Bloomberg Daybreak: Asia Edition
Daybreak Weekend: U.S Retail, ECB Meeting, TSMC Earnings
Apr 11, 2025
Jane Lanhee-Lee, a North Asia tech reporter for Bloomberg News, and Geetha Ranganathan, a Bloomberg Intelligence Analyst on U.S. Media, delve into the anticipated U.S. retail sales and Netflix's changing reporting strategies. They explore the impact of tariffs on consumer spending and inflation, highlighting TSMC's strategic moves amid U.S. trade policies. The conversation also covers the European Central Bank's challenges and responses during economic uncertainties, providing insights into global market dynamics and the evolving landscape.
38:55
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Quick takeaways
- The upcoming U.S. retail sales data is anticipated to reveal a surprising uptick that may reflect consumer behavior changes amid tariff uncertainties.
- Netflix’s strategic shift from emphasizing subscriber growth to focusing on revenue metrics indicates a significant transformation in its business model.
Deep dives
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