On today's episode, we explore what's driving outflows from Asian markets as a global trade war accelerates. Vivek Subramanyam, Founder and CEO of TH Global Capital, joins the program from London. Plus - reaction to a cooler-than-forecast US inflation print that helped Wall Street rebound from two days of heavy losses linked to tariff concerns. We speak with Burns McKinney, Managing Director & Senior Portfolio Manager at NFJ Investment Group.

On today's episode, we explore what's driving outflows from Asian markets as a global trade war accelerates. Vivek Subramanyam, Founder and CEO of TH Global Capital, joins the program from London. Plus - reaction to a cooler-than-forecast US inflation print that helped Wall Street rebound from two days of heavy losses linked to tariff concerns. We speak with Burns McKinney, Managing Director &amp; Senior Portfolio Manager at NFJ Investment Group.

Listen for business and finance news centered in the Asia-Pacific region. 

Host Doug Krizner brings you insight and analysis on the day's top stories from China, India, Japan, Korea, Hong Kong, Singapore, Australia and more.

Listen for business and finance news centered in the Asia-Pacific region. Host Doug Krizner brings you insight and analysis on the day's top stories from China, India, Japan, Korea, Hong Kong, Singapore, Australia and more.

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

Tracking the Catalysts for Asian Market Outflows

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b1e7eb6c-0756-4eba-b8c0-b29f0008c437/transcript

Business and finance news from the Asia-Pacific.

The US-Israeli attack on Iran has destabilized the Middle East and threatens to deliver a new inflationary shock to the US economy by pushing up oil prices. There's also no clear sense of when or how it will end, raising the prospect of prolonged conflict and unforeseen consequences beyond the White House's control. Focus is on oil amid fresh attacks which flared in the Middle East as traders weighed a US plan to insure and escort tankers passing through the Strait of Hormuz, with traffic in the vital waterway all but halted. For more perspective, we spoke to Rob Haworth, Senior Investment Strategy Director, U.S. Bank Asset Management Group.

Plus - South Korean stocks are experiencing significant declines amid heightened geopolitical tensions. Risk-off sentiment driven by the Iran war has been the primary catalyst for the selloff, with concerns about higher energy prices threatening growth in South Korea, the world's eighth-largest oil consumer. We heard from Kerry Craig, JPMorgan Asset Management Global Market Strategist. He spoke to Bloomberg TV Hosts Haidi Stroud-Watts and Avril Hong.

Business and finance news from the Asia-Pacific.
The US-Israeli attack on Iran has destabilized the Middle East and threatens to deliver a new inflationary shock to the US economy by pushing up oil prices. There's also no clear sense of when or how it will end, raising the prospect of prolonged conflict and unforeseen consequences beyond the White House's control. Focus is on oil amid fresh attacks which flared in the Middle East as traders weighed a US plan to insure and escort tankers passing through the Strait of Hormuz, with traffic in the vital waterway all but halted. For more perspective, we spoke to Rob Haworth, Senior Investment Strategy Director, U.S. Bank Asset Management Group.
Plus - South Korean stocks are experiencing significant declines amid heightened geopolitical tensions. Risk-off sentiment driven by the Iran war has been the primary catalyst for the selloff, with concerns about higher energy prices threatening growth in South Korea, the world's eighth-largest oil consumer. We heard from Kerry Craig, JPMorgan Asset Management Global Market Strategist. He spoke to Bloomberg TV Hosts Haidi Stroud-Watts and Avril Hong.

Trump Offers Ship Assurances, South Korea Stock Selloff

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c8139a15-0bdc-4be6-91d5-b4030019287b/transcript

Business and finance news from the Asia-Pacific.

Traders remained focused on oil with the commodity extending gains as the US and Israel stepped up their war against Iran, while Tehran threatened a full closure of the Strait of Hormuz — a crucial waterway for the movement of oil. Brent rose toward $79 a barrel after spiking about 7% on Monday. We spoke to Stephen Stapczynski, Bloomberg's Team Leader for Asia Energy.

Plus - The US sent conflicting messages about how long a war with Iran might last as Israel launched new airstrikes on Monday, with the widening conflict reverberating across the Middle East and upending energy markets. Defense Secretary Pete Hegseth on Monday rejected the idea of an "endless" war with Iran. But President Donald Trump later insisted there was no fixed timeline. Both refused to rule out putting American boots on the ground. "Whatever the time is, it's okay — whatever it takes," Trump said. "Right from the beginning, we projected four to five weeks. But we have capability to go far longer than that." We heard from Mona Yacoubian, CSIS Director and Senior Adviser of the Middle East Program. She spoke to Bloomberg's David Ingles and Yvonne Man. 

Business and finance news from the Asia-Pacific.
Traders remained focused on oil with the commodity extending gains as the US and Israel stepped up their war against Iran, while Tehran threatened a full closure of the Strait of Hormuz &mdash; a crucial waterway for the movement of oil. Brent rose toward $79 a barrel after spiking about 7% on Monday. We spoke to Stephen Stapczynski, Bloomberg's Team Leader for Asia Energy.
Plus - The US sent conflicting messages about how long a war with Iran might last as Israel launched new airstrikes on Monday, with the widening conflict reverberating across the Middle East and upending energy markets. Defense Secretary Pete Hegseth on Monday rejected the idea of an "endless" war with Iran. But President Donald Trump later insisted there was no fixed timeline. Both refused to rule out putting American boots on the ground. "Whatever the time is, it's okay &mdash; whatever it takes," Trump said. "Right from the beginning, we projected four to five weeks. But we have capability to go far longer than that." We heard from Mona Yacoubian, CSIS Director and Senior Adviser of the Middle East Program. She spoke to Bloomberg's David Ingles and Yvonne Man.&nbsp;

Traders Focus on Oil, Trump on Iran Operation Goals

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/33b9feba-c3e7-48dc-b3b2-b402002f672f/transcript

Business and finance news from the Asia-Pacific.

Oil surged by the most in four years, before paring some gains as traders assessed the effective closure of the Strait of Hormuz triggered by the US-Israeli war against Iran. For more on the markets, we turn to Paul Dobson, Bloomberg's Executive Editor for Asia Markets.

Plus - President Donald Trump said the bombing campaign against Iran will continue until its objectives are achieved, calling on the nation's leaders to capitulate as a report indicated at least one top official in Tehran sought to resume nuclear talks with the US.  The actions in Iran have drawn criticism from members of Congress. We heard from Madeleine Dean, Democratic Congresswoman from Pennsylvania. She spoke to Bloomberg's Joe Mathieu and Kailey Leinz on Balance of Power. 

Business and finance news from the Asia-Pacific. Oil surged by the most in four years, before paring some gains as traders assessed the effective closure of the Strait of Hormuz triggered by the US-Israeli war against Iran. For more on the markets, we turn to Paul Dobson, Bloomberg's Executive Editor for Asia Markets.
Plus - President Donald Trump said the bombing campaign against Iran will continue until its objectives are achieved, calling on the nation's leaders to capitulate as a report indicated at least one top official in Tehran sought to resume nuclear talks with the US.&nbsp; The actions in Iran have drawn criticism from members of Congress. We heard from Madeleine Dean, Democratic Congresswoman from Pennsylvania. She spoke to Bloomberg's Joe Mathieu and Kailey Leinz on Balance of Power.&nbsp;

US-Israel Strikes on Iran, Oil and Commodities Surge

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/fc5edff7-2038-4241-8f9d-b4010036cb37/transcript

Tracking the Catalysts for Asian Market Outflows

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