Bloomberg Daybreak: Europe Edition

Bloomberg Daybreak Europe is the daily morning podcast that helps you understand the stories shaping Europe and the world before the day gets going. Produced in the early hours each weekday, the show delivers fresh reporting, sharp analysis and clear context on politics, business and global markets by 7am London time. From decisions made in Brussels and London to developments across the global economy, Daybreak Europe connects the dots between power, policy and money. Hosted by Stephen Carroll in Brussels and Caroline Hepker in London, and powered by Bloomberg’s global network of more than 3,000 journalists and analysts, the podcast goes beyond headlines to explain what is changing, why it matters and what could come next. Trusted by professionals, business leaders and investors, but made for anyone curious about how economics and politics shape everyday life, Bloomberg Daybreak Europe is the essential way to start your morning informed and ahead.

  1. 10h ago

    Climate Chaos Tests COP31, AI Firms Quiet Bubble Talk, Rate Hike Warnings

    Your morning briefing. All the news you need to start your day.On today's podcast:(1) World leaders head to Turkey today for the UN's COP31 climate conference amid growing concern over extreme and erratic weather. This year is on course to become the hottest in modern history and a record-breaking El Niño is amplifying global warming.(2) Across Europe, governments, industries and citizens are in a second major energy crisis in less than five years, having never fully recovered from the first — 2022’s brutal gas price shock that followed Russia’s invasion of Ukraine.(3) CoreWeave eased fears about its debt-laden business during a high-stakes quarterly report, indicating that sales growth remains strong despite challenges facing the data center industry.(4) Andy Burnham’s government won’t accept so-called dynamic alignment of the UK’s financial services rules with those of the European Union, a stance that raises questions about the premier’s wider ambitions for closer ties.(5) British police have arrested a US Army soldier on suspicion of being involved in a Russian espionage operation in a case that involved both UK and American authorities.(6) Secretary of State Marco Rubio touted a productive first day of US-mediated talks between Russia and Ukraine to end their war, now in its fifth year, saying that President Donald Trump’s administration and Europe have the same goals in mind.(7) A hotter than expected US inflation print has traders around the world ramping up bets on rate hikes. A US Core CPI rose by 0.3% last month, topping estimates.Podcast Conversation: Sony Bets on Homegrown Anime to Fuel Decades of Future Growth See omnystudio.com/listener for privacy information.

  2. 1d ago

    FBI Investigates Nvidia Scandal, Europe Riots Insurance Risk, Taiwan's Preppers

    Your morning briefing. All the news you need to start your day.On today's podcast:(1) Nvidia’s general counsel intervened in a US government probe of suspected smuggling of AI chips by Megaspeed International, questioning whether the Trump administration played a role in detaining an executive from the Singapore-based firm who’s now at the heart of a scandal threatening Jensen Huang.(2) Though it’s not uncommon to see cultlike tech CEOs who obsess over details, Huang is in a class of his own. He has led the business since its very beginning 33 years ago, the longest such run in Silicon Valley. And even as Nvidia grew into one of the world’s most powerful companies — with a stock return of more than 700,000% — there’s still no one designated to potentially replace him.(3) Anthropic sent out and retracted a filing that appeared to show it was aiming to raise as much as $69.3 billion ⁠through an initial public offering, Reuters said.(4) President Donald Trump said further strikes on Iran wouldn’t be necessary but the US remains “locked and loaded,” an indication that he’s winding down the conflict after Republicans’ midterm elections loss underscored its deep unpopularity.(5) Russian and Ukrainian envoys will discuss territorial issues and proposals for ceasefire monitoring in the United Arab Emirates this week, according to a senior US official, as a new round of negotiations to end the war gets underway.(6) Insurers are taking steps to limit their exposure to the risk of losses tied to a wave of street protests in cities across Europe.(7) China’s trade surplus ballooned to just over $1 trillion for the year despite the biggest surge in imports since 2021, with an increasingly lopsided relationship with the European Union accounting for nearly a third of the overall imbalance.(8) Taiwan's people are coming to grips with the growing risk that Beijing poses to the status quo and quietly preparing for an invasion, according to interviews with two dozen individuals from different walks of life, ranging from an excavator operator to a diplomat. Paradoxically, this possibility is often coupled with the inability to imagine it might actually happen.Podcast Conversation: Reality TV’s Newest Viewers Are Here To Make Money See omnystudio.com/listener for privacy information.

