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) President Donald Trump said US officials had “very good” talks with Iranian envoys in New York, reviving fragile hopes for a new diplomatic off-ramp hours after he again threatened to annihilate the country.

(2) US President Donald Trump criticized a UK deal over the Chagos Islands during his first-face-to-face meeting with Prime Minister Andy Burnham, dealing a blow to the British leader in an otherwise warm encounter.

(3) Donald Trump dismissed calls for an international agreement to put guardrails around the development of artificial intelligence, brushing off concerns about the dangers of frontier models going rogue.

(4) With next month’s budget looming, an influential group of backbench MPs has mooted a solution to the shortsightedness besetting UK policy making.

(5) Traders are shielding themselves from the possibility that the Federal Reserve raises interest rates less than markets are currently pricing in.

(6) The man tipped to become Morocco’s next prime minister made a bold promise as he addressed a campaign rally under a traditional tent near Casablanca: “The World Cup final will be here in Ben Slimane province, whether they like it or hate it,” Fouzi Lekjaa declared to applause.

Podcast Conversation: Apple Developing New Fitness Tracker Aimed at Rivaling Whoop

Your morning briefing. All the news you need to start your day. On today's podcast: (1) President Donald Trump said US officials had &ldquo;very good&rdquo; talks with Iranian envoys in New York, reviving fragile hopes for a new diplomatic off-ramp hours after he again threatened to annihilate the country. (2) US President Donald Trump criticized a UK deal over the Chagos Islands during his first-face-to-face meeting with Prime Minister Andy Burnham, dealing a blow to the British leader in an otherwise warm encounter. (3) Donald Trump dismissed calls for an international agreement to put guardrails around the development of artificial intelligence, brushing off concerns about the dangers of frontier models going rogue. (4) With next month&rsquo;s budget looming, an influential group of backbench MPs has mooted a solution to the shortsightedness besetting UK policy making. (5) Traders are shielding themselves from the possibility that the Federal Reserve raises interest rates less than markets are currently pricing in. (6) The man tipped to become Morocco&rsquo;s next prime minister made a bold promise as he addressed a campaign rally under a traditional tent near Casablanca: &ldquo;The World Cup final will be here in Ben Slimane province, whether they like it or hate it,&rdquo; Fouzi Lekjaa declared to applause. Podcast Conversation: <a href="https://www.bloomberg.com/news/articles/2026-09-22/apple-is-developing-new-fitness-tracker-aimed-at-rivaling-whoop" data-destination="bb:NSN TLRXHAKJH6V4">Apple Developing New Fitness Tracker Aimed at Rivaling Whoop</a>

‘Very Good’ Iran Talks, Burnham’s Big Moment,     Morocco’s Football Power Play

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9170fc39-f04d-4eae-9a0f-b4ce005c3fc0/transcript

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

On today's podcast:

(1) Global AI stocks rallied, with Taiwanese shares returning to a record high, as early signs of success for Meta Platforms Inc.’s personal agent revived optimism over demand for chips.

(2) The UK has agreed to support Saudi Arabia’s military in countering the Houthis, as the kingdom comes under frequent attack from the Iran-backed militants.

(3) French President Emmanuel Macron said he discussed the idea of a moratorium on deep strikes against energy assets between Ukraine and Russia at a meeting with Donald Trump in New York.

(4) The UK has agreed to support Saudi Arabia’s military in countering the Houthis, as the kingdom comes under frequent attack from the Iran-backed militants.

(5) China and the EU should find a way to avoid a confrontation over trade, Foreign Minister Wang Yi said — comments that come as a deadline to find solutions to the two sides’ differences approaches.

(6) During the Cold War, the Soviet Union’s smallest republic was an electronics and tech center for the Communist superpower. Now Armenia is on track to become one of the world’s top hubs for American AI infrastructure.

Podcast Conversation: UN Scrambles to Avoid a Repeat of Trump’s 2025 Escalator Snafu

Your morning briefing. All the news you need to start your day. On today's podcast: (1) Global AI stocks rallied, with Taiwanese shares returning to a record high, as early signs of success for Meta Platforms Inc.&rsquo;s personal agent revived optimism over demand for chips. (2) The UK has agreed to support Saudi Arabia&rsquo;s military in countering the Houthis, as the kingdom comes under frequent attack from the Iran-backed militants. (3) French President Emmanuel Macron said he discussed the idea of a moratorium on deep strikes against energy assets between Ukraine and Russia at a meeting with Donald Trump in New York. (4) The UK has agreed to support Saudi Arabia&rsquo;s military in countering the Houthis, as the kingdom comes under frequent attack from the Iran-backed militants. (5) China and the EU should find a way to avoid a confrontation over trade, Foreign Minister Wang Yi said &mdash; comments that come as a deadline to find solutions to the two sides&rsquo; differences approaches. (6) During the Cold War, the Soviet Union&rsquo;s smallest republic was an electronics and tech center for the Communist superpower. Now Armenia is on track to become one of the world&rsquo;s top hubs for American AI infrastructure. Podcast Conversation: <a href="https://www.bloomberg.com/news/articles/2026-09-21/un-scrambles-to-avoid-a-repeat-of-trump-s-2025-escalator-snafu" data-destination="https://www.bloomberg.com/news/articles/2026-09-21/un-scrambles-to-avoid-a-repeat-of-trump-s-2025-escalator-snafu">UN Scrambles to Avoid a Repeat of Trump&rsquo;s 2025 Escalator Snafu</a>

