Bloomberg Daybreak: US Edition Zelenskiy and EU Leaders Hold Key Call with Trump; Markets in Record Territory
10 snips
Aug 13, 2025 Ukrainian President Zelenskiy firmly rejects ceding the Donbas region to Russia, emphasizing the need for Kyiv in peace talks. Meanwhile, European markets soar, buoyed by hopes for Federal Reserve interest rate cuts, prompting discussions on a potential 50 basis-point cut. The podcast also touches on President Trump's controversial interactions with the Fed and the implications of his call with Zelenskiy in the context of ongoing geopolitical tensions. It's a blend of finance, politics, and current events that keeps listeners engaged.
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Ukraine Must Be At The Table
- Zelensky insists Ukraine must be included in any talks and will not cede Donbas to Russia.
- European leaders stress peace deals must respect international law and not change borders by force.
Markets Move On Rate Cut Odds
- Global equities rallied after CPI data increased expectations for Fed rate cuts.
- Traders now price a high probability of rate cuts by September despite inflation remaining above target.
Be Open To Bigger Fed Cut
- Consider the case for a larger Fed cut to compensate for delayed easing according to Treasury officials.
- Expect discussions about whether a 50 basis-point move could be warranted in upcoming meetings.