Bloomberg Daybreak: Asia Edition

A preview of China's Third Plenum meeting, insights on Netflix's growth strategies including live comedy shows and streaming live NFL games, discussions on the UK's hosting of a European political meeting and Lenovo's new membership program for small businesses, and anticipation for China's focus on new productive forces and market-friendly policies.

Gregory Korte and Jitania Kandhari discuss President Biden's news conference fallout, potential successors, voter loyalty, political polarization, market movements, and China's third plenum speculation.

Legal reporter discusses Archegos founder Bill Hwang's fraud conviction. CIO talks earnings and Powell's testimony. Insights on market trends and US-China competition shared. Tech editor updates on Apple, Samsung, and TSMC rivalry.

CIO James Demmert, Visiting Fellow Sean Monaghan, and Chief Portfolio Manager Adam Coons discuss topics including Fed Chair Powell's cautious stance on interest rate cuts, Apple's strong numbers, President Biden's impact on NATO, potential interest rate adjustments, investment strategies, earnings season guidance, and market trends in the Asia Pacific region.

Guests discuss rumors about Biden's health and defiance, French election aftermath, and inflation outlook. Insights on political developments in France and the US, rate cut possibility in September, mega tech companies in economic uncertainty, and investment outlook on China and Japan.

Jodi discusses Biden's progress in battleground states, Nancy predicts market trends, Eric reacts to US jobs report. Insights on voter preferences post-debate, market impact of French and US elections, investment strategies, Federal Reserve's dual mandate, stock market performance during election years, and AI's influence on investments.

New UK Prime Minister Keir Starmer discusses challenges ahead. Podcast covers Archegos trial, UK election impact, China's economic data worries. Topics include balancing regulation and growth, Chinese trade negotiations, and German economy impact.

Guests discuss potential outcomes for President Biden and speculate on successors like Kamala Harris. They analyze the Fed's stance on economic growth, market reactions to political actions, and macroeconomic environments in Japan and China. Other topics include AI in financial services, upcoming bank earnings season, and the impact of political changes on global markets.

Tech analysts Gene Munster and Dan Ives discuss the sustainability of the tech sector post-pandemic, focusing on the performance of mega-cap tech stocks like Nvidia, the role of AI in Tesla and Apple's growth, and the strategic approach to AI adoption amidst regulatory scrutiny. They explore emerging tech trends and future winners in the industry, hinting at potential breakthroughs and shifting landscape in the creator economy.

Analysts and money managers discuss positive second-half outlook for China and Hong Kong markets, China's growth projections, tariffs impact, US election influence, S&P 500 analysis, PBOC's bond market involvement, market trends in US and Asia Pacific, and economic challenges in managing debt levels in Asia Pacific region.