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, Japan’s election of a pro-stimulus leader shakes up global markets, sending stocks surging on prospects for more spending, while currencies and bonds weakened, driving investors toward alternative assets such as gold and Bitcoin. US President Donald Trump is pressing Israel and Hamas to seal a settlement to the conflict that’s devastated Gaza, with the two sides set for mediation talks in Egypt. Plus: Nscale’s CCO says revenue for AI data centers will start to exceed capital expenditure in the next few years.
Today’s guest: Benedicte Lowe, Equity Derivatives Strategist for Europe at BNP Paribas Markets 360, and Karl Havard, Chief Commercial Officer of Nscale.
Chapters:
00:00:00 – Introduction
00:05:09 – Takaichi poised to become Japan’s first female prime minister
00:11:10 – Macron appoints another continuity cabinet
00:15:44 – Trump pushes Israel, Hamas for a deal
00:21:03 – Bank financing and the energy transition
00:28:26 – BENEDICTE LOWE – BNP PARIBAS MARKETS 360, EQUITY DERIVATIVES STRATEGIST
00:34:56 – KARL HAVARD – NSCALE, COO
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