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Bloomberg Daybreak: Asia Edition

Latest episodes

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Mar 12, 2025 • 19min

BOJ’s Ueda Signals Little Concern Over Highest Yields Since 2008

On today's episode, we break down the latest messaging from the Bank of Japan with Paul Jackson, Asia Economy Editor for Bloomberg News in Tokyo. Plus - a discussion on the latest round of tariffs from the Trump Administration with Michele Martin, President of Prosperity, the wealth management arm of EisnerAmper.See omnystudio.com/listener for privacy information.
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Mar 11, 2025 • 19min

US Stock Selloff Extends to APAC Markets

Join Ben Harburg, a keen investor in Chinese markets, and Scott Ladner, a savvy chief investment officer, as they dissect the massive U.S. stock selloff that has rippled across Asia. They explore the contrasting market sentiments, revealing how Chinese investors are diving into Hong Kong stocks amidst economic turmoil. The duo also discusses the impacts of recent tariff hikes on U.S. agricultural goods and the evolving dynamics of inflation in China, uncovering both challenges and potential opportunities for savvy investors.
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Mar 10, 2025 • 21min

Breaking Down Chinese Eco Data, Latest on US Tariffs

Chi Lo, APAC Senior Market Strategist at BNP Paribas, shares insights on China's economy as it faces deflation with CPI dipping below zero. He emphasizes the necessity for government intervention to boost private sector confidence. Meanwhile, George Schultze, CEO of Schultze Wealth Management, discusses the implications of President Trump's tariffs, highlighting their impact on U.S. markets and multinational strategies. They also analyze Tesla's challenges in China against BYD's rise and the overall resilience of the American economy amidst evolving trade dynamics.
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Mar 7, 2025 • 39min

Daybreak Weekend: US Inflation, Lagarde Address, China Eco Outlook

Katya Dmitrieva, a Bloomberg News Asia economy reporter, dives into China's ambitious 5% growth target for 2025 and the obstacles that lie ahead. She discusses fiscal strategies to boost consumption amidst external pressures and the challenges within the retail and labor markets. Joining her is Jana Randau, Bloomberg's ECB reporter, who provides insights on the European Central Bank's upcoming conference and the implications of policy decisions for Europe’s economy. Their conversation captures the intersection of global economic dynamics and institutional strategies.
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Mar 7, 2025 • 24min

Trump Delays Canada & Mexico Tariffs, Bank of America CEO Brian Moynihan

On today's episode, we get reaction to US President Donald Trump exempting Mexican and Canadian goods covered by the North American trade agreement known as USMCA from his 25% tariffs, offering major reprieves to the US’s two largest trading partners. Bank of America CEO Brian Moynihan speaks exclusively to Bloomberg's Shery Ahn in Tokyo. Plus - a conversation with Carin Pai, Executive Vice President and Head of Portfolio Management at Fiduciary Trust International.See omnystudio.com/listener for privacy information.
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Mar 6, 2025 • 21min

Charting China's Economic Road Ahead

Katia Dmitrieva, Asia Economy Reporter for Bloomberg News, offers a deep dive into China's shift from investment-led to consumption-led growth, highlighting Premier Li Qiang’s emphasis on boosting consumption by 2025. George Cipolloni, Portfolio Manager at Penn Mutual Asset Management, discusses the US labor market's slowdown, addressing implications for monetary policy and hiring trends. The conversation navigates the challenges of rising debt in China and the impact of tariffs, painting a complex picture of future economic landscapes in both countries.
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Mar 4, 2025 • 17min

China's 'Two Sessions' Kick Off Ahead of Trump Tariff Barrage

Shehzad Qazi, COO at China Beige Book International, shares insights on China's crucial 'Two Sessions,' discussing potential stimulus and growth targets amidst rising national debt. Patrick Kennedy, Founding Partner at AllSource Investment Management, analyzes the impact of Donald Trump's impending tariffs on market trends. Together, they explore China's cautious shift to consumer-driven growth, the challenges posed by trade tensions, and the resilience of the property market, painting a complex picture of economic recovery and uncertainty.
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Mar 3, 2025 • 20min

Traders Focus in Ukraine, US Eco Data Lookahead

Mark Cudmore, a Bloomberg MLIV Strategist in Singapore, shares insights on how European leaders' defense pledges affect geopolitical dynamics. He discusses the market's response to U.S. tariffs and the Euro’s fluctuating strength against the dollar. Also featured is Todd Walsh, CEO of AlphaCubed Investments, who analyzes the U.S. economy, spotlighting key economic indicators and the impact of declining consumer confidence on market sentiment. Both lead a captivating discussion on navigating today's volatile investment landscape.
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Feb 28, 2025 • 39min

Daybreak Weekend: US Jobs, Special European Council, Australia Eco

Mary Ross Gilbert, a Senior Equity Analyst at Bloomberg Intelligence specializing in retail, shares insights on Macy's and Gap's fourth-quarter earnings and their recovery strategies amid economic uncertainties. Swati Pandey, an Asia EcoGov reporter, discusses the Australian economy's resilience, highlighting consumer behavior and labor market dynamics. They also explore potential impacts of U.S. tariffs on trade with China and the cooling inflation trends that are shaping economic policies in Australia.
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Feb 28, 2025 • 18min

Taiwan Vice Premier Cheng Li-chiun on US Relations

Taiwan Vice Premier Cheng Li-chiun discusses the crucial need for strengthening US-Taiwan relations, particularly in tech R&D and defense. Adam Koons, Chief Investment Officer at Winthrop Capital Management, shares insights on the impact of tariffs and the semiconductor market. They delve into Taiwan's advancements in drone technology and AI integration while addressing economic uncertainties and investment strategies for navigating turbulent markets. This conversation reveals the strategic maneuvers vital for both nations in a rapidly evolving geopolitical landscape.

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