On today's podcast:

(1) The 30-year US Treasury yield touches 5% for the first time since 2007.

(2) Unstoppable bond yields crank up the pressure on equity markets around the world.

(3) Republican Kevin McCarthy is ousted as US House speaker by hardliners in his own party.

(4) Rishi Sunak seeks to put the Conservative party agenda back on track as HS2 dominates headlines. 

On today's podcast:
(1) The 30-year US Treasury yield touches 5% for the first time since 2007.
(2) Unstoppable bond yields crank up the pressure on equity markets around the world.
(3) Republican Kevin McCarthy is ousted as US House speaker by hardliners in his own party.
(4) Rishi Sunak seeks to put the Conservative party agenda back on track as HS2 dominates headlines.

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

UPDATE: A Global Bond Rout Shakes Markets

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e62a4948-2eab-453e-a05d-b091007f52f6/transcript

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

On today's podcast:

(1) A barrage of Iranian missiles and drones targeted at least five countries across the Middle East, prompting several governments to urge their citizens to take shelter, while Israel carried out a 12th wave of airstrikes on Tehran and the US suspended operations at its embassy in Kuwait. 

(2) The US has cleared the way for India to temporarily increase its purchases of Russian oil, reversing months of pressure on the world’s third-largest crude importer as an escalating conflict in the Persian Gulf upends energy flows.

(3) As Dubai residents sat on their balconies watching Iranian missiles being intercepted, London-based recruiter Ashwin Anil started getting calls and texts from prospective hires contemplating a move to the Gulf metropolis. Half of them were now having doubts. 

(4) For years, Europe has endured President Donald Trump’s complaints that it is a complacent continent hiding under America’s security umbrella. Now, as he launches the first open-ended military campaign of his presidency, its leaders find themselves holding something he still needs: their bases, airspace and strategic geography.

(5) US military forces are turning to a range of artificial intelligence tools to quickly manage enormous amounts of data for operations against Iran, according to US Central Command, highlighting the emerging technology’s growing role in warfare.

(6) Nvidia has long been the world’s AI kingmaker. Now, the Trump administration is considering taking a formal role in the industry that would include similarly sweeping powers.

Podcast Conversation: Hormuz Is the Hidden Risk to the AI Economy

Your morning briefing. All the news you need to start your day. On today's podcast: (1) A barrage of&nbsp;Iranian missiles&nbsp;and drones targeted at least five countries across the Middle East, prompting several governments to urge their citizens to take shelter, while Israel carried out a 12th wave of airstrikes on Tehran and the US suspended operations at its embassy in Kuwait.&nbsp; (2) The US has cleared the way for India to temporarily increase its purchases of Russian oil, reversing months of pressure on the world&rsquo;s third-largest crude importer as an escalating conflict in the Persian Gulf upends energy flows. (3) As Dubai residents sat on their balconies watching Iranian missiles being intercepted,&nbsp;London-based recruiter Ashwin Anil started&nbsp;getting calls and texts from prospective hires contemplating a move to the Gulf metropolis. Half of them&nbsp;were&nbsp;now having doubts.&nbsp; (4) For years, Europe has endured President Donald Trump&rsquo;s complaints that it is a complacent continent hiding under America&rsquo;s security umbrella. Now, as he launches the first open-ended military campaign of his presidency, its leaders find themselves holding something he still needs: their bases, airspace and strategic geography. (5) US military forces are turning to a range of artificial intelligence tools to quickly manage enormous amounts of data for operations against Iran, according to US Central Command, highlighting the emerging technology&rsquo;s growing role in warfare. (6) Nvidia has long been the world&rsquo;s AI kingmaker. Now, the Trump administration is considering taking a formal role in the industry that would include similarly sweeping powers. Podcast Conversation: Hormuz Is the Hidden Risk to the AI Economy

Iran Attacks Sweep Gulf, US OK’s Russia-India Oil, Dubai Braces For Fallout

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ca7c89c5-11b5-476e-b703-b405006d0e0e/transcript

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

On today's podcast:

(1) President Donald Trump expressed confidence in the US military campaign against Iran even as the timeline for operations remained deeply unclear on the fifth day of the Middle East war.

(2) Real change in Iran will require a sustained US military focus in the Middle East that could wear down US weapons stockpiles and leave it vulnerable to attacks from other adversaries such as Russia and China, former Secretary of State Antony Blinken said.

(3) Oil extended gains as the US and Israeli war against Iran disrupted crude flows to key importers, with the combatants vowing to press on with the conflict and top importer China seeking to conserve fuel.

(4) The financial and logistical troubles the Iran war is causing for the global aviation industry are compounding by the day, with the number of canceled flights to Middle East hubs surpassing 23,000 since fighting began.

(5) China set its most modest growth target since 1991, a tacit acknowledgment that the model powering the country’s economic rise is showing strains.

