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>

Listen for today's top stories, with context, in just 15 minutes. Get informed from Bloomberg's 3,000 journalists and analysts.

Listen for today's top stories, with context, in just 15 minutes. Get informed from Bloomberg's 3,000 journalists and analysts.

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, the business news you need in just 15 minutes.
On today's podcast:

(1) Europe is ready to get back to work with the US, wary, frustrated and knowing it can’t trust an ally it’s relied on for decades.

(2) The US wants to rewrite its defense agreement with Denmark to remove any limits on its military presence in Greenland, people familiar with the matter said, in what’s become a focal point for negotiators looking to meet President Donald Trump’s demand for control over the territory.

(3) Russian President Vladimir Putin held about four hours of talks with US envoys Steve Witkoff and Jared Kushner in the Kremlin on the latest peace plan aimed at ending his war on Ukraine, with further negotiations set to begin Friday.

(4) TikTok and its Chinese parent ByteDance have closed a long-awaited deal to transfer parts of their US operations to American investors, securing the popular video app’s future in the US and avoiding a nationwide ban.

(5) JPMorgan Chase CEO Jamie Dimon was heading home after another whirlwind trip to Davos, when the news hit: President Donald Trump was suing him and his bank for $5 billion.

(6) Keir Starmer is bracing for a potential showdown with a key left-wing rival in a test of the British prime minister’s power to stave off the gathering threats to his job.

(7) Scientists have discovered the potential of the animals’ antibodies to thwart multiple diseases, and now drug developers are collectively plowing billions of dollars into the field and llama farms.

Podcast Conversation: From TACO to Widowmaker, a Guide to the Trades Driving Markets

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Europe is ready to get back to work with the US, wary, frustrated and knowing it can&rsquo;t trust an ally it&rsquo;s relied on for decades. (2) The US wants to rewrite its defense agreement with Denmark to remove any limits on its military presence in Greenland, people familiar with the matter said, in what&rsquo;s become a focal point for negotiators looking to meet President Donald Trump&rsquo;s demand for control over the territory. (3) Russian President Vladimir Putin held about four hours of talks with US envoys Steve Witkoff and Jared Kushner in the Kremlin on the latest peace plan aimed at ending his war on Ukraine, with further negotiations set to begin Friday. (4) TikTok and its Chinese parent ByteDance have closed a long-awaited deal to transfer parts of their US operations to American investors, securing the popular video app&rsquo;s future in the US and avoiding a nationwide ban. (5) JPMorgan Chase CEO Jamie Dimon was heading home after another whirlwind trip to Davos, when the news hit: President Donald Trump was suing him and his bank for $5 billion. (6) Keir Starmer is bracing for a potential showdown with a key left-wing rival in a test of the British prime minister&rsquo;s power to stave off the gathering threats to his job. (7) Scientists have discovered the potential of the animals&rsquo; antibodies to thwart multiple diseases, and now drug developers are collectively plowing<a href="https://www.bloomberg.com/news/features/2026-01-23/astrazeneca-sanofi-eli-lilly-eye-nanobodies-for-possible-new-treatments?sref=AuZ8DRMf"> billions of dollars into the field and llama farms</a>. Podcast Conversation: <a href="bloomberg.com/news/articles/2026-01-22/from-taco-to-widowmaker-a-guide-to-the-trades-driving-markets">From TACO to Widowmaker, a Guide to the Trades Driving Markets</a>

Europe’s US Reality Check, Trump Sues Dimon For $5B, Big Pharma’s Llama Secret

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4a5ffd82-e238-4e08-b95d-b3db006e5921/transcript

Your morning briefing, the business news you need in just 15 minutes.
On today's podcast:


(1) President Donald Trump said he would refrain from imposing tariffs on goods from European nations opposing his effort to take possession of Greenland, citing a “framework of a future deal” he said was reached regarding the island.


(2) Global stocks were set to extend a rally after US President Donald Trump abandoned his tariff threat against Europe, easing concerns about a renewed trade war.


(3) Russia’s President Vladimir Putin said he is ready to commit Russian assets that remain frozen in the US to rebuild Ukrainian regions damaged during the war after a peace treaty is concluded.

 
(4) British business leaders want the governing Labour Party to keep under-pressure Keir Starmer as prime minister, but many are open to the prospect of backing Nigel Farage’s Reform UK at the next election, a survey found.


