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Bloomberg


Join Bloomberg Daybreak Asia for business and finance news centered in the Asia-Pacific region, along with insight and analysis on the day's top stories in global markets.




Bloomberg Daybreak: Asia Edition

Goldman Sachs Chairman and CEO David Solomon discusses US-China Trade Relations and M&A Activity. Solomon spoke to Bloomberg's Yvonne Man and David Ingles on the sidelines of the Hong Kong Monetary Authority's Global Financial Leaders' Investment Summit.

Plus - The start of what's known as the best month of the year for stocks saw tech rallying as Amazon.com Inc.'s $38 billion deal with OpenAI added fuel to the artificial-intelligence trade. We speak to Brad Bernstein, Managing Director at UBS Private Wealth Management.
 
 

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Goldman Sachs CEO David Solomon Talks US-China Relations, Amazon-OpenAI Deal

China will effectively suspend implementation of additional export controls on rare earth metals and terminate investigations targeting US companies in the semiconductor supply chain, the White House announced. The White House issued a fact sheet on Saturday outlining some details of the trade pact agreed to earlier this week by President Donald Trump and Chinese leader Xi Jinping that aimed to ease tensions between the world's largest economies. Also, there were some PMI releases across Asia. That would include South Korea and Taiwan. For more on the US-China trade fallout and the latest eco data, we turn to Paul Dobson, Bloomberg's Executive Editor for Asia Markets.

Plus - More than half of S&P 500 companies have reported quarterly results and Uber Technologies and McDonald's earnings will likely underscore deteriorating consumer sentiment in the US. Meantime, last week Big Tech was in the spotlight for 5 key players. For more on what to look out for in the week ahead, we speak to Carol Schleif, Chief Investment Officer at BMO Private Wealth.

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China to Suspend Some Rare Earth Curbs, US Chip Firm Probes

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week
 
 • In the US – a look at how earnings are impacting global markets
 • In the UK – we preview the Bank of England rate decision
 • In Asia – looking ahead to the RBA Decision and Chinese economic data
 
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Earnings Season Rolls On, Bank of England Rate Decision, Chinese Economic Data

US President Donald Trump emerged from his meeting with Chinese leader Xi Jinping beaming, labeling the conversation "truly great. "But the one-year truce struck on Thursday in South Korea is likely to only stabilize relations between the world's two largest economies rather than resolve fundamental differences, with both sides buying time to further reduce dependence on each other in strategic areas. And it made clear just how much stronger China has become since Trump's first term in office. Trump's move to cut the fentanyl tariff and extend the existing truce on reciprocal tariffs will leave many products facing a levy around 47%, low enough for China's massive manufacturing base to remain competitive with regional rivals. Just as significantly, the US agreed to suspend a rule expanding restrictions on blacklisted Chinese firms, showing that Xi's sweeping rare earth curbs could potentially put a cap on new US export controls — something China has sought for years. We heard from Max Baucus, former US Ambassador to China. He spoke to Bloomberg's Shery Ahn and Avril Hong.

Plus - in the US, after the bell, Amazon reported third quarter results that beat analyst estimates driven by its cloud business growth. Apple meantime, reported revenue in Greater China fell well short of analysts' estimates in the latest quarter. We speak to Ross Mayfield, Investment Strategist for Baird Private Wealth Management.
 
 

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Trump-Xi Agree to Trade Truce, Apple/Amazon Earnings

In the late hours in the US, Alphabet Inc. reported solid sales. Meta Platforms Inc. sees total expenses to significantly rise in 2026. Microsoft Corp.'s expansion in its Azure unit failed to inspire traders. For more on the latest earnings, we turn to Daniel Newman, CEO of the Futurum Group.

Plus - Federal Reserve Chair Jerome Powell's blunt warning that investors need to rein in expectations for a December interest-rate cut underscored a growing tug-of-war among US policymakers who are opposed in their outlooks for jobs and inflation. While Powell made it clear that the primary concern for some is a cooling job market, others inside the Fed are warning persistent inflation will limit room for more easing. And a freeze on the release of official economic data during the ongoing government shutdown is only hardening the divide.Powell's comments came after the Federal Open Market Committee voted 10-2 to lower the target range for the federal funds rate by a quarter percentage point, to 3.75%-4%. It was the second straight rate cut, but for the first time in six years, there were dissents in both directions — with one official advocating a larger reduction and another preferring to stay on hold. For more, we turn to Sean Clark, Chief Investment Officer at Clark Capital.

 
**Disclaimer, at the time of this recording, US President Donald Trump and Chinese President Xi Jinping have not met yet. They are set to meet later on Thursday in South Korea (local time).
 
 
 
 

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Big Tech Earnings, Fed's Powell December Warning

Asian markets opened higher, lifted by Wall Street optimism that artificial intelligence will keep powering tech profits — and growing bets the Fed could cut rates. Stocks gained in Japan and South Korea, while Hong Kong remained closed for a holiday. The yen strengthened after Treasury Secretary Scott Bessent urged Japan's new government to give the Bank of Japan more room to fight inflation — a contrast to his message for the Fed at home. For more, we'll hear from Bloomberg MLIV Strategist Mark Cranfield.

