Bloomberg Daybreak: US Edition cover image

Daybreak Weekend: Broken Capitalism and a 2026 Stock Outlook

Bloomberg Daybreak: US Edition

00:00

Why Europe rallied in 2025 and the 2026 catalyst

Tim says Europe's 2025 gains were valuation-driven and argues 2026 needs earnings growth to continue the rally.

Play episode from 20:38
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app