Crucial data will arrive for investors this week. Nvidia will report earnings, with the chipmaker seen as a bellwether for the AI trade. US weekly jobless claims data and September payrolls are set to release on Thursday. Chris Maxey, Managing Director and Chief Market Strategist at Wealthspire Advisors, discusses how these reports will impact the markets.

Plus, Japan's 3Q GDP saw its the first decline in six quarters. Trinh Nguyen, Natixis Emerging Markets Asia Economist, provides a cautious outlook for emerging markets in 2026.

Crucial data will arrive for investors this week. Nvidia will report earnings, with the chipmaker seen as a bellwether for the AI trade. US weekly jobless claims data and September payrolls are set to release on Thursday. Chris Maxey, Managing Director and Chief Market Strategist at Wealthspire Advisors, discusses how these reports will impact the markets. Plus, Japan's 3Q GDP saw its the first decline in six quarters. Trinh Nguyen, Natixis Emerging Markets Asia Economist, provides a cautious outlook for emerging markets in 2026.

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 Labor Market Data to Come Thursday, Japan GDP, Outlook for EM

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cb27f542-8e15-46f6-89a7-b398001e6309/transcript

The US and Taiwan agreed to a trade pact that would lower tariffs on goods from Taiwan to 15% and see Taiwanese semiconductor companies increase financing for American operations by $500 billion.

Taiwan Semiconductor Manufacturing Co. shares climb as much as 2.7% in Taipei after the chipmaker’s strong results and outlook underscored the strength of demand trends related to AI. The shares ended 4.4% higher overnight in the US. Rob Haworth, Senior Investment Strategy Director at U.S. Bank Asset Management Group, talks TSMC, the day's eco data, and what's next for the Fed.

After reporting huge profits in Q4, Wendell Huang, the CFO of Taiwan Semiconductor Manufacturing Co. affirmed the company’s strong conviction in the “mega trend of AI demand.” Huang mentions that the company is eyeing smaller tech gap between US and Taiwan chipmaking fabrication plants. While addressing the challenges, Huang says that the key to managing forex exposure is to keep it simple.

The US and Taiwan agreed to a trade pact that would lower tariffs on goods from Taiwan to 15% and see Taiwanese semiconductor companies increase financing for American operations by $500 billion.
Taiwan Semiconductor Manufacturing Co. shares climb as much as 2.7% in Taipei after the chipmaker&rsquo;s strong results and outlook underscored the strength of demand trends related to AI. The shares ended 4.4% higher overnight in the US. Rob Haworth, Senior Investment Strategy Director at U.S. Bank Asset Management Group, talks TSMC, the day's eco data, and what's next for the Fed.
After reporting huge profits in Q4, Wendell Huang, the CFO of Taiwan Semiconductor Manufacturing Co. affirmed the company&rsquo;s strong conviction in the &ldquo;mega trend of AI demand.&rdquo; Huang mentions that the company is eyeing smaller tech gap between US and Taiwan chipmaking fabrication plants. While addressing the challenges, Huang says that the key to managing forex exposure is to keep it simple.

US-Taiwan Trade Deal, TSMC's Wendell Huang on Q4 Earnings

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cfe3091b-0331-4987-bf16-b3d4001a0ba4/transcript

Japanese Prime Minister Sanae Takaichi will call a snap election early in the parliamentary session starting later this month, in a bid to shore up her leadership and secure a mandate for the new ruling coalition. Takaichi told officials from the ruling bloc that she will give more details of the dissolution on Jan. 19, according to Liberal Democratic Party Secretary General Shunichi Suzuki and Hirofumi Yoshimura, co-leader of the Japan Innovation Party, the LDP's coalition partner. We spoke to Isabel Reynolds, Bloomberg's Tokyo Bureau Chief

Plus - Stocks started Thursday on a softer note after Wall Street gauges retreated as investors rotated out of richly valued technology stocks. We heard from Jason Liu, Head of APAC Equity & Derivative Strategy at BNP Paribas. He spoke to Bloomberg's Paul Allen and Avril Hong. 

Japanese Prime Minister Sanae Takaichi will call a snap election early in the parliamentary session starting later this month, in a bid to shore up her leadership and secure a mandate for the new ruling coalition. Takaichi told officials from the ruling bloc that she will give more details of the dissolution on Jan. 19, according to Liberal Democratic Party Secretary General Shunichi Suzuki and Hirofumi Yoshimura, co-leader of the Japan Innovation Party, the LDP's coalition partner. We spoke to Isabel Reynolds, Bloomberg's Tokyo Bureau Chief
Plus - Stocks started Thursday on a softer note after Wall Street gauges retreated as investors rotated out of richly valued technology stocks. We heard from Jason Liu, Head of APAC Equity &amp; Derivative Strategy at BNP Paribas. He spoke to Bloomberg's Paul Allen and Avril Hong.&nbsp;

Japan's Takaichi Set to Call Early Election 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7c9f86a5-65db-4d54-b3e5-b3d3001d5b67/transcript

Asian shares posted a modest gain at the open, while Japanese equities extended their record-breaking run fueled by a weaker yen. For more on what is moving the markets in the region, we speak to Abhishek Vishnoi, Senior Reporter for Asia Equities.

Plus - Japanese Prime Minister Sanae Takaichi's reported plan for a snap election fueled a rally in stocks while pushing down bonds and driving the yen deeper into the intervention-risk zone. For more on the outlook on Japanese markets, we heard from Zuhair Khan, Senior Portfolio Manager at UBP. He spoke to Bloomberg's Paul Allen and Avril Hong. 

Asian shares posted a modest gain at the open, while Japanese equities extended their record-breaking run fueled by a weaker yen. For more on what is moving the markets in the region, we speak to Abhishek Vishnoi, Senior Reporter for Asia Equities.
Plus - Japanese Prime Minister Sanae Takaichi's reported plan for a snap election fueled a rally in stocks while pushing down bonds and driving the yen deeper into the intervention-risk zone. For more on the outlook on Japanese markets, we heard from Zuhair Khan, Senior Portfolio Manager at UBP. He spoke to Bloomberg's Paul Allen and Avril Hong.&nbsp;

Asia Stocks Post Modest Gain, Weak Yen Fuels Japan Rally

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d94f10dc-34ee-4737-a40f-b3d200240bc4/transcript

US Labor Market Data to Come Thursday, Japan GDP, Outlook for EM

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