Bloomberg Daybreak: US Edition

Roz Krasny, a Bloomberg reporter focused on geopolitics, joins Stephen Carroll, an international affairs commentator, and Michael Barr, a reporter covering domestic news. They delve into Zelensky's upcoming meeting with Trump, highlighting the potential 20-point peace plan aimed at resolving the ongoing Ukraine conflict. The discussion shifts to the U.S. military strike against ISIS in Nigeria, emphasizing coordination with local forces to combat terrorism. Their insights provide a comprehensive view of critical international dynamics and emerging geopolitical challenges.

Cameron Dawson, Chief Investment Officer at New Edge Wealth, shares insights on market expectations for 2026, highlighting key valuation factors and sector rotations. Brian Levitt, Global Market Strategist at Invesco, discusses the impact of policy uncertainty on volatility and identifies promising sectors like financials and industrials. Amanda Agati, Chief Investment Officer at PNC, reveals the economic implications of the 12 Days of Christmas Index, noting rising costs for gold rings and steady pricing for some birds, while reflecting on luxury consumer trends.

Joining the discussion are Alexander Pearson, Bloomberg's D.C. breaking news editor known for his incisive political analysis, and Michael Barr, a seasoned reporter covering national and global news. They delve into the newly released Jeffrey Epstein files that complicate President Trump's narrative regarding his past dealings with Epstein. The conversation also covers a Supreme Court ruling that halts Trump's plans to deploy National Guard troops, highlighting legal and strategic implications for his administration.

President Trump issues a stark warning to Venezuela's Maduro, signaling a tough stance amid escalated U.S. blockade efforts. He also comments on the controversial release of Epstein files, expressing concern for Bill Clinton's image. Meanwhile, Trump revives interest in acquiring Greenland and appoints a special envoy to handle the initiative. The podcast dives deep into these political maneuvers and their implications as Trump navigates increasing challenges within his administration.

Clara Ferreira Marquez, a Bloomberg reporter focused on energy and Latin America, discusses the U.S. Coast Guard's intensified pursuit of multiple Venezuelan oil tankers, highlighting its significant impacts on the Venezuelan economy under President Maduro. Martin Ritchie, a commodities reporter, dives into the dynamics of the precious metals market, sharing insights on the factors driving record prices for gold, silver, and copper. The conversation also touches on the Justice Department's controversial handling of Epstein files amid rising political tensions.

Rosa Prince, a Bloomberg Opinion columnist, shares insights on the instability of the UK Labour Party and the challenges ahead for Prime Minister Keir Starmer as he faces potential successor contenders. John Liu, Bloomberg's Chief China Correspondent, discusses China's economic outlook, emphasizing concerns about the property market and the balancing act of stimulus amid fiscal restraint. Their perspectives shed light on critical political and economic shifts shaping both the UK and China in the coming years.

Alexander Pearson, Bloomberg Breaking News editor, shares incisive insights on the tragic Brown University rampage and MIT professor's murder. He reveals how tips and video led to the suspect’s identification. The discussion shifts to the Trump administration's pause on the green card lottery, a move linked to the shooter. Pearson also touches on potential broader immigration restrictions and the ramifications of the upcoming release of Jeffrey Epstein's documents, raising questions about political and social accountability.

Terry Haynes, founder of Pangea Policy, shares insights on Trump's recent address, highlighting his $1,776 holiday payment plan for military service members aimed at tackling price anxiety. Haynes discusses the potential impact of this affordability messaging on the political landscape. Meanwhile, Stephen Carroll reports live from Brussels on the EU summit, focusing on the controversial $11 billion arms sale to Taiwan and its implications for U.S.-China relations, as well as the complexities surrounding financing Ukraine.

In this engaging discussion, Will Kennedy, Bloomberg News director for Europe, the Middle East, and Africa, shares insights on President Trump's recent blockade of Venezuelan oil tankers, a move aimed at crippling the nation's shaky economy. He examines how this pressure could potentially affect Venezuela's oil revenue. Meanwhile, John Tucker delivers quick news headlines, including fresh U.S. sanctions targeting Russia's energy sector if peace talks with Ukraine falter. Together, they explore the geopolitical landscape shaping global markets.

Oliver Crook, Bloomberg's Senior Europe Correspondent, dives into the U.S. offering Ukraine significant security guarantees similar to NATO's Article 5, aimed at bridging diplomatic discussions amidst the Russia-Ukraine conflict. He discusses the complexities of negotiating peace, including territorial concessions that may be required by Ukraine. Crook also examines Russian resistance to these guarantees and emphasizes the importance of legal backing in Congress to solidify Ukraine's security concerns.