Friday, President Donald Trump imposed a new 10% global levy and vowed to use other powers to maintain his signature tariff policies. On Saturday, he said he will raise that new tariff to 15%, stoking fresh economic turbulence. For more on what this means for the markets, we speak to Carol Schleif, Chief Market Stra...

Feb 23, 202622 min

Daybreak Weekend: Nvidia Earnings, UK Special Election, Modi Israel Visit

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to earnings from chipmaker Nvidia along with a focus on 3 stocks for the week ahead. In the UK – a look ahead to a special election in the UK. In Asia – a look ahead to India Prime Minister Narendra Modi’s two-day visit to Israel. See omnystudio.com/listener for privacy information....

Feb 20, 202639 min

US-Iran Risks Hit Markets, Trump: Iran Has Just Days to Deal

Business and finance news from the Asia-Pacific. Asian equities fell and oil rose to its highest level since August as escalating tensions in Iran weighed on sentiment. We get perspective from Paul Dobson, Bloomberg's Executive Editor for Asia Markets. Plus - The US military is stationing a vast array of forces in the Middle East, including two aircraft carriers, fighter jets and refueling tankers, with President Donald Trump saying that Iran had 10 to 15 days at most to strike a deal over its n...

Feb 20, 202621 min

Japan's Takaichi Formally Elected PM, Stocks Get Tech Boost

Sanae Takaichi was reappointed as Japan's Prime Minister following her resounding electoral win, a formality that allows her to turn her attention to expediting passage of the annual budget and implementing a trade deal agreed with US President Donald Trump. Shifting drinking patterns and rising health concerns are leading to a long term decline in alcohol consumption worldwide. Many liquor companies are being forced to diversify. Kirin is no exception. It is a Japanese beer company. The company...

Feb 19, 202623 min

US-Japan Trade Deal Details, AI Anxiety Lingers

Japan plans to invest $36 billion in US oil, gas and critical mineral projects, the first tranche of its $550 billion commitment under the trade agreement it struck with President Donald Trump. "Our MASSIVE Trade Deal with Japan has just launched!" Trump posted Tuesday on social media. "The scale of these projects are so large, and could not be done without one very special word, TARIFFS." The most significant investment is a natural gas facility in Ohio that's expected to generate 9.2 gigawatts...

Feb 18, 202621 min

Lunar New Year, Artificial Intelligence Scare Trade

Asian stocks were poised for a subdued start Tuesday, with holiday-thinned trading keeping volumes light as investors await a fresh round of economic data later this week for direction. Mainland China and Hong Kong are shut for Lunar New Year holidays. Investors are also paying attention to the shifts in sentiment around artificial intelligence, which may reverberate far beyond the technology sector with the emergence of the so-called AI scare trade. We speak to Stephanie Leung, Chief Investment...

Feb 16, 202613 min

Japan's GDP Miss, BlueScope Steel Earnings

Business and finance news from the Asia-Pacific. Japan's economic output in the fourth quarter of 2025 was much weaker than expected, registering anemic growth after a deep contraction in the previous period, underscoring the case for Prime Minister Sanae Takaichi's proactive spending policies following her election triumph. For more on the latest reading and the market moves, we spoke to Mark Cranfield, Bloomberg's MLIV Strategist. Plus - we go to earnings news. In Australia, the country's bigg...

Feb 16, 202622 min

Special Coverage: A Conversation with Secretary of State Marco Rubio

Secretary of State Marco Rubio said Europe’s fate is intertwined with the US while faulting the continent for what he said was a drift away from their shared Western values. The double-edged message offered some reassurance to allied leaders gathered at the Munich Security Conference but did little to temper their push for more independence from Washington. “We want Europe to prosper because we’re interconnected in so many different ways, and because our alliance is so critical,” Rubio told Bloo...

Feb 14, 202613 min

Daybreak Weekend: Homebuilders Preview, UK Jobs, Lunar New Year

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to what to expect from homebuilders in the months ahead along with a focus on 3 stocks for the week ahead. In the UK – a look ahead to UK jobs data. In Asia – a look ahead to the Lunar New Year Holiday in China. See omnystudio.com/listener for privacy information....

Feb 13, 202639 min

AI Concerns Resurface, US-Taiwan Trade Pact

Business and finance news from the Asia-Pacific. Asian equities retreated from a record after concerns over the impact of artificial intelligence on various sectors spurred a selloff in US technology stocks. Gold rebounded. For more on what is moving the markets, we turn to Winnie Hsu, Bloomberg's Asia Equities Reporter. The US and Taiwan finalized a trade agreement to cut tariffs, boost market access for American products in Asia and channel billions of dollars into US energy and technology pro...

