Bloomberg Daybreak: Asia Edition

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to home sales data and Tesla earnings. In the UK – a look ahead to how companies across Europe and beyond are preparing to share their latest financial performances with the market. In Asia – a look ahead to how some Chinese companies are looking to skirt U.S President Donald Trump’s tariffs. See omnystudio.com/listener for privacy information.

In this discussion, Mary Nicola, a Bloomberg MLIV Strategist based in Singapore, and James Demmert, Founder and Chief Investment Officer at Main Street Research, dive into the dynamics of Japanese stocks amidst trade talks. They highlight how rising inflation in Japan signals a pivot from deflation, while trade negotiations between the US and EU boost automotive sectors. The impact of US monetary policy comments and tariffs on Japan's economy raises concerns about market volatility, inviting fresh investment opportunities in Asia despite economic uncertainty.

Jennifer Rie, a Senior Litigation Analyst, and Eric Balchunas, a Senior ETF Strategist, dive into some of today's hottest financial topics. They unpack President Trump's criticism of Fed Chair Powell and the potential shifts in Fed leadership. Eric sheds light on ETF inflows and market dynamics, while Jennifer discusses the government's antitrust battles with Meta and the implications for tech giants. They explore the complexities of tariffs, their economic impacts, and the ongoing scrutiny surrounding monopolistic practices in the industry.

Stephen Dyer, Head of the Asia Automotive Practice at AlixPartners, and Shams Afzal, Managing Director at Carnegie Investment Counsel, dive into the seismic effects of U.S. tariffs on the global auto industry. They discuss Ford's potential price hikes if tariff relief isn’t granted and how Chinese EV maker Xpeng is expanding despite trade tensions. The duo also addresses how tariffs could influence Federal Reserve policies and market stability, creating volatility in Wall Street as investors react to the changing landscape.

Ken Stern, President and CEO at Lido Advisors, discusses the recent dip in US equity markets amid growing trade tensions and new chip export restrictions to China. Colum Murphy, a China EcoGov reporter for Bloomberg News, reveals how Chinese TikTok influencers are promoting products directly to Americans, challenging U.S. tariffs with a focus on well-known brands. The conversation also touches on the need for careful investment strategies during these volatile times, emphasizing long-term planning and market trends.

Ross Mayfield, Investment Strategist at Baird, shares keen insights on the bond market's recent turbulence. He discusses Treasury Secretary Scott Bessent’s dismissal of claims regarding foreign nations selling off US Treasuries, particularly focusing on China’s strategic approach. The conversation also highlights how President Trump's trade policies have stirred market volatility, prompting a rally on Wall Street. Mayfield emphasizes the significance of adapting investment strategies in uncertain economic climates and the need for diversification amidst global challenges.

Chuck Cumello, President and CEO at Essex Financial Services, shares insights on market strategies amid fluctuating tech tariffs. Mark Matthews, Head of Asia Research at Julius Baer, discusses the implications of the U.S.-China trade war on Asian markets. They analyze the recent optimism as Asian stocks rise following a tariff pause on consumer electronics. The duo emphasizes the need for long-term investment strategies and diversification while navigating a volatile economic landscape, highlighting the potential in technology stocks and Japan's robust companies.

Jane Lanhee-Lee, a North Asia tech reporter for Bloomberg News, and Geetha Ranganathan, a Bloomberg Intelligence Analyst on U.S. Media, delve into the anticipated U.S. retail sales and Netflix's changing reporting strategies. They explore the impact of tariffs on consumer spending and inflation, highlighting TSMC's strategic moves amid U.S. trade policies. The conversation also covers the European Central Bank's challenges and responses during economic uncertainties, providing insights into global market dynamics and the evolving landscape.

Mark Cranfield, a Bloomberg Market Live strategist based in Singapore, and Patrick Kennedy, founding partner at AllSource Investment Management, dive into the impact of rising US tariffs on China, which have caused significant market turmoil. They discuss the sell-off in US stocks and bonds, the surge in gold and the euro, and the flight of investors seeking safer havens. With concerns about a global recession looming, they emphasize the need for cautious investment strategies and the volatility in Asian markets amid ongoing uncertainty.

Chi Lo, Senior Market Strategist at BNP Paribas Asset Management, and Rebecca Walser, President of Walser Wealth Management, dive into the recent surge in global markets as President Trump pauses tariffs, fueling a massive rally. They discuss the implications of increased duties on China, the historic bounce in the S&P 500 and Nasdaq, and the volatility that comes with these shifts. The duo also explores long-term prospects for China's tech sector and the intricate dynamics of ongoing U.S.-China trade negotiations, revealing the delicate balance in this economic landscape.