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’s signature tax bill is heading to the US Senate, after a narrow win in the House. But some Republicans are still pressing for extensive changes, as the White House urges its quick passing.
Meanwhile, The Trump administration has blocked Harvard University from enrolling international students in a major escalation of its fight with elite American colleges.
Today’s Guests: Tatjana Greil Castro, co-head of public markets at Muzinich
Chapters:
00:00:00 – Daybreak: Europe
00:03:13 – Fiscal Policy Fears Hit Long-Term Bond Yields
00:03:53 – Stocks And Treasuries Stabilize
00:04:28 – US GDP ’25 Forecasts Rise
00:05:12 – Global 30-Year Yields Push Higher
00:06:28 – House Passes Tax Bill, Heads To Senate
00:09:06 – US Supreme Court Shields Fed
00:10:13 – US Bans Foreign Students At Harvard
00:16:51 – OpenAI Plans Asia-Pacific Data Centers
00:19:07 – OpenAI Secures UAE Data Center Deal
00:20:31 – Apple Said Planning Smart Glasses For 2026, Nixing Watch With Camera
00:21:17 – EQT Chairperson Sees Fallout From US Policies Benefiting From
00:26:21 – Treasuries Hold Gains
00:28:14 – Muzinich, Public Markets Co-Head, Tatjana Greil Castro,
00:35:36 – UK Consumer Confidence Gains on Interest-Rate Cut, US Trade Deal
00:35:57 – MAHA Report Blames Diet, Chemicals for Chronic Disease Rise
00:36:25 – US Approves GSK’s Lung Disease Drug
00:36:45 – Sanchez Moves Ahead With Plan to Tax Non-EU Home Buyers 100%
00:37:40 – Two Israeli Embassy Staffers Killed in Washington Shooting
00:38:11 – Iran Warns Israel of Reprisals for Any Strikes on Nuclear Sites
00:38:34 – Bessent Wins G-7 Partner Plaudits in First Conference Abroad
00:38:57 – US Pushes EU for Tariff Cuts: FT
00:39:27 – China’s Lithium City Shows the High Price of a Fortress Economy
00:44:14 – QEF Highlights
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