Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we’ll tell you what matters for investors in Europe, giving you insight before trading begins.
On today’s show, Bloomberg has learned that Microsoft and OpenAI are investigating whether Chinese AI startup, DeepSeek, obtained unauthorized data output from OpenAI technology. ASML’S fourth quarter earnings have smashed estimates amid an AI boom. Meanwhile, fashion and leather good sales at LVMH fell in the fourth quarter, casting doubt on prospects of a quick recovery in luxury demand.
Today’s guests: Lindsay James, Investment Strategist at Quilter Investors & Frederic Giovansili, Deputy CEO of Tikehau.
Chapters:
00:00:00 – Daybreak Europe
00:01:52 – Fed Decision Day
00:04:35 – Traders Look Ahead to Fed, Big Tech Earnings
00:08:09 – DeepSeek Shows China Playbook for Even Bigger US Shock on Chips
00:11:08 – White House AI Czar on DeepSeek
00:18:50 – Trump’s Federal Spending Halt Sparks Panic in Washington
00:22:20 – Albuqueque: Bigger Banks Will Benefit All Clients
00:25:54 – Fed Expected to Hold Rates
00:28:06 – ASML 4Q Beats Estimates
00:31:36 – Reeves to Show Plan to Revive UK Economy
00:36:35 – UK Chancellor Under Pressure to Spell Out Optimistic Picture
00:37:41 – Lindsay James, Investment Strategist at Quilter Investors
00:40:32 – Private Equity Look to Increase M&A in 2025
00:42:33 – Frederic Giovansili, Deputy CEO of Tikehau
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