Global stock markets tumbled as concerns about a US economic slowdown intensified. Traders ramped up bets that the Federal Reserve will step in with an emergency interest rate cut. For instant reaction to this selloff, and how Fed officials will respond, Bloomberg's Nathan Hager speaks with Veronica Clark, US Economist at Citigroup.

Global stock markets tumbled as concerns about a US economic slowdown intensified. Traders ramped up bets that the Federal Reserve will step in with an emergency interest rate cut. For instant reaction to this selloff, and how Fed officials will respond, Bloomberg's Nathan Hager speaks with Veronica Clark, US Economist at Citigroup.

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: Will the Fed Cut Quicker After This Selloff?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f837738c-69d8-4c65-9c77-b1c300bce9d4/transcript

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

On today's podcast:

(1) Iran stepped up attacks on energy infrastructure around the Persian Gulf and set a massive gas field ablaze, adding more pressure to an increasingly fraught global fuel supply situation.

(2) President Donald Trump reiterated his appeals for other nations to help secure the Strait of Hormuz, saying Iran was nearly obliterated even as the war keeps roiling oil markets and global shipping.

(3) President Donald Trump requested a delay to his summit with Chinese leader Xi Jinping for about a month, saying it was important for him to remain in Washington to oversee the Iran war.

(4) European natural gas prices will be a whopping 40% higher than previously projected for 2026 and will stay elevated through 2027 as the Iran war and closure of the Strait of Hormuz set off a supply shortfall, according to a report from HSBC.

(5) Default rates in direct lending will climb to 8% as advances in artificial intelligence continue to disrupt the software industry, according to Morgan Stanley.

(6) Nvidia Chief Executive Officer Jensen Huang, addressing crowds at the company’s biggest annual event, unveiled a variety of new products while predicting that its flagship AI processors would help generate $1 trillion in sales through 2027.

Podcast Conversation: Ireland Woos Trump in St. Patrick’s Day Charm Offensive

Your morning briefing. All the news you need to start your day. On today's podcast: (1) Iran stepped up attacks on energy infrastructure around the Persian Gulf and set a massive gas field ablaze, adding more pressure to an increasingly fraught global fuel supply situation. (2) President Donald Trump reiterated his appeals for other nations to help secure the Strait of Hormuz, saying Iran was nearly obliterated even as the war keeps roiling oil markets and global shipping. (3) President Donald Trump requested a delay to his summit with Chinese leader Xi Jinping for about a month, saying it was important for him to remain in Washington to oversee the Iran war. (4) European natural gas prices will be a whopping 40% higher than previously projected for 2026 and will stay elevated through 2027 as the Iran war and closure of the Strait of Hormuz set off a supply shortfall, according to a report from HSBC. (5) Default rates in direct lending will climb to 8% as advances in artificial intelligence continue to disrupt the software industry, according to Morgan Stanley. (6) Nvidia Chief Executive Officer Jensen Huang, addressing crowds at the company&rsquo;s biggest annual event, unveiled a variety of new products while predicting that its flagship AI processors would help generate $1 trillion in sales through 2027. Podcast Conversation: <a href="https://www.bloomberg.com/news/articles/2026-03-17/ireland-woos-trump-in-st-patrick-s-day-charm-offensive">Ireland Woos Trump in St. Patrick&rsquo;s Day Charm Offensive</a>

Iran Bombs Energy Supplies, Nvidia'a $1T AI Forecast, Market Complacency

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5eac41e7-d39a-4293-9989-b410006e7500/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

Instant Reaction: Will the Fed Cut Quicker After This Selloff?

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