In the U.S., a rally in big tech pushed stocks to record highs as investors bet AI will keep driving earnings. Five major tech firms report later this week — key tests for whether spending on AI infrastructure keeps paying off. We spoke to Scott Ladner, Chief Investment Officer at Horizon.
 
 

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Asia Stocks Rise on Wall Street AI Optimism, Fed Cut Bets

Wall Street's hopes the US and China are nearing a trade deal lifted riskier assets, with stocks hitting all-time highs amid a rally in crypto. As demand for safety waned, gold fell alongside short-term bonds. The S&P 500 climbed 1.2% as Chinese and US trade negotiators have lined up an array of diplomatic wins for Donald Trump and Xi Jinping to unveil at a summit this week. With further Federal Reserve interest-rate cuts on the way, the profit outlook is looking increasingly brighter. For more perspective, we spoke to George Efstathopoulos, Multi Asset Portfolio Manager at Fidelity International.

Plus - Earnings reports this week from five of the so-called "Magnificent Seven" companies will center around artificial-intelligence investment plans as the battle to scale capabilities intensifies. Also, investors look to the Federal Reserve meeting this week for clues on the path of rate cuts. We speak to Ahmed Riesgo, Chief Investment Officer at Insigneo.

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Stocks Hit Record High as US-China Trade Woes Ease

Top trade negotiators for the US and China said they came to terms on a range of contentious points, setting the table for leaders Donald Trump and Xi Jinping to finalize a deal and ease trade tensions that have rattled global markets. After two days of talks in Malaysia wrapped up Sunday, a Chinese official said the two sides reached a preliminary consensus on topics including export controls, fentanyl and shipping levies. US Treasury Secretary Scott Bessent said Trump’s threat of 100% tariffs on Chinese goods “is effectively off the table” and he expected the Asian nation to make “substantial” soybean purchases as well as offer a deferral on sweeping rare earth controls. Bessent spoke in separate interviews on NBC, CBS and ABC. The US wouldn’t change its export controls directed at China, he added. For more, we heard from Bloomberg’s China Correspondent Minmin Low.
 
The Bank of Japan is widely expected to stand pat at this week’s policy meeting, but chances of a near-term rate hike are rising given the currency’s weakness, which risks pushing up domestic inflation further. For a preview, we heard from Takahide Kiuchi, Nomura Research Institute Executive Economist and Former BOJ Board Member. He spoke to Bloomberg’s Shery Ahn and Avril Hong.
 
South Korean President Lee Jae Myung says Seoul and Washington remain stuck on “all” the major details of a $350 billion investment pledge. His comments come days before an expected meeting with President Donald Trump on the sidelines of the APEC summit in Gyeongju. Lee sat down with Bloomberg’s Shery Ahn.

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US-China Tee Up Trade Deal, BOJ Preview, South Korean President Lee Jae Myung

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week.
 
 • In the US – a look ahead to the next Fed meeting and earnings from U.S tech giants.
 • In the UK – a look ahead to European defense earnings.
 • In Asia – a look at top interviews from the APEC Finance Ministers' Meeting in South Korea.
 
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Daybreak Weekend: Fed Meeting, US Tech, European Defense Earnings

US President Donald Trump is aiming for a quick win in a pivotal Thursday meeting with Chinese counterpart Xi Jinping, even if the outcome falls short of the sweeping deal he's teased on issues at the heart of the rivalry between the world's two largest economies. Ahead of the sit-down, the US president said he wants to extend a pause on higher tariffs on Chinese goods in exchange for Xi resuming American soybean purchases, cracking down on fentanyl and backing off restrictions on rare-earth exports — all while maintaining some trade barriers he sees as essential.
 
China vowed to enhance technological self-reliance and grow the domestic market in the next five years, as it looks to both insulate the economy from foreign pressures and build a sustainable engine for growth. The country will aim to "greatly increase" the capacity for self-reliance and strength in science and technology, according to a communique released Thursday after a four-day conclave of the Communist Party's Central Committee. It will also seek to maintain manufacturing's share in the economy at a "reasonable" level as part of efforts to build a modern industrial system. For more, we heard from Peiqian Liu, Economist at Fidelity International Asia. She spoke to Bloomberg's Annabelle Droulers and Avril Hong on the Asia Trade.
 
Plus - Asian stocks opened higher Friday as a planned meeting between Donald Trump and Xi Jinping eased nerves around trade tensions. The dollar was little changed ahead of US inflation data, with investors expecting the Federal Reserve to announce a rate cut next week despite inflation being above the Fed's goal. For more on the market action, we heard from Mark Cranfield, Bloomberg's MLIV Strategist. He spoke to Bloomberg's Annabelle Droulers and Avril Hong on the Asia Trade. 

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Trump-Xi Set to Meet Next Week at APEC, China Fourth Plenum Wraps

Featuring:

Audrey Goh, Head of Asset Allocation at Standard Chartered Wealth Management Group

Danny Lee, Bloomberg News Aviation Reporter in Hong Kong

Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437
Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b
TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es

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Watching The Fed's Rate Path, A Look at Global Aviation

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