AI Trade Roars Back, UK Aids Saudi Defence, Wars Dominate UN Meeting

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c1675056-59f2-410b-8e89-b4cd00ee3360/transcript

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

On today's podcast:

(1) Friedrich Merz said he would stay put as German chancellor even after his party suffered its worst-ever result in a state election, with a tally showing the conservatives crashing out of a regional assembly for the first time in the country’s post-World War II history.


(2) US Treasury Secretary Scott Bessent lauded “very successful” talks with his Chinese counterparts on artificial intelligence, trade and investment, while China described the discussions as positive ahead of this week’s summit between leaders Donald Trump and Xi Jinping.

(3) Ukrainians are already drawing up contingency plans for what threatens to be the worst wartime winter yet.

(4) Qatari Energy Minister Saad Al-Kaabi said Treasury Secretary Scott Bessent was “wrong” when he said that the strategic Strait of Hormuz will be worthless in two years.

(5) Citigroup Chief Executive Officer Jane Fraser said that companies are racing to build up their defenses as artificial-intelligence models become even more powerful and risk spurring cyber attacks.

(6) Tue Vuong, chief executive officer of Golden Wheat, was told his wheat shipments from the Black Sea wouldn't get shipped due to the escalation in Russia's war with Ukraine. 

Podcast Conversation: The Miniatures Boom Is Becoming Big Business

Your morning briefing. All the news you need to start your day. On today's podcast: (1) Friedrich Merz said he would stay put as German chancellor even after his party suffered its worst-ever result in a state election, with a tally showing the conservatives crashing out of a regional assembly for the first time in the country&rsquo;s post-World War II history.
 (2) US Treasury Secretary Scott Bessent lauded &ldquo;very successful&rdquo; talks with his Chinese counterparts on artificial intelligence, trade and investment, while China described the discussions as positive ahead of this week&rsquo;s summit between leaders Donald Trump and Xi Jinping. (3) Ukrainians are already drawing up contingency plans for what threatens to be the worst wartime winter yet. (4) Qatari Energy Minister Saad Al-Kaabi said Treasury Secretary Scott Bessent was &ldquo;wrong&rdquo; when he said that the strategic Strait of Hormuz will be worthless in two years. (5) Citigroup Chief Executive Officer Jane Fraser said that companies are racing to build up their defenses as artificial-intelligence models become even more powerful and risk spurring cyber attacks. (6) Tue Vuong, chief executive officer of Golden Wheat, was told his wheat shipments from the Black Sea wouldn't get shipped due to the escalation in Russia's war with Ukraine. Podcast Conversation: <a href="https://www.google.com/goto?url=CAESqAEB6zswFZwd6PkUXHFgX6bZ7Wvfw4sh5EuXu2Tz3vKticfQAjO3rdTT4OKWjp-sJIP7gGZsl7dZ_5u0RoCLYRIiDNgN4PnvJXKoIaCCgrLOe0r1o2pPAKKcoePMl9Z2bpIm3VYtv5nUvHe0RH93cUHhF3vO2cnSMJiR6VLNbHeeNhntmZ3Xl47vQ1BFGmz6BSbAZ7meix31khZjIIVnmnslPITpq2nOSOE" data-destination="https://www.google.com/goto?url=CAESqAEB6zswFZwd6PkUXHFgX6bZ7Wvfw4sh5EuXu2Tz3vKticfQAjO3rdTT4OKWjp-sJIP7gGZsl7dZ_5u0RoCLYRIiDNgN4PnvJXKoIaCCgrLOe0r1o2pPAKKcoePMl9Z2bpIm3VYtv5nUvHe0RH93cUHhF3vO2cnSMJiR6VLNbHeeNhntmZ3Xl47vQ1BFGmz6BSbAZ7meix31khZjIIVnmnslPITpq2nOSOE">The Miniatures Boom Is Becoming Big Business</a>

‘Disaster’ Vote For Merz, Citi CEO 'Tsunami' Warning, Food Supply Shock

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/09cec232-2adb-43d0-89e7-b4cc005ce306/transcript

UPDATE: A Global Bond Rout Shakes Markets

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