Bloomberg Daybreak: Europe Edition Daybreak Weekend: U.S CPI, UK Security, China CPI
Sep 6, 2025
Mary Nicola, a Bloomberg MLIV Strategist based in Singapore, dives into the intricacies of China's economic landscape, discussing challenges like deflation and weak consumption. She sheds light on government initiatives to boost spending amid a sluggish housing market. The conversation also explores the broader implications of China's CPI and its impact on regional inflation trends. Additionally, she reflects on the evolving conditions in Chinese equities and the crucial role of consumer confidence in driving growth.
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Cooling U.S. Labor Market Lowers Fed Bar
- U.S. hiring has slowed enough that it may no longer sustain prior low unemployment levels.
- Stuart Paul expects this cooling will prompt a 25 basis point Fed cut in September.
Apple Begins A New iPhone Design Era
- Apple will begin a multi-year iPhone redesign with the iPhone 17 Pro and a thinner iPhone 17 Air.
- Mark Gurman says Apple is also pursuing major AI partnerships to overhaul Siri and add web-answering features.
Siri To Use External AI Models
- Apple plans a major Siri overhaul using external AI models to deliver world-knowledge answers.
- Gurman reports Apple has held deep talks with OpenAI and Anthropic and is likely to partner with Google on a custom model.