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, markets reacted positively as President Trump announced exemptions on phones, computers and consumer electronics from his headline tariffs on China. But he warned the reprieve is only temporary. China’s exports surged ahead of US tariffs, with near-record shipments flowing to Southeast Asia in March. Europe’s luxury sector is set to face questions on the potential fallout from US tariffs with LVMH and Moncler reporting earnings this week.
Today’s guest: Charlotte Mueller, European Chief Economist at Swiss Re.
Chapters:
00:00:00 – Daybreak Europe
00:02:19 – Goldman Cuts Targets on China Stocks for Second Time This Month
00:03:21 – Asia Stocks Pare Gains
00:04:43 – Trump Warns Tariffs Coming for Electronics After Reprieve
00:08:51 – Xi Seeks to Win Over Southeast Asia as Trump Pauses Some Tariffs
00:10:55 – Dollar Drops to Fresh Lows for the Year as Tariff Saga Rolls On
00:17:42 – Euro Zone’s Weaker Inflation Outlook Bolsters ECB Case to Cut
00:20:17 – Ukraine Says Russian Missile Strike Kills Dozens in Sumy
00:23:31 – New Green Steel Projects Plummet Since 2023
00:27:40 – Dimon Sees ‘Stormy Seas’ Ahead
00:32:15 – European Luxury Brands to Report Earnings
00:37:29 – Traders Brace for New Week of Tariff Turmoil
00:38:51 – Charlotte Mueller, European Chief Economist at Swiss Re
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