Episodes
Featuring: Stephen Engle, Bloomberg's Chief North Asia Correspondent, discusses the Biden Administration's plan to raise tariffs on a number of Chinese goods. George Maris, Global Equities CIO at Principal Asset Management, gives his assessment on markets from our Hong Kong studio. Anna Rathbun, Chief Investment Officer at CBIZ Investment Advisory Services, shares her market outlook from Cleveland, Ohio.   Apple:...
Published 05/13/24
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week.•    In the US – a preview of U.S inflation data and earnings from Home Depot and Walmart.•    In the UK – a preview of the Choose France Summit. •    In Asia – a look at next week’s tech earnings in China. See omnystudio.com/listener for privacy information.
Published 05/10/24
Featuring: Mark Gurman, Bloomberg Chief Technology Correspondent, on Apple's plan to power new AI features using data centers and home-grown processors. Julie Johnsson, Bloomberg Senior Aerospace Reporter, on the SEC's new probe into Boeing's safety claims. Richard Harris, CEO of Port Shelter Investment Management, shares his outlook on markets from our Hong Kong studio. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify:...
Published 05/10/24
Featuring: Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, on Arm's earnings.Eric Zhu, Bloomberg Economist covering China and Hong Kong, with a look ahead at China's April trade data.Julia Wang, Executive Director and Global Market Strategist at JPMorgan Private Bank, shares her market outlook.  Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn:...
Published 05/09/24
Featuring: Sarah Zheng, Bloomberg China Tech reporter, on ByteDance's lawsuit over US divest-or-ban TikTok law. Dan Flatley, Bloomberg National Security Reporter, with the latest on Israel's Rafah operation. Omar Slim, Co-Head of Asia Fixed Income at PineBridge Investments, shares his market outlook.   Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn:...
Published 05/08/24
Featuring: James McIntyre, Bloomberg Economist, with a preview of today's Reserve Bank of Australia interest rate decision. Rebecca Choong Wilkins, Bloomberg Asia Government & Politics Correspondent, shares the latest on Chinese President Xi's Europe trip and meeting with French President Emmanuel Macron. Dr. Ariel Cohen, Senior Fellow at the Atlantic Council, on Israel-Hamas ceasefire talks falling apart.   Apple:...
Published 05/07/24
Featuring: Brian Jacobsen, Chief Economist at Annex Wealth Management, on with his outlook on markets. Oriana Skylar Mastro, Center Fellow at Stanford's Freeman Spogli Institute for International Studies, on Chinese President Xi Jinping's trip to Europe. Mary Nicola, Bloomberg M-LIV strategist, on her story "China’s Stocks Rally Is Becoming Harder to Ignore."   Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify:...
Published 05/06/24
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week.•    In the US – a preview of Apple’s latest product event and earnings from Walt Disney.•    In the UK – a look at next week’s Bank of England meeting.•    In Asia – a look ahead to Chinese President Xi Jinping’s visit to Europe. See omnystudio.com/listener for privacy information.
Published 05/03/24
Featuring: Maribel Lopez, Principal Analyst at Lopez Research, joins the program to discuss Apple's second quarter earnings and record stock buyback plan. Michael Wilson, Bloomberg FX and Rates Reporter, with the latest on Japanese yen intervention. Terri Spath, Founder and Chief Investment Officer at Zuma Wealth, offers her read on the day's market action.  Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify:...
Published 05/03/24
Featuring: Adam Turnquist, Chief Technical Strategist at LPL Financial, discusses the latest Fed decision. Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, breaks down Qualcomm's second quarter earnings. Nancy Davis, Founder and Chief Investment Officer at Quadratic Capital Management, shares her outlook on markets.  Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn:...
Published 05/02/24
Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision  See omnystudio.com/listener for privacy information.
Published 05/01/24
Featuring: Arun Sundaram, Vice President and Senior Equity Analyst at CFRA Research, on Amazon's earnings report. Ava Benny-Morrison, Bloomberg News Legal Reporter, on former Binance founder Changpeng Zhao's four month prison sentence. Bill Adams, Chief Economist at Comerica Bank, with a preview of Wednesday's FOMC meeting.   Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn:...
Published 05/01/24
Featuring: Sarah Zheng, Bloomberg China Technology Reporter, on Tesla Receiving China's Approval for Self-Driving System.Hebe Chen, Market Analyst at IG, sharing her outlook on markets ahead of Wednesday's FOMC meeting. Robert Lea, Bloomberg Intelligence Senior Analyst, on Samsung earnings.Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn:...
