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

On today's podcast:

(1) JPMorgan Chief Executive Officer Jamie Dimon called out slow bureaucracy in Europe in a warning that a “weak” continent poses a major economic risk to the US.

(2) Keir Starmer will host Ukrainian President Volodymyr Zelenskiy in London on Monday as the UK prime minister and other key European leaders seek to steer US-led peace talks toward a resolution that protects Ukraine from the prospect of future Russian aggression.

(3) US President Donald Trump raised potential antitrust concerns around Netflix’s planned $72 billion acquisition of Warner Bros. Discovery, noting that the market share of the combined entity may pose problems

(4) Yardeni Research now recommends effectively going underweight the Magnificent Seven megacap technology stocks versus the rest of the S&P 500, expecting a shift in earnings growth ahead.

(5) UK homes worth more than £2 million ($2.7 million) could drop about 5% in value next year as the market adjusts to a so-called mansion tax, according to forecasts from Hamptons. 

Podcast Conversation: The Games Wall Street Plays

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) JPMorgan Chief Executive Officer Jamie Dimon called out slow bureaucracy in Europe in a warning that a &ldquo;weak&rdquo; continent poses a major economic risk to the US. (2) Keir Starmer will host Ukrainian President Volodymyr Zelenskiy in London on Monday as the UK prime minister and other key European leaders seek to steer US-led peace talks toward a resolution that protects Ukraine from the prospect of future Russian aggression. (3) US President Donald Trump raised potential antitrust concerns around Netflix&rsquo;s planned $72 billion acquisition of Warner Bros. Discovery, noting that the market share of the combined entity may pose problems (4) Yardeni Research now recommends effectively going underweight the Magnificent Seven megacap technology stocks versus the rest of the S&amp;P 500, expecting a shift in earnings growth ahead. (5) UK homes worth more than &pound;2 million ($2.7 million) could drop about 5% in value next year as the market adjusts to a so-called mansion tax, according to forecasts from Hamptons. Podcast Conversation: <a href="https://www.bloomberg.com/features/2025-games-wall-street-plays/" data-destination="https://www.bloomberg.com/features/2025-games-wall-street-plays/">The Games Wall Street Plays</a>

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

Europe Has A ‘Real Problem’, Trump Netflix-Warner Concern, Farage Woos UK Bankers

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3e125a6b-948b-402c-bac6-b3ad00702ad7/transcript