Bloomberg Daybreak: US Edition Daybreak Weekend: Netflix Earnings, Reeves Speech, Japan Eco
Jul 11, 2025
Katya Dimitrieva, a Bloomberg Asia economy reporter based in Hong Kong, analyzes the upcoming U.S. CPI and PPI data while unpacking Netflix's earnings and strategic shifts in the streaming landscape. She examines the impact of U.S. tariff policies on Japan's economy and discusses the significance of a crucial speech by UK Chancellor Rachel Reeves. The conversation highlights labor market trends, inflation metrics, and the positioning of renewable energy stocks, offering insights into global economic dynamics.
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Labor Market and Inflation Outlook
- June jobs report shows labor market slowing, not in trouble yet.
- Fed sees CPI and PPI data as critical for inflation and tariff impact assessment.
Netflix's Strategic Shift
- Netflix shifts focus to revenue growth and operating margins over subscriber count.
- Expanding live programming aims to boost advertising revenue significantly by 2030.
UK Economic Growth Strategy
- UK Chancellor Rachel Reeves aims to boost growth with financial sector reforms.
- Key plans include ISA limit changes and possible pension contribution adjustments to drive investment.