Bloomberg Daybreak: Asia Edition

James McIntyre, Bloomberg economist on Australia/NZ policy. Paul Jackson, EcoGov analyst on Japan/Korea politics. Tommaso Ebhart, Milan bureau chief covering Milano Cortina 2026. Mandeep Singh, global tech research head on cloud and AI. They preview US jobs and tech earnings. They discuss Japan’s snap election and fiscal choices. They review Olympic readiness, infrastructure and climate risks.

Dan Curtis, markets commentator tracking FX, commodities and asset reactions. Michael McKee, international economics and policy correspondent with Fed expertise. They discuss Kevin Warsh’s nomination, market moves in stocks, yields and the dollar, and how Warsh’s past Fed stance compares with recent signals and confirmation hurdles.

Harold Vondelinde, HSBC Head of Asia-Pacific Equity Strategy, on Asia tech, Korea and China flows. David Finnerty, Bloomberg rates and FX strategist from Melbourne, on dollar volatility, BoJ moves and Fed chair timing. They discuss Apple-driven tech optimism, FX swings, central bank risks and IPO/liquidity themes in short, punchy conversations.

Jeanette Garretty, Robertson Stephens chief economist, on Fed timing, inflation and the job market. Daniel Newman, Futurum Group CEO and tech analyst, on AI-driven tech earnings, cloud and compute competition. They discuss rate-cut timing, AI spending vs. ROI, and who’s winning infrastructure and chips.

Phil Palumbo, founder and CIO of Palumbo Wealth Management, on tech earnings, AI capex and which stocks may benefit. Robert Kaplan, former Dallas Fed president and Goldman vice chairman, on dollar moves, gold demand and central-bank reactions. They discuss the dollar slump, investor repositioning, AI-driven spending and risks to markets in concise, fast-paced conversations.

Zachary Hill, head of portfolio management at Horizon, shares investment outlooks on MAG-7 earnings, precious metals and Fed policy. Yuk-Yung Lee, Bloomberg Seoul equities reporter, breaks down Samsung and SK Hynix, memory chip demand and AI-driven industry shifts. They discuss tariff threats on South Korean goods and a big week of tech earnings.

Katy Kaminski, Chief Research Strategist at AlphaSimplex, explains the drivers behind the precious metals rally. Kei (Kay) Akamura, Portfolio Manager at Neuberger Berman, breaks down yen moves, intervention risk, and Japan market opportunities. They discuss yen intervention risk, gold and silver’s surge, Japan CPI and bonds, and sector plays from AI to value stocks.

Ellen Milligan, a UK political correspondent, outlines the history and diplomatic balancing around the prime minister's China visit. Vlad Savov, a tech editor, covers Apple in Greater China, supply-chain shifts, semiconductor shortages, and regional manufacturing moves. They discuss diplomatic tensions, iPhone demand drivers, memory-chip crunches, and where production is heading.

In this discussion, Ivy Ng, Chief APAC Investment Officer at DWS, delves into the AI-driven tech rally, highlighting that earnings are crucial for sustainable growth while cautioning about high valuations. She shares insights on the improving property market in Hong Kong and suggests that gold remains a strong portfolio diversifier amid geopolitical tensions. Additionally, the conversation touches on Japan’s proposed food tax cut by Prime Minister Takaichi, critiqued for its lack of targeting and potential market repercussions.

George Friedman, founder of Geopolitical Futures, dives into President Trump's strategic moves regarding Greenland and their implications on US-Europe relations and NATO. He explains how Trump's negotiation tactics are more about setting the stage for deals than randomness. Alice French, a Bloomberg Japan equities reporter, discusses the recent volatility in Japanese markets, linking it to new PM Takahashi's policies and strong IPO momentum in tech. Together, they assess the impact of these geopolitical shifts on regional economics.