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

On today's podcast:

(1) A frenzied day of earnings reports offered a glimpse at how some of the world’s biggest tech companies are doing in artificial intelligence. The upshot: Alphabet Inc.’s Google is seeing a clear payoff from its AI spending, while Meta Platforms Inc. is lagging behind.

(2) Brent oil rallied to a wartime high after Axios reported that US President Donald Trump is set to receive a briefing on new military options for action in Iran, signalling the potential for fresh escalation in the Middle East.

(3) President Donald Trump said the US is reviewing its troop levels in Germany and will decide soon whether to reduce that number, escalating tensions with a top NATO ally over the war in Iran.

(4) Federal Reserve officials left interest rates unchanged, but revealed a deepening division over the outlook for policy amid increased uncertainty caused by the conflict in the Middle East.

(5) The Bank of England is likely to keep interest rates on hold on Thursday as policymakers play for time amid the febrile standoff between the US and Iran.

(6) Standard Chartered posted record first-quarter earnings that surged past analyst estimates, as record wealth inflows offset precautionary charges linked to escalating tensions in the Middle East.

Podcast Conversation: Rolex, Cartier Court Gen Z Buyers With Shift to Smaller Watches

Your morning briefing. All the news you need to start your day. On today's podcast: (1) A frenzied day of earnings reports offered a glimpse at how some of the world&rsquo;s biggest tech companies are doing in artificial intelligence. The upshot: Alphabet Inc.&rsquo;s Google is seeing a clear payoff from its AI spending, while Meta Platforms Inc. is lagging behind. (2) Brent oil rallied to a wartime high after Axios reported that US President Donald Trump is set to receive a briefing on new military options for action in Iran, signalling the potential for fresh escalation in the Middle East. (3) President Donald Trump said the US is reviewing its troop levels in Germany and will decide soon whether to reduce that number, escalating tensions with a top NATO ally over the war in Iran. (4) Federal Reserve officials left interest rates unchanged, but revealed a deepening division over the outlook for policy amid increased uncertainty caused by the conflict in the Middle East. (5) The Bank of England is likely to keep interest rates on hold on Thursday as policymakers play for time amid the febrile standoff between the US and Iran. (6) Standard Chartered posted record first-quarter earnings that surged past analyst estimates, as record wealth inflows offset precautionary charges linked to escalating tensions in the Middle East. Podcast Conversation: <a href="https://www.bloomberg.com/news/features/2026-04-29/rolex-cartier-court-gen-z-buyers-with-shift-to-smaller-grandma-watches" data-destination="https://www.bloomberg.com/news/features/2026-04-29/rolex-cartier-court-gen-z-buyers-with-shift-to-smaller-grandma-watches">Rolex, Cartier Court Gen Z Buyers With Shift to Smaller Watches</a>

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

Oil Spikes On War Threat, Powell To Stay At Fed, AI Winners & Losers

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9311fe8b-65b4-4712-817f-b43c005dce87/transcript