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Your morning briefing. The news you need in just 15 minutes.

On today's podcast:

(1) JP Morgan CEO Jamie Dimon tells Bloomberg a soft landing is possible, but warns of risks from Ukraine & China.

(2) President Xi Jinping says China needs to overcome "comprehensive containment and suppression" led by the US.

(3) The US is moving closer to restricting access to the Chinese video-sharing app TikTok.

(4) Goldman's golden goose trader, Joe Montesano, says he's leaving to take a break. 

Your morning briefing. The news you need in just 15 minutes.
On today's podcast:
(1) JP Morgan CEO Jamie Dimon tells Bloomberg a soft landing is possible, but warns of risks from Ukraine &amp; China.
(2) President Xi Jinping says China needs to overcome "comprehensive containment and suppression" led by the US.
(3) The US is moving closer to restricting access to the Chinese video-sharing app TikTok.
(4) Goldman's golden goose trader, Joe Montesano, says he's leaving to take a break.

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

JP Morgan's CEO Speaks To Bloomberg And TikTok On Borrowed Time

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0a8a0c4a-de62-4244-b42b-afbe006c8222/transcript

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

On today's podcast:

(1) A spate of compelling releases at budget prices have made China the frontrunner in the race for global adoption.

(2) China is using new legal powers to block European Union scrutiny of alleged state support for its companies, adding friction ahead of an October deadline to resolve outstanding trade disputes.

(3) JPMorgan strategists warned that markets may view the US Treasury’s surprise effort to curb long-term borrowing costs as lacking credibility, potentially pushing up the term premium and yields over time.

(4) Total US public debt surpassed $40 trillion for the first time, and has now surged by a third in less than five years, as US lawmakers continue to shrug off calls to contend with historically wide fiscal deficits.

(5) The UK’s Green Party has said it wants to apply a 38% windfall tax on banks, adding to the pressure from the left on Prime Minister Andy Burnham to target the City of London.

(6) The Duke and Duchess of Sussex are planning to move back to the UK, BBC News understands.

Podcast Conversation: Apple Must Heed Lessons of Meta’s ‘Pervert’ Glasses: Dave Lee

Your morning briefing. All the news you need to start your day. On today's podcast: (1) A spate of compelling releases at budget prices have made China the frontrunner in the race for global adoption. (2) China is using new legal powers to block European Union scrutiny of alleged state support for its companies, adding friction ahead of an October deadline to resolve outstanding trade disputes. (3) JPMorgan strategists warned that markets may view the US Treasury&rsquo;s surprise effort to curb long-term borrowing costs as lacking credibility, potentially pushing up the term premium and yields over time. (4) Total US public debt surpassed $40 trillion for the first time, and has now surged by a third in less than five years, as US lawmakers continue to shrug off calls to contend with historically wide fiscal deficits. (5) The UK&rsquo;s Green Party has said it wants to apply a 38% windfall tax on banks, adding to the pressure from the left on Prime Minister Andy Burnham to target the City of London. (6) The Duke and Duchess of Sussex are planning to move back to the UK, BBC News understands. Podcast Conversation: <a href="https://www.bloomberg.com/opinion/articles/2026-08-19/apple-must-heed-the-lessons-of-meta-s-pervert-glasses">Apple Must Heed Lessons of Meta&rsquo;s &lsquo;Pervert&rsquo;&nbsp;Glasses: Dave Lee</a>

China’s Cheap AI Edge, Bessent’s High-Stakes Fix, Iran ‘Economic Warfare’

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2510e41d-e85e-4c5a-95bd-b4ac005f9772/transcript

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

On today's podcast:

(1) A global selloff in semiconductor stocks deepened as investors retreated from one of the year’s hottest trades amid elevated bond yields and geopolitical uncertainty. Treasuries gained modestly following recent losses.

(2) US President Donald Trump insisted Tuesday that there were no talks ongoing with Iran, leaving the simmering conflict in the Middle East and control of the Strait of Hormuz stuck in limbo.

(3) The Trump administration delayed 50% tariffs on billions of dollars of Canadian products for three days, saying the two sides had reached a tentative agreement to resolve a broader trade dispute that had plunged relations to a fresh low.

(4) Swiss voters are set to reject an initiative to strengthen the country’s neutrality in a ballot next month that Russia has tried to sway with jibes about the country’s actions during World War II.

(5) Rising temperatures in the ocean now have the potential to cause intense storms in Europe later this year, according to new research.

(6) A high-ranking FIFA council member has withdrawn his support for Gianni Infantino, citing the dismissal of fellow executive Kevin Lamour as the “final straw.”

(7) Investors are throwing their support behind Ukraine and pocketing some of the most lucrative gains in bond markets.

Podcast Conversation: LinkedIn Users Are Rewriting the Past to Land Jobs

Your morning briefing. All the news you need to start your day. On today's podcast: (1) A global selloff in semiconductor stocks deepened as investors retreated from one of the year&rsquo;s hottest trades amid elevated bond yields and geopolitical uncertainty. Treasuries gained modestly following recent losses. (2) US President Donald Trump insisted Tuesday that there were no talks ongoing with Iran, leaving the simmering conflict in the Middle East and control of the Strait of Hormuz stuck in limbo. (3) The Trump administration delayed 50% tariffs on billions of dollars of Canadian products for three days, saying the two sides had reached a tentative agreement to resolve a broader trade dispute that had plunged relations to a fresh low. (4) Swiss voters are set to reject an initiative to strengthen the country&rsquo;s neutrality in a ballot next month that Russia has tried to sway with jibes about the country&rsquo;s actions during World War II. (5) Rising temperatures in the ocean now have the potential to cause intense storms in Europe later this year, according to new research. (6) A high-ranking FIFA council member has withdrawn his support for Gianni Infantino, citing the dismissal of fellow executive Kevin Lamour as the &ldquo;final straw.&rdquo; (7) Investors are throwing their support behind Ukraine and pocketing some of the most lucrative gains in bond markets. Podcast Conversation: <a href="https://www.bloomberg.com/opinion/articles/2026-08-18/linkedin-profile-revisions-are-their-own-form-of-job-market-data">LinkedIn Users Are Rewriting the Past to Land Jobs</a>

‘AI Tentacle’ Market Risk, Swiss Neutrality Vote, 150% Bond Return

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/da93ec71-4c03-4a1f-8fcb-b4ab005f69f6/transcript

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

On today's podcast:

(1) Longer-maturity bonds are at the epicenter of investor angst about everything from inflation to the debt-laden artificial-intelligence boom — and governments are paying the price.

(2) The prospects for peace in the Middle East suffered a fresh setback, with President Donald Trump saying he’s not interested in extending the expiring agreement with Iran and tensions flaring anew in the Strait of Hormuz.

(3) Russia’s hybrid war in Europe has already begun, Latvian President Edgars Rinkevics said, following warnings of Moscow’s attempts to intimidate nations supporting Ukraine.

(4) China’s economy showed across-the-board weakness in July and growth likely slipped further below the government’s annual target, sparking a call from Premier Li Qiang on officials to ramp up supportive measures.

(5) Meta Platforms is headed to court Tuesday for a high-stakes showdown with a coalition of state attorneys general over claims that the company deliberately designed Facebook and Instagram to encourage compulsive use among young users.

(6) Anthropic is on track to generate annualized revenue of more than $65 billion based on its current performance, according to people familiar with the matter, up more than sevenfold from its pace at the end of last year.

(7) Mike Ashley's Frasers Group has built a real estate empire and now owns around 8 million square feet of retail park and shopping center space, part of what the company’s CEO Michael Murray said is a 16 million-square-foot portfolio worth £2 billion.

Podcast Conversation: America Has More Money, Europe Has Better Manners

Your morning briefing. All the news you need to start your day. On today's podcast: (1) Longer-maturity bonds are at the epicenter of investor angst about everything from inflation to the debt-laden artificial-intelligence boom &mdash; and governments are paying the price. (2) The prospects for peace in the Middle East suffered a fresh setback, with President Donald Trump saying he&rsquo;s not interested in extending the expiring agreement with Iran and tensions flaring anew in the Strait of Hormuz. (3) Russia&rsquo;s hybrid war in Europe has already begun, Latvian President Edgars Rinkevics said, following warnings of Moscow&rsquo;s attempts to intimidate nations supporting Ukraine. (4) China&rsquo;s economy showed across-the-board weakness in July and growth likely slipped further below the government&rsquo;s annual target, sparking a call from Premier Li Qiang on officials to ramp up supportive measures. (5) Meta Platforms is headed to court Tuesday for a high-stakes showdown with a coalition of state attorneys general over claims that the company deliberately designed Facebook and Instagram to encourage compulsive use among young users. (6) Anthropic is on track to generate annualized revenue of more than $65 billion based on its current performance, according to people familiar with the matter, up more than sevenfold from its pace at the end of last year. (7) Mike Ashley's Frasers Group has built a real estate empire and now owns around 8 million square feet of retail park and shopping center space, part of what the company&rsquo;s CEO Michael Murray said is a 16 million-square-foot portfolio worth &pound;2 billion. Podcast Conversation: <a href="https://www.bloomberg.com/opinion/articles/2026-08-15/america-is-the-best-place-to-get-rich-europe-is-best-to-be-rich">America Has More Money, Europe Has Better Manners</a>

Global Bond Rout, Meta’s Trillion-Dollar Threat, Mike Ashley's Property Empire

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a9f1e9ea-1512-49d2-89ae-b4aa005d45d8/transcript

JP Morgan's CEO Speaks To Bloomberg And TikTok On Borrowed Time

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