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.
A US intelligence report suggests US strikes on Iran failed to cripple core components of its nuclear program. But with the truce between Israel and Iran appearing to hold, there was optimism on the markets, with the Nasdaq hitting a record, aided by comments by Fed Chair Jay Powell.
The NATO Secretary General Mark Rutte became ‘Flatterer-in-Chief’ as he heaped praise on Donald Trump. But divisions remain on the 5% defense spending target.
Today’s guests: Vincent Policard, KKR, Partner & Co-Head of European Infrastructure; Tineke Frikkee, W1M, UK Equity Research Head; Hakob Astabatsyan, Synthflow AI, Fo-Founder & CEO
Chapters:
00:00:00 – Daybreak: Europe
00:02:29 – US Sees Limited Damage to Iran Atomic Sites: Sources
00:04:20 – UN Nuclear Agency Seeks Access to Iran
00:04:30 – Trump’s Iran-Israel Ceasefire Appears to Hold
00:06:04 – Trump: "Numerous Definitions" of Article 5
00:06:50 – Trump Puts NATO Summit on Edge
00:07:57 – Kallas: 5% Target Requires "Difficult Decisions"
00:11:14 – Powell Says Need More Clarity on Tariff Impact
00:14:40 – Germany to Sell More Debt to Fund Growth Plan
00:15:31 – Vincent Policard, KKR Partner & Co-head of European Infrastructure
00:22:22 – Cuomo Concedes to Mamdani in Mayoral Primary
00:22:56 – Monte Paschi Gets ECB Green Light to Take Over Mediobanca
00:23:12 – EU Warns a Baseline Trump Tariff Would Still Spur Retaliation
00:26:36 – US Sees Limited Damage to Iran Atomic Sites: Sources
00:26:54 – Trump Rebukes Israel-Iran Truce Violations
00:29:19 – Iran: Israel War Inflicted "Great Wounds" on the Country
00:31:08 – Trump Baffles with U-turn on China Buying Iran Oil
00:34:38 – Tineke Frikee, W1M Head of UK Equity Research
00:40:24 – Hakob Astabatsyan, Synthflow AI Co-founder & CEO
00:45:00 – Powell on US Economy
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