Bloomberg Daybreak: Asia Edition Daybreak Weekend: Netflix Earnings, Reeves Speech, Japan Eco
Jul 11, 2025
Geetha Raghunathan, a Bloomberg intelligence analyst focused on U.S. media, discusses Netflix's strategic shifts to enhance revenue, including live events and sports. Katya Dmitrieva, Bloomberg's Asia economy reporter, dives into Japan's economic challenges amidst U.S. tariff policies, highlighting the potential for recession and inflation impacts. Together, they analyze the financial landscape, including the upcoming U.K. Chancellor's speech and its implications for global markets.
AI Snips
Chapters
Transcript
Episode notes
June Jobs & Inflation Outlook
- The June jobs report showed an apparent unemployment drop, but it was caused by a labor force decline. - Tariff impacts on inflation and retail sales will be critical to watch for Fed policy signals.
Netflix's New Growth Focus
- Netflix focuses on revenue growth and operating margin rather than subscriber numbers now. - Live programming like sports is central to their strategy to boost ad revenue and user engagement.
Rachel Reeves' Economic Challenge
- U.K. Chancellor Rachel Reeves is expected to focus on growth and financial services competitiveness. - She faces internal party pressure but has gained investor confidence by maintaining fiscal discipline.