  3. 2d ago

    Nvidia CEO Affair With Chinese Spy Suspect, Burnham Revisits Brexit, Rare Earth EU Move

    Your morning briefing. All the news you need to start your day.On today's podcast:(1) Nvidia Chief Executive Officer Jensen Huang admitted he had an affair with a woman identified in a series of reports as a suspected Chinese spy, plunging the chip colossus into a crisis like none before in its three-decade history.(2) UBS Chief Executive Officer Sergio Ermotti said the sweep of Democrats in the US midterm elections could trigger a slowdown in the construction of artificial intelligence capacity.(3) Andy Burnham plans to travel to Dublin this week for a meeting of the European Political Community, as the British prime minister’s push to reopen the Brexit debate revives old divisions.(4) US Secretary of State Marco Rubio played down the chances of a breakthrough in talks on ending the conflict with Iran, saying Tehran’s demands to date are unacceptable and in some cases “outrageous and ridiculous.”(5) Poland’s deadliest shooting in decades left the country shaken and searching for answers among its deepening political divisions.(6) Reducing Europe’s dependence on imports, particularly from China, has become an urgent issue as the materials increasingly get used as economic leverage. The European Union has earmarked dozens of strategic projects for development under its Critical Raw Materials Act, with estimated costs of over €43 billion.Podcast Conversation: One of Classical Music’s Biggest Stars Says AI Is Degrading Our Taste See omnystudio.com/listener for privacy information.

  4. 5d ago

    Biggest Selloff Since 2020, $2.3 Trillion Erased, Aircraft Bomb Threats In Europe 

    Your morning briefing. All the news you need to start your day.On today's podcast:(1) The fears had shadowed Wall Street off and on for months. Then, all at once, everyone rushed for the exits. The hardest hit were the companies at the heart of the artificial-intelligence boom.(2) Jensen Huang got an expensive taste of the Democratic Party’s newfound political power Thursday. The Nvidia Corp. CEO’s net worth fell by $15.1 billion to $150.9 billion as stocks tumbled. Other big losers were SpaceX’s Elon Musk and Oracle Corp. co-founder Larry Ellison.(3) Japan’s Nikkei 225 Stock Average slumped Friday, putting the tech-heavy gauge on course to enter a technical bear market as investors unwind artificial intelligence-related trades.(4) Bloomberg Economics modelled what an AI market crash might look like. If the S&P 500 were to drop by 20%, it could wipe 1.6 trillion dollars from global GDP.(5) Hedge Fund strategies designed to behave independently suddenly lost money in lockstep, exposing crowded positions, heavy leverage and vulnerabilities that had been easier to overlook during the long ascent of AI-linked stocks.(6) Bank of England Governor Andrew Bailey said another interest-rate hike is more likely than not if the high energy costs seen in recent weeks return.(7) French protests over the cost of living showed no signs of losing steam on Thursday, raising the pressure on the government as it struggles to push a budget through parliament.(8) The hackers who stole $6.3 billion from Binance last week found a way to take 40% of the stolen cryptocurrency in one hit, reducing their chances of being caught in the act, and it cost them just $15.(9) More than 10 flights were forced to divert or were searched by authorities after European airlines suffered a second wave of bomb threats in a week.Podcast Conversation: Goldman Traders Say Phones ‘Are Exploding’ as AI Selloff Worsens See omnystudio.com/listener for privacy information.

