Bloomberg Daybreak: Asia Edition

Bloomberg
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Oct 1, 2025 • 19min

US Government Nears Shutdown, China Golden Week Begins

Viraj Patel, Executive VP at Fiduciary Trust International, provides keen insights into the looming US government shutdown and its potential market impacts. He emphasizes resilience in US equities despite political standoffs and discusses the Fed’s influence on economic conditions. Meanwhile, Catherine Lim, Senior Analyst at Bloomberg Intelligence, explores the significance of China’s Golden Week, highlighting consumer spending trends and government initiatives to boost consumption, including vouchers and extended services, offering a glimpse into the potential economic recovery.
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Sep 30, 2025 • 24min

Traders Weigh US Shutdown Risks, Gaza Peace Proposal

Bill Campbell, a Global Bond Portfolio Manager at DoubleLine, discusses looming US government shutdown risks and its potential impact on labor market data, emphasizing the market's flight-to-safety responses. Kirstin Fontenrose, a security and foreign policy expert, analyzes Trump's ambitious Gaza ceasefire proposal, detailing Hamas's likelihood to reject it and the pivotal role of Qatar and other regional players in supporting governance. Both guests provide insights into how these issues intertwine with global economic and political stability.
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18 snips
Sep 29, 2025 • 21min

US Government Shutdown Looms as Jobs Data Awaits, APAC Stocks Mixed

James Abate, Managing Director at Horizon Investments, delves into the potential impact of a looming US government shutdown, highlighting how it could delay vital job data and affect market sentiment. He discusses the shifting dynamics in equity leadership, particularly the dominance of growth stocks. Abate expresses concerns over AI infrastructure spending and its implications for capital returns. Additionally, he analyzes inflation trends and their effects on interest rates, emphasizing the intricate ties between economic data and political developments.
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Sep 26, 2025 • 39min

Daybreak Weekend: US Jobs, Power Conference, China PMIs

Stuart Paul, a U.S. economist with Bloomberg Economics, dives into the implications of the upcoming U.S. jobs report for Federal Reserve policy, highlighting labor market dynamics and consumer spending risks. John Liu, Bloomberg's Greater China correspondent, discusses China's PMI data and its reflection on economic conditions amidst deflationary pressures. They explore the impacts of the U.S. EV tax credit expiration and China's tech developments, offering insights into the complex interplay of global economic factors.
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Sep 26, 2025 • 23min

Trump New Round of Tariffs, TikTok Order Signed

Brian Krawez, President of Scharf Investments, shares insights on market reactions to the recent GDP revision and warns of potential AI valuation bubbles. He discusses the implications of the potential TikTok sale for Oracle and U.S. investor security. Deborah Elms, Head of Trade Policy at the Heinrich Foundation, analyzes President Trump's new tariffs, particularly on pharmaceuticals, warning of their complexity and consumer backlash. She emphasizes the need for trade partners to adapt amidst evolving supply chains and rising economic risks.
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Sep 25, 2025 • 24min

Stocks Extend Decline; South Korea Prime Minister Kim Min-seok

Rebecca Walser, President of Walser Wealth Management and investment strategist, discusses market valuation concerns and investment opportunities in AI and blockchain. She warns about the energy demands of these technologies and suggests nuclear investments. Meanwhile, South Korean Prime Minister Kim Min-seok delves into Korea-US relations, highlighting the impact of visa issues on investment projects and the ongoing need to balance relations with China and Japan. He also addresses prospects for a potential summit with Trump at APEC.
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Sep 24, 2025 • 19min

Asian Stocks Edge Lower After Fed Mixed Signals

Rob Haworth, Senior Investment Strategy Director at U.S. Bank, shares insights on market strategies, discussing inflation trends and the importance of closely watching PCE data. He warns about elevated AI valuations linked to strong forecasts from companies like Micron Technology. Meanwhile, John Authors, a Bloomberg Opinion columnist, dives into Fed messaging, suggesting the likelihood of an October rate cut while analyzing the global trade impacts of U.S. tariffs, especially regarding China. Their conversation unveils crucial insights about market dynamics amidst mixed signals from the Fed.
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Sep 23, 2025 • 18min

Stocks Gain as Tech Rally Spurs S&P Record

Michael Green, Chief Strategist at Simplify Asset Management, shares insights on the recent tech-driven rally boosting S&P 500 records. He explores Nvidia's significant investment in OpenAI and its implications for AI advancements. Green sheds light on the risks posed by inflation and restrictive Fed policies, while also discussing gold's growing demand among central banks. Meanwhile, Daniel Lam emphasizes opportunities in Asian tech markets amid broader macro risks, urging investors to capitalize on leading tech stocks.
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5 snips
Sep 22, 2025 • 19min

Markets Higher as Trump, Xi Set to Meet at APEC

In this insightful discussion, Patrick Kennedy, Managing Partner at AllSource Investment Management, delves into market trends as US equities hit new heights amidst anticipated Fed rate cuts. He highlights promising sectors like cybersecurity and biotech while providing a candid view on investments in China and India. Alicia Garcia-Rero, Chief APAC Economist at Natixis, tackles the implications of the upcoming Trump-Xi meeting, analyzes trade uncertainties, and explains China's unique dual economy amidst cautious monetary policy shifts. A gripping blend of finance and geopolitics!
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Sep 19, 2025 • 38min

Daybreak Weekend: The Future of the Fed, UK Private Markets, Miran's Impact Overseas

Sweta Gopinath, a Bloomberg private equity reporter, dives into the evolving private markets landscape in the UK and Europe, shedding light on fundraising dynamics and regulatory shifts. Swati Pandey discusses Australia's AUKUS-related defense spending, exploring its diplomatic consequences as leaders prepare for meetings. Meanwhile, Shuli Ren critiques U.S. dollar dynamics, highlighting Stephen Myron's claims of its overvaluation and the shifting global investor landscape, including potential beneficiaries among emerging currencies.

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