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) The yield on 30-year US government bonds climbed back to levels seen just before Treasury Secretary Scott Bessent expanded a buyback program in an effort to contain long-term borrowing costs.

(2) UK Prime Minister Andy Burnham was confronted by the harsh reality of Britain’s weak public finances on his return to parliament on Tuesday as the global selloff in government bonds left him facing a £12 billion problem

(3) The conflict between the US and Iran escalated sharply, with American forces carrying out a fresh wave of strikes and Iran saying it had retaliated.

(4) Treasury Secretary Scott Bessent said China prevented the Group of 20 from issuing a joint communique after a gathering of finance and central bank chiefs this week due to a dispute over its giant trade surplus.

(5) Nvidia is in advanced talks to acquire artificial intelligence startup Hugging Face in a transaction that may total about $14 billion, according to people familiar with the matter. 

Podcast Conversation: Dyson Debuts $499 AI-Powered Toothbrush With a Built-In Camera

Your morning briefing. All the news you need to start your day. On today's podcast: (1) The yield on 30-year US government bonds climbed back to levels seen just before Treasury Secretary Scott Bessent expanded a buyback program in an effort to contain long-term borrowing costs. (2) UK Prime Minister Andy Burnham was confronted by the harsh reality of Britain&rsquo;s weak public finances on his return to parliament on Tuesday as the global selloff in government bonds left him facing a &pound;12 billion problem (3) The conflict between the US and Iran escalated sharply, with American forces carrying out a fresh wave of strikes and Iran saying it had retaliated. (4) Treasury Secretary Scott Bessent said China prevented the Group of 20 from issuing a joint communique after a gathering of finance and central bank chiefs this week due to a dispute over its giant trade surplus. (5) Nvidia is in advanced talks to acquire artificial intelligence startup Hugging Face in a transaction that may total about $14 billion, according to people familiar with the matter. Podcast Conversation: <a href="https://www.bloomberg.com/news/articles/2026-09-01/dyson-announces-499-camerajet-smart-toothbrush-with-ai-built-in-camera" data-destination="https://www.bloomberg.com/news/articles/2026-09-01/dyson-announces-499-camerajet-smart-toothbrush-with-ai-built-in-camera">Dyson Debuts $499 AI-Powered Toothbrush With a Built-In Camera</a>

Bessent's Gains Wiped Out, Gilts Lead Global Selloff, Putting AI in Your Mouth

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/aa8f2282-ffeb-4a6a-a321-b4b9005c0cce/transcript

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

On today's podcast:

(1) US Army Secretary Dan Driscoll is stepping down after repeated clashes with his boss, Pete Hegseth, leaving the service without several top leaders even as the conflict with Iran continues.

(2) Shein struggled in its Hong Kong debut after a years-long process to an initial public offering that eventually valued the company at a fraction of what it was once worth and still left investors questioning its value as consumer play.

(3) US Treasury Secretary Scott Bessent told Japanese Finance Minister Satsuki Katayama and Bank of Japan Governor Kazuo Ueda that the Asian country’s next step should be to raise interest rates, NHK reports, citing an interview with a US official.

(4) Anthropic agreed to a $35 billion computing deal with Lambda, a cloud provider backed by Nvidia , part of an effort to quickly expand its AI capacity, according to a person familiar with the matter.

(5) Superstar Lionel Messi announced his retirement from Argentina’s national team after more than two decades, marking the end of an era for the football-obsessed South American nation.

Podcast Conversation: US Economy Needs Clusters Like Silicon Valley: Allison Schrager

