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, US President Trump said he’ll announce his Fed chair pick “soon.” He also touted plans to award payments to service members and roll out housing reforms to address economic anxieties during his prime-time address.
BP appointed Woodside’s Meg O’Neill as CEO, making her Big Oil’s first woman leader. She will replace Murray Auchincloss in April as the company works to recover from a botched renewable energy pivot.
The BOE is poised to cut rates by a quarter point to 3.75% today, responding to cooling inflation and economic struggles. The ECB is seen keeping borrowing costs at 2%, with analysts expecting the rate to stay there through 2027.
Today’s guests: Camille de Courcel, Head of Developed Markets Rates Strategy and Europe Economics at BNP Paribas Markets 360 & Exein Founder and CEO Gianni Cuozzo.
Chapters:
00:00:00 – Daybreak Europe 12/18/25
00:00:49 – Markets Check
00:02:40 – Asian Markets Check
00:05:11 – Oracle-Blue Owl Decoupling Rattles Markets
00:08:55 – BOE Decision Due at 12PM UK Time
00:10:42 – BP Makes Meg O’Neill the First Female Big Oil CEO
00:15:38 – Trump Plans Military Bonus, Housing Reform
00:19:55 – Robinhood CEO: Prediction Markets Resonating with Traders
00:22:54 – US Approves $11B Arms Sale to Taiwan
00:26:24 – BOE Expected To Deliver a Rate Cut
00:31:47 – EU Leaders Fight Over Ukraine Aid & Trade Deal
00:33:35 – Mercosur Deal Hangs in the Balance
00:36:23 – Exclusive: Cybersecurity Firm Exein Raises €100M
00:42:46 – Other Stories: Rheinmetall / Novartis / Barnes & Nobel
00:44:40 – US CPI
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