

Bloomberg Daybreak: Asia Edition
Bloomberg
Join Bloomberg Daybreak Asia for business and finance news centered in the Asia-Pacific region, along with insight and analysis on the day's top stories in global markets.
Episodes
Mentioned books

8 snips
Oct 21, 2025 • 14min
Japan LDP, Ishin Ink Coalition Deal to Set Up Takaichi for PM
Sheila Smith, a senior fellow at the Council on Foreign Relations, discusses Japan's historic coalition deal positioning Sanae Takaichi as the country's first female prime minister, examining its implications and political stability. Carol Schleif, Chief Market Strategist at BMO, analyzes the rebound in U.S. markets driven by strong earnings and fading trade war fears, highlighting investor strategies during earnings season. Together, they explore fiscal priorities, social security reforms, and the alignment between Japan's new leadership and defense strategies.

6 snips
Oct 20, 2025 • 13min
Asian Shares Rise as US-China Trade Tensions Cool
In this engaging discussion, Nicholas Smith, a CLSA Japan strategist, shares insights on the potential political alliance between Japan's Innovation Party and the ruling LDP, which could lead to the historic election of Sanae Takaichi as Japan's first female prime minister. Fabian Yip, an IG International market analyst, analyzes the latest market trends spurred by easing US-China trade tensions and provides insight into China's upcoming plenum. They also tackle risks in the market related to earnings and the impacts of geopolitical dynamics.

25 snips
Oct 17, 2025 • 39min
Daybreak Weekend: Tesla Earnings, European Banks, Trump-Albanese Meeting
Paul Allen, a Sydney-based Bloomberg journalist, delves into Australia's strategic position in critical minerals and its balancing act between trade with China and security ties with the U.S. He discusses the upcoming meeting between Prime Minister Albanese and President Trump, speculating on potential U.S.-Australia critical minerals deals. Allen also highlights the RBA's cautious stance on inflation and how domestic market dynamics could influence future monetary policy, emphasizing the challenges Australia faces in refining capacity.

Oct 17, 2025 • 21min
Japan's Concern Over China Rare Earth Curbs, Credit Woes Hit Wall Street
Shuntaro Takeuchi, a portfolio manager at Matthews Asia, discusses Japan's response to China's rare earth export controls and the implications for G-7 unity. He also explores the Japanese equity market's resilience amidst global tensions and how potential coalition talks could reshape Japan's political landscape. Jeff Palma from Cohen & Steers highlights recent credit quality concerns among regional banks and the Fed's internal debates on interest rate cuts, while addressing the delicate balance of global economic resilience.

26 snips
Oct 16, 2025 • 21min
Bessent Floats Longer-Term China Truce, Trump - Albanese Meeting Preview
Join Bloomberg journalist Paul Allen, who covers Australian politics and commodities, alongside Keith Buchanan, Senior Portfolio Manager at Globalt. They delve into a potential extended truce on Chinese import duties linked to rare-earth exports, analyze Australian PM Albanese's upcoming meeting with Trump amid critical minerals discussions, and explore the implications for U.S.-Australia relations. Keith shares insights on U.S. bank earnings, market volatility, and the impact of consumer spending on investment strategies.

9 snips
Oct 15, 2025 • 21min
US-China Reignites Trade Tensions, Powell Signals Another Cut
Sandra Swirsky, Founder and CEO of Integer, discusses escalating U.S.-China trade tensions, especially President Trump's threat regarding cooking oil—a move seen as retaliation for China's soybean sanctions. She elaborates on supply chain shifts, including Apple's expansion in Vietnam and potential inflation impacts from rising tariffs. Rob Williams, Managing Partner at Sage Advisory Services, analyzes recent bank earnings, noting consumer credit quality concerns and the Fed's likely rate cut. He touches on market dynamics amidst economic uncertainties and alternative data tracking.

11 snips
Oct 14, 2025 • 18min
Trump and Xi Spark Another Standoff, OpenAI-Broadcom Deal
James Aitken, Founder of Aitken Advisors, dives into the escalating US-China trade tensions and their market consequences, highlighting how national security priorities drive investment. Matthew Tuttle, CEO of Tuttle Capital Management, discusses the semiconductor market, sparked by the Broadcom-OpenAI deal, and its implications for AI stocks. He warns of potential stagflation risks while suggesting that thematic investments in AI infrastructure and tech will thrive. Join them for insights on navigating turbulent financial waters!

Oct 13, 2025 • 21min
US Opens Door to China Deal as Trade Spat Drags On
In this engaging discussion, Paul Dobson, Bloomberg's Executive Editor for Asia Markets, sheds light on the escalating U.S.-China trade tensions and the potential implications for the Asian markets. He delves into China's position and mutual vulnerabilities in these negotiations. Meanwhile, Frances Stacey from Scarlet Oak Financial shares insights on sustaining the U.S. bull market, highlighting key factors such as liquidity and the impact of mega-cap tech on market dynamics. Additionally, she warns of underlying credit risks that could pose challenges ahead.

15 snips
Oct 10, 2025 • 38min
Daybreak Weekend: US Bank Earnings, New Energy Summit, Gold’s Future
Ken Griffin, the Founder and CEO of Citadel, shares insights on the recent surge in gold prices and the implications of high inflation and dollar depreciation. He suggests gold is increasingly seen as a safe-haven asset rather than the dollar itself. Griffin also discusses the potential consequences of the U.S. government's fiscal policy and criticizes the political dysfunction impacting the Federal Reserve's decisions. He advocates for economic growth through deregulation and cautious tax policies while warning against the risks of large deficits.

6 snips
Oct 9, 2025 • 19min
TSMC Earnings Preview, Stocks Set Fresh Record on AI
Debbie Wu, Team Leader for North Asia Technology at Bloomberg News, discusses TSMC's expected strong Q3 earnings driven by solid sales data and the impact of AI demand on semiconductor growth. She explores TSMC's compliance with export controls and its pivotal role in Taiwan's economy. Meanwhile, Charles Lieberman, Co-founder and CIO at Advisors Capital Management, shares insights on U.S. market valuations influenced by mega-cap stocks and delves into gold's rally as China's reserve strategy shifts amidst geopolitical concerns.