Bloomberg Daybreak: Asia Edition

Bloomberg
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Jul 31, 2025 • 20min

Fed Holds and Big Tech Beats; US-South Korea Trade Deal

Dean Smith, Chief Strategist at FolioBeyond, shares insights on the strong earnings of tech giants like Microsoft and Meta, which fuel optimism in U.S. markets. He discusses the Federal Reserve's decision to hold interest rates steady and its impact on equity indexes. Additionally, they delve into the recent U.S.-South Korea trade agreement, involving a 15% tariff and significant investments. The conversation emphasizes the complexities of navigating market fluctuations and potential strategies for conservative investors.
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Jul 30, 2025 • 16min

Markets Brace for Fed's July Decision; US-China Talks to Continue

Paul Donovan, Chief Economist at UBS Global Wealth Management, and Mark Heppenstall, President and CIO at Penn Mutual Asset Management, dive into crucial market dynamics. They discuss the Fed's potential hold on interest rates and the implications of dissenting opinions. The ongoing U.S.-China tariff negotiations are also on the table, with a looming deadline. Donovan highlights the fragility of the global economy, while Heppenstall emphasizes trust in bond markets despite current uncertainties. It's an insightful look at where markets may head next!
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Jul 29, 2025 • 15min

Markets Slip as Tariff Sentiment Cools

Mark Franklin, Managing Director & Senior Portfolio Manager at Manulife Investment Management, shares insights on market dynamics in Asia amid evolving trade negotiations between the U.S. and China. He discusses the impact of tariff policies on inflation and corporate earnings, alongside the stability seen in the energy sector and major tech firms benefiting from AI advancements. Franklin also touches on investment strategies within the treasury market and the implications of recent trade deals, providing a comprehensive view of the current economic landscape.
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Jul 28, 2025 • 18min

US, European Union Strike Trade Pact; Australia Inks New Submarine Deal With UK

Join Paul Allen, Bloomberg's Australia Correspondent, and Clark Geranen, Chief Market Strategist at CalBay Investments, as they dive into the recent U.S.-EU trade agreement, which avoids a potential trade war with a 15% tariff on auto exports. They discuss the implications for the global economy and how it could influence earnings reports from tech giants. Additionally, Paul shares insights on the landmark 50-year defense treaty between Australia and the UK, focusing on nuclear submarines and job creation, while addressing geopolitical challenges in the AUKUS partnership.
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Jul 25, 2025 • 38min

Daybreak Weekend: Fed Decision, Scotland Trip, China PMI

Delve into the financial world as the Federal Reserve's interest rate decision looms, impacting markets and tech earnings. Discover the implications of President Trump's trip to Scotland and its relevance to trade discussions. Explore how Google's search advertising flourishes amid AI competition and the challenges faced by Apple. Gain insights into China's economic landscape with anticipations of PMI data revealing trends in manufacturing and consumer spending, amidst ongoing geopolitical tensions shaping trade dynamics.
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5 snips
Jul 25, 2025 • 19min

One Week Left For Trade Talks

Joining the discussion are Gearoid Reidy, a Bloomberg Opinion columnist focused on Japanese politics and economics, and Janet Henry, Global Chief Economist at HSBC. They dive into the recently announced US-Japan trade deal, which includes a mysterious $550 billion investment pledge, and discuss its potential political fallout for Japan's Prime Minister. Gearoid elaborates on the implications of new tariffs, while Janet analyses the impact of ongoing negotiations on the global economy and consumer spending amidst rising inflation. This hefty trade landscape presents both opportunities and uncertainties.
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17 snips
Jul 24, 2025 • 16min

Elon Musk Warns of 'Rough' Patch Ahead for Tesla; Rumors About China's Political Elite

Karishma Vaswani, a Bloomberg Opinion columnist specializing in Chinese politics, joins the discussion to untangle the complexities of Beijing's leadership dynamics. She reveals how rumors about Xi Jinping’s future stem from misunderstandings of Chinese political nuances. The conversation also highlights Tesla's rough patch under Elon Musk, who faces growing challenges in a competitive market. Meanwhile, Japanese automakers celebrate a new trade deal with the U.S., sparking optimism amidst ongoing political intrigue in China.
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5 snips
Jul 23, 2025 • 19min

US and Japan Reach Trade Deal; Mag Seven in Focus

Stephanie Leung, Chief Investment Officer at StashAway, and David Aspell, Partner and Co-Chief Investment Officer at Mount Lucas Management, delve into the recent US-Japan trade deal that has invigorated global stock markets. They discuss how this agreement eases tariff concerns and boosts major automakers in Japan. The focus shifts to the upcoming earnings reports from the Magnificent Seven, where AI's transformative role is highlighted. They also explore the challenges tech companies face from AI advancements and the implications for the Federal Reserve's monetary policy.
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Jul 22, 2025 • 18min

US Rally Wanes Ahead of Tech Earnings; Japanese Shares Advance

Sean Darby, Managing Director at Mizuho Securities Asia, shares insights on Japan's recent market performance and the impact of political changes following a significant election loss. Ed Butowsky, Managing Partner at Chapwood Investments, discusses the waning US market rally amid earnings season, focusing on tech giants like Nvidia, Tesla, and Alphabet. Both guests explore the implications of tariffs on various sectors and investment opportunities in artificial intelligence and bonds, offering a comprehensive look at the shifting economic landscape.
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Jul 21, 2025 • 18min

Yen Gains as Japan's Ishiba Vows to Stay Put; The Fed's Path Ahead

Clayton Triick, Head of Portfolio Management at Angel Oak Capital, and Shuntaro Takeuchi, Portfolio Manager at Matthews Asia, delve into Japan's political landscape after a significant election setback for Prime Minister Shigeru Ishiba. They discuss the implications for currency fluctuations and potential economic policies. The conversation shifts to the Federal Reserve’s interest rate strategy amidst Donald Trump’s tariffs, exploring global central banks' responses and the evolving fixed income market amidst volatility.

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