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, trade talks between the US and China continue into a second day in London as the two sides look to ease tensions over shipments of technology and rare earth elements.
The Trump administration has escalated its response to anti-deportation protests in Los Angeles by mobilising some 700 Marines and another two-thousand National Guard troops. The move comes as California is suing the administration for deploying the military in the city.
Meanwhile, Ukraine have said Russia launched almost 500 drones in a sweeping attack on the Ukrainian capital of Kyiv and the Black Sea city of Odesa. This comes after the two sides started a major prisoner exchange.
Apple has unveiled its most sweeping software redesign yet, and big updates to its operating systems, at its Worldwide Developers Conference. However, it failed to impress investors who were looking for more on the AI front.
Today’s guests: Sunaina Sinha Haldea, Global Head of Private Capital Advisory at Raymond James & Rodrigo Liang, Co-founder and CEO of SambaNova Systems.
Chapters:
00:00:00 – Daybreak: Europe
00:02:09 – Asian Markets
00:03:08 – BOJ’s Ueda Refers to Policy Rate at 0.5%
00:04:31 – US-China Talks to Continue in London
00:04:45 – Trump: China is ‘Not Easy’
00:06:14 – US Signals Willingness to Remove Some Tech Curbs
00:07:12 – US Wants China to East Limit on Rare Earths
00:08:01 – US Deploys Marines to LA Amid Unrest
00:09:40 – California Surges State, Regional Law Enforcement to LA
00:11:04 – Newsom: Marines Shouldn’t Be Deployed on American Soil
00:12:11 – Trump Suggest Arresting Newsom Amid LA Unrest
00:15:21 – Sunaina Sinha Haldea, Global Head of Private Capital Advisory at Raymond James
00:22:01 – Thames Water Creditors Plans GBP5 Billion New Funds
00:22:26 – UK to Invest GBP14 Billion in Sizewell C Nuclear Plant
00:22:47 – Barclays to Cut 200+ Investment Bank Jobs
00:23:08 – UK Retail Sales Growth Slowest Since November
00:26:11 – TSMC’s May Sales Surge 39.6% on Resilient AI Demand
00:27:09 – Russia Unleashes Drone Attack on Kyiv and Odesa
00:29:56 – UN Atomic Watchdog Says Iran Uranium Stock Can’t Be Ignored
00:30:25 – RFK Jr. Dismisses Vaccine Advisers
00:30:47 – Bank of Spain Cuts 2025 Growth Forecast
00:31:09 – Apple’s WWDC Keynote Fails to Dazzle
00:32:35 – Apple Struggling to Upgrade AI Platform
00:34:30 – Supercell CEO Bullish on Europe
00:37:37 – Nvidia CEO Huang: UK in Goldilock Circumstance
00:38:26 – Rodrigo Liang, Co-founder and CEO of SambaNova Systems
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