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.

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Episodes

Daybreak Holiday: Kevin Warsh, Costco, Inflation's Impact on Memorial Day

On this special Memorial Day edition of Bloomberg Daybreak - hosted by Nathan Hager. We look at the challenges ahead for new Fed Chair Kevin Warsh with Bloomberg News International Economics & Policy correspondent Michael McKee and Anna Wong, Chief US Economist with Bloomberg Economics We preview Costco and Best Buy earnings with Bloomberg Intelligence Analysts Jenn Bartashus and Lindsay Dutch And as we we kick off the unofficial start of summer, we will tell why this could be one of the mos...

May 25, 202639 min

Daybreak Weekend: US PCE, Iceland Eco Conference, Australia CPI

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 U.S PCE and personal spending data, along with a focus on three stocks for the week ahead. In the UK – a look ahead to the Reykjavík Economic Conference in Iceland. In Asia – a look ahead to Australia CPI data. See omnystudio.com/listener for privacy information....

May 22, 202639 min

A $50 Trillion Problem, Poland Troops U-Turn, Ebola Aid Cuts Impact

Your morning briefing. All the news you need to start your day. On today's podcast: (1) One inflation spike in the 2020s might be an accident, the world’s biggest bond markets seem to have decided, but two looks like an alarming new trend. (2) The euro area will slow markedly while suffering the fastest inflation since 2023 as it succumbs to the energy-cost surge from the Iran war, according to the European Commission. (3) Confidence among the lowest-earning Britons plunged in May and even those...

May 22, 202622 min

Nvidia Fails To Excite, SpaceX IPO Revelations, Booze Firms' Sobering Times

Your morning briefing. All the news you need to start your day. On today's podcast: (1) Nvidia facing more investor skepticism, used its latest quarterly report to tout progress in diversifying the company, which aims to rely less on the giant data center operators that have fueled its runaway growth. (2) Standard Chartered Chief Executive Officer Bill Winters sought to reassure staff after his remarks on using artificial intelligence to replace “lower-value human capital” triggered a sharp back...

May 21, 202625 min

Surging Borrowing Costs, EU-US Deal Advances, Nuns Get Financially Savvy

Your morning briefing. All the news you need to start your day. On today's podcast: (1) Yields on the US Treasury’s longest-dated bond rose to the highest level in almost two decades as investor concerns mount that accelerating inflation will force central bankers to raise interest rates. (2) Borrowers poured into Europe’s bond market at the fastest pace ever, locking in funding before the region’s central bank is likely to hike interest rates. (3) Chancellor of the Exchequer Rachel Reeves has p...

May 20, 202620 min

US Delays New Iran Attack, AI Banking Job Cuts, Milan’s Wealth Boom

Your morning briefing. All the news you need to start your day. On today's podcast: (1) President Donald Trump said he called off a strike on Iran planned for Tuesday after an appeal by the leaders of Persian Gulf allies, who called for more time to pursue a diplomatic resolution. (2) Standard Chartered Chief Executive Officer Bill Winters delivered a blunt message on the future of the bank’s workforce, warning that a push into artificial intelligence will eliminate thousands of roles as the len...

May 19, 202617 min

Global Bond Rout Deepens, China Economy Slows, 250% UK Deals Frenzy

Your morning briefing. All the news you need to start your day. On today's podcast: (1) A selloff in global bonds extended as the deadlock over the Iran war drove oil prices higher, fueling inflation concerns and raising bets that central banks will need to keep tightening policy. (2) Oil prices above $100 a barrel, with US-Iran ceasefire talks stalled and trade through the Strait of Hormuz heavily disrupted, continue to stoke global inflation pressures (3) Oil rose for a third day as President ...

May 18, 202621 min

Daybreak Weekend: Nvidia Earnings, Europe Airlines, Japan GDP

Bloomberg Daybreak Weekend with Host John Tucker 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 Nvidia and a focus on three stocks for the week ahead. In the UK – a look ahead to earnings from Europe’s largest low-cost airlines. In Asia – a look ahead to Japan GDP data. See omnystudio.com/listener for privacy information.

