Marker 01

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

On today's podcast:
(1) Morgan Stanley tells Bill Dudley he's wrong about the bond market as the yield curve inverts further.

(2) The BoE's new policy maker says rates may need to remain permanently elevated.

(3) Instagram gets set to launch its Twitter rival Threads app later this week.

(4) The CEO of Watchfinder tells us even the experts now struggle to spot some counterfeit timepieces.  

Your morning briefing, the business news you need in just 15 minutes.
On today's podcast: (1) Morgan Stanley tells Bill Dudley he's wrong about the bond market as the yield curve inverts further.
(2) The BoE's new policy maker says rates may need to remain permanently elevated.
(3) Instagram gets set to launch its Twitter rival Threads app later this week.
(4) The CEO of Watchfinder tells us even the experts now struggle to spot some counterfeit timepieces.

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

Yield Curve Inversion & Fake Rolex Watches On The Rise

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/bfbe6d39-a7fb-4162-b621-b0350059a2b6/transcript

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

On today's podcast:

(1) The US equity market is in bubble territory, with metrics such as the Shiller cyclically adjusted price-to-earnings ratio, the real equity risk premium, and the Buffett Indicator pointing to overvaluation.

(2) Anthropic expects to match or beat the size of SpaceX’s record-setting initial public offering, according to people familiar with the matter, in the latest sign of overwhelming demand from investors looking to profit from the artificial intelligence boom.

(3) Treasury Secretary Scott Bessent said that he’s prepared to expand efforts to buy back costlier debt and that the administration will be unveiling a new fiscal initiative to address the highest borrowing costs in year

(4) Oil headed for a substantial weekly gain, as a US push to isolate Iran’s economy raised the specter of further market disruption.

(5) France’s fiscal deficit would widen by at least 0.5% of economic output if political divisions prevent the adoption of a 2027 budget before presidential elections, the state’s finance auditing body cautioned.

(6) British consumers are more confident than at any point since Labour took power two years ago, further evidence that the national mood has improved since Andy Burnham took over as prime minister in July.

Podcast Conversation: How Dachshunds  Became One of the World's Hottest Breeds

Your morning briefing. All the news you need to start your day. On today's podcast: (1) The US equity market is in bubble territory, with metrics such as the Shiller cyclically adjusted price-to-earnings ratio, the real equity risk premium, and the Buffett Indicator pointing to overvaluation. (2) Anthropic expects to match or beat the size of SpaceX&rsquo;s record-setting initial public offering, according to people familiar with the matter, in the latest sign of overwhelming demand from investors looking to profit from the artificial intelligence boom. (3) Treasury Secretary Scott Bessent said that he&rsquo;s prepared to expand efforts to buy back costlier debt and that the administration will be unveiling a new fiscal initiative to address the highest borrowing costs in year (4) Oil headed for a substantial weekly gain, as a US push to isolate Iran&rsquo;s economy raised the specter of further market disruption. (5) France&rsquo;s fiscal deficit would widen by at least 0.5% of economic output if political divisions prevent the adoption of a 2027 budget before presidential elections, the state&rsquo;s finance auditing body cautioned. (6) British consumers are more confident than at any point since Labour took power two years ago, further evidence that the national mood has improved since Andy Burnham took over as prime minister in July. Podcast Conversation: <a href="https://www.bloomberg.com/news/features/2026-08-21/why-dachshunds-are-becoming-one-of-the-world-s-most-popular-dog-breeds" data-destination="https://www.bloomberg.com/news/features/2026-08-21/why-dachshunds-are-becoming-one-of-the-world-s-most-popular-dog-breeds">How Dachshunds&nbsp; Became One of the World's Hottest Breeds</a>

Stock Bubble Warning, France Deficit Blowout Risk, Poland’s $1T Problem

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1fcaa3c4-5dd6-4add-b687-b4ad005e0543/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

Yield Curve Inversion & Fake Rolex Watches On The Rise

In 1 playlist(s)

Bloomberg Daybreak: Europe Edition

Social links

Follow podcast

Recent clips