Bloomberg Daybreak: US Edition

Terry Haynes, founder of Pangaea Policy and political commentator, weighs in with strategic analysis. He discusses the political fallout from the Minneapolis federal pullback and what it means for immigration enforcement. He also examines the timing and political stakes of US-Iran talks and how recent presidential rhetoric shapes policy debates.

Tom Busby, Bloomberg reporter who previews big-tech earnings like Alphabet. John Tucker, market commentator focused on tech and AI investor moves. They discuss Iran asking to shift talks to Oman and narrow the agenda to nuclear issues. They also cover market turmoil as AI fears and earnings previews shake tech stocks and chip sector headlines.

John Tucker, Bloomberg reporter covering corporate tech, discusses Elon Musk’s moves. He talks about Musk combining SpaceX with XAI and plans for space-based AI computation. Short takes cover business implications and strategic shifts in Musk’s empire.

Alexander Pierce, Bloomberg D.C. breaking news editor, explains the federal funding impasse and Homeland Security negotiations. He discusses the brief partial government shutdown and the push for DHS funding with immigration reforms. He also walks through the Justice Department’s Epstein material release and the sharp plunge in gold and silver markets.

James McIntyre, Bloomberg economist on Australia/New Zealand, explains administered price effects and RBA tensions. Paul Jackson, EcoGov Japan/Korea analyst, breaks down the snap election, fiscal moves and defense shifts. Tommaso Ebhart, Milan bureau chief, reports on Milano Cortina readiness and climate risks. Michael McKee previews U.S. payrolls and labor trends. Mandeep Singh previews big tech earnings, cloud competition and AI-driven chip demand.

Dan Curtis, Bloomberg markets reporter who tracks immediate moves in dollar, bonds, equities and gold. Michael McKee, international economics and policy correspondent with Fed nomination expertise. They discuss Kevin Warsh’s surprise return to Fed leadership, his ties to the White House and policy leanings. Markets react fast with rising yields and shifting asset prices.

Michael McKee, international economics and policy analyst, and John Tucker, Fed reporter, discuss Trump's likely pick of Kevin Warsh for Fed chair and how markets reacted. They also cover the tentative deal to avoid a government shutdown and shifting federal enforcement plans in Minneapolis. Short, fast-paced breakdowns of politics, markets, and policy.

Mandeep Singh, global head of technology research at Bloomberg Intelligence, offers quick takes on big tech earnings and AI-driven capital splurges. He highlights the surge in chip and server demand, Microsoft and Meta’s record spending, and how memory and supply constraints ripple through hardware suppliers. Short, timely, and focused on the forces reshaping the tech supply chain.

Various Bloomberg reporters, including John Tucker and Michael McKee, bring on-the-ground national security and market expertise. They cover Trump’s Minnesota de‑escalation and political fallout, the dollar’s sharp slide after presidential comments, Fed rate positioning and Powell’s spotlight, and previews of big tech and chip earnings. Fast-paced updates across politics, markets, and breaking headlines.

Featuring Bloomberg journalists including Alexander Pearson, Rosalind Matheson, Josh Wingrove, Michael Barr and John Stashauer — reporters offering on-the-ground political and market dispatches. They cover a presidential shift on Minnesota enforcement, threats of 25% tariffs on South Korean goods, Starmer’s China trip and trade tensions, storm and missile developments, plus market and Fed signals.