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

On today's podcast:

(1) Treasury Secretary Scott Bessent announced the US and China have sealed a two-month extension to their trade truce, as Xi Jinping landed in America for his first state visit in eleven years.

(2) The Chinese government has taken possession of potentially sensitive F-35 stealth aircraft parts that were inexplicably diverted to Hong Kong while being sent to the US from Australia, people briefed on the incident said.

(3) Canadian Prime Minister Mark Carney said he’d looked at “extreme tail risk” when asked by the New York Times about whether he’d taken seriously the risk of US military action against his country.

(4) An OpenAI model hacked an Australian government website earlier this year, marking one of the first known cyberattacks by AI on a government database.

(5) Meta Platforms unveiled a palm-sized, dedicated gadget for using Muse, the company’s popular new artificial intelligence assistant, pushing deeper into the AI devices market with a surprise announcement.

(6) The losses in the US Treasuries market intensified on Wednesday as robust economic data and a weak debt auction drove yields across most maturities to the highest levels in almost two decades.

(7) UK Prime Minister Andy Burnham hinted he doesn’t want his government to repeat the tax rises of recent Labour budgets, as Chancellor of the Exchequer John Healey prepares for a tricky financial statement on Oct. 28.

(8) Less risky than cocaine: the counterfeit cigarette industry is proliferating across Europe as rising taxes on tobacco products create an increasingly lucrative market for organized crime.

Podcast Conversation: Bentley Unveils First Electric Car, a Merino-Lined Luxury SUV

Your morning briefing. All the news you need to start your day. On today's podcast: (1) Treasury Secretary Scott Bessent announced the US and China have sealed a two-month extension to their trade truce, as Xi Jinping landed in America for his first state visit in eleven years. (2) The Chinese government has taken possession of potentially sensitive F-35 stealth aircraft parts that were inexplicably diverted to Hong Kong while being sent to the US from Australia, people briefed on the incident said. (3) Canadian Prime Minister Mark Carney said he&rsquo;d looked at &ldquo;extreme tail risk&rdquo; when asked by the New York Times about whether he&rsquo;d taken seriously the risk of US military action against his country. (4) An OpenAI model hacked an Australian government website earlier this year, marking one of the first known cyberattacks by AI on a government database. (5) Meta Platforms unveiled a palm-sized, dedicated gadget for using Muse, the company&rsquo;s popular new artificial intelligence assistant, pushing deeper into the AI devices market with a surprise announcement. (6) The losses in the US Treasuries market intensified on Wednesday as robust economic data and a weak debt auction drove yields across most maturities to the highest levels in almost two decades. (7) UK Prime Minister Andy Burnham hinted he doesn&rsquo;t want his government to repeat the tax rises of recent Labour budgets, as Chancellor of the Exchequer John Healey prepares for a tricky financial statement on Oct. 28. (8) Less risky than cocaine: the counterfeit cigarette industry is proliferating across Europe as rising taxes on tobacco products create an increasingly lucrative market for organized crime. Podcast Conversation: <a href="https://www.bloomberg.com/news/articles/2026-09-23/bentley-unveils-first-electric-car-a-merino-lined-luxury-suv">Bentley Unveils First Electric Car, a Merino-Lined Luxury SUV</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

US-China Truce, Carney Eyes US Invasion Risk, Fake Cigarettes Flood Europe

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/535194cc-8ed9-4bf3-8cff-b4cf005ff0ad/transcript