Bloomberg Daybreak: Europe Edition - podcast cover

Bloomberg Daybreak: Europe Edition

Bloombergwww.bloomberg.com

Bloomberg Daybreak Europe is the daily morning podcast that helps you understand the stories shaping Europe and the world before the day gets going.

Produced in the early hours each weekday, the show delivers fresh reporting, sharp analysis and clear context on politics, business and global markets by 7am London time. From decisions made in Brussels and London to developments across the global economy, Daybreak Europe connects the dots between power, policy and money.

Hosted by Stephen Carroll in Brussels and Caroline Hepker in London, and powered by Bloomberg’s global network of more than 3,000 journalists and analysts, the podcast goes beyond headlines to explain what is changing, why it matters and what could come next.

Trusted by professionals, business leaders and investors, but made for anyone curious about how economics and politics shape everyday life, Bloomberg Daybreak Europe is the essential way to start your morning informed and ahead.

Last refreshed:
Download Metacast podcast app
Podcasts are better in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episodes

Israel’s Qatar Strike Fallout, Poland Scrambles Jets, Super Skinny iPhone Air

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Israel’s attack against Hamas in Qatar drew rare public criticism from Donald Trump and underscored the risk that the war in Gaza could get worse before it gets better. (2) Poland condemned a Russian drone incursion as an “act of aggression,” saying its military shot down some of the objects that entered its airspace from neighboring Ukraine. (3) President Emmanuel Macron named Sebastien Lecornu France’...

Sep 10, 202522 min

France Turmoil, Alleged Trump-Epstein Note Released, Green Superpower Test

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) French Prime Minister Francois Bayrou lost a confidence motion in parliament, forcing a third change in government in just over a year and reviving uncertainty over how the country can tackle its mounting debt burden. (2) House Democrats on Monday released an alleged birthday note that they said Donald Trump sent to Jeffrey Epstein, raising pressure on the president over questions about his past interac...

Sep 09, 202521 min

France Govt Set To Fall, Japan PM To Quit, HSBC CEO Headwinds

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Prime Minister Francois Bayrou’s government will likely fall Monday, a victim of his push to chip away at France’s massive debt load. (2) Japanese Prime Minister Shigeru Ishiba said he’ll step down following weeks of calls for his departure in the aftermath of a second national election setback, setting in motion a leadership race that threatens to unnerve investors. (3) The immigration raid on a Georgi...

Sep 08, 202520 min

Daybreak Weekend: U.S CPI, UK Security, China CPI

Bloomberg Daybreak Weekend with Host Tom Busby take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to CPI and PPI data and Apple’s September 9th In the UK – on global defence industry gathering in London for the UK's flagship sector event. In Asia – a look ahead to China August CPI and PPI data. - Stuart Paul, US Economist with Bloomberg Economics, to preview CPI and PPI data. - Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, to...

Sep 06, 202538 min

OpenAI Takes On Nvidia, Cut Bets Drive Stocks, Armani's Legacy & Empire

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Broadcom is helping OpenAI design and produce an artificial intelligence accelerator from 2026, getting into a lucrative sphere dominated by Nvidia. (2) President Donald Trump said he would be imposing tariffs on semiconductor imports “very shortly” but spare goods from companies like Apple that have pledged to boost their US investments. (3) Bond and currency traders are bracing for Friday’s US employm...

Sep 05, 202519 min

UK Deputy PM Tax Probe, Zelenskiy Paris Talks, Billionaire's Mayfair Headache

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) UK Deputy Prime Minister Angela Rayner admitted she underpaid taxes on a property purchase and said she was referring herself to the government’s standards watchdog, the latest blow for Keir Starmer’s Labour administration that calls her political future into question and may have long-standing consequences for the party’s leadership. (2) Chancellor of the Exchequer Rachel Reeves says growth is the solu...

Sep 04, 202523 min

US Joins Global Bond Rout, China Military Showcase, Poland’s Paralysis

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Treasuries dropped, following a slump in longer-maturity European debt, with the US 30-year yield climbing toward 5% at the start of a month historically tough for long bonds. (2) UK markets suffered a fresh selloff on Tuesday, with the yield on long-dated bonds hitting the highest since 1998 and the pound tumbling, as pressure mounted on Prime Minister Keir Starmer to win the confidence of investors in...

Sep 03, 202522 min

BONUS EPISODE: UK 30-Year Bond Yields Hit 1998 High - What Now?

As UK long-dated gilts hit a level not seen in 27 years, we have a special episode of Bloomberg Daybreak Europe. The rate on 30-year gilts rose five basis points to 5.69% on Tuesday amid a global decline in government bonds. The pound also tumbled in London trading, dropping 1.1%. Bonds are falling ahead of an autumn budget, where Chancellor of the Exchequer Rachel Reeves is under pressure to find savings or raise taxes to improve the UK’s precarious fiscal position. Our Chief UK Economist Dan H...

