On today's episode, we get reaction to news of a $500 billion investment in America's AI infrastructure with Rohini Kosoglu, venture partner at Fusion Fund. Fred Neumann, Chief Asia Economist and Co-Head of Global Research Asia at HSBC, shares his thoughts on what Trump's tariff policy could mean for China. Plus - a temperature check of the fixed income space with Joanne Bianco, Partner & Senior Investment Strategist at BondBloxx.

On today's episode, we get reaction to news of a $500 billion investment in America's AI infrastructure with Rohini Kosoglu, venture partner at Fusion Fund. Fred Neumann, Chief Asia Economist and Co-Head of Global Research Asia at HSBC, shares his thoughts on what Trump's tariff policy could mean for China. Plus - a temperature check of the fixed income space with Joanne Bianco, Partner &amp; Senior Investment Strategist at BondBloxx.

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.

Trump's 'Stargate' AI Announcement

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cdb365b3-6114-42be-b7fc-b26d001f1ac6/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

Stocks drifted lower and the dollar hovered near two-month lows as investors stayed cautious ahead of key US economic data that may signal where interest rates are headed. The yen strengthened. For more on what is ahead this week, we heard from Isaac Poole, Chief Investment Officer at  Ascalon Capital.

Plus - Weakness in information tech shares led the equity market lower. Shares in Broadcom fell more than 5.5%, after Friday's 11% decline. It's all in response to a disappointing outlook issued last week, especially on gross margins. Broadcom has fallen by nearly 18% over the last three trading sessions. We spoke to Greg Halter, Director of Research at the Carnegie Investment Counsel.

Stocks drifted lower and the dollar hovered near two-month lows as investors stayed cautious ahead of key US economic data that may signal where interest rates are headed. The yen strengthened. For more on what is ahead this week, we heard from Isaac Poole, Chief Investment Officer at&nbsp; Ascalon Capital.
Plus - Weakness in information tech shares led the equity market lower. Shares in Broadcom fell more than 5.5%, after Friday's 11% decline. It's all in response to a disappointing outlook issued last week, especially on gross margins. Broadcom has fallen by nearly 18% over the last three trading sessions. We spoke to Greg Halter, Director of Research at the Carnegie Investment Counsel.

Stocks Dip Lower in Runup to US Jobs Data

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cb92c3d5-fb35-49d1-b98b-b3b5002530d8/transcript

Trump's 'Stargate' AI Announcement

In 1 playlist(s)

Bloomberg Daybreak: Asia Edition

Social links

Follow podcast

Recent clips