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, tech stocks power gains across Asia, extending a global rally fuelled by bets the Fed will cut rates next month. We’ll get US retail sales and factory price data later today.
Russia and Ukraine have exchanged fire overnight just hours after US President Trump struck a positive tone on the prospects of a ceasefire.
Google’s parent, Alphabet, rose while Nvidia fell in late trading, on reports that Meta is in talks to spend billions of dollars on the search giant’s AI chips. The Information says Meta plans to use Google’s tensor processing units or TPUs in data centers in 2027.
Xi Jinping spoke to Donald Trump in their first call since the trade truce, pressing the US president on Taiwan. Trump said he agreed to visit Beijing in April and invited Xi for a state visit next year. Japan Prime Minister Sanae Takaichi said Trump briefed her on his call with Xi.
Today’s guests: Laura Foll, Global Equity Income Team Portfolio Manager at Janus Henderson & Funding Circle, CEO Lisa Jacobs
Chapters:
00:00:00 – Daybreak Europe
00:02:46 – Asian markets
00:05:45 – Fed’s Waller: Advocating for rate cut next meeting
00:10:01 – Trump, Xi hold first talks since tariff truce
00:11:17 – ABN Amro’s New CEO Seeks to Slash 5,200 Jobs in Major Revamp
00:13:56 – Lutnick: Trump to decide on selling Nvidia’s H200 chips to China
00:17:25 – EU rejects US demand to ease tech rules
00:19:20 – Russia, Ukraine trade fire after Trump voices hope for deal
00:23:44 – Tuesday headlines
00:25:55 – Laura Foll, Janus Henderson Global Equity Income Team Portfolio Manager
00:34:02 – Apollo’s Rowan pushes back over credit fears
00:34:51 – James Comey, Letitia James charges dismissed
00:35:21 – Europe car sales climb again in October
00:35:53 – Heathrow’s GBP49 billion third-runway backed by ministers
00:36:56 – UK Chancellor set to cut tax-free savings limit: FT
00:39:28 – Lisa Jacobs, Funding Circle CEO
00:44:39 – S&P500 bounces off 100-DMA
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