Bloomberg Daybreak: Europe Edition Daybreak Weekend: Netflix Earnings, Reeves Speech, Japan Eco
Jul 11, 2025
Katya Dimitrieva, a Bloomberg Asia economy reporter based in Hong Kong, dives into the intricacies of Japan's economy and the influence of U.S. tariffs. She discusses the potential implications of rising tariffs on Japan's automotive and agricultural sectors. The conversation also sheds light on the upcoming economic indicators and geopolitical trade negotiations. Additionally, they touch on Netflix's strategic shift towards revenue growth through innovative content and partnerships, highlighting the evolving landscape of the streaming industry.
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June Jobs Report Nuance
- The June jobs report showed an uptick mainly due to government employment and a decline in labor force participation.
- This suggests a slowing labor market which is a mixed signal for the Federal Reserve's decisions on inflation and interest rates.
Tariffs and Inflation Signals
- The Consumer Price Index for June is expected to rise, partly due to tariff pressures on imported goods.
- Producer Price Index data may better indicate future inflation from tariffs affecting supply chains and manufacturing costs.
Netflix's Live Programming Strategy
- Netflix is expanding live programming like WWE and boxing matches to increase advertising revenue.
- This strategy aims to capture more viewer time and diversify revenue beyond traditional subscriber growth.