(5) English teams have slipped out of the top four of Deloitte’s Money League for the first time in 29 years, according to an annual survey of the highest revenue generating football clubs globally.


Podcast Conversation: AI Chatbots Become Tone Police for Harried White-Collar Workers 

Your morning briefing, the business news you need in just 15 minutes. On today's podcast:
 (1) President Donald Trump said he would refrain from imposing tariffs on goods from European nations opposing his effort to take possession of Greenland, citing a &ldquo;framework of a future deal&rdquo; he said was reached regarding the island.
 (2) Global stocks were set to extend a rally after US President Donald Trump abandoned his tariff threat against Europe, easing concerns about a renewed trade war.
 (3) Russia&rsquo;s President Vladimir Putin said he is ready to commit Russian assets that remain frozen in the US to rebuild Ukrainian regions damaged during the war after a peace treaty is concluded.
&nbsp; (4) British business leaders want the governing Labour Party to keep under-pressure Keir Starmer as prime minister, but many are open to the prospect of backing Nigel Farage&rsquo;s Reform UK at the next election, a survey found.
 (5) English teams have slipped out of the top four of Deloitte&rsquo;s Money League for the first time in 29 years, according to an annual survey of the highest revenue generating football clubs globally.
 Podcast Conversation: <a href="https://www.bloomberg.com/news/articles/2026-01-21/white-collar-workers-use-ai-to-have-tough-conversations-at-work?srnd=phx-businessweek&amp;sref=AuZ8DRMf">AI Chatbots Become Tone Police for Harried White-Collar Workers</a>&nbsp;

Greenland ‘Framework’ Deal, Trump’s Tariff Backpedal, Football Rich List Shake-Up

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/14857d6e-dc35-48ba-8ddc-b3da006a4bfc/transcript

Your morning briefing, the news you need in just 15 minutes.

On today's podcast:

(1) President Donald Trump expressed confidence that the European Union would continue to invest in the US even if he imposed new tariffs related to his quest to take control of Greenland, a proposal that has angered leaders on the continent.

(2) Canadian Prime Minister Mark Carney used a major address in Davos to argue that the world’s middle powers must band together to resist coercion from aggressive superpowers


(3) JPMorgan Asset Management’s Bob Michele said the selloff in markets is a message to President Donald Trump’s administration to take action to restore calm as officials did after Liberation Day tariffs rattled investors last year.

(4) The UK government approved a new Chinese embassy in London, ending a years-long saga that had strained bilateral relations, and setting the stage for Prime Minister Keir Starmer to visit Beijing next week.

(5) The online brawl between Elon Musk and Ryanair Holdings Plc dragged into a second week, with the world’s richest man again floating the idea of buying the airline after clashing with its chief executive officer.

Podcast Conversation: Want to Get a Bonus? Buy Yourself a Blazer

Your morning briefing, the news you need in just 15 minutes. On today's podcast:
(1) President Donald Trump expressed confidence that the European Union would continue to invest in the US even if he imposed new tariffs related to his quest to take control of Greenland, a proposal that has angered leaders on the continent. (2) Canadian Prime Minister Mark Carney used a major address in Davos to argue that the world&rsquo;s middle powers must band together to resist coercion from aggressive superpowers
 (3) JPMorgan Asset Management&rsquo;s Bob Michele said the selloff in markets is a message to President Donald Trump&rsquo;s administration to take action to restore calm as officials did after Liberation Day tariffs rattled investors last year. (4) The UK government approved a new Chinese embassy in London, ending a years-long saga that had strained bilateral relations, and setting the stage for Prime Minister Keir Starmer to visit Beijing next week. (5) The online brawl between Elon Musk and Ryanair Holdings Plc dragged into a second week, with the world&rsquo;s richest man again floating the idea of buying the airline after clashing with its chief executive officer. Podcast Conversation: <a href="https://www.bloomberg.com/opinion/articles/2026-01-21/dressing-like-a-slob-at-work-is-out-blazers-and-boots-are-in?sref=AuZ8DRMf">Want to Get a Bonus? Buy Yourself a Blazer</a>

Trump Doubts EU Threats, 'Sell America’ Hits Stocks, Musk Vs Ryanair

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cef96683-e108-4a46-9a05-b3d9006d1939/transcript

Daybreak Holiday: Inflation Pressure, Markets, Retail

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