On today's episode, we get the latest on DeepSeek after news that US officials are probing whether the Chinese AI startup bought advanced Nvidia semiconductors through third parties in Singapore. We speak with Catherine Thorbecke, Asia Tech Columnist for Bloomberg Opinion. We'll also take a look at the global macro landscape with David Aspell, Co-Chief Investment Officer at Mount Lucas Management. Plus - a discussion on the Fed's path ahead with Bill Adams, Chief Economist at Comerica Bank.

On today's episode, we get the latest on DeepSeek after news that US officials are probing whether the Chinese AI startup bought advanced Nvidia semiconductors through third parties in Singapore. We speak with Catherine Thorbecke, Asia Tech Columnist for Bloomberg Opinion. We'll also take a look at the global macro landscape with David Aspell, Co-Chief Investment Officer at Mount Lucas Management. Plus - a discussion on the Fed's path ahead with Bill Adams, Chief Economist at Comerica Bank.

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 Launches Probe on Potential DeepSeek-Nvidia Link

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/addc4b2a-abca-48b6-89a7-b27600360232/transcript

Oil fluctuated as traders weighed the fallout from the US capture of Venezuelan President Nicolás Maduro on global crude supply and its wider impact on the nation’s energy sector. Viraj Patel is Head of Asset Allocation at Fiduciary Trust International. He speaks on what the future may hold for oil markets, and provides expectations for the American economy in the New Year.

Venezuela’s allies across the globe took to social media to condemn the US attack. For more on the future of Chinese investments in Venezuela, Alicia Garcia Herrero, Chief APAC Economist at Natixis, talks with Bloomberg's Paul Allen and Avril Hong.

Oil fluctuated as traders weighed the fallout from the US capture of Venezuelan President Nicol&aacute;s Maduro on global crude supply and its wider impact on the nation&rsquo;s energy sector. Viraj Patel is Head of Asset Allocation at Fiduciary Trust International. He speaks on what the future may hold for oil markets, and provides expectations for the American economy in the New Year.
Venezuela&rsquo;s allies across the globe took to social media to condemn the US attack. For more on the future of Chinese investments in Venezuela, Alicia Garcia Herrero, Chief APAC Economist at Natixis, talks with Bloomberg's Paul Allen and Avril Hong.

Oil Markets and China React to Maduro Capture

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/bb270baf-0a8d-40c0-afba-b3c90011dca0/transcript

Stocks kicked off trading in the new year on a positive note with US equity-index futures advancing, while gold and silver gained. Trading is thin across the Asia-Pacific, with several markets shut for the holidays. Also, South Korea's exports maintained growth momentum, supported by strong semiconductor demand, easing concerns over global trade protectionism and tariff-related uncertainty that had weighed on the country for much of the year. For more on the market action, we turn to Paul Dobson, Bloomberg's Executive Editor for Asia Markets.

Chinese President Xi Jinping says China has met the targets in its 14th Five-Year Plan for economic development in the 2021-2025 period, according to his New Year's Eve message. Xi highlights achievements in AI large models and chip R&D, and says China has become one of the economies with the fastest growing innovation capabilities. For more on the outlook for the Chinese economy for the year and what is ahead for the Asia Pacific, we speak to Stephanie Leung, Chief Investment Officer at StashAway. 

Stocks kicked off trading in the new year on a positive note with US equity-index futures advancing, while gold and silver gained. Trading is thin across the Asia-Pacific, with several markets shut for the holidays. Also, South Korea's exports maintained growth momentum, supported by strong semiconductor demand, easing concerns over global trade protectionism and tariff-related uncertainty that had weighed on the country for much of the year. For more on the market action, we turn to Paul Dobson, Bloomberg's Executive Editor for Asia Markets.
Chinese President Xi Jinping says China has met the targets in its 14th Five-Year Plan for economic development in the 2021-2025 period, according to his New Year's Eve message. Xi highlights achievements in AI large models and chip R&amp;D, and says China has become one of the economies with the fastest growing innovation capabilities. For more on the outlook for the Chinese economy for the year and what is ahead for the Asia Pacific, we speak to Stephanie Leung, Chief Investment Officer at StashAway.&nbsp;

Stocks Rise, South Korea Exports, China Economic Outlook

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/27940089-33bb-4080-94e5-b3c6002009a2/transcript

The US accused China of engaging in unfair trade practices in the semiconductor sector, but is declining to impose additional tariffs on chip imports until at least mid-2027. The Office of the US Trade Representative on Tuesday released the findings of a nearly yearlong inquiry into China's chip sector that was launched in the final weeks of the former President Joe Biden's administration, with the expectation the matter would be resolved under President Donald Trump. In the intervening months, Trump struck a truce with Chinese President Xi Jinping to end a trade war that rattled global markets. For more on the relationship in regards to US-China in the technology space, we spoke to Tiffany Hsiao, Portfolio Manager at Matthews International Capital Management.

Plus - the US economy expanded in the third quarter at the fastest pace in two years, bolstered by resilient consumer and business spending and calmer trade policies. Inflation-adjusted gross domestic product, which measures the value of goods and services produced in the US, increased at a 4.3% annualized pace, a Bureau of Economic Analysis report showed Tuesday. That was higher than all but one forecast in a Bloomberg survey and followed 3.8% growth in the prior period. We heard from Chris Kampitsis, Managing Partner, Barnum Financial Group.

The US accused China of engaging in unfair trade practices in the semiconductor sector, but is declining to impose additional tariffs on chip imports until at least mid-2027. The Office of the US Trade Representative on Tuesday released the findings of a nearly yearlong inquiry into China's chip sector that was launched in the final weeks of the former President Joe Biden's administration, with the expectation the matter would be resolved under President Donald Trump. In the intervening months, Trump struck a truce with Chinese President Xi Jinping to end a trade war that rattled global markets. For more on the relationship in regards to US-China in the technology space, we spoke to Tiffany Hsiao, Portfolio Manager at Matthews International Capital Management.
Plus - the US economy expanded in the third quarter at the fastest pace in two years, bolstered by resilient consumer and business spending and calmer trade policies. Inflation-adjusted gross domestic product, which measures the value of goods and services produced in the US, increased at a 4.3% annualized pace, a Bureau of Economic Analysis report showed Tuesday. That was higher than all but one forecast in a Bloomberg survey and followed 3.8% growth in the prior period. We heard from Chris Kampitsis, Managing Partner, Barnum Financial Group.

White House Holds Off on New Chinese Chip Tariffs, U.S. Economy Growth

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/50267819-d163-4b9c-8c9b-b3bd001ce185/transcript

US Launches Probe on Potential DeepSeek-Nvidia Link

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