Sep 02, 202514 min

Gold Hits Record High, Nestlé CEO Affair Exit, Lab Diamond Pressure

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Gold hit a record high as the prospect of Federal Reserve rate cuts and growing concerns over the central bank’s future gave fresh legs to the multiyear rally in precious metals. (2) Nestlé dismissed Chief Executive Officer Laurent Freixe after only a year due to an undisclosed workplace affair, extending the management turmoil at the world’s biggest food company that’s known for its conservative corpor...

Sep 02, 202519 min

Xi, Modi & Putin Make Nice, Italy-France Tax Spat, A €2 Trillion Headache

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Prime Minister Narendra Modi used his first trip to China in seven years to reset relations with India’s powerful neighbor while also seeking to strengthen ties with Russia as President Donald Trump ratchets up tensions with New Delhi. (2) The legal fight over President Donald Trump’s global tariffs is deepening after a federal appeals court ruled the levies were issued illegally under an emergency law,...

Sep 01, 202521 min

Daybreak Weekend: Jobs Report, European Banking, China's Technology Battle

Bloomberg Daybreak Weekend with Host Tom Busby take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to the August jobs report and earnings from Salesforce In the UK – a look at the future of Europe's banking industry In Asia – a look at how China is stepping up the technology battle with the US See omnystudio.com/listener for privacy information.

Aug 30, 202539 min

No Putin-Zelenskiy Meeting, Waller Sees Sept Cut, Reform Lures Lobbyists

Your morning briefing, the business news you need in just 15 minutes On today's podcast: (1) German Chancellor Friedrich Merz says a meeting between Ukrainian President Volodymyr Zelenskiy and Russia’s Vladimir Putin is unlikely to materialize, even though it was touted earlier by President Donald Trump. (2) European powers referred Iran to the United Nations to face the re-imposition of tough international sanctions after the Islamic Republic failed to comply with demands to negotiate with the ...

Aug 29, 202520 min

Nvidia Underwhelms, $1.5 Trillion on Defense, Europe Warms To EV’s

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Nvidia, the world’s most valuable company, gave a tepid revenue forecast for the current period, signaling that growth is decelerating after a staggering two-year boom in artificial intelligence spending. (2) Francois Bayrou said he will negotiate directly with lawmakers next week and warned against new elections as he battles to stop France’s parliament from forcing him to resign. (3) NATO members are ...

Aug 28, 202521 min

Fed’s Cook Vs Trump, Bond Surge Pressures France & UK, Data Crisis Deepens

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) President Donald Trump said he was prepared for a legal fight with Federal Reserve Governor Lisa Cook after he moved to oust her from her post following allegations that she falsified mortgage documents. (2) France’s bond yields could spike to 100 basis points above their German peers for the first time since 2012 if the nation’s political crisis deepens, according to Carmignac. (3) UK long bond yields ...

Aug 27, 202520 min

Trump Says He's Firing Fed’s Cook, France Selloff, EU Tariff Struggles

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) President Donald Trump moved to oust Federal Reserve Governor Lisa Cook from her post at the US central bank in the wake of allegations from a White House ally that she falsified documents on mortgage applications. (2) US President Donald Trump threatened to impose fresh tariffs and export restrictions on advanced technology and semiconductors in retaliation against other nations’ digital services taxes...

Aug 26, 202521 min

Daybreak Weekend: Nvidia Earnings, Medef Conference, BOK Decision

Bloomberg Daybreak Weekend with Host Tom Busby take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to personal spending data and earnings from Nvidia. In the UK – a look at the upcoming Medef Conference. In Asia – a look at the next Bank of Korea decision and the HK IPO market. See omnystudio.com/listener for privacy information.

Aug 22, 202539 min

Private Credit Fears, All Eyes On Powell, Germans Embrace Stocks

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Warnings on defaults are starting to pile up in the $1.7 trillion private credit market, prompting at least some analysts to raise concern about underappreciated risks in one of Wall Street’s favorite money spinners. (2) Bond investors are heading into Friday’s much-anticipated Jerome Powell speech largely expecting the Federal Reserve chair will indicate policymakers will start cutting interest rates n...

Aug 22, 202517 min

Fed's Cook Won't Be 'Bullied', Possible UK Home Tax, Vape Ban Failings

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Federal Reserve Governor Lisa Cook signaled her intention to remain at the central bank, defying calls for her resignation by President Donald Trump over allegations of mortgage fraud. (2) Most Federal Reserve officials highlighted inflation risks as outweighing concerns over the labor market at their meeting last month, as tariffs fueled a growing divide within the central bank’s rate-setting committee...

Aug 21, 202517 min

Record Rally Splutters, High Cost Of Firing CEOs, European Overtourism

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Global stocks paused after a record-breaking run, with a sharp selloff in heavyweight technology shares dragging markets lower and futures indicating further declines. (2) President Donald Trump has bought hundreds of bonds since he returned to office, including those sold by US companies affected by the sweeping changes to federal policies he’s championed. (3) A package of security guarantees for Ukrai...

Aug 20, 202520 min

Putin-Zelenskiy Possible Meet, UK Yield Tops Truss High, Desert Ski Resort Woes

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) US President Donald Trump called Vladimir Putin and urged the Russian leader to begin making plans for a summit with Volodymyr Zelenskiy, after meeting the Ukrainian president and European leaders at the White House on Monday. (2) The Trump administration is in discussions to take a stake of about 10% in Intel Corp., according to a White House official and other people familiar with the matter, a move t...

