Bloomberg Daybreak: US Edition

Stuart Paul, a U.S. economist, shares insights on the upcoming Fed decision and market expectations for interest rate cuts. Jordan Robertson, a senior cybersecurity reporter, discusses rising threats in critical infrastructure and the growing visibility of ransomware, particularly among young hackers. Eric Zhu, a Bloomberg economist focused on China, delves into the country’s deflationary pressures and hints at a flexible growth target, while outlining potential stimulus measures to stabilize the economy.

Manuel Beigori, a Bloomberg deals reporter, provides insights into Warner Bros. Discovery's exclusive negotiations with Netflix for its studios and HBO Max. He reveals the significant $5 billion breakup fee at stake and discusses the competitive landscape, including the implications for rivals like Paramount and Comcast. The conversation also touches on U.S. lobbying efforts against using frozen Russian assets for Ukraine loans, while highlighting India’s $2 billion deal for a Russian submarine amidst geopolitical tensions.

Valerie Teitel, a Bloomberg Markets reporter, shares insights on the skepticism surrounding Kevin Hassett's potential role as Fed Chair. Market experts worry he may lack the influence needed to implement aggressive rate cuts. Meanwhile, Stephen Carroll, a Brussels correspondent, dives into the EU's antitrust investigation of Meta's AI policies and the significant implications for tech regulation. The discussion highlights concerns over Meta's compliance and the potential financial repercussions as the regulatory landscape evolves.

John Tucker, a Bloomberg reporter covering political and election developments, discusses the recent Tennessee special election where Trump-backed candidate Matt Van Epps' victory raises concerns for the GOP's future. Meanwhile, Tony Halpin, a journalist specializing in Russia, analyzes the Kremlin's talks between Putin and U.S. envoys, highlighting that while termed 'constructive,' no significant breakthroughs were achieved regarding Ukraine. The conversation also touches on the potential for a meeting between Trump and Putin depending on future progress.

Tony Halpin, Bloomberg's Russia team leader, shares his insights as US envoy Steve Witkoff heads to Moscow for crucial talks with President Putin amid claims of a key Ukrainian city falling to Russian control. The conversation explores the complex dynamics of a revised peace plan, with Ukraine's strong denial of losing ground. Halpin also discusses the pivotal adjustments made to the negotiation framework and the separate diplomatic strategies at play between Witkoff and Secretary Rubio. Brace for deep analysis on the evolving geopolitical landscape!

Oliver Crook, Bloomberg's Chief Europe Correspondent, shares insights into the recent US-Ukrainian talks aimed at establishing a framework for peace. He highlights the complexity of negotiations, particularly concerning territorial and security issues, and the critical role of upcoming meetings between US envoy Steve Witkoff and Ukrainian President Zelensky. Crook also discusses how Andrei Yermak's resignation casts uncertainty over Zelensky's negotiating power, as well as the broader implications for European diplomacy.

Mandeep Singh, Bloomberg Intelligence's Global Head of Tech Research, dives into the impact of AI on cloud growth and cybersecurity, predicting a boon for CrowdStrike. Shirley Zhao, an Asia consumer reporter, unpacks the Labubu toy craze, examining its viral rise and the psychology behind blind-box collecting. They discuss how celebrity endorsements and social media exposure have fueled demand, while also addressing concerns about market sustainability and the authenticity of products amidst a booming holiday season.

Join Alexander Pearson, Bloomberg's Washington D.C. breaking news editor, as he delves into a tragic shooting incident involving National Guard members near the White House. The suspect, an Afghan national with past ties to U.S. forces, raised critical questions about security and immigration vetting. Additionally, Pearson unpacks President Trump's controversial call for 'reverse migration,' outlining potential immigration policy changes and the implications for naturalized citizens. Tune in for an insightful analysis of these pressing issues.

Join Poonam Goyal and Lindsay Dutch, seasoned retail analysts at Bloomberg Intelligence, as they dissect Black Friday trends, focusing on resilient consumer spending and in-demand items like gaming and apparel. Scott Martin, Chief Investment Officer at Kingsview Wealth Management, offers insights into market volatility and highlights opportunities amid recent stock weakness. Jennifer Rhee, Antitrust Analyst, shares the latest on major tech antitrust cases, including Google and Meta, revealing how outcomes may shape the industry. A must-listen for holiday shoppers and investors!

A US envoy recently advised Russia to pitch a Ukraine peace plan to Trump, utilizing a successful Gaza framework. Meanwhile, Kevin Hassett emerges as a leading candidate for the next Fed chair, stirring speculation. Stock markets are on the rise, buoyed by hopes of interest rate cuts, while tech stocks are performing exceptionally well. Additionally, Thanksgiving travel is expected to hit new records amid weather disruptions forecasted across the northern US. The discussion also touches on challenges in UK budget proposals and the ongoing implications of geopolitical tensions.