Bloomberg Daybreak: Asia Edition

Preview of upcoming economic events including U.S CPI data, ECB meeting, and China inflation. Discussion on implications of CPI release on inflation, upcoming earning season, and potential rate cuts. Speculation on ECB rate cut ahead of Federal Reserve, timing of rate cuts, and wage data analysis. Exploring ECB's response to Fed's rate cut, impact of weaker euro on inflation, and navigating China's fragile economy. Concluding with reflections on Intel innovation and mention of Osage County movie.

George Boubouras discusses emerging markets, Meredith Whitney shares US market perspective, Garfield Reynolds provides insights on US Fed officials' comments. Topics include rate cuts, economic trends, inflation, labor shortages, and Japan's policy response.

Geetha Ranganathan discusses Disney's proxy vote and potential deal with Skydance Media. Mark Cranfield shares insights on global markets and economic outlook from Singapore. Belita Ong talks about the Fed's interest rate cuts and global market perspectives. Topics include Disney's strategic transformation, Sherry Redstone's stake sale, Federal Reserve's monetary policy, Japan's market developments, and investment opportunities in Asia.

Michelle Jamrisko discusses Biden's talk with Xi Jinping, Mark Cudmore explores global rates, and Michael Liang talks about APAC market outlook. They touch on US-China relations, Fed rate cuts, China's semiconductor strength, and more.

Michelle Lam discusses China's economic data, Peter Elstrom talks about Japan's chipmaking plans, and David Finnerty covers global market reactions. Topics include China's economic recovery, Japan's semiconductor subsidies, and the impact of US and China economic data on global markets.

Jill Disis and Paul Dobson discuss China's economy and market influences. Derek Izuel talks global market perspectives with Paul Allen. They explore China's industrial and property sectors, alternative easing approaches, President Xi's messaging to US business leaders, Federal Reserve's interest rate stance, Bank of Japan's decision impact on the Yen, and economic analyses post-COVID.

The podcast discusses US jobs report, Disney's board battle, European inflation data, potential TikTok ban in the US, and preview of China PMI data. Insights on Tri-Am Fund's stake in Disney, wealth management, central bank decisions, legislative roadblocks for TikTok bill, and debates on TikTok ban and Yuan movements.

Wells Fargo Senior Economist Sarah House joins the podcast to discuss Fed Chair Jerome Powell's patient approach, the importance of progress towards inflation goals, potential extended period of elevated rates, impact of recent economic trends on services and goods, need for comprehensive policy approach, Federal Reserve communication strategy, Chairman Powell's cautious approach to rate cuts, and anticipation of upcoming PCE data impacting interest rate decisions.

Tom Porcelli, Chief US Economist at PGIM Fixed Income, and Sarah House, Wells Fargo Senior Economist, provide insights on the latest inflation data including PCE figures. Topics covered include consumer behavior, savings rates, market trends impact on inflation, Federal Reserve challenges, and Chairman Powell's messaging post inflation data release.

Jenni Marsh discusses President Xi's meeting with top US CEOs in Hong Kong. Margie Patel shares market predictions and impact of interest rate hikes. Joe Mathieu reflects on Senator Joe Lieberman's political legacy and challenges in modern politics, including the collapse of the Key Bridge in Baltimore.