Bloomberg Daybreak: Europe Edition No Ukraine Breakthrough, Global Stocks Record High, China Holds Taiwan Drills
Dec 29, 2025
Rosalind Matheson, Chief Asia correspondent, provides insights on the US-Ukraine diplomatic talks, revealing major security guarantees but unresolved territorial disputes. Paul Dobson, Executive editor for Asian Markets, analyzes the surge in global stocks and the dramatic fluctuations in silver prices, citing speculation and industrial demand. Additionally, they discuss China's live-fire drills around Taiwan following significant US arms packages, emphasizing rising geopolitical tensions.
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Progress Without A Resolution
- Donald Trump and Volodymyr Zelensky reported significant progress on a peace framework, with some security guarantees nearly settled.
- Key territorial issues remain unresolved, keeping an end to the war out of sight for now.
Markets Rally With Volatile Metals
- Global stocks hit record highs led by tech, while silver and copper surged amid speculative flows and supply concerns.
- Silver's rally is volatile and fueled by retail speculation and central bank demand dynamics.
Controversy Over Activist's Return
- Alaa Abdel Fattah returned to the UK after six years detained in Egypt and was later pardoned.
- His old social posts calling for violence sparked calls for possible deportation and citizenship review.