Bloomberg's Nathan Hager breaks down the latest PCE data with Bloomberg Economics and Policy Editor Michael McKee. Plus, reaction to the data from Tom Porcelli, Chief US Economist at PGIM Fixed Income, and Wells Fargo Senior Economist Sarah House. 

Bloomberg's Nathan Hager breaks down the latest PCE data with Bloomberg Economics and Policy Editor Michael McKee. Plus, reaction to the data from Tom Porcelli, Chief US Economist at PGIM Fixed Income, and Wells Fargo Senior Economist Sarah House.

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

Instant Reaction: Inflation Data

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/933f778f-07e7-411b-8ff3-b14200e0add7/transcript

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

On today's podcast:

(1) A chorus of investors is urging Federal Reserve Chairman Kevin Warsh to provide a strong rebuke of high inflation to boost the long end of the Treasury market.

(2) Federal Reserve officials continue to send mixed signals on their outlooks for inflation, with some arguing higher interest rates are needed to tame prices while others signaled less urgency.

(3) France’s first presidential election debate was largely consumed by bickering among the candidates on how to deal with the country’s swelling debt, including a dispute over a far-left proposal to simply cancel a portion of it.

(4) Nvidia added $442 billion to its market value on Thursday in the second-largest one-day gain by any stock in history.

(5) The Trump administration must lift its ban on Anthropic's artificial intelligence technology for federal agencies, a US judge ruled.

(6) President Donald Trump announced he was moving to rename Lake Ontario as Lake America, escalating his clash with Canada after trade negotiations between the two nations collapsed.

(7) UEFA, Europe’s governing football body, said that it’s pursuing a criminal case against FIFA President Gianni Infantino in Switzerland, intensifying the fallout from his failed plan to monetize the World Cup.

(8) US Money Pours Into English Football. But Can It Fix the Wi-Fi?

Podcast Conversation: Dua Lipa’s Sunny Hill Festival Puts Kosovo on the Music Map

Your morning briefing. All the news you need to start your day. On today's podcast: (1) A chorus of investors is urging Federal Reserve Chairman Kevin Warsh to provide a strong rebuke of high inflation to boost the long end of the Treasury market. (2) Federal Reserve officials continue to send mixed signals on their outlooks for inflation, with some arguing higher interest rates are needed to tame prices while others signaled less urgency. (3) France&rsquo;s first presidential election debate was largely consumed by bickering among the candidates on how to deal with the country&rsquo;s swelling debt, including a dispute over a far-left proposal to simply cancel a portion of it. (4) Nvidia added $442 billion to its market value on Thursday in the second-largest one-day gain by any stock in history. (5) The Trump administration must lift its ban on Anthropic's artificial intelligence technology for federal agencies, a US judge ruled. (6) President Donald Trump announced he was moving to rename Lake Ontario as Lake America, escalating his clash with Canada after trade negotiations between the two nations collapsed. (7) UEFA, Europe&rsquo;s governing football body, said that it&rsquo;s pursuing a criminal case against FIFA President Gianni Infantino in Switzerland, intensifying the fallout from his failed plan to monetize the World Cup. (8) US Money Pours Into English Football. But Can It Fix the Wi-Fi? Podcast Conversation: <a href="https://www.google.com/goto?url=CAESqQEB6zswFQSO09LNg9j81Qd4toMM2MqTJsz7akEUHnocU4N8jEwbd_XUqjIOp868qDZTl_Ctg9zaXvqrPA01OI83FfTDobMP5mnAvoFDOz98Zmm2bCPx9lk9N_3YTAmWSVf6M8KNRi8YrLyrwh2L_PLWH0Ke8mkz7RYJ1TcVNpRQ87AnILQx9ZJ974pBH1W6C49M5CRURzXEPkRvoc3nlUEi4tnoyur0cZbh" data-destination="https://www.google.com/goto?url=CAESqQEB6zswFQSO09LNg9j81Qd4toMM2MqTJsz7akEUHnocU4N8jEwbd_XUqjIOp868qDZTl_Ctg9zaXvqrPA01OI83FfTDobMP5mnAvoFDOz98Zmm2bCPx9lk9N_3YTAmWSVf6M8KNRi8YrLyrwh2L_PLWH0Ke8mkz7RYJ1TcVNpRQ87AnILQx9ZJ974pBH1W6C49M5CRURzXEPkRvoc3nlUEi4tnoyur0cZbh">Dua Lipa&rsquo;s Sunny Hill Festival Puts Kosovo on the Music Map</a>

Kevin Warsh Takes Center Stage, France’s Debt Divide, America Bets on English Football 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ec431a68-00d4-4f2f-85da-b4b400629f36/transcript

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

On today's podcast:

(1) Nvidia, the chipmaker at the heart of the artificial intelligence boom, gave a bullish sales outlook for fiscal 2028, easing concerns that AI spending is poised to lose momentum.

(2) Iran’s military said it reached a revenue-sharing agreement with Oman on the Strait of Hormuz, as Tehran and Washington’s standoff over control of the crucial waterway continues.

(3) Russia is preparing to escalate attacks on Ukraine after concluding that negotiations for a peace deal have reached a dead end, according to three people close to the Kremlin.

(4) Meta said it agreed to pay up to $18 billion in landmark settlements to resolve social media claims from US states that would require the company to make major changes to how it operates platforms like Facebook and Instagram.