    Biggest Selloff Since 2020, $2.3 Trillion Erased, Aircraft Bomb Threats In Europe 
  5. 6d ago

    Republican Blame Game, BOE Set To Hike, Stray Drones Insurance Market

    Your morning briefing. All the news you need to start your day.On today's podcast:(1) The Republican Party’s generational collapse in this week’s midterm elections ushered in a wave of finger-pointing largely aimed at the Oval Office, exposing deep fissures within the party and opening the door for 2028 hopefuls to hone their message.(2) Elon Musk’s Texas-based empire is coming under investor scrutiny after Democrats clinched unlikely wins in his adopted state on their way to taking control of Congress.(3) Wall Street’s biggest trading desks are urging clients to increase their exposure to US stocks, betting that lackluster investor positioning leading up to the midterm elections has created room for a year-end rally.(4) France is bracing for a day of strikes and demonstrations over the cost of living, extending more than a month of protests, as parliamentary talks over next year’s budget remain deadlocked.(5) The Bank of England looks ready to raise interest rates by a quarter point to 4%, its first hike in more than three years.(6) Artificial intelligence skills are no longer optional for the hundreds of thousands of young Britons seeking their first job, according to data from recruitment platforms that show how the technology is deciding who gets a foothold in the toughest labor market in decades.(7) From an apartment building in Romania to a parked car in Lithuania, drones from the war in Ukraine have increasingly been inflicting damage along NATO’s eastern flank this year. The heightened risk is now spawning a small, but growing area of the insurance business.Podcast Conversation: I’m a Proud Prepper and You Should Be Too See omnystudio.com/listener for privacy information.

  6. Nov 4

    Seismic Democrat Wins, Senate & House Flip, 'Wild' Blue Wave Markets

    On today's podcast:(1) Democrats won control of both chambers of the US Congress in a midterm election landslide that amounted to a rejection of President Donald Trump following widespread voter discontent with the economy and the war in Iran. (2) President Donald Trump congratulated Democrats for doing “a good job” after the party inflicted devastating defeats on his Republican allies, winning back both houses of Congress and picking up several governors’ mansions. But the president, in an interview with Fox News early Wednesday morning, didn’t take responsibility for a long night of GOP defeats, including many in what had been considered reliably conservatives states.(3) Some of the night’s most stunning GOP losses were notched by candidates Trump had personally anointed. In the Texas Senate race, Democrat James Talarico beat Republican Attorney General Ken Paxton to score the party’s first statewide win in more than 30 years. And in South Carolina, Senator Darline Graham, who was appointed to a US Senate seat after her brother Lindsey Graham’s death, came up short in her quest for a full six-year term against Democrat Annie Andrews.(4) In Michigan, Democrat Abdul El-Sayed became the first Muslim elected to the US Senate in the face of repeated attacks from Trump, who labeled him a “jihadist.” Even Republican Senator Susan Collins in Maine, who’d previously held her seat in a blue state, was unable to hang on and conceded to Democrat Troy Jackson.(5) A Democratic sweep of both houses of Congress rippled across global markets, sending stocks and the dollar lower while boosting Treasuries on speculation that the result will put the brakes on President Donald Trump’s agenda. See omnystudio.com/listener for privacy information.

    Seismic Democrat Wins, Senate & House Flip, 'Wild' Blue Wave Markets

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About

Bloomberg Daybreak Europe is the daily morning podcast that helps you understand the stories shaping Europe and the world before the day gets going. Produced in the early hours each weekday, the show delivers fresh reporting, sharp analysis and clear context on politics, business and global markets by 7am London time. From decisions made in Brussels and London to developments across the global economy, Daybreak Europe connects the dots between power, policy and money. Hosted by Stephen Carroll in Brussels and Caroline Hepker in London, and powered by Bloomberg’s global network of more than 3,000 journalists and analysts, the podcast goes beyond headlines to explain what is changing, why it matters and what could come next. Trusted by professionals, business leaders and investors, but made for anyone curious about how economics and politics shape everyday life, Bloomberg Daybreak Europe is the essential way to start your morning informed and ahead.

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