Feb 13, 202621 min

Strong Hiring Hits Fed Cut Bets, Japan Stocks Rise

Business and finance news from the Asia-Pacific. US payrolls rose in January by the most in more than a year and the unemployment rate unexpectedly fell, suggesting the labor market continued to stabilize at the start of 2026. Employers added 130,000 jobs last month and the unemployment rate declined to 4.3%, according to Bureau of Labor Statistics data. The January data reinforces Federal Reserve officials' inclination to keep interest rates on hold for now, with many traders pushing out their ...

Feb 12, 202622 min

Asia Stocks Rise Before Jobs Data, China CPI Cools

Asian stocks gained in the run-up to the US jobs data after weak retail sales reinforced bets that the Federal Reserve will cut interest rates later this year. Treasury futures held their gains Wednesday after 10-year bond yields dropped to the lowest in about a month in the US session. There will be no cash trading in Treasuries during the Asian day as Japan is closed for a holiday. Gold, which typically benefits when rates are cut, rose 0.5% as money markets see slightly higher odds of three F...

Feb 11, 202620 min

Asian Stocks Gain as Tech Rebounds

Business and finance news from the Asia-Pacific. Asian stocks extended their rally to a fresh record as a rebound in US technology shares gathered pace, easing pressure on markets after worries over outsized spending on artificial intelligence. The moves in equities signaled easing concerns around the AI trade that came to a head in the past two weeks, lashing software companies and casting a pall over high-spending tech companies. While that plays out, traders are now bracing for key US economi...

Feb 10, 202618 min

Markets React to Takaichi's Historic Supermajority

Business and finance news from the Asia-Pacific. Japanese Prime Minister Sanae Takaichi secured a historic election triumph, positioning her as the nation’s strongest leader in the postwar era. The LDP secured a two-thirds super majority in the 465-seat lower house by itself, giving it a higher proportion of representatives in the lower house than any other party in post-war Japan. The outcome gives Takaichi a mandate to push ahead with bold spending plans and a more assertive stance on the inte...

Feb 09, 202620 min

Daybreak Weekend: US Eco, International Energy Week, Softbank Earnings

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to S jobs and CPI data, along with a focus on 3 stocks for the week ahead. In the UK – a look ahead to International Energy Week in London. In Asia – a look ahead to Softbank Earnings. See omnystudio.com/listener for privacy information.

Feb 06, 202639 min

Market Selloff Deepens, Japan Heads to the Polls

Business and finance news from the Asia-Pacific Global stocks extended their tumble into Asian trading on Friday after heavy losses in US tech stocks and cryptocurrencies sapped risk appetite. Silver slid again, while Treasuries stabilized. Further denting sentiment, Amazon.com Inc. shares tumbled 10% in after-hours trading after the company said it plans to spend $200 billion on AI this year. The tech sector seems set for more losses with futures contracts for the Nasdaq 100 sliding 1%. For mor...

Feb 06, 202621 min

Asian Stocks Fall as Tech Selloff Gains Momentum

Business and finance news from the Asia-Pacific Asian stocks extended their slide into a second day as a retreat from tech deepened, fueled by investor anxiety over frothy valuations and the massive scale of artificial intelligence spending. For more the tech selloff, we spoke to Lianting Tu, Bloomberg's Managing Editor for Asia Equities. Plus - Rotation out of tech was the main theme during the US session and software firms saw another wave of selling, with hundreds of billions of dollars wiped...

Feb 05, 202616 min

AI Disruption Fears, Markets Bet on Dovish Tilt Under Warsh Led Fed

Business and finance news from the Asia-Pacific. President Donald Trump's nomination of Kevin Warsh to head the Federal Reserve has led investors in short-term interest rates to hedge against deeper policy easing this year than the broader market currently anticipates. Since Trump's Friday announcement, flows in options linked to the Secured Overnight Financing Rate — which closely tracks the central bank's path — have reflected bets on a more dovish tilt once Warsh takes his post in time for th...

Feb 04, 202619 min

Asia Stocks Rebound, SpaceX Combines With xAI, US-India Trade Deal

Business and finance news from the Asia-Pacific. Elon Musk is combining SpaceX and xAI in a deal that values the enlarged entity at $1.25 trillion, as the world's richest man looks to fuel his increasingly costly ambitions in artificial intelligence and space exploration. The acquisition of xAI was announced in a statement on SpaceX's website signed by Musk and confirming a Bloomberg News report earlier Monday. The deal gives SpaceX a valuation of $1 trillion, and xAI a value of $250 billion, pe...

