Bloomberg Daybreak: Asia Edition

Joined by Willem Sels, Global CIO at HSBC Global Private Banking and Wealth, and Gene Goldman, Chief Investment Officer at Cetera Financial Group, the discussion revolves around the looming US tariffs and their weight on investor sentiment. Sels shares insights from HSBC's Global Investment Summit, highlighting the bullish outlook for Asian markets. Goldman analyses how trade tensions impact the Federal Reserve’s inflation strategy and emphasizes the importance of adapting investment strategies, particularly in small and mid-cap stocks amidst market volatility.

Mary Nicola, a Bloomberg Markets Live strategist in Singapore, discusses the market's immediate reaction to new U.S. auto tariffs, particularly the impact on major automakers like Toyota and Hyundai. Robert Schein, Chief Investment Officer at Blanke Schein Wealth Management, offers insights into how these tariffs might influence inflation and Federal Reserve policies. They explore broader implications for the Asia-Pacific region and highlight investment opportunities amid rising market volatility and geopolitical tensions.

Shuli Ren, a Bloomberg Opinion columnist with deep insights into Chinese tech stocks, discusses the current volatility affecting this sector. Contrasting views emerge, with some Wall Street investors staying optimistic amid signs of potential earnings beats. Bill Campbell, Global Bond Portfolio Manager at DoubleLine, shares his perspectives on the U.S. economy, emphasizing concerns over tariffs and consumer confidence. As the Asian markets respond, the conversation navigates the intricate dance between U.S. dynamics and China's tech landscape.

Tim Pagliara, Chief Investment Officer at CapWealth, and Rahul Chadha, Chief Investment Officer at Shikhara Capital, dive into the latest tariff developments and their impact on Asian markets. Pagliara discusses how President Trump's targeted trade sanctions are less severe than anticipated, sparking optimism in equity markets. Chadha analyzes this positive shift, particularly in China and India, amidst the Federal Reserve's cautious outlook on interest rates. Their insights reveal intriguing investment strategies shaped by the evolving economic landscape.

Get the scoop on today's stock market champs and chumps! Discover how aluminum and steel are shining bright, while cryptocurrencies are taking a hit. Marvel at Amazon's astonishing 60% surge, pushing through all-time highs. Tune in for quick insights on market movers making headlines and the trends shaping your investment landscape.

Australian Treasurer Jim Chalmers, known for his insights on US economic policies and cost of living relief, shares concerns about the seismic effects of new US tariffs on the global economy. He discusses the upcoming national budget aimed at easing financial pressures on Australians. Mark Nachman from Goldman Sachs provides a broader view on global market volatility, highlighting investment opportunities amid economic uncertainty, particularly in private markets and asset diversification strategies.

Stuart Paul, a U.S. economist with Bloomberg Economics, discusses upcoming U.S. CPI and PCE data, highlighting the implications for inflation and Federal Reserve policy. Meanwhile, Danny Lee, Bloomberg's Asia transport reporter, dives into BYD's earnings, revealing the company's ambitious goals as it aims for $100 billion in sales. They explore BYD's innovative technologies and strategies in the fiercely competitive electric vehicle market, including its global expansion efforts and challenges posed by tariffs.

Olivier d'Assier, Head of Investment Decision Research at SimCorp, and Peter Chung, Head of Research at Presto Research, share insights on the jittery APAC markets influenced by U.S.-China tariff uncertainties. They discuss the impact of tariffs on inflation and central bank policies, particularly in Japan. The conversation shifts to President Trump's support for stablecoin legislation and its potential to bolster the dollar's dominance. They also explore how shock events can create buying opportunities and the evolving role of cryptocurrencies on the global stage.

On today's episode, we explore the fallout of the Federal Reserve and the Bank of Japan decisions. The Fed held rates steady today. We speak to Mark Cranfield, Bloomberg MLIV Strategist.  Plus- The Federal Reserve Chair Jerome Powell cited the potential for the impact of tariffs on inflation to be “transitory.” The jump in stocks, the biggest for any Fed day since July, follows a bruising four-week stretch in which the S&P 500 slid into a correction. We speak to Jamie Cox, Managing Partner at Harris Financial Group.See omnystudio.com/listener for privacy information.

On today's episode, Peter McGuire, CEO at Trading.com Australia, gives us his outlook on what to expect from the Federal Reserve's decision tomorrow.Plus, the US equity market declined on signs investors are reducing exposure to US risk assets. We explore that with Rob Williams, Chief Investment Strategist at Sage Advisory.See omnystudio.com/listener for privacy information.