Your morning briefing. All the news you need to start your day. On today's podcast: (1) US Army Secretary Dan Driscoll is stepping down after repeated clashes with his boss, Pete Hegseth, leaving the service without several top leaders even as the conflict with Iran continues. (2) Shein struggled in its Hong Kong debut after a years-long process to an initial public offering that eventually valued the company at a fraction of what it was once worth and still left investors questioning its value as consumer play. (3) US Treasury Secretary Scott Bessent told Japanese Finance Minister Satsuki Katayama and Bank of Japan Governor Kazuo Ueda that the Asian country&rsquo;s next step should be to raise interest rates, NHK reports, citing an interview with a US official. (4) Anthropic agreed to a $35 billion computing deal with Lambda, a cloud provider backed by Nvidia , part of an effort to quickly expand its AI capacity, according to a person familiar with the matter. (5) Superstar Lionel Messi announced his retirement from Argentina&rsquo;s national team after more than two decades, marking the end of an era for the football-obsessed South American nation. Podcast Conversation: <a href="https://www.google.com/goto?url=CAESqwEB6zswFWZsxA8HsA0ikL8_5FP4xOR-OOpLXZY9T4mAYjnOpjofqlRx2gumrVySYZH-dAwREnGo2zjTroZnVN-ag0cjgvhi5rj9lqixFN4N7RnUJjMRAJv2tCDfpf8lpy-Tu_23hz1yAqLcCwVBX2Dm9SJ82Lq4sEQtwIpNiem5GDE5t7aD16klvbqpoOv7rpP83qqp53b9rdiaq9UpdzjkAAg_55V_I-bMGz0" data-destination="https://www.google.com/goto?url=CAESqwEB6zswFWZsxA8HsA0ikL8_5FP4xOR-OOpLXZY9T4mAYjnOpjofqlRx2gumrVySYZH-dAwREnGo2zjTroZnVN-ag0cjgvhi5rj9lqixFN4N7RnUJjMRAJv2tCDfpf8lpy-Tu_23hz1yAqLcCwVBX2Dm9SJ82Lq4sEQtwIpNiem5GDE5t7aD16klvbqpoOv7rpP83qqp53b9rdiaq9UpdzjkAAg_55V_I-bMGz0">US Economy Needs Clusters Like Silicon Valley: Allison Schrager</a>

Shein's Unfashionable IPO, Bond Yields Hit 2008 Highs, Lionel Messi Retires

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0fc1b825-8554-4b7d-80d3-b4b8005ad659/transcript

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

On today's podcast:

(1) The US and Iran exchanged strikes for the first time in about a month as American forces hit Iranian rocket launchers and the Islamic Republic responded by firing missiles toward Jordan.

(2) President Donald Trump’s plan to seize direct control of Venezuela’s oil reserves is prompting warnings that the Latin American nation will become a modern-day resource colony akin to the so-called banana republics of a century ago — something that could create long-term risks for oil companies operating there.

(3) Bond investors at firms including ABN AMRO Investment Solutions and Brandywine Global Investment Management are voicing skepticism about mounting speculation that Federal Reserve Chairman Kevin Warsh is poised to raise interest rates.

(4) Icelanders narrowly turned down reopening membership talks with the European Union in a divisive referendum, as concerns over retaining control of the island nation’s natural resources eclipsed the case for closer alignment with Europe.

(5) Chancellor Friedrich Merz warned that Germany’s eastern Saxony-Anhalt region will suffer economic damage if the far-right AfD party wins control of the state’s government next Sunday.

Podcast Conversation: Welcome to the Don’t Ask, Don’t Tell AI Economy

Your morning briefing. All the news you need to start your day. On today's podcast: (1) The US and Iran exchanged strikes for the first time in about a month as American forces hit Iranian rocket launchers and the Islamic Republic responded by firing missiles toward Jordan. (2) President Donald Trump&rsquo;s plan to seize direct control of Venezuela&rsquo;s oil reserves is prompting warnings that the Latin American nation will become a modern-day resource colony akin to the so-called banana republics of a century ago &mdash; something that could create long-term risks for oil companies operating there. (3) Bond investors at firms including ABN AMRO Investment Solutions and Brandywine Global Investment Management are voicing skepticism about mounting speculation that Federal Reserve Chairman Kevin Warsh is poised to raise interest rates. (4) Icelanders narrowly turned down reopening membership talks with the European Union in a divisive referendum, as concerns over retaining control of the island nation&rsquo;s natural resources eclipsed the case for closer alignment with Europe. (5) Chancellor Friedrich Merz warned that Germany&rsquo;s eastern Saxony-Anhalt region will suffer economic damage if the far-right AfD party wins control of the state&rsquo;s government next Sunday. Podcast Conversation: <a href="https://www.bloomberg.com/opinion/articles/2026-08-30/welcome-to-the-don-t-ask-don-t-tell-ai-economy">Welcome to the Don&rsquo;t Ask, Don&rsquo;t Tell AI Economy</a>

US & Iran Resume Attacks, Oil Moves Higher, Reflecting on Jackson Hole

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/72bbc8e3-20c7-4d66-aef1-b4b7005d822e/transcript

UPDATE: A Global Bond Rout Shakes Markets

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