On today's episode, Federal Reserve Bank of Atlanta President Raphael Bostic says he now sees just one interest-rate cut as likely this year, rather than two, with tariff hikes impeding progress on disinflation. We unpack the reaction from Asian markets with Rahul Chadha, Chief Investment Officer at Shikhara Capital. He speaks with Bloomberg's Paul Allen in Sydney.

Plus - Asian stocks rose after US equities had one of their best sessions of the year, fueled by signs that President Donald Trump's trade sanctions will be narrower than feared. We discuss the latest tariff headlines with Tim Pagliara, Chief Investment Officer at CapWealth.

On today's episode, Federal Reserve Bank of Atlanta President Raphael Bostic says he now sees just one interest-rate cut as likely this year, rather than two, with tariff hikes impeding progress on disinflation. We unpack the reaction from Asian markets with Rahul Chadha, Chief Investment Officer at Shikhara Capital. He speaks with Bloomberg's Paul Allen in Sydney.
Plus - Asian stocks rose after US equities had one of their best sessions of the year, fueled by signs that President Donald Trump's trade sanctions will be narrower than feared. We discuss the latest tariff headlines with Tim Pagliara, Chief Investment Officer at CapWealth.

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 Tariff Signals Gives Boost to APAC Markets

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/40701ca6-a23e-4171-abc3-b2ab0012b13b/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

Sixteen people have been killed in Australia’s worst terrorist attack after gunmen opened fire on Jewish people who had gathered to celebrate the first day of Hanukkah at Sydney’s iconic Bondi Beach on Sunday evening. Bloomberg's Paul Allen reports from the scene.

Japan’s December large manufacturers Tankan rose to 15 from 14 in the previous quarter, Bank of Japan data showed. Westpac Head of Business and Industry Economics Sian Fenner previews the week ahead for eco data.

Investors are looking towards the New Year. Eric Teal, Chief Investment Officer for Comerica Wealth Management discusses the upcoming CPI and University of Michigan Consumer Sentiment data, as well as the monetary picture for 2026.

Sixteen people have been killed in Australia&rsquo;s worst terrorist attack after gunmen opened fire on Jewish people who had gathered to celebrate the first day of Hanukkah at Sydney&rsquo;s iconic Bondi Beach on Sunday evening. Bloomberg's Paul Allen reports from the scene.
Japan&rsquo;s December large manufacturers Tankan rose to 15 from 14 in the previous quarter, Bank of Japan data showed. Westpac Head of Business and Industry Economics Sian Fenner previews the week ahead for eco data.
Investors are looking towards the New Year. Eric Teal, Chief Investment Officer for Comerica Wealth Management discusses the upcoming CPI and University of Michigan Consumer Sentiment data, as well as the monetary picture for 2026.

Australia Shooting Latest, Previewing China Data

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d9effa8a-9864-4b5f-837d-b3b400101fe7/transcript

Trump's Tariff Signals Gives Boost to APAC Markets

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