On today's episode, we track the trading action in Asia following a selloff in the US that wiped out more than $1 trillion in market value. We speak with Ben Harburg, Founder and Portfolio Manager at CoreValues Alpha. Plus - a look at how fears around recession risks and trade policy have catalyzed the rout in global equities. We hear from Scott Ladner, Chief Investment Officer at Horizon Investments.

On today's episode, we track the trading action in Asia following a selloff in the US that wiped out more than $1 trillion in market value. We speak with Ben Harburg, Founder and Portfolio Manager at CoreValues Alpha. Plus - a look at how fears around recession risks and trade policy have catalyzed the rout in global equities. We hear from Scott Ladner, Chief Investment Officer at Horizon Investments.

Listen for business and finance news centered in the Asia-Pacific region. 

Host Doug Krizner brings you insight and analysis on the day's top stories from China, India, Japan, Korea, Hong Kong, Singapore, Australia and more.

Listen for business and finance news centered in the Asia-Pacific region. Host Doug Krizner brings you insight and analysis on the day's top stories from China, India, Japan, Korea, Hong Kong, Singapore, Australia and more.

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

US Stock Selloff Extends to APAC Markets

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/afe63aa9-6bc2-486d-a9be-b29d00213e5c/transcript

Business and finance news from the Asia-Pacific.

Asian equities retreated from a record after concerns over the impact of artificial intelligence on various sectors spurred a selloff in US technology stocks. Gold rebounded. For more on what is moving the markets, we turn to Winnie Hsu, Bloomberg's Asia Equities Reporter.

The US and Taiwan finalized a trade agreement to cut tariffs, boost market access for American products in Asia and channel billions of dollars into US energy and technology projects. 

Plus - for more broader market perspective on AI concerns, we heard from Julia Wang, Nomura International Wealth Management North Asia CIO. She spoke to Bloomberg's Shery Ahn and Avril Hong on the Asia Trade.

Business and finance news from the Asia-Pacific.
Asian equities retreated from a record after concerns over the impact of artificial intelligence on various sectors spurred a selloff in US technology stocks. Gold rebounded. For more on what is moving the markets, we turn to Winnie Hsu, Bloomberg's Asia Equities Reporter.
The US and Taiwan finalized a trade agreement to cut tariffs, boost market access for American products in Asia and channel billions of dollars into US energy and technology projects.&nbsp;
Plus - for more broader market perspective on AI concerns, we heard from Julia Wang, Nomura International Wealth Management North Asia CIO. She spoke to Bloomberg's Shery Ahn and Avril Hong on the Asia Trade.

AI Concerns Resurface, US-Taiwan Trade Pact

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6cb435a8-a59e-4364-9915-b3f0002a93f2/transcript

Business and finance news from the Asia-Pacific.

US payrolls rose in January by the most in more than a year and the unemployment rate unexpectedly fell, suggesting the labor market continued to stabilize at the start of 2026. Employers added 130,000 jobs last month and the unemployment rate declined to 4.3%, according to Bureau of Labor Statistics data. The January data reinforces Federal Reserve officials' inclination to keep interest rates on hold for now, with many traders pushing out their timeline for the next rate cut to July from June. To break down the latest jobs report, we turn to Jeffrey Roach, Chief Economist for LPL Financial.

Plus - Japanese stocks gained when trading reopened after a public holiday. For more on the markets, we speak to Charu Chanana, Chief Investment Strategist at Saxo Bank.

Business and finance news from the Asia-Pacific.
US payrolls rose in January by the most in more than a year and the unemployment rate unexpectedly fell, suggesting the labor market continued to stabilize at the start of 2026. Employers added 130,000 jobs last month and the unemployment rate declined to 4.3%, according to Bureau of Labor Statistics data. The January data reinforces Federal Reserve officials' inclination to keep interest rates on hold for now, with many traders pushing out their timeline for the next rate cut to July from June. To break down the latest jobs report, we turn to Jeffrey Roach, Chief Economist for LPL Financial.
Plus - Japanese stocks gained when trading reopened after a public holiday. For more on the markets, we speak to Charu Chanana, Chief Investment Strategist at Saxo Bank.

Strong Hiring Hits Fed Cut Bets, Japan Stocks Rise

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/855840af-f1d9-43c1-beb4-b3ef0026324e/transcript

Asian stocks gained in the run-up to the US jobs data after weak retail sales reinforced bets that the Federal Reserve will cut interest rates later this year. Treasury futures held their gains Wednesday after 10-year bond yields dropped to the lowest in about a month in the US session. There will be no cash trading in Treasuries during the Asian day as Japan is closed for a holiday. Gold, which typically benefits when rates are cut, rose 0.5% as money markets see slightly higher odds of three Fed cuts this year — with two already fully priced in. For more, we speak to David Finnerty, Bloomberg FX and Rates Strategist in Singapore.

Plus - in China, the consumer-price index rose just 0.2% in January from a year earlier — a slowdown caused largely by base effects — after a 0.8% rise in December. Core CPI, which excludes volatile items such as food and energy, climbed 0.8%, its lowest level in six months. We got reaction to the latest reading from Robin Xing, Chief China Economist at Morgan Stanley. He spoke to Bloomberg's David Ingles and Minmin Low.

Asian stocks gained in the run-up to the US jobs data after weak retail sales reinforced bets that the Federal Reserve will cut interest rates later this year. Treasury futures held their gains Wednesday after 10-year bond yields dropped to the lowest in about a month in the US session. There will be no cash trading in Treasuries during the Asian day as Japan is closed for a holiday. Gold, which typically benefits when rates are cut, rose 0.5% as money markets see slightly higher odds of three Fed cuts this year &mdash; with two already fully priced in. For more, we speak to David Finnerty, Bloomberg FX and Rates Strategist in Singapore.
Plus - in China, the consumer-price index rose just 0.2% in January from a year earlier &mdash; a slowdown caused largely by base effects &mdash; after a 0.8% rise in December. Core CPI, which excludes volatile items such as food and energy, climbed 0.8%, its lowest level in six months. We got reaction to the latest reading from Robin Xing, Chief China Economist at Morgan Stanley. He spoke to Bloomberg's David Ingles and Minmin Low.

Asia Stocks Rise Before Jobs Data, China CPI Cools

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/548850d1-e7c8-44e4-b722-b3ee0030b3d5/transcript

US Stock Selloff Extends to APAC Markets

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