(5) A Barclays survey has found that this year’s heat waves measurably impacted the investment plans of businesses and conduct of consumers in the UK.

(6) As many as 230,000 adults in two districts of Malawi are each receiving about 1.2 million kwacha, or almost $700, and they can do whatever they want with it.

Podcast Conversation: As Data Centers Hum and Whine, Acousticians Are in High Demand

Your morning briefing. All the news you need to start your day. On today's podcast: (1) Nvidia, the chipmaker at the heart of the artificial intelligence boom, gave a bullish sales outlook for fiscal 2028, easing concerns that AI spending is poised to lose momentum. (2) Iran&rsquo;s military said it reached a revenue-sharing agreement with Oman on the Strait of Hormuz, as Tehran and Washington&rsquo;s standoff over control of the crucial waterway continues. (3) Russia is preparing to escalate attacks on Ukraine after concluding that negotiations for a peace deal have reached a dead end, according to three people close to the Kremlin. (4) Meta said it agreed to pay up to $18 billion in landmark settlements to resolve social media claims from US states that would require the company to make major changes to how it operates platforms like Facebook and Instagram. (5) A Barclays survey has found that this year&rsquo;s heat waves measurably impacted the investment plans of businesses and conduct of consumers in the UK. (6) As many as 230,000 adults in two districts of Malawi are each receiving about 1.2 million kwacha, or almost $700, and they can do whatever they want with it. Podcast Conversation: <a data-destination="bb:NSN TKDFS5KGCTGM">As Data Centers Hum and Whine, Acousticians Are in High Demand</a>

Nvidia Reignites AI Rally, Iran-Oman Hormuz Deal, The Free Money Test

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6e793bee-1051-4107-a5a0-b4b300620cce/transcript

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

On today's podcast:

(1) Iranian Foreign Minister Abbas Araghchi and his Omani counterpart Badr Albusaidi discussed an “interim framework” aimed at resuming shipping through the Strait of Hormuz, according to a joint statement carried by the Oman News Agency, as the two sides press ahead with long-running talks over navigation through the key waterway.

(2) The Trump administration is discussing additional trade penalties against Canada after Prime Minister Mark Carney unveiled dollar-for-dollar retaliation to new tariffs imposed by the US on Saturday.

(3) Treasury Secretary Scott Bessent’s surprise plan to tamp down US borrowing costs by expanding bond buybacks may have sparked fierce debate about its ultimate effectiveness, but key market metrics and positioning show that it’s having an impact.

(4) Nvidia will deliver its quarterly earnings report on Wednesday, updating investors on the state of the AI industry’s massive data center expansion — and the company’s efforts to remain at the center of that frenzy.

(5) Meta and state attorneys general have discussed a possible mid-trial settlement of a blockbuster case accusing the company of deliberately designing Facebook and Instagram to addict teens, people familiar with the matter said.

(6) The images of thousands of people swimming into the Spanish territory of Ceuta from Morocco at the end of July were seen around the world. As politicians trade barbs in cities far away, Ceuta is still grappling with the real-life consequences of that day.

Podcast Conversation: Dolly Parton, the effervescent and glamorous “Queen of Country” who emerged from extreme poverty in rural Tennessee to become one of America’s most distinguished songwriters and wealthiest self-made women, has died. She was 80.

Your morning briefing. All the news you need to start your day. On today's podcast: (1) Iranian Foreign Minister Abbas Araghchi and his Omani counterpart Badr Albusaidi discussed an &ldquo;interim framework&rdquo; aimed at resuming shipping through the Strait of Hormuz, according to a joint statement carried by the Oman News Agency, as the two sides press ahead with long-running talks over navigation through the key waterway. (2) The Trump administration is discussing additional trade penalties against Canada after Prime Minister Mark Carney unveiled dollar-for-dollar retaliation to new tariffs imposed by the US on Saturday. (3) Treasury Secretary Scott Bessent&rsquo;s surprise plan to tamp down US borrowing costs by expanding bond buybacks may have sparked fierce debate about its ultimate effectiveness, but key market metrics and positioning show that it&rsquo;s having an impact. (4) Nvidia will deliver its quarterly earnings report on Wednesday, updating investors on the state of the AI industry&rsquo;s massive data center expansion &mdash; and the company&rsquo;s efforts to remain at the center of that frenzy. (5) Meta and state attorneys general have discussed a possible mid-trial settlement of a blockbuster case accusing the company of deliberately designing Facebook and Instagram to addict teens, people familiar with the matter said. (6) The images of thousands of people swimming into the Spanish territory of Ceuta from Morocco at the end of July were seen around the world. As politicians trade barbs in cities far away, Ceuta is still grappling with the real-life consequences of that day. Podcast Conversation: Dolly Parton, the effervescent and glamorous &ldquo;Queen of Country&rdquo; who emerged from extreme poverty in rural Tennessee to become one of America&rsquo;s most distinguished songwriters and wealthiest self-made women, <a href="https://www.bloomberg.com/news/articles/2026-08-25/dolly-parton-country-queen-who-sang-of-strong-women-dies-at-80">has died</a>. She was 80.

Hormuz Talks, A Trade War of Words, Ceuta's Aftermath

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0f6cedef-95d4-46f7-8da8-b4b2005e6635/transcript

Instant Reaction: Inflation Data

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