(6) Anthropic chief Dario Amodei has resumed discussions with the Pentagon about the way its AI models are used by the US military, raising the possibility that the two sides can resolve a feud that’s transfixed Silicon Valley.

Podcast Conversation: Billionaire Sitting On 16,000 Kilos of Gold Says Price Will Rise

Your morning briefing. All the news you need to start your day. On today's podcast: (1) President Donald Trump expressed confidence in the US military campaign against Iran even as the timeline for operations remained deeply unclear on the fifth day of the Middle East war. (2) Real change in Iran will require a sustained US military focus in the Middle East that could wear down US weapons stockpiles and leave it vulnerable to attacks from other adversaries such as Russia and China, former Secretary of State Antony Blinken said. (3) Oil extended gains as the US and Israeli war against Iran disrupted crude flows to key importers, with the combatants vowing to press on with the conflict and top importer China seeking to conserve fuel. (4) The financial and logistical troubles the Iran war is causing for the global aviation industry are compounding by the day, with the number of canceled flights to Middle East hubs surpassing 23,000 since fighting began. (5) China set its most modest growth target since 1991, a tacit acknowledgment that the model powering the country&rsquo;s economic rise is showing strains. (6) Anthropic chief Dario Amodei has resumed discussions with the Pentagon about the way its AI models are used by the US military, raising the possibility that the two sides can resolve a feud that&rsquo;s transfixed Silicon Valley. Podcast Conversation: <a href="https://www.bloomberg.com/news/articles/2026-03-05/indian-jewelry-billionaire-joy-alukkas-sees-further-rise-in-gold-price-xau-usd">Billionaire Sitting On 16,000 Kilos of Gold Says Price Will Rise</a>

Chaotic War Endgame Fear, Iran Drone-Missile Math, China Lowers Growth Target

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4714663b-1d84-42c6-b55a-b4040084b471/transcript

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

On today's podcast:

(1) The US-Israeli war against Iran shows no signs of easing this morning as more countries face being drawn into the conflict in the Middle East.

(2) President Donald Trump’s war with Iran threatens to deal a severe blow to a global economy still grappling with the impact of his historic tariff hike. For Europe, sustained higher energy prices would take the economy to the brink of recession.

(3) Chancellor of the Exchequer Rachel Reeves said the UK shouldn’t sacrifice its principles for more favorable trading terms with the US, as she stood by the government’s decision to withhold British backup for the American-Israeli assault on Iran.

(4) Donald Trump said he will “cut off all trade with Spain” after the country denied access to its military bases for his bombing campaign against Iran, spurring a sharp rebuke from Madrid that the US president must respect international trade agreements.

(5) German Chancellor Friedrich Merz said he intended to discuss with President Donald Trump the next steps in the war on Iran amid questions about the US administration’s endgame after it launched strikes on the Islamic Republic.

(6) Europe has found itself pulled into another war, scrambling to protect Cyprus at a moment of weakness.

Podcast Conversation: ‘OK, Time to Go’: Cabs, Cash and Twisted Routes to Escape Dubai

Your morning briefing. All the news you need to start your day. On today's podcast: (1) The US-Israeli war against Iran shows no signs of easing this morning as more countries face being drawn into the conflict in the Middle East. (2) President Donald Trump&rsquo;s war with Iran threatens to deal a severe blow to a global economy still grappling with the impact of his historic tariff hike. For Europe, <a href="https://www.bloomberg.com/news/features/2026-03-03/iran-war-oil-price-surge-put-global-economic-recovery-at-risk?itm_source=record&amp;itm_campaign=War_With_Iran&amp;itm_content=Oil_Shock_Risk-2">sustained higher energy prices would take the economy to the brink of recession</a>. (3) Chancellor of the Exchequer Rachel Reeves said the UK shouldn&rsquo;t sacrifice its principles for more favorable trading terms with the US, as she stood by the government&rsquo;s decision to withhold British backup for the American-Israeli assault on Iran. (4) Donald Trump said he will &ldquo;cut off all trade with Spain&rdquo; after the country denied access to its military bases for his bombing campaign against Iran, spurring a sharp rebuke from Madrid that the US president must respect international trade agreements. (5) German Chancellor Friedrich Merz said he intended to discuss with President Donald Trump the next steps in the war on Iran amid questions about the US administration&rsquo;s endgame after it launched strikes on the Islamic Republic. (6) Europe has found itself pulled into another war, scrambling to protect Cyprus at a moment of weakness. Podcast Conversation: <a href="https://www.bloomberg.com/news/articles/2026-03-03/-ok-time-to-go-cabs-cash-and-twisted-routes-to-escape-dubai">&lsquo;OK, Time to Go&rsquo;: Cabs, Cash and Twisted Routes to Escape Dubai</a>

Iran War Missile Waves, Oil Escort ‘Sitting Ducks’, US-Europe Ties Splinter

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9abedbd4-d4c7-4571-95fe-b403006e1a0c/transcript

UPDATE: A Global Bond Rout Shakes Markets

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