May 15, 202638 min

UK Turmoil Hits Pound, Trump-Xi Play Nice, Powell’s Term Ends, $100k A Day Wealth Tax

This episode analyzes the UK political landscape as Manchester Mayor Andy Burnham challenges Prime Minister Keir Starmer, causing the pound to tumble. It also covers President Trump's talks with China's Xi Jinping amidst strained relations, rising global inflationary pressures as Jerome Powell exits the Fed, and the surging valuation of Nvidia due to AI investments. Finally, a Norwegian billionaire's decision to stay in Norway despite immense wealth taxes and his innovative salmon farming business are explored.

May 15, 202625 min

Xi Warns Trump Of ‘Clashes’, Rayner Cleared of Wrongdoing , £1.3 Trillion City Fight

Your morning briefing. All the news you need to start your day. On today's podcast: (1) Xi Jinping warned Donald Trump of a potential conflict over Taiwan if the issue is mismanaged, saying it could push the China-US relationship into a highly dangerous situation. (2) Angela Rayner, the UK’s former deputy prime minister, has been cleared of deliberate wrongdoing in an investigation into her tax affairs, potentially paving the way for a leadership bid against Prime Minister Keir Starmer. (3) Euro...

May 14, 202621 min

UK Leadership Crisis, Jamie Dimon’s Many Warnings, Surviving US-China Crossfire

Your morning briefing. All the news you need to start your day. On today's podcast: (1) UK Prime Minister Keir Starmer survived in post on Tuesday despite a slew of ministerial resignations which have so far failed to force his downfall. (2) As UK Prime Minister Keir Starmer slowly loses allies in government and fights for his survival, the escalating political drama is heaping fresh pressure onto a bond market already battered by the country’s deep-rooted fiscal and economic problems. (3) Jamie...

May 13, 202617 min

Starmer Under Siege, Iran Ceasefire On ‘Life Support’, EU Chief Faces Backlash

Your morning briefing. All the news you need to start your day. On today's podcast: (1) Keir Starmer was facing growing pressure to step down as Britain’s prime minister after dozens of members of Parliament, including Cabinet allies, joined the calls for him to set out a timetable for his departure. (2) A Schroders bond-fund manager is steering clear of UK debt on concern that political upheaval will drag yields higher in the coming months. (3) The ceasefire between the US and Iran reached a pa...

May 12, 202623 min

UK PM Leadership Threat, Trump Slams Iran Proposal, Soaring Emerging Markets

Your morning briefing. All the news you need to start your day. On today's podcast: (1) Prime Minister Keir Starmer’s political problems have likely grown too big to solve with a single speech. For now, he will try to forestall an immediate challenge to his job. (2) President Donald Trump and Iran rejected each other’s latest peace proposals to end the 10-week conflict as the two sides struggle to maintain a fragile ceasefire. (3) President Donald Trump is expected to press President Xi Jinping ...

May 11, 202620 min

Daybreak Weekend: US CPI, Cannes Festival, Bessent Visits Japan

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 U.S CPI, PPI, and Retail sales data, along with a focus on 3 stocks for the week ahead. In the UK – a look ahead to the annual Cannes film festival. In Asia – a look ahead to US Treasury Secretary Scott Bessent's Trip to Japan. See omnystudio.com/listener for privacy information....

May 08, 202639 min

Starmer Facing Wipeout, US Bombs Iran Targets, Europe’s Power Shock

Your morning briefing. All the news you need to start your day. On today's podcast: (1) Keir Starmer is awaiting the results of one of the most consequential rounds of local elections in recent British history, a vote that could determine his future as prime minister and shape national policy in Europe’s second-largest economy. (2) The US struck military targets in Iran after the country fired on three Navy destroyers sailing in the Strait of Hormuz, an escalation that threatened to fracture a f...

