app_store_button

google_play_button

SE - Details page - Device banner - 894x1036

Kliv in i en oändlig värld av stories

Lyssna när som helst, var som helst

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

US officials are having early discussions on whether to let Nvidia sell its H200 artificial intelligence chips to China, according to people familiar with the matter. Helen Zhu, Managing Partner and CIO at NF Trinity, recaps last week in the AI trade, and the current the appetite for risk assets.
 
Plus, markets are looking ahead to more shutdown-delayed data and the Fed's Beige Book survey. Grace Glockner, Director of National Accounts & Investment Team Member at Scharf Investments, discusses the AI trade, the recent consumer sentiment data, and how "Steady Eddie" companies are shaping her outlook for the New Year.

See omnystudio.com/listener for privacy information.

Early Talks on Nvidia H200s to China, Week Ahead for Markets

Bloomberg Daybreak Weekend with Host Nathan Hager takes a look at some of the stories we'll be tracking in the coming week.
 
 • In the US – a look ahead to earnings from Dell, Kohl’s Abercrombie & Finch, and retail ahead of the holiday season.
 • In the UK – a look ahead to the UK's highly anticipated autumn budget.
 • In Asia – a look ahead to China PMI data.
 
See omnystudio.com/listener for privacy information.

Daybreak Weekend: Retail Preview, UK Budget, China PMI

Japan's inflation ticked up in October, and the BOJ may be on track for a rate hike. Masa Takeda, Portfolio Manager at the Hennessy Japan Fund, discusses how Prime Minister Sanae Takaichi's economic package could address inflation.
 
Plus, the S&P closed lower with morning gains from Nvidia earnings evaporating. Adam Coons, Chief Investment Officer at Winthrop Capital Management, talks today's trading.

See omnystudio.com/listener for privacy information.

Takaichi and Japan Inflation, Nvidia's S&P Gains Evaporate

Nvidia Corp. delivered a surprisingly strong revenue forecast and pushed back on the idea that the AI industry is in a bubble, easing concerns that had spread across the tech sector. The world's most valuable company expects sales of about $65 billion in the January quarter — roughly $3 billion more than analysts predicted. Nvidia also said that a half-trillion-dollar revenue bonanza due in coming quarters may be even bigger than anticipated. The outlook signals that demand remains robust for Nvidia's artificial intelligence accelerators, the pricey and powerful chips used to develop AI models. Nvidia had faced growing fears in recent weeks that the runaway spending on such equipment wasn't sustainable. And we heard from CEO Jensen Huang. He spoke to Bloomberg's Ed Ludlow.
 
Plus - Many Federal Reserve officials said it would likely be appropriate to keep interest rates steady for the remainder of 2025, according to minutes of the Federal Open Market Committee's October 28-29 meeting. The record of the meeting, released Wednesday in Washington, also showed "several" policymakers were against lowering the Fed's benchmark rate at that gathering.
"Many participants suggested that, under their economic outlooks, it would likely be appropriate to keep the target range unchanged for the rest of the year," the minutes said. Still, "several participants" said another cut "could well be appropriate in December if the economy evolved about as they expected" before the next meeting. For his perspective, we spoke to Clayton Triick, Head of Portfolio Management: Public Strategies, Angel Oak Capital Advisors.

See omnystudio.com/listener for privacy information.

Nvidia's Upbeat Forecast, A Conversation with CEO Jensen Huang

Nvidia, the world's most valuable company, is set to deliver a quarterly report Wednesday that could assure Wall Street that the AI computing boom continues apace — or fuel fears that the tech industry is in a bubble. Chief Executive Officer Jensen Huang said late last month that he has orders that will deliver $500 billion of revenue over the next few quarters and that spending on new equipment is increasingly paying off for customers. Still, the bubble fears have contributed to a recent stock selloff, with investors fretting that capital spending on artificial intelligence infrastructure will create a glut. For a preview, we speak to Jed Ellerbroek, Portfolio Manager at Argent Capital Management.
 
Plus - the New Economy Forum in Singapore has begun. Bloomberg had the chance to catch up with top business names. That includes Bob Diamond, Atlas Mechant Capital founding partner and CEO and former Barclays CEO. He spoke to Bloomberg's Shery Ahn and Avril Hong. 