Published 04/30/24
Featuring: Mark Matthews, Managing Director and Head of Asia Research at Julius Baer, sharing his outlook for Asian markets. Danny Lee, Bloomberg's Asia Transport Reporter, on Tesla CEO Elon Musk's surprise visit to China. David Daglio, CIO at TwinFocus, discusses his economic outlook for the week ahead. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn:...
Published 04/29/24
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look at next week’s Fed meeting and a preview of Apple earnings. In the UK – a look at the Vienna Conference on Autonomous Weapons Systems. In Asia -  a preview of Samsung earnings. See omnystudio.com/listener for privacy information.
Published 04/26/24
Microsoft and Google parent Alphabet are both on the rise after delivering results that suggest their investments in artificial intelligence and cloud computing are starting to pay off.  For more on the results Bloomberg's Nathan Hager caught up with Gene Munster, managing partner at Deepwater Asset Management and Dan Ives, Senior Equity Analyst at Wedbush Securities.  See omnystudio.com/listener for privacy information.
Published 04/26/24
Featuring: Peiqian Liu, Asia Economist at Fidelity International, joins us to discuss the BOJ decision and Asia economic outlook. Robert Lea, Bloomberg Intelligence Senior Analyst, sits down with us to discuss the impact of AI on big tech earnings. Jill Disis, Bloomberg News Desk editor, joins us from Hong Kong to discuss Secretary Antony Blinken's visit to China.  Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify:...
Published 04/26/24
Featuring: Youkyung Lee, Bloomberg Asia Stocks Reporter, joins us from Seoul to discuss market attitudes around SK Hynix earnings. Fan Cheuk Wan, Asia CIO of HSBC Global Private Banking and Wealth, sits down with us in Hong Kong to discuss her markets perspectives. Masa Takeda, Portfolio Manager of the Hennessy Japan Fund, joins us from Hong Kong to talk about the Yen, and the potential for BOJ intervention.   Apple:...
Published 04/25/24
Featuring: Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Manager joins the show to discuss Tesla's earnings reports and how it reflects attitudes in the auto industry. Jasmine Enberg, Principal Analyst at EMARKETER, joins us to discuss how TikTok plans to fight the US ban and its impact on social media overall. Stash Graham, Managing Director at Graham Capital Wealth Management, sits down with us to share his perspectives on markets.  Apple:...
Published 04/24/24
Featuring: Alex Barinka, Bloomberg Tech Reporter, sits down with us to discuss how TikTok is preparing for a legal fight in the wake of a potential ban in the US. Plus, how the EU is thinking about TikTok's new app. Pamela Ambler, APAC Investor Intelligence Head at JLL, sits down with us in Singapore to discuss her perspectives on APAC markets. Finbarr Flynn, Bloomberg Asia Credit Markets Editor, joins us from Tokyo to discuss South Korea's real estate market, and the exposure issues some...
Published 04/23/24
Featuring: Max Bondurri, Founder & CEO of SGMC Capital, joins us from Singapore to discuss Asia fixed income markets. Vicki Chi, Asian Equities Portfolio Manager at Robeco, sits down with us in Hong Kong to discuss her perspective on Asia markets. Dana D'Auria, Co-CIO at Envestnet, shares her US market insights.  Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn:...
Published 04/22/24
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – A preview of U.S core PCE and GDP data, and Tesla earnings. In the UK – A preview of European bank earnings. In Asia – A preview of Auto Show China See omnystudio.com/listener for privacy information.
Published 04/19/24
Featuring: Geetha Ranganathan, Bloomberg Intelligence US Media Analyst, joins the program to discuss Netflix earnings. Herald van der Linde, Head of Asia Pacific Equity Strategy at HSBC, joins us to share his perspective on APAC markets. David Finnerty, Bloomberg FX and Rates Strategist, joins us from Singapore to discuss rate cut outlook and global  Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify:...
Published 04/19/24
Featuring: Helen Zhu, Nan Fung Trinity Managing Director & CIO sits down with us in Hong Kong to discuss global economic outlook, China policy and APAC markets. Laura Davison, Bloomberg Politics Deputy Team Lead to discuss President Biden's speech to US Steelworkers today in Pittsburgh. Plus, we discuss the White House's plans for higher tariffs on Chinese aluminum and steel products. Lillian Li, VP and Senior Credit Officer at Moody’s Ratings, joins us to discuss the Chinese credit...
Published 04/18/24