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, Federal Reserve chairman Jerome Powell signals a cautious approach in the face of tariff uncertainty, dashing hopes of an early rate cut. President Trump hails ‘big progress’ on highly-anticipated tariff talks with Japan, as Italy’s Prime Minister Georgia Meloni lands in Washington to try and secure a tariff reprieve for the European Union.
Today’s Guests: Benjamin Revcolevschi, OVH Groupe CEO; Michael Metcalfe, State Street Global Markets Head of Macro Strategy
Chapters:
00:00:00 – Daybreak Europe
00:00:30 – Powell Signals Caution on Tariffs
00:07:21 – Trump Hails ‘Big Progress’ With Japan
00:14:49 – Italy’s Meloni to Meet Trump
00:18:16 – Trade Fallout Spills Into Earnings
00:22:45 – Automakers Navigate Trump Tariffs
00:26:27 – TSMC Sales Forecast Beat
00:30:33 – Benjamin Revcolevschi, OVH Groupe CEO
00:36:37 – ECB Poised for Seventh Cut
00:43:39 – Michael Metcalfe, State Street Global Markets Head of Macro Strategy
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