See omnystudio.com/listener for privacy information.

Investors Eye Nvidia Earnings, Bloomberg's New Economy Forum Kicks Off

US equities retreated ahead of Nvidia earnings. Matt Sallee, Executive Vice President, Head of Investments at Tortoise Capital shares what he's expecting across the AI trade. 
 
Bitcoin drops sharply from its October high. Kelvin Tay, Regional CIO for UBS Global Wealth Management, discusses what's driving the price action of markets in the Asia Pacifc.
 
Plus, 'Baby Shark' creator Pinkfong's IPO in South Korea. Shares jumped as much as 62% on their trading debut as investors snapped up the studio behind YouTube’s most-viewed jingle.

See omnystudio.com/listener for privacy information.

US Equities Retreat, Bitcoin Drops, Pinkfong's IPO

Crucial data will arrive for investors this week. Nvidia will report earnings, with the chipmaker seen as a bellwether for the AI trade. US weekly jobless claims data and September payrolls are set to release on Thursday. Chris Maxey, Managing Director and Chief Market Strategist at Wealthspire Advisors, discusses how these reports will impact the markets.

Plus, Japan's 3Q GDP saw its the first decline in six quarters. Trinh Nguyen, Natixis Emerging Markets Asia Economist, provides a cautious outlook for emerging markets in 2026.

See omnystudio.com/listener for privacy information.

US Labor Market Data to Come Thursday, Japan GDP, Outlook for EM

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 earnings from Nvidia, Walmart, and Target.
 • In the UK – a look ahead to the European Business Summit.
 • In Asia – a look ahead to Japan’s upcoming GDP report.
 
See omnystudio.com/listener for privacy information.

Bloomberg Daybreak Weekend: Nvidia Earnings Preview

Asian stocks fell after uncertainty over Federal Reserve interest-rate cuts and stretched valuations in technology shares dragged Wall Street lower. Gauges in Japan, South Korea and Australia all opened weaker, even as an index of the region was poised for its third gain in four weeks. We then take you to the Citi China Conference in Shanghai, where Citi CEO Jane Fraser spoke to Bloomberg's Stephen Engle. They discussed Citi's growing presence in China, the current state of the US economy, and her views on how to deploy AI in the financial sector. 

In the states, investors are bracing for a flurry of economic data now that the government shut-down is over. Stocks fell, led by a decline in tech stocks was met by concern that the Federal Reserve's plans for a December rate cut maybe in doubt. For a closer look, we spoke to Mike Green, Chief Strategist and Portfolio Manager for Simplify Asset Management.

See omnystudio.com/listener for privacy information.

Asia Stocks Fall as Fed Rate Cut Doubts Emerge, Citi CEO Jane Fraser

Global shares held a three-day gain that took them to within touching distance of a record high as the US House passed a bill to end the longest-ever government shutdown. Asian shares and the MSCI All Country World Index fluctuated between small gains and losses as investors stayed cautious with limited economic data clouding the outlook for Federal Reserve policy. Yifan Hu, Chief Investment Officer and Head of APAC Macroeconomics at UBS Wealth Management spoke to Bloomberg's Annabelle Droulers and Yvonne Man and she gave her outlook on the Chinese economy.

Plus - The Dow Jones Industrial Average climbed for a fourth straight day in anticipation ahead of the end of the record breaking US government shutdown. For more on the markets, we spoke to Mike Dickson, Head of Research & Quantitative Strategies at Horizon Investments.

See omnystudio.com/listener for privacy information.

China's Growth Forecast, US House Passes Spending Bill to End Shutdown

Featuring:
Rachana Mehta, Regional Co-Head for Fixed Income, Maybank Asset Management Singapore
Tina Burrett, Professor of Political Science at Sophia University
Todd Walsh, Chief Executive Officer of Alpha Cubed Investments
Jodi Schneider, Political News Director for Bloomberg Television and Radio 

See omnystudio.com/listener for privacy information.

China's Week of Stimulus, Previewing Japan's LDP Leadership Poll

Lyssna när som helst, var som helst

Andra podcasts som du kanske gillar...