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Bloomberg Daybreak: Asia Edition

Latest episodes

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May 30, 2025 • 19min

Trump Wins Tariff Reprieve as Trade Agenda Faces Roll Back

Mary Nicola, a Bloomberg MLIV Strategist, and Scott Ladner, Chief Investment Officer at Horizon Investments, delve into the recent federal appeals court ruling that temporarily upholds Trump's tariffs. They discuss how this affects U.S.-China trade relations and the impact on Asian markets. The duo also analyzes the U.S. equity market’s response to strong guidance from Nvidia and broader economic pressures tied to Trump's push for lower interest rates from the Federal Reserve, giving insights into potential market dynamics ahead.
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May 29, 2025 • 21min

Nvidia Eases China Concerns With Upbeat Forecast

Daniel Newman, CEO of the Futurum Group, and Tim Pagliara, Chairman and Chief Investment Officer at CapWealth, discuss Nvidia's strong sales forecast in the face of potential challenges from China. Newman highlights Nvidia's resilience in the AI sector and its optimistic outlook despite new export restrictions. Pagliara analyzes the equity market's reaction and shares insights on investment strategies in technology amidst ongoing U.S.-China trade tensions. Together, they explore the exciting implications for growth in AI and its impact on future market valuations.
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May 28, 2025 • 19min

Equities Rise on Economic and Trade Optimism

Vis Nayar, Chief Investment Officer at Eastspring Investments, and Clark Geranen, Chief Market Strategist at CalBay Investments, dive into the recent Wall Street rally spurred by a surge in consumer confidence and accelerating trade talks with the EU. They discuss the potential for Asian and emerging markets amid a weakening dollar and the allure of Chinese investments. The conversation also touches on the implications of tariff delays, shifting M&A expectations, and the complexities of global supply chains in the context of ongoing trade tensions.
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11 snips
May 27, 2025 • 20min

China's BYD Slashes EV Price, China-European Union Trade Officials to Meet

Joohee An, CIO of Mirae Asset Global Investments, provides insights on the impact of BYD's drastic price cuts on electric vehicle stocks and market competition. She discusses the upcoming EU-China trade meeting amid tariff pressures and highlights shifts in investor interest towards domestic markets in China and India. An also delves into currency volatility, noting the dollar's decline and its implications for investment strategies in Asia, as investors reevaluate their focus away from U.S. markets.
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13 snips
May 26, 2025 • 20min

Trump Extends Deadline for Tariffs on the European Union

Stephanie Leung, Chief Investment Officer at StashAway, discusses the implications of President Trump's tariff threats against the EU and the strategic extension of deadlines. Kurt Tong, Managing Partner at the Asia Group, provides insights into the burgeoning partnership between Nippon Steel and U.S. Steel and Japan's aspirations for a U.S. trade deal. They dive into the complexities of U.S.-Japan trade relations, addressing potential obstacles and the evolving dynamics of international trade amid geopolitical tensions.
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May 23, 2025 • 39min

Daybreak Weekend: Nvidia Preview, Poland Election, BOK Decision

Hyo-sung Kwong, a Bloomberg Economics expert covering Korea, and Stuart Paul, a U.S. economist, delve into pressing economic themes. They discuss upcoming U.S. GDP data and Nvidia's earnings prospects amid trade challenges. The conversation shifts to Poland's pivotal presidential election, examining its potential impact on EU relations. Additionally, they analyze South Korea's monetary policy facing new tariffs and inflation concerns, exploring how these dynamics shape the region's economic stability.
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May 23, 2025 • 21min

Treasuries Hold Gains, Bitcoin Hits New All-Time High

Eric Sterner, Chief Investment Officer at Apollon Wealth Management, discusses the recent stability in Treasuries and its impact on the Asian markets, suggesting potential investment opportunities amidst volatility. Peter Chung, Head of Research at Presto Research, dives into Bitcoin's historic rise past $111,000, linking it to increased institutional interest and support from the Trump administration. The duo also explores the evolving perception of cryptocurrencies, noting the growing necessity for regulatory improvements in the face of security concerns.
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May 22, 2025 • 23min

US Deficit Concerns Spur Wall Street Selloff

Joe Little, Global Chief Strategist at HSBC Asset Management, and Rebecca Walser, President at Walser Wealth Management, delve into the troubling implications of the U.S. deficit. They discuss the recent mixed performance of Asian shares and the impact of rising Treasury yields on global markets. As concerns about government borrowing grow, they highlight shifting investor strategies toward diversification and the potential effects on stock markets. The conversation also touches on global economic challenges, particularly in Japan and China, reflecting widespread instability.
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15 snips
May 21, 2025 • 19min

APAC Markets Open Higher as Geopolitical Risks Loom

Helen Zhu, Managing Partner and Chief Investment Officer at NF Trinity, shares her insights on the significant impact of U.S.-China tariffs and strategic shifts in Asian investments. Brian Vendig, Chief Investment Officer at MJP Wealth Advisors, discusses rising economic risks and the implications of geopolitical tensions on market pressures. Both guests delve into the recent climb of APAC markets amid concerns over potential conflicts, emphasizing the need for diversified portfolios to navigate volatility and capitalize on international growth opportunities.
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7 snips
May 20, 2025 • 19min

APAC Markets Rise as S&P 500 Extends Rally; CATL Debut Highlights Hong Kong Revival

Rob Williams, Managing Partner and Chief Investment Strategist at Sage Advisory Services, discusses the recent rise in Asian markets, driven by the S&P 500's steady gains. He delves into Hong Kong's resurgence as a global financial hub, emphasizing its role in attracting significant foreign inflows despite geopolitical challenges. The conversation also covers the implications of the Moody's downgrade of the U.S. credit rating and explores defensive investment strategies amid ongoing economic uncertainties.

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