On this special holiday edition of Bloomberg Daybreak US edition, host Nathan Hager speaks with Bloomberg Opinion columnist Barry Ritholtz on what he's watching in markets for the rest of 2025. Also, Mandeep Singh looks at Nvidia and the Magnificent 7 and Mike McGlone breaks down the ceiling for Bitcoin. 

On this special holiday edition of Bloomberg Daybreak US edition, host Nathan Hager speaks with Bloomberg Opinