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, Ukraine is said to have agreed with the US to jointly develop its natural resources in what may pave the way towards a ceasefire with Russia. Ukrainian President Volodymyr Zelenskiy is planning to travel to the US on Friday to seal the deal.
Today’s Guests: Winnie Wu, Chief China Equity Strategist of BoFa Securities, Sabrina Reeh, German Equities Portfolio Manager at DWS & Managing Director and Head of Europe of General Catalyst, Jeannette zu Fürstenberg.
Chapters:
00:00:00 – Daybreak Europe
00:06:37 – Ukraine, US Said to Agree on Minerals Deal
00:07:42 – Ukraine Said to Agree With US on Terms for Minerals Deal
00:12:11 – Investors Look Ahead to Nvidia Earnings
00:16:02 – Xi Urges Officials to Stay Calm as US Raises Pressure on China
00:16:09 – Winnie Wu, Chief China Equity Strategist of BoFa Securities
00:19:03 – DeepSeek Reopens AI Model Access as China Rivalry Heats Up
00:20:53 – EU Unveils Competitiveness Plan
00:23:44 – G-20 Finance Chiefs Meet in Cape Town
00:31:03 – US Treasury Secretary to Skip G-20 Meeting
00:36:02 – Questions Remain on Debt-Brake Reform
00:36:29 – Sabrina Reeh, German Equities Portfolio Manager at DWS
00:39:27 – Anthropic Said to Near $3.5B Funding Deal
00:39:57 – Jeannette zu Fürstenberg, Managing Director and Head of Europe of General Catalyst
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