Bloomberg Daybreak: Asia Edition

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.

On today's episode, Asian stocks rose, driven by optimism about China's economy and US data that eased recession concerns and renewed bets on Chinese tech companies. We speak to Mark Konyn, Chief Investment Officer at AIA Group. Plus- US stocks closed higher in the Monday session -- despite weakness in some tech mega caps. For a look at the markets, we speak to Eric Sterner, Chief Investment Officer at Apollon Wealth Management. See omnystudio.com/listener for privacy information.

On today's episode, we discuss China's plan to revive consumption by boosting people's incomes. That is according to the official Xinhua News Agency. This is part of Beijing's plan that adds to recent pledges by the government to support demand in an economy threatened by President Donald Trump’s tariffs. We speak to Paul Dobson, Bloomberg's Executive Editor for Asia MarketsPlus we take a look at how Trump's trade salvo will shape US markets with Joy Yang, Head of Index Product Management & Marketing at MarketVector Indexes.See omnystudio.com/listener for privacy information.

Lee Clasgow, Bloomberg Intelligence Senior Transport Logistics and Shipping Analyst, shares intriguing insights on FedEx's earnings report, analyzing the challenges facing the logistics sector in today's economy. Laura Noonan, finance reporter at Bloomberg, discusses the upcoming Morgan Stanley European Financials Conference while shedding light on the evolving landscape of European finance amidst geopolitical tensions. Together, they explore key market predictions, including Tencent's AI advancements and the implications of the Bank of Japan's rate decisions.

On today's episode, we track the trading action following the S&P 500 entering correction as President Trump's trade war escalates. We speak with Mary Nicola, Bloomberg MLIV Strategist in Singapore.Plus, a look at how Trump's policies on trade shape global markets. We speak to Sandi Bragar, Chief Client Officer at AspiriantSee omnystudio.com/listener for privacy information.

On today's episode, we explore what's driving outflows from Asian markets as a global trade war accelerates. Vivek Subramanyam, Founder and CEO of TH Global Capital, joins the program from London. Plus - reaction to a cooler-than-forecast US inflation print that helped Wall Street rebound from two days of heavy losses linked to tariff concerns. We speak with Burns McKinney, Managing Director & Senior Portfolio Manager at NFJ Investment Group.See omnystudio.com/listener for privacy information.