Bloomberg Daybreak: Asia Edition

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

Nvidia Outlook Tops Estimates

Trump Tariff Uncertainty, US Selloff on AI Angst

Supreme Court Tariffs Decision, Fresh Trade Turmoil for Markets

The podcast analyzes the implications of new global tariffs implemented after the Supreme Court struck down President Trump's previous tariff policy. It highlights that while these tariffs are set at 15% for 150 days, trade deals with China, the EU, Japan, and South Korea remain. Carol Schleif from BMO Private Wealth n...

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

Instant Reaction: Trump's Global Tariffs Struck Down By Supreme Court

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

The podcast analyzes the rising risk of military confrontation between the US and Iran, the state of China's economy, and the implications of trade deficits and inflation in Japan. Paul Dobson notes that while some risk is priced into energy markets, it's hard to discern Iran conflict concerns from broader themes. Cons...

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

US-Japan Trade Deal Details, AI Anxiety Lingers

Lunar New Year, Artificial Intelligence Scare Trade

The podcast explores the potential disruption of AI across various industries, particularly focusing on the financial sector and the hardware market. Stephanie Leung, CIO at Stashway, discusses how new AI models and agents could impact software companies, dividing them into those with strong "moats" like distribution a...

Japan's GDP Miss, BlueScope Steel Earnings

The Daybreak Asia podcast delivers insights on market-moving events in the Asia-Pacific region. It highlights the Lunar New Year holiday's impact on regional markets, noting closures in mainland China, Taiwan, Hong Kong, South Korea, and Singapore. Bloomberg MarketsLive strategist Mark Cranfield analyzes Japan's lower-...

Special Coverage: A Conversation with Secretary of State Marco Rubio

The discussion centers on the transatlantic alliance, particularly between the U.S. and Europe, and the need for shared values and burden-sharing in the face of global challenges. Secretary Rubio emphasizes the importance of recognizing shared civilizational values as the core of the alliance, going beyond military or ...

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

AI Concerns Resurface, US-Taiwan Trade Pact

The Daybreak Asia podcast examines the Asian equities market, focusing on the impact of AI and the memory chip market. Winnie Hsu explains that Asian markets are benefiting from the AI build-out, particularly in South Korea and Taiwan, due to their upstream positioning. The memory crunch is affecting various sectors, w...

Strong Hiring Hits Fed Cut Bets, Japan Stocks Rise

Asia Stocks Rise Before Jobs Data, China CPI Cools

The Daybreak Asia podcast delivers insights on markets, finance, and geopolitics, focusing on the Asia-Pacific region. Bloomberg strategist David Finnerty analyzes currency markets, noting the dollar's weakness and potential for further decline based on upcoming payroll data, while also addressing the strength of the J...

Asian Stocks Gain as Tech Rebounds

The Daybreak Asia podcast analyzes recent market trends and economic developments, focusing on equity market performance in Japan and the U.S. The podcast explores the factors driving market behavior, such as expectations for fiscal spending and the impact of AI on software businesses. Ross Mayfield from Baird discusse...

Markets React to Takaichi's Historic Supermajority

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

Stock Selloff Extends as Tech, Japan Heads to the Polls