Feb 03, 202620 min

Precious Metals in Focus, Hang Lung Properties Earnings

Business and finance news from the Asia-Pacific. Stocks trimmed their losses at the open and precious metals recovered from a weak start, underscoring the fragile sentiment in markets after a choppy end to the week on Wall Street. The precious metals suffered a slide on Friday as the dollar strengthened following Warsh's nomination as the next Fed chief. For more on what is moving the markets, we spoke to Mark Cranfield, Bloomberg's MLIV Strategist. Plus - Hang Lung Properties posted its fiscal ...

Feb 02, 202619 min

Daybreak Weekend: US Jobs, Winter Olympics, Japan Election

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to the January jobs report and U.S tech earnings. In the UK – a look ahead to the 2026 winter Olympic games. In Asia – a look ahead to Japan’s snap election and a monetary policy decision from the Reserve Bank of Australia. - Michael McKee, Bloomberg International Economics and Policy Correspondent, to preview the January jobs report in the U.S. - Ma...

Jan 30, 202638 min

Instant Reaction: Trump Nominates Warsh for Fed Chair

Breaking news from the White House. President Donald Trump said he intends to nominate Kevin Warsh to be the next chair of the Federal Reserve, according to a post on his Truth Social platform. “I have known Kevin for a long period of time, and have no doubt that he will go down as one of the GREAT Fed Chairmen, maybe the best,” Trump wrote. “On top of everything else, he is ‘central casting,’ and he will never let you down.” Warsh, who served on the US central bank’s Board of Governors from 200...

Jan 30, 20269 min

Apple Record Earnings, Traders Weigh Big Tech, Fed Chair Pick Countdown

Business and finance news from the Asia-Pacific. Apple Inc. delivered record quarterly sales and a better-than-anticipated forecast for the current period, even as the company warned that rising component costs are threatening to squeeze margins. Revenue will rise 13% to 16% in the second quarter, exceeding the 10% projected by Wall Street, driven by strong demand for the new iPhone 17, growth in services and a rebound in China. President Donald Trump said he would be announcing his pick for a n...

Jan 30, 202618 min

Traders Assess Tech Earnings, Fed Outlook

A busy day for tech earnings across Asia and the U.S. Samsung's chip business posted a sharp profit jump on strong AI demand and announced a major buyback, while SK Hynix delivered its best quarter on record. In the U.S., Microsoft shares slipped as cloud growth slowed despite record AI spending, Meta's strong ad business is funding big investments in artificial intelligence, and Tesla beat profit expectations while unveiling plans to invest $2 billion in Elon Musk's AI company, xAI. We break do...

Jan 29, 202621 min

Dollar Weakens After Trump Comments, Mag Seven Earnings Preview

The dollar slumped to its lowest since early 2022 after President Donald Trump indicated he's comfortable with its recent decline. "No, I think it's great," Trump told reporters in Iowa on Tuesday when asked if he was worried about the currency's drop. "I think the value of the dollar — look at the business we're doing. The dollar's doing great." Trump's comments added fuel to what was already the dollar's deepest drop since his tariff rollout sent markets into a tailspin last year and fanned fe...

Jan 28, 202621 min

South Korean Tariff Hike, Samsung and SK Hynix Earnings Ahead

President Donald Trump threatened to hike tariffs on goods from South Korea to 25%, citing the failure of the country's legislature to codify the trade deal. Trump in a social media post on Monday said the new rate would apply to autos, lumber, pharmaceutical products and “all other Reciprocal TARIFFS.” Under the existing agreement, the president set a 15% levy on South Korean exports. It's an important week for earnings in Asia with Samsung and SK Hynix reporting results. Bloomberg's South Kore...

Jan 27, 202620 min

Yen Rises with Warning From Takaichi, Metals Rally

The yen gained on Monday as traders started the week on heightened alert for Japan intervening in the market following the currency’s recent slide. Japan's Prime Minister Sanae Takaichi warned the market on Sunday, saying Japan will take all necessary measures to address speculative and highly abnormal movements. Kei Okamura is Portfolio Manager and Managing Director for Japan Equities at Neuberger Berman. He discusses Takaichi's warning, bonds, and the Japan CPI data coming later this week. Gol...

Jan 26, 202620 min
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