Bloomberg Daybreak: US Edition

Stephen Carroll, the Bloomberg Daybreak Europe anchor, shares insights on the surge of Nvidia's H20 AI chips, now cleared for sale in China, marking a significant win for the company. He discusses the EU's new tariff targets worth €72 billion against the U.S. if trade negotiations falter, emphasizing the strained transatlantic relations. Carroll also highlights the upcoming earnings season for major U.S. banks, noting that while trading is strong, investment banking faces challenges due to sluggish deal activities.

Tensions rise as the EU plans to counter US tariffs, aiming to strengthen ties with Japan and Canada. President Trump announces the transfer of Patriot air-defense batteries to Ukraine, heightening military support amid ongoing conflict. Meanwhile, Bitcoin soars past $120,000, fueling excitement as lawmakers gear up for significant crypto legislation. The podcast dives into the implications of these developments, from trade negotiations to political dynamics, providing listeners with a captivating overview of the current landscape.

Katya Dimitrieva, a Bloomberg Asia economy reporter based in Hong Kong, analyzes the upcoming U.S. CPI and PPI data while unpacking Netflix's earnings and strategic shifts in the streaming landscape. She examines the impact of U.S. tariff policies on Japan's economy and discusses the significance of a crucial speech by UK Chancellor Rachel Reeves. The conversation highlights labor market trends, inflation metrics, and the positioning of renewable energy stocks, offering insights into global economic dynamics.

Tensions rise as President Trump threatens a hefty 35% tariff on Canadian goods, impacting market dynamics. Despite this, the stock market flourishes, with the S&P 500 reaching record highs. Bitcoin also hits all-time peaks. Furthering the drama, Trump plans a major announcement regarding Russia and sends more weapons to Ukraine. The podcast navigates through these remarkable economic shifts, blending trade issues and geopolitical developments.

Tensions rise as Donald Trump threatens a staggering 50% tariff on Brazilian goods, sending shockwaves through their economy. Central Texas faces a daunting recovery challenge after catastrophic floods have devastated communities. Meanwhile, Nvidia makes headlines by becoming the first company to reach a $4 trillion market valuation, reshaping global financial landscapes. The interplay of political motives and economic strategies becomes visible, showcasing the complex dynamics of international trade and local recovery efforts.

John Tucker, Bloomberg's correspondent, discusses the chaos in the copper markets triggered by President Trump’s proposed 50% tariff on imports, leading to unprecedented price fluctuations. He also highlights the devastating impact of flooding in Texas, with over 160 individuals unaccounted for. Additionally, Tucker sheds light on the significant retirement of Jeff Williams, Apple's COO, amid ongoing changes at the company. These topics underline the intersection of politics, market volatility, and corporate shifts.

President Trump is shaking up trade policies with new tariff letters, hinting at negotiation opportunities. Meanwhile, tragic flooding in Texas has raised serious questions about disaster preparedness and response systems. In the tech world, Apple faces challenges as a prominent AI executive makes a high-profile move to Meta, sparking concerns about talent retention within the company. These developments set the stage for intense discussions on trade, technology, and recovery efforts amidst ongoing crises.

Craig Allen, a Bloomberg meteorologist with expertise in weather analysis, discusses the catastrophic flash floods in Texas that have tragically claimed over 80 lives. He delves into search and rescue efforts and the implications for local communities. The conversation also shifts to President Trump's impending tariff deadlines and the economic shifts occurring as he turns his focus from taxes to trade, while Elon Musk's announcement of a new political party adds to the unfolding drama in U.S. politics.

The hosts dive into the dynamics of summer travel, focusing on consumer preferences and the impact of economic indicators. Delta’s earnings and the challenges airlines face amid fluctuating demand are highlighted. Jamie Dimon's visit to Ireland raises questions about trade talks and geopolitical tensions. Meanwhile, China’s mixed economic signals and industrial overcapacity in sectors like steel and AI are scrutinized, revealing both growth opportunities and significant challenges. The discussions set the stage for a lively week ahead in global markets.

Gene Munster, Managing Partner at Deepwater Asset Management, and Dan Ives, Global Head of Tech Research at Wedbush Securities, dive into the tech landscape of 2025. They discuss the impressive recovery of tech stocks, with a focused look at AI’s promising future, particularly for companies like NVIDIA and Microsoft. The duo reveals insights on robotics trends and Tesla's challenges amidst market hurdles. Their bullish outlook emphasizes the transformative potential of technology across various sectors, shaping investment strategies for the year ahead.