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.

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&amp;P closed lower with morning gains from Nvidia earnings evaporating. Adam Coons, Chief Investment Officer at Winthrop Capital Management, talks today's trading.

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.

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

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.

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

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cd17e997-ea27-469a-9640-b39c002a2724/transcript

TikTok's long-delayed plan to separate from Chinese parent ByteDance Ltd. was put in motion Thursday when the video sharing sensation said it's being bought by a group of buyers led by Oracle Corp. TikTok Chief Executive Officer Shou Chew told employees that the company and ByteDance signed binding agreements to create a US joint venture majority-owned by American investors, according to an internal memo reviewed by Bloomberg. Chew wrote that he was "pleased to share some great news" and said agreements with Oracle, Silver Lake and MGX have been signed. The deal is expected to close on Jan. 22, 2026, though Chew added that "there's more work to be done" before then.

Asian equities rose after cooling US inflation data backed the case for Federal Reserve interest-rate cuts and calming tech jitters supported American stocks. We heard from Amy Xie Patrick, Head of Income Strategies at Pendal Group. She spoke to Bloomberg's Annabelle Droulers and Paul Allen.

Plus -  A solid outlook from giant Micron Technology Inc. underscored the voracious appetite for all things related to artificial intelligence. The S&P 500 rose nearly 1%, halting a four-day slide. We spoke to Keith Buchanan, Senior Portfolio Manager at Globalt.

TikTok's long-delayed plan to separate from Chinese parent ByteDance Ltd. was put in motion Thursday when the video sharing sensation said it's being bought by a group of buyers led by Oracle Corp. TikTok Chief Executive Officer Shou Chew told employees that the company and ByteDance signed binding agreements to create a US joint venture majority-owned by American investors, according to an internal memo reviewed by Bloomberg. Chew wrote that he was "pleased to share some great news" and said agreements with Oracle, Silver Lake and MGX have been signed. The deal is expected to close on Jan. 22, 2026, though Chew added that "there's more work to be done" before then.
Asian equities rose after cooling US inflation data backed the case for Federal Reserve interest-rate cuts and calming tech jitters supported American stocks. We heard from Amy Xie Patrick, Head of Income Strategies at Pendal Group. She spoke to Bloomberg's Annabelle Droulers and Paul Allen.
Plus - &nbsp;A solid outlook from giant Micron Technology Inc. underscored the voracious appetite for all things related to artificial intelligence. The S&amp;P 500 rose nearly 1%, halting a four-day slide. We spoke to Keith Buchanan, Senior Portfolio Manager at Globalt.

TikTok Signs Agreement for New US Joint Venture, Asia Reacts to US CPI

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/016087d0-2051-4561-a763-b3b800117c43/transcript

Asian stocks opened lower following US losses as global markets fell into a familiar, risk-off pattern with tech concerns weighing on stocks, and supporting shorter-maturity Treasuries and precious metals. The heavy selling in tech was a sign investors are further questioning whether companies at the vanguard of the AI boom can keep justifying lofty valuations and ambitious spending. We speak to Paul Dobson, Bloomberg's Executive Editor for Asia Markets. 

Asian stocks opened lower following US losses as global markets fell into a familiar, risk-off pattern with tech concerns weighing on stocks, and supporting shorter-maturity Treasuries and precious metals. The heavy selling in tech was a sign investors are further questioning whether companies at the vanguard of the AI boom can keep justifying lofty valuations and ambitious spending. We speak to Paul Dobson, Bloomberg's Executive Editor for Asia Markets.&nbsp;

Stocks Decline as Traders Retreat from Tech, Micron Earnings

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c336acf2-b24d-4d7b-b4a0-b3b70016fddc/transcript

Asian shares tracked Wall Street at the open to post a modest decline after sluggish US jobs data did little to boost bets on further interest-rate cuts from the Federal Reserve. For more on the latest reading on the US Jobs data, we spoke to Christopher Zook, Chairman & CIO of CAZ Investments.

Chen Weiliang's chip startup, MetaX Integrated Circuits Shanghai Co., will list in Shanghai with a valuation of $5.9 billion, making Chen close to emerging as a billionaire. For more on the overall AI trade, we heard from Daniel Lam, Head of Equity Strategy at Standard Chartered Wealth Solutions. He spoke to Bloomberg's Avril Hong.

Asian shares tracked Wall Street at the open to post a modest decline after sluggish US jobs data did little to boost bets on further interest-rate cuts from the Federal Reserve. For more on the latest reading on the US Jobs data, we spoke to Christopher Zook, Chairman &amp; CIO of CAZ Investments.
Chen Weiliang's chip startup, MetaX Integrated Circuits Shanghai Co., will list in Shanghai with a valuation of $5.9 billion, making Chen close to emerging as a billionaire. For more on the overall AI trade, we heard from Daniel Lam, Head of Equity Strategy at Standard Chartered Wealth Solutions. He spoke to Bloomberg's Avril Hong.

Asian Stocks Slip After Sluggish US Jobs Data, China Chip IPO

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/48f69442-9ed6-49e7-8ecf-b3b6001cfa9f/transcript

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

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