Aug 19, 202517 min

Allies To Plead With Trump, FTSE CEO Pay Record, Apollo’s Wizardry

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Ukrainian President Volodymyr Zelenskiy and his European allies arrive in Washington on Monday anxious to find out what Donald Trump committed to at his summit with Vladimir Putin and apprehensive that he’ll force Kyiv into making unpalatable concessions. (2) UK Prime Minister Keir Starmer declared at a Jaguar Land Rover factory in May that his world-leading trade deal with President Donald Trump includ...

Aug 18, 202522 min

Daybreak Weekend: Retail Earnings, European Banking, Japan Eco

Bloomberg Daybreak Weekend with Host Tom Busby take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to housing data and retail earnings. In the UK – a look at challenges facing European banking consolidation ahead of an upcoming shareholder vote in Italy. In Asia – a look at Japan CPI, PMI, and trade. See omnystudio.com/listener for privacy information.

Aug 15, 202539 min

Putin-Trump Alaska Meeting, London Job Losses, Football's Private-Debt Boom

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Russian President Vladimir Putin sought to strengthen his rapport with Donald Trump ahead of their summit, praising the US leader’s efforts to broker an end to the war in Ukraine and dangling the promise of economic cooperation as well as a new arms control treaty. (2) The Trump administration is in talks with Intel to have the US government take a stake in the beleaguered chipmaker, according to people...

Aug 15, 202517 min

Bond Rally Extends, Trump Delivers Putin Warning, Orban’s Grip Slipping

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) US Treasuries held onto gains after traders boosted bets that the Federal Reserve will cut interest rates at its next meeting. (2) President Donald Trump said he may name the next Federal Reserve chair “a little bit early” and added that he was down to three or four potential candidates as he looks for a successor to Jerome Powell. (3) US President Donald Trump warned he would impose “very severe conseq...

Aug 14, 202517 min

Stocks Hit Record High, Trump Targets Goldman, Mega-Batteries Mega Trade

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Stocks climbed to a record as an in-line US inflation reading eased price concerns and bolstered bets on a Federal Reserve interest-rate cut in September. (2) President Donald Trump assailed Goldman Sachs Group Inc. Chief Executive Officer David Solomon, saying the bank made a “bad prediction” about the impact of Trump’s sweeping tariff agenda on markets and consumer costs. (3) Britain’s embattled stati...

Aug 13, 202516 min

China Tariff Hike Averted, Oasis Inflation Driver, Global US Data Addiction

On today's podcast: (1) President Donald Trump extended a pause of sky-high tariffs on Chinese goods for another 90 days into early November, stabilizing trade ties between the world’s two largest economies. (2) EJ Antoni, chief economist of the conservative Heritage Foundation, has been named to lead the Bureau of Labor Statistics after firing the former head of the agency earlier this month. (3) The US Treasury secretary has the ear of an impulsive president—and nervous investors worldwide hop...

Aug 12, 202522 min

Nvidia China Chip Payments, Tax Hike Hurts Jobs, Private Credit’s Losers

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Nvidia and Advanced Micro Devices agreed to pay 15% of their revenues from Chinese AI chip sales to the US government in a deal to secure export licenses, an unusual arrangement that may unnerve both US companies and Beijing. (2) European nations are seeking to talk to Donald Trump ahead of the US president’s planned meeting in Alaska with Russian leader Vladimir Putin, according to people familiar with...

Aug 11, 202517 min

Daybreak Weekend: US Inflation, Renewable Energy, RBA Decision

Bloomberg Daybreak Weekend with Guest Host Amy Morris take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S CPI, PPI, and retail sales data, along with Cisco earnings. In the UK – a look at Europe’s renewable energy sector and Vestas earnings. In Asia – a look at ahead to the next RBA decision, and the impact of chip tariffs. See omnystudio.com/listener for privacy information....

Aug 08, 202538 min

Israel Plans to Seize Gaza, Trump Fills Fed Seat, and 51 Million Hours of Paperwork

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Israeli Prime Minister Benjamin Netanyahu secured cabinet approval on Friday for a military takeover of Gaza City, which he described as part of a final push to topple Hamas after 22 months of fighting and recover its last 50 hostages, dead or alive. (2) President Donald Trump said he had chosen Council of Economic Advisers Chairman Stephen Miran to serve as a Federal Reserve governor. (3) President Don...

Aug 08, 202517 min

Tariffs Take Effect, Trump Targets Chips, and A Welsh Island on Sale

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) US President Donald Trump doubled tariffs on Indian goods to 50% as a penalty for its purchases of Russian oil, escalating a fight with a key Asian partner and sparking outrage in New Delhi. (2) Donald Trump declared plans for a 100% tariff on semiconductor imports while promising to exempt companies such as Apple Inc. that move production back to the US, triggering a scramble among trading partners and...

Aug 07, 202519 min
Hosted on Omny Studio
For the best experience, listen in Metacast app for iOS or Android