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

US Shutdown Begins As Stocks Drop & Gold Rallies On Funding Standoff

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Congress blew past a midnight funding deadline, triggering the US government’s first shutdown in nearly seven years — and the third under President Donald Trump. (2) US equity-index futures fell as the deadline to avert a government shutdown lapsed, disrupting one of the country’s largest employers and threatening to delay key economic data releases (3) Pfizer has won a reprieve from the US President's ...

Oct 01, 202528 min

US Shutdown Looms Large, 20-Point Gaza Plan, Starmer Pitches Decency

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Vice President JD Vance said he believes the US government is on track to shut down, seeking to pin the blame on Democrats one day before federal funding is set to lapse. (2) President Donald Trump and Israeli Prime Minister Benjamin Netanyahu said they had agreed to a 20-point plan designed to end the war in Gaza, though the prospects for peace remained unclear without the direct involvement of Hamas. ...

Sep 30, 202522 min

Reeves Pushes UK Restraint, France Targets Wealthy, Sensational Ryder Cup

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Chancellor of the Exchequer Rachel Reeves can be sure the bond markets have her back. But on Monday she faces down her own party, and she may find them tougher to win over. (2) The government is set to define what “contributions” foreign workers must make in order to claim settled status in the UK, marking a tightening of its stance on legal migration. (3) UK companies are becoming less forthcoming abou...

Sep 29, 202519 min

Daybreak Weekend: US Jobs, Power Conference, China PMIs

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 U.S jobs report and the Electric vehicle sector. In the UK – a look ahead to the Bloomberg Women, Money, Power conference in London. In Asia – a look ahead to the China PMI data. See omnystudio.com/listener for privacy information.

Sep 26, 202539 min

New 100% Drug Tariffs, Former FBI Chief Charged, NATO Warns Russia

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) President Donald Trump announced a fresh round of tariffs, including a 100% duty on branded or patented pharmaceuticals starting October 1, unless a company is building a manufacturing plant in America. (2) Former FBI Director James Comey was charged with lying to Congress and obstruction related to testimony he gave in 2020, accelerating President Donald Trump’s push for legal action against his percei...

Sep 26, 202516 min

HSBC Quantum World-First, Pricey Stocks ‘New Normal’, Britain's Bitter Pill

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) HSBC Holdings said it’s achieved a world-first breakthrough in deploying quantum computing in financial markets, as a race intensifies among some of Wall Street’s biggest firms to embed the cutting-edge technology in their daily operations. (2) Intel has approached Apple about securing an investment in the ailing chipmaker, according to people familiar with the matter, part of efforts to bolster a busin...

Sep 25, 202521 min

Trump Backs NATO Action, Kimmel's Tearful Return, Super Typhoon Hits HK

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) President Donald Trump said NATO nations should shoot down Russian aircraft that violated their airspace and struck a more sympathetic tone on Ukraine’s chances of winning the war. (2) Late-night host Jimmy Kimmel took a conciliatory tone in his return to TV Tuesday night, saying “it was never my intention to make light of the death of a young man.” (3) Super Typhoon Ragasa is set to cross China’s south...

Sep 24, 202521 min

Russia ‘Is Testing Us', $100B Nvidia-OpenAI Deal, Piketty Demands Wealth Tax

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Lithuanian President Gitanas Nauseda said Russia was testing NATO’s readiness to retaliate with its series of incursions along the eastern flank of the alliance. (2) Nvidia will invest as much as $100 billion in OpenAI to support new data centers and other artificial intelligence infrastructure, a blockbuster deal that underscores booming demand for AI tools like ChatGPT and the computing power needed t...

Sep 23, 202528 min

$100K US Visa Havoc, Murdochs TikTok Role, Putin's Secret Plan

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Donald Trump’s order on H-1B visas which requires a $100,000 fee for applications — will hurt margins of Indian outsourcers who use the program to deploy engineers to client sites. That’s a blow to India’s $280 billion IT services sector, which is already grappling with sluggish growth as customers cut back on technology spending due to geopolitical tensions and Trump’s tariffs. (2) Canada, the UK and A...

Sep 22, 202522 min

Daybreak Weekend: The Future of the Fed, UK Private Markets, Miran's Impact Overseas

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 – how The K-Shaped Recession Hasn’t Hurt US Equities...Yet In the UK – Are Private Markets Entering Their Golden Age In Asia – a look at Stephen Miran's Impact on EM and the Dollar See omnystudio.com/listener for privacy information.

Sep 20, 202538 min

Nvidia’s UK AI Bet, Trump & Xi To Hold Call, $1T 'Hedge America' Trade

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Nvidia plans to invest £2 billion ($2.7 billion) to support the UK’s artificial intelligence industry in partnership with several venture capital firms. (2) With golden carriages, military splendor and an opulent banquet, the UK’s royal gambit paid off this week, as President Donald Trump and Prime Minister Keir Starmer concluded an historic state visit by hailing the trans-Atlantic relationship and — a...

Sep 19, 202521 min

Fed Cuts As Jobs Weaken, Trump's Royal Banquet, Disney Suspends Kimmel

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Federal Reserve officials lowered their benchmark interest rate by a quarter percentage point and penciled in two more reductions this year following months of intense pressure from the White House to slash borrowing costs. (2) The Bank of England is set to rein in its quantitative tightening program amid concerns that its gilt sales are worsening volatility in the bond market. (3) King Charles III urge...

Sep 18, 202521 min

Big Tech’s Big Pledges, Trump’s UK State Visit, Fed Rate Decision Day

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Microsoft, OpenAI and other American companies announced plans to spend tens of billions of dollars on technology infrastructure in the UK, part of a series of business deals that coincide with President Donald Trump’s visit to the nation this week. (2) British drugmaker GSK pledged to invest $30 billion in the US over the next five years, making the announcement as President Donald Trump arrives in the...

Sep 17, 202517 min

$10 Billion In UK-US Deals, Cook Can't Be Fired Yet, UBS’s Swiss Standoff

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) US President Donald Trump expects to announce economic deals totaling more than $10 billion during his trip this week to the United Kingdom, senior US officials said Monday. (2) Prime Minister Keir Starmer has suffered a third forced departure from his government in less than two weeks as one of his senior advisers resigned amid media allegations about his past conduct. (3) President Donald Trump said h...

Sep 16, 202522 min

China Economy Slump, Starmer Pressure Builds, Pope Slams CEO Pay

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) China’s economic activity slowed more than expected across the board in August, adding to the likelihood that policymakers will roll out more stimulus to hit the official growth goal. (2) US and Chinese representatives discussed TikTok, trade and the economy during a day of high-level talks in Madrid, a senior Treasury official said, as diplomacy between the world’s two biggest economies intensifies. (3...

Sep 15, 202519 min

Daybreak Weekend: Fed Decision, Trump UK Visit, BOJ Policy

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 next Fed decision and earnings from FedEx. In the UK – a look ahead to President Trump’s visit to the UK. In Asia – a look ahead to the next monetary policy decision from the Bank of Japan and what’s next after its ruling Liberal Democratic Party Shigeru Ishiba resigned. See omnystudio.com/listener for privacy information....

Sep 12, 202539 min

Inside the Scoop that Brought Down Mandelson

The UK's Prime Minister is facing growing questions over what he knew about Peter Mandelson's relationship with Jeffery Epstein when he appointed him as Ambassador to the US. Keir Starmer fired him after Bloomberg published a series of emails between Mandelson and the convicted paedophile. The departure comes at a difficult time for the British government as it prepares to host a state visit for US President Donald Trump who continues to face questions about his relationship with Epstein. In thi...

Sep 12, 202512 min

Mandelson-Epstein Fallout, Kirk Shooter Manhunt, Europe's IPO Push

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) When Peter Mandelson was appointed the UK’s ambassador to the US in February, many in the British government predicted it would end in a scandal. Mandelson, a political operator once known as the “Prince of Darkness” for his capacity for political intrigue and spin, was fired by Prime Minister Keir Starmer on Thursday after Bloomberg published a series of emails between Mandelson and convicted pedophile...

Sep 12, 202522 min

Trump Ally Shot Dead, Mandelson-Epstein Email Cache, NATO-Russia Risks

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) A search is underway for the killer of Charlie Kirk, a conservative activist and close ally of President Donald Trump who was fatally shot Wednesday at a Utah university. (2) Poland has asked allies for additional air defense systems and counter-drone technology to better protect its land from Russian incursions, according to people familiar with the matter. (3) The CEO of Citigroup Jane Fraser says she...

Sep 11, 202528 min

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