May 08, 202621 min

Trump Seeks Iran War Exit, BOE Doubts UK Eco Data, Lada Seller To Billionaire

Your morning briefing. All the news you need to start your day. On today's podcast: (1) The US and Iran were circling around a fresh proposal to end the war on Wednesday, as President Donald Trump searches for an exit from a conflict that has elevated energy prices and damaged his political standing. (2) A maritime coalition led by France and the UK is ready to escort tankers through the Strait of Hormuz if Iran agrees to a US proposal to end the war, according to a French official. (3) The Isra...

May 07, 202616 min

Trump Halts Hormuz Effort, Anthropic Targets Wall St, Germany’s Power Struggle

Your morning briefing. All the news you need to start your day. On today's podcast: (1) President Donald Trump said he would pause an effort to help stranded ships exit the Strait of Hormuz to see if the US can reach an agreement with Iran to end the war. (2) Anthropic unveiled a set of new artificial intelligence agents designed to handle a broader mix of financial services tasks, part of the company’s push to win over Wall Street. (3) UK long-term borrowing costs jumped to a 28-year high as wo...

May 06, 202618 min

US And Iran Trade Fire, HSBC Fails To Deliver, Digital Euro Struggles

Your morning briefing. All the news you need to start your day. On today's podcast: (1) The US and Iran exchanged fire in a flareup of violence on Monday that also drew in the United Arab Emirates, prompting calls for renewed strikes on Iranian targets and casting doubt on the fate of a four-week ceasefire. (2) Stocks pulled back from record highs and the dollar strengthened after the US and Iran exchanged fire, escalating Middle East tensions and fueling inflation concerns. (3) European Union E...

May 05, 202622 min

Trump Hormuz Plan Confusion, Recession Risk Is ‘Real’, US-EU Tensions Grow

Your morning briefing. All the news you need to start your day. On today's podcast: (1) A fresh plan announced by US President Donald Trump to help vessels through the Strait of Hormuz has left shipping executives perplexed, as attacks continue and traffic remains at a near standstill. (2) Concern about a possible euro-area recession is “real and justified” as conflict in the Middle East causes a supply-side disruption, European Central Bank Governing Council member Yannis Stournaras said in an ...

May 04, 202616 min

Daybreak Weekend: US Jobs, UK Elections, RBA Decision

This episode offers a global economic and political outlook for the coming week. It examines the US April jobs report's implications for Federal Reserve policy, previews major earnings from Disney, AMD, and Marriott, and delves into the critical UK local elections, highlighting the fracturing political landscape and potential leadership challenges. Additionally, the episode provides insight into the Reserve Bank of Australia's upcoming interest rate decision, discussing the impact of rising oil prices and government responses to economic shocks.

May 01, 202638 min

Central Banks Eye Hikes, Apple’s Very Juicy Results, Spain’s Child Poverty Pain

Today's briefing explores the impact of US-Iran tensions on oil prices and how central banks are signaling future rate hikes to combat inflation. It also dives into Apple's strong revenue forecast, Elon Musk's pay package, and the growing debate around AI-generated podcasts. The episode concludes with a look at Spain's persistent child poverty problem and the government's efforts to implement a universal childcare benefit.

May 01, 202618 min

Oil Spikes On War Threat, Powell To Stay At Fed, AI Winners & Losers

Your morning briefing. All the news you need to start your day. On today's podcast: (1) A frenzied day of earnings reports offered a glimpse at how some of the world’s biggest tech companies are doing in artificial intelligence. The upshot: Alphabet Inc.’s Google is seeing a clear payoff from its AI spending, while Meta Platforms Inc. is lagging behind. (2) Brent oil rallied to a wartime high after Axios reported that US President Donald Trump is set to receive a briefing on new military options...

Apr 30, 202620 min

UPDATE: Europe Delivers, Oil Squeeze Heats Up, HMS Trump Royal Gift

An update to your morning briefing. All the news you need to start your day. On today's podcast: (1) European banks have reported a bumper set of earnings this morning, with profits beating expectations, but they're also warning of the future effects of the ongoing Hormuz blockade. (2) Oil prices remain firmly in triple digits this morning, as the US-Iran war enters its third month. (3) The shock decision by the United Arab Emirates to quit OPEC blindsided its partners of six decades. Now the ca...

Apr 29, 202618 min

'Lengthy' Hormuz Blockade, US-China Tensions Build, Holland’s Wealth Tax

Your morning briefing. All the news you need to start your day. On today's podcast: (1) US equity-index futures rose as investors positioned ahead of a raft of earnings from the largest technology companies in what has been a generally upbeat reporting season. Markets are also awaiting a Federal Reserve policy decision. (2) The US has warned banks they are at risk of secondary sanctions if they support Chinese private refiners that buy Iranian oil, cranking up pressure on Tehran even at the cost...

Apr 29, 202622 min

Oil Just Keeps Rising , Korea Overtakes UK, The Emergency Degree Boom

Your morning briefing. All the news you need to start your day. On today's podcast: (1) The White House said US officials were discussing Iran’s latest proposal but maintained “red lines” on any deal to end the eight-week war, including preventing Tehran from obtaining a nuclear weapon. (2) South Korea has leapfrogged the UK to become the world’s eighth-biggest stock market, fuelled by a high-octane rally in its artificial intelligence-linked technology champions. (3) US President Donald Trump w...

Apr 28, 202617 min

Report: Iran Offers US Deal, DC Gala Gunman Motive, King’s High-Stakes Visit

Your morning briefing. All the news you need to start your day. On today's podcast: (1) Iran has given the US a new proposal to reopen the Strait of Hormuz and end the war that includes postponing nuclear negotiations, Axios reported, citing a US official and two people with knowledge of the matter. (2) The man accused of storming the White House Correspondents’ Dinner spent years quietly acquiring his arsenal, purchasing a shotgun from a Torrance, California, firearms dealer eight months before...

Apr 27, 202617 min

Daybreak Weekend: Fed Preview & Tech Earnings, Bank of England Decision, Japan's Golden Week

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 – we preview the Federal Reserve's rate decision and big tech earnings In the UK – we look ahead to the Bank of England's upcoming rate decision In Asia – we discuss the Golden Week holiday in Japan See omnystudio.com/listener for privacy information.

Apr 25, 202638 min

Strait Shutdown Oil Shock, Big Tech’s Big Job Cuts, Italy’s Stock Buying Fear

Your morning briefing. All the news you need to start your day. On today's podcast: (1) Oil rose for a fifth day as concerns grew that the US and Iran were making little progress toward resuming talks on de-escalation, keeping the Strait of Hormuz effectively closed. (2) President Donald Trump said Israel and Lebanon will extend their ceasefire by three weeks, a move that creates space to work on a long-term deal and removes a roadblock to ending the US war with Iran. (3) The European Union warn...

Apr 24, 202622 min

Oil Back Above $100, Tesla’s $25B Robot Bet, Drugs Kept From Europe

On today's podcast: (1) Oil rose for a fourth day as the US and Iran remained locked in a battle for control of the Strait of Hormuz after failing to meet for a fresh round of peace talks. (2) Tesla anticipates billions of dollars in additional spending this year to support Elon Musk’s ambitions to transform the electric-vehicle pioneer into an AI and robotics company. (3) The Swiss government outlined plans that would add billions of dollars to UBS' capital requirements, deepening a showdown wi...

Apr 23, 202618 min

Indefinite Truce Extension, Europe’s Energy Pain, Audi Loses China Edge

Your morning briefing. All the news you need to start your day. On today's podcast: (1) President Donald Trump announced he was extending a ceasefire with Iran indefinitely a day before it was set to expire, even as plans for a fresh round of talks between the two countries fell apart. (2) The world’s top oil traders warned that the ongoing closure of the Strait of Hormuz is increasing the risk of a global recession as fuel demand takes a hit. (3) Forty-eight hours of brutal public inquiry into ...

Apr 22, 202621 min
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