On today's episode, we examine how this week's US tariffs on China are weighing on global equities. We speak with Stephanie Leung, Chief Investment Officer at StashAway. Plus - a look at the broader investment landscape with Zachary Hill, Head of Portfolio Management at Horizon Investments.

On today's episode, we examine how this week's US tariffs on China are weighing on global equities. We speak with Stephanie Leung, Chief Investment Officer at StashAway. Plus - a look at the broader investment landscape with Zachary Hill, Head of Portfolio Management at Horizon Investments.

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.

US-China Trade War Casts Shadow on Global Markets

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8a8a0fad-77af-4a10-b69b-b27c0024d910/transcript

Asian equities are poised for a positive open as traders brush off President Donald Trump's latest tariff threats as bargaining tactics that are unlikely to derail global trade. Stock-index futures for Japan, Hong Kong and Australia pointed to a higher open in early Asian trading. The S&P 500 eked out a gain Monday as Trump indicated he's open to trade talks, though still insisted his new tariff rates are "the deals." Contracts for the S&P 500 and the Nasdaq edged lower and Bitcoin retreated from its record high. We get some market perspective from Carol Schleif, Chief Market Strategist at BMO Private Wealth.

Plus - Mizuho Financial Group CEO Masahiro Kihara is signaling that he is confident the Japanese lender can meet its long-term target of about ¥1 trillion - or $6.8 billion - in annual profit even as trade wars threaten to stifle growth. He speaks with Bloomberg's Francine Lacqua in London.

Asian equities are poised for a positive open as traders brush off President Donald Trump's latest tariff threats as bargaining tactics that are unlikely to derail global trade. Stock-index futures for Japan, Hong Kong and Australia pointed to a higher open in early Asian trading. The S&amp;P 500 eked out a gain Monday as Trump indicated he's open to trade talks, though still insisted his new tariff rates are "the deals." Contracts for the S&amp;P 500 and the Nasdaq edged lower and Bitcoin retreated from its record high. We get some market perspective from Carol Schleif, Chief Market Strategist at BMO Private Wealth.
Plus - Mizuho Financial Group CEO Masahiro Kihara is signaling that he is confident the Japanese lender can meet its long-term target of about &yen;1 trillion - or $6.8 billion - in annual profit even as trade wars threaten to stifle growth. He speaks with Bloomberg's Francine Lacqua in London.

Markets Downplay Tariff Talk; Mizuho CEO Masahiro Kihara

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c52990ed-f0e0-4979-bbef-b31b0007a37d/transcript

President Trump’s latest tariff threats are testing the market’s resilience after the US leader ratcheted up trade measures on everyone from Canada to Brazil to Algeria last week. Despite warnings of complacency, investors have so far behaved as if they’re counting on the president to back down, having seen previous U-turns from his administration. Meantime, the second quarter earnings season is also due to begin this week, with Wall Street expecting the weakest reporting season since mid-2023. We speak to Roderick von Lipsey, managing director, UBS Private Wealth Management.

Plus - for more insight on President Trump's latest tariff moves and a look at the week ahead in Asia, we speak to Mary Nicola, Bloomberg MLIV Strategist in Singapore.

President Trump&rsquo;s latest tariff threats are testing the market&rsquo;s resilience after the US leader ratcheted up trade measures on everyone from Canada to Brazil to Algeria last week. Despite warnings of complacency, investors have so far behaved as if they&rsquo;re counting on the president to back down, having seen previous U-turns from his administration. Meantime, the second quarter earnings season is also due to begin this week, with Wall Street expecting the weakest reporting season since mid-2023. We speak to Roderick von Lipsey, managing director, UBS Private Wealth Management. Plus - for more insight on President Trump's latest tariff moves and a look at the week ahead in Asia, we speak to Mary Nicola, Bloomberg MLIV Strategist in Singapore.

Trump Steps Up Tariff Threats, Eco Data Look Ahead

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/22d110b1-d358-4a1f-87cd-b31a001dbb68/transcript

The story of US tariffs has dominated much of the conversation for markets. Earlier today, stocks advanced Thursday in a sign investors are shifting their focus from concerns about lower growth and higher inflation from tariffs to instead prepare for corporate earnings season, which starts in a few days. We speak to Keith Buchanan, Senior Portfolio Manager at Globalt Investments.

Also - contracts for the S&P 500, which gained early in Asian trading, dipped 0.2% after Trump said he plans to impose ‘blanket’ tariffs of 15% or 20%. We get insight from Nadia Grant, Head of Global Equity at BNP Paribas Asset Management.

The story of US tariffs has dominated much of the conversation for markets. Earlier today, stocks advanced Thursday in a sign investors are shifting their focus from concerns about lower growth and higher inflation from tariffs to instead prepare for corporate earnings season, which starts in a few days. We speak to Keith Buchanan, Senior Portfolio Manager at Globalt Investments. Also - contracts for the S&amp;P 500, which gained early in Asian trading, dipped 0.2% after Trump said he plans to impose &lsquo;blanket&rsquo; tariffs of 15% or 20%. We get insight from Nadia Grant, Head of Global Equity at BNP Paribas Asset Management.

Trump Tariffs Impact on Market Psychology 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/18115c25-3ec2-4e07-b60c-b3170009a93c/transcript

US-China Trade War Casts Shadow on Global Markets

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