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 and Iran are considering a two-week ceasefire extension to allow more time to negotiate a peace deal, according to a person familiar with the matter, reducing the risk of renewed fighting despite an intensifying standoff over the Strait of Hormuz.

(2) China’s economic growth rebounded more than expected in the first quarter of 2026, suggesting limited spillovers so far from the war in Iran but revealing few signs of turnaround in weak consumer spending.

(3) Policymakers at the European Central Bank are leaning toward keeping interest rates unchanged this month, postponing their verdict on whether the fallout of the Iran war warrants a response, according to people familiar with the debate.

(4) European wealth hubs are seeing wealthy individuals moving assets into the region in response to the conflict in the Middle East, according to Pictet Group’s Laurent Ramsey.

(5) The EU’s efforts to rein in big tech took another step today as it announced a new age-verification app to keep children safe online.

Podcast Conversation: New Grads Bring AI Fluency, and Dependency, Into the Workplace

Your morning briefing. All the news you need to start your day. On today's podcast: (1) The US and Iran are considering a two-week ceasefire extension to allow more time to negotiate a peace deal, according to a person familiar with the matter, reducing the risk of renewed fighting despite an intensifying standoff over the Strait of Hormuz. (2) China&rsquo;s economic growth rebounded more than expected in the first quarter of 2026, suggesting limited spillovers so far from the war in Iran but revealing few signs of turnaround in weak consumer spending. (3) Policymakers at the European Central Bank are leaning toward keeping interest rates unchanged this month, postponing their verdict on whether the fallout of the Iran war warrants a response, according to people familiar with the debate. (4) European wealth hubs are seeing wealthy individuals moving assets into the region in response to the conflict in the Middle East, according to Pictet Group&rsquo;s Laurent Ramsey. (5) The EU&rsquo;s efforts to rein in big tech took another step today as it announced a new age-verification app to keep children safe online. Podcast Conversation: <a href="https://news.bloombergtax.com/daily-tax-report-international/new-grads-bring-ai-fluency-and-dependency-into-the-workplace" data-destination="https://news.bloombergtax.com/daily-tax-report-international/new-grads-bring-ai-fluency-and-dependency-into-the-workplace">New Grads Bring AI Fluency, and Dependency, Into the Workplace</a>

Stocks Surge On Talks Hope, Europe Social Media Curbs, Spain’s $90B Data Center Pain

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1e3ef4ae-4f46-4a09-8cd4-b42e005cd24d/transcript

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

On today's podcast:

(1) The US and Iran are looking to arrange a second round of peace talks in the coming days as a standoff in the Strait of Hormuz worsens a global energy crisis and complicates diplomatic prospects.

(2) President Christine Lagarde said higher energy costs have pushed the euro zone away from the European Central Bank’s base-case outlook, though not enough yet to warrant leaning toward raising interest rates.

(3) Britain will suffer the biggest economic shock from the Iran war of any major advanced economy and struggle to cushion the blow through either interest rate cuts or state support, according to the International Monetary Fund.

(4) UK Prime Minister Keir Starmer and his Dutch counterpart Rob Jetten met energy leaders to discuss cooperation in the North Sea as the war in the Middle East disrupts global supplies.

(5) President Donald Trump’s tariffs may be restored by July to the levels in place before the Supreme Court struck down many of his levies, Treasury Secretary Scott Bessent said.

(6) Artificial intelligence-driven chatbots are giving users problematic medical advice about half the time, according to a new study, highlighting the health risks of the technology that’s becoming increasingly integral in day-to-day life.

Podcast Conversation: Diplomacy on Ice - Finland’s president is in Canada for talks on Arctic security and regional tensions. But the lighter moment getting attention was both leaders hitting the ice with the Ottawa Charge hockey team. For more on Carney's 'Middle Powers' push listen to this episode of the Here's Why podcast

Your morning briefing. All the news you need to start your day. On today's podcast: (1) The US and Iran are looking to arrange a second round of peace talks in the coming days as a standoff in the Strait of Hormuz worsens a global energy crisis and complicates diplomatic prospects. (2) President Christine Lagarde said higher energy costs have pushed the euro zone away from the European Central Bank&rsquo;s base-case outlook, though not enough yet to warrant leaning toward raising interest rates. (3) Britain will suffer the biggest economic shock from the Iran war of any major advanced economy and struggle to cushion the blow through either interest rate cuts or state support, according to the International Monetary Fund. (4) UK Prime Minister Keir Starmer and his Dutch counterpart Rob Jetten met energy leaders to discuss cooperation in the North Sea as the war in the Middle East disrupts global supplies. (5) President Donald Trump&rsquo;s tariffs may be restored by July to the levels in place before the Supreme Court struck down many of his levies, Treasury Secretary Scott Bessent said. (6) Artificial intelligence-driven chatbots are giving users problematic medical advice about half the time, according to a new study, highlighting the health risks of the technology that&rsquo;s becoming increasingly integral in day-to-day life. Podcast Conversation: Diplomacy on Ice - Finland&rsquo;s president is in Canada for talks on Arctic security and regional tensions. But the lighter moment getting attention was both leaders hitting the ice with the Ottawa Charge hockey team. For more on Carney's 'Middle Powers' push listen <a href="https://podcasts.apple.com/ee/podcast/heres-why-canada-is-pushing-an-alternative-to-trumps-world/id1479610314?i=1000749584003" data-destination="https://podcasts.apple.com/ee/podcast/heres-why-canada-is-pushing-an-alternative-to-trumps-world/id1479610314?i=1000749584003">to this episode of the Here's Why podcast</a>

Europe Economy War Pain, US Tariffs Coming Back, Flawed AI Medical Advice

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2856c81b-ac62-46a9-b4d0-b42d005f88d3/transcript

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

On today's podcast:

(1) President Donald Trump began a US naval blockade of the Strait of Hormuz, a move intended to raise pressure on Tehran, even as the two countries weigh another round of talks to secure a longer-term ceasefire.

(2) HSBC Chief Executive Officer Georges Elhedery said the conflict in the Middle East and broader “uncertainties” are beginning to dent client confidence as investors navigate an increasingly volatile global landscape.

(3) Italian Prime Minister Giorgia Meloni called Donald Trump’s tirade against Pope Leo XIV “unacceptable,” exposing a growing rift with the US leader over his war on Iran.

(4) Sales at LVMH’s biggest division fell at the start of this year as the war in the Middle East crimped demand for Louis Vuitton and Dior products.

(5) Hungary’s next leader Peter Magyar said he won’t stand in the way of Ukraine receiving a €90 billion ($105 billion) loan from the European Union that was blocked by the outgoing Prime Minister Viktor Orban.

(6) A Ukrainian war hero is taking President Zelenskiy's office in a new direction, and might offer a glimpse of Ukraine’s political future.

Podcast Conversation: Is the Pope American? No, He's Catholic

Your morning briefing. All the news you need to start your day. On today's podcast: (1) President Donald Trump began a US naval blockade of the Strait of Hormuz, a move intended to raise pressure on Tehran, even as the two countries weigh another round of talks to secure a longer-term ceasefire. (2) HSBC Chief Executive Officer Georges Elhedery said the conflict in the Middle East and broader &ldquo;uncertainties&rdquo; are beginning to dent client confidence as investors navigate an increasingly volatile global landscape. (3) Italian Prime Minister Giorgia Meloni called Donald Trump&rsquo;s tirade against Pope Leo XIV &ldquo;unacceptable,&rdquo; exposing a growing rift with the US leader over his war on Iran. (4) Sales at LVMH&rsquo;s biggest division fell at the start of this year as the war in the Middle East crimped demand for Louis Vuitton and Dior products. (5) Hungary&rsquo;s next leader Peter Magyar said he won&rsquo;t stand in the way of Ukraine receiving a &euro;90 billion ($105 billion) loan from the European Union that was blocked by the outgoing Prime Minister Viktor Orban. (6) A Ukrainian war hero is <a href="https://www.bloomberg.com/news/articles/2026-04-14/ukraine-zelenskiy-s-new-chief-aide-budanov-is-on-the-rise">taking President Zelenskiy's office in a new directio</a>n, and might offer a glimpse of Ukraine&rsquo;s political future. Podcast Conversation: <a href="https://www.bloomberg.com/opinion/articles/2026-04-13/trump-versus-the-pope-the-hearts-and-minds-and-votes-of-catholics">Is the Pope American? No, He's Catholic</a>

‘Economic Terrorism’ Warning, Trump Vs The Pope, Ukraine’s Power Broker

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8a0a103f-c05c-4f7c-a80f-b42c0060e4e8/transcript

Yield Curve Inversion & Fake Rolex Watches On The Rise

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