In this Christmas Day special edition of Bloomberg Daybreak with Nathan Hager: 
Tom Porcelli, Chief US Economist at PGIM Fixed Income, discusses what the Fed will do in 2025.
Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets and Cameron Dawson, the Chief Investment Officer at NewEdge Wealth, break down what we can expect in equities 
Burt Flickinger, the Managing Director at Strategic Resource Group, brings us the winners and losers of the 2024 holiday retail season. 

In this Christmas Day special edition of Bloomberg Daybreak with Nathan Hager:&nbsp;
<ul>
<li>Tom Porcelli, Chief US Economist at PGIM Fixed Income, discusses what the Fed will do in 2025.</li>
<li>Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets and Cameron Dawson, the Chief Investment Officer at NewEdge Wealth, break down what we can expect in equities&nbsp;</li>
<li>Burt Flickinger, the Managing Director at Strategic Resource Group, brings us the winners and losers of the 2024 holiday retail season.&nbsp;</li>
</ul>

Bloomberg Daybreak Europe is the daily morning podcast that helps you understand the stories shaping Europe and the world before the day gets going.

Produced in the early hours each weekday, the show delivers fresh reporting, sharp analysis and clear context on politics, business and global markets by 7am London time. From decisions made in Brussels and London to developments across the global economy, Daybreak Europe connects the dots between power, policy and money.

Hosted by Stephen Carroll in Brussels and Caroline Hepker in London, and powered by Bloomberg’s global network of more than 3,000 journalists and analysts, the podcast goes beyond headlines to explain what is changing, why it matters and what could come next.

Trusted by professionals, business leaders and investors, but made for anyone curious about how economics and politics shape everyday life, Bloomberg Daybreak Europe is the essential way to start your morning informed and ahead.

Bloomberg Daybreak Europe is the daily morning podcast that helps you understand the stories shaping Europe and the world before the day gets going.
Produced in the early hours each weekday, the show delivers fresh reporting, sharp analysis and clear context on politics, business and global markets by 7am London time. From decisions made in Brussels and London to developments across the global economy, Daybreak Europe connects the dots between power, policy and money.
Hosted by Stephen Carroll in Brussels and Caroline Hepker in London, and powered by Bloomberg&rsquo;s global network of more than 3,000 journalists and analysts, the podcast goes beyond headlines to explain what is changing, why it matters and what could come next.
Trusted by professionals, business leaders and investors, but made for anyone curious about how economics and politics shape everyday life, Bloomberg Daybreak Europe&nbsp;is the essential way to start your morning informed and ahead.

Bloomberg Daybreak: Europe Edition

Daybreak Holiday: Inflation Pressure, Markets, Retail 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9ed9447b-f995-4486-a9b2-b25000b531ea/transcript

Your morning briefing. All the news you need to start your day.

On today's podcast:

(1) US President Donald Trump said he is “demanding” that other countries contribute to the defense of the Strait of Hormuz as it remains effectively closed to oil tankers.

(2) As the US-Israeli war on Iran enters its third week, pressure is growing on the person in the best position to end it: Donald Trump.

(3) About 750 miles (1,200 kilometers) from Tehran, high in the Turkish mountains, lies NATO’s frontline of defense against a Middle East at war.

(4) The Iran war threatens to deal significant blows to the Gulf’s biggest economies, including Saudi Arabia, the United Arab Emirates and Qatar, if it doesn’t end soon.

(5) The UK government is preparing targeted support to help lower-income households with soaring energy bills as oil prices, fueled by the Iran war, exceed $100 a barrel.

(6) Socialist candidate Emmanuel Gregoire topped the first round of the Paris mayoral election Sunday as the left seeks to extend its quarter-century rule over the French capital.

Podcast Conversation: ‘One Battle After Another’ Wins Oscar for Best Picture 

Your morning briefing. All the news you need to start your day. On today's podcast: (1) US President Donald Trump said he is &ldquo;demanding&rdquo; that other countries contribute to the defense of the Strait of Hormuz as it remains effectively closed to oil tankers. (2) As the US-Israeli war on Iran enters its third week, pressure is growing on the person in the best position to end it: Donald Trump. (3) About 750 miles (1,200 kilometers) from Tehran, high in the Turkish mountains, lies NATO&rsquo;s frontline of defense against a Middle East at war. (4) The Iran war threatens to deal significant blows to the Gulf&rsquo;s biggest economies, including Saudi Arabia, the United Arab Emirates and Qatar, if it doesn&rsquo;t end soon. (5) The UK government is preparing targeted support to help lower-income households with soaring energy bills as oil prices, fueled by the Iran war, exceed $100 a barrel. (6) Socialist candidate Emmanuel Gregoire topped the first round of the Paris mayoral election Sunday as the left seeks to extend its quarter-century rule over the French capital. Podcast Conversation:<a href="https://www.bloomberg.com/news/articles/2026-03-15/academy-awards-to-kick-off-with-host-conan-o-brien-returning"> &lsquo;One Battle After Another&rsquo; Wins Oscar for Best Picture</a>&nbsp;

Trump ‘Demanding’ Help, Iran Tests NATO Defences, Global Fuel Crisis

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/696d3f95-4b0a-433f-a84d-b40f006ea0e3/transcript

We’re sharing something a little different in the Daybreak Europe feed today, the the latest episode of Here’s Why  hosted by Stephen Carroll.

While Daybreak Europe brings you the essential news each morning, Here’s Why takes one major global story each week and explores the deeper context behind it.

In this episode, Stephen is joined by Becca Wasser, Defense Lead at Bloomberg Economics, to examine the Iran war as it shifts into a more sustained military campaign. As strikes continue across the region, they discuss weapons supply, defensive capacity and what the pace of operations could mean for how the conflict unfolds.

If you want more episodes search for Here’s Why and subscribe wherever you get your podcasts. 

New episodes are released every week. 

We&rsquo;re sharing something a little different in the Daybreak Europe feed today, the the latest episode of <a href="https://podcasts.apple.com/gb/podcast/heres-why/id1479610314">Here&rsquo;s Why&nbsp;</a> hosted by Stephen Carroll. While Daybreak Europe brings you the essential news each morning, Here&rsquo;s Why takes one major global story each week and explores the deeper context behind it.
In this episode, Stephen is joined by Becca Wasser, Defense Lead at Bloomberg Economics, to examine the Iran war as it shifts into a more sustained military campaign. As strikes continue across the region, they discuss weapons supply, defensive capacity and what the pace of operations could mean for how the conflict unfolds.
If you want more episodes search for Here&rsquo;s Why and subscribe<a href="https://pod.link/1479610314?view=apps&amp;sort=popularity"> wherever you get your podcasts</a>. New episodes are released every week.&nbsp;

Bonus Episode: Here's Why the Iran War Could Hinge on Missile Math

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7713da96-26ad-4f7b-804f-b40c00d1f29a/transcript

Your morning briefing. All the news you need to start your day.

On today's podcast:

(1) The US has issued its second authorization for buyers to take Russian oil cargoes already at sea, widening a temporary waiver given last week to India alone in an effort to ease pressure on prices as the war in the Middle East continues.

(2) Brent oil traded near $100 a barrel following one of the most volatile trading weeks ever, with investors bracing for more upheaval as Iran pledged to keep the Strait of Hormuz effectively shut.

(3) The number of Iranian missile launchers has held steady after a week of unrelenting airstrikes, according to Israeli and western estimates, indicating the difficulty of finding small, mobile targets without having complete control of the skies.

(4) A KC-135 refueling plane that was part of the American military campaign against Iran crashed over western Iraq after an incident involving another plane, US Central Command said Thursday night.

(5) The basic assumptions that have underpinned hedging strategies for decades are coming undone by the escalating war in Iran.

Podcast Conversation: America’s Decade-Long AI War Efforts Get a Trial by Fire in Iran

Your morning briefing. All the news you need to start your day. On today's podcast: (1) The US has issued its second authorization for buyers to take Russian oil cargoes already at sea, widening a temporary waiver given last week to India alone in an effort to ease pressure on prices as the war in the Middle East continues. (2) Brent oil traded near $100 a barrel following one of the most volatile trading weeks ever, with investors bracing for more upheaval as Iran pledged to keep the Strait of Hormuz effectively shut. (3) The number of Iranian missile launchers has held steady after a week of unrelenting airstrikes, according to Israeli and western estimates, indicating the difficulty of finding small, mobile targets without having complete control of the skies. (4) A KC-135 refueling plane that was part of the American military campaign against Iran crashed over western Iraq after an incident involving another plane, US Central Command said Thursday night. (5) The basic assumptions that have underpinned hedging strategies for decades are coming undone by the escalating war in Iran. Podcast Conversation: <a href="https://www.bloomberg.com/news/features/2026-03-12/iran-war-tests-project-maven-us-ai-war-strategy" data-destination="https://www.bloomberg.com/news/features/2026-03-12/iran-war-tests-project-maven-us-ai-war-strategy">America&rsquo;s Decade-Long AI War Efforts Get a Trial by Fire in Iran</a>

Russia Helps Iran Strikes, War Breaks Market Plans, EU Counts Conflict Cost

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/852af5db-3cc1-4144-aa22-b40c006ce360/transcript

Daybreak Holiday: Inflation Pressure, Markets, Retail

In 1 playlist(s)

Bloomberg Daybreak: Europe Edition

Social links

Follow podcast

Recent clips