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, Europe and Ukraine are pushing for the US to make changes to its peace plan following talks in Geneva. Bloomberg understands the controversial 28-point plan was the result of several weeks of negotiations between Steve Witkoff and Russian counterpart Kirill Dmitriev, but excluded Ukraine and its allies.
US futures and Asian stocks gaining after a volatile week as optimism rises about potential Fed rate cuts. It comes after New York Fed President John Williams suggested that a near-term rate cut remains a possibility.
The world’s largest miner BHP has walked away from a fresh takeover bid for Anglo American. It brings an abrupt end to a short-lived attempt to thwart a planned tie-up between its smaller rival and Canada’s Teck Resources.
Today’s guests: Fabricio Bloisi, Prosus and Naspers Group CEO & Neil Wilson, Saxo UK Investor Strategist
Chapters:
00:00:00 – Daybreak Europe
00:02:49 – Secret US-Russia talks led to plan that blindsided Ukraine: Sources
00:08:10 – Fed’s Williams fuels rate-cut bets
00:10:50 – US September retail sales data due Tuesday
00:12:09 – BHP walks away from Anglo American takeover bid
00:15:59 – Finland’s Stubb: SPoke to Trump on Ukraine
00:20:00 – BloombergNEF: The link between demand for TVs and oil
00:24:21 – Monday headlines
00:26:10 – Prosus profit rises on e-commerce Growth, Partial encent Sale
00:26:32 – Fabricio Bloisi, Prosus and Naspers Group CEO
00:32:59 – Alibaba’s main AI app debuts strongly
00:33:42 – Neil Wilson, Saxo UK Investor Strategist
00:40:03 – CEOs threaten to cut UK investments
00:43:17 – UK looks to up critical minerals output
00:43:41 – French National Assembly rejects part of budget
00:44:09 – Italy wins first Moody’s upgrade since 2002
00:45:02 – Miran: Data has inclined dovish side
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