Bloomberg Daybreak: Asia Edition Daybreak Weekend: Fed Decision, Cybersecurity Conference, China Eco
9 snips
Dec 5, 2025 
Stuart Paul, a U.S. economist at Bloomberg Economics, dives into the Fed's upcoming decisions, analyzing potential interest rate changes and the impact of new regional voters. Cybersecurity expert Jordan Robertson highlights the rise of ransomware and the interplay with cryptocurrency, detailing threats to critical infrastructure while discussing AI's evolving role in cyber operations. Finally, economist Eric Zhu examines China's deflationary challenges and prospects for growth, suggesting modest stimulus measures to stimulate domestic demand.
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Fed Poised To Cut But Faces Growing Division
- Bloomberg Economics expects the Fed to cut rates this week and markets largely price that in due to weak private data.
- Stuart Paul warns the FOMC will show growing division in 2026 as hawkish regional presidents become voters.
Prioritize Powell's Post-Decision Messaging
- Watch Chairman Powell's press conference closely for clues about the Fed's cutting cadence into early 2026.
- Bloomberg Economics' base case is quarterly quarter-point cuts next year, so price sensitivity will hinge on messaging.
Oracle Needs Clarity On OpenAI Order Funding
- Oracle must explain how its OpenAI-related backlog will be funded and recognized as revenue to justify lofty valuations.
- Anurag Rana says data-center demand expanded the cloud market, letting multiple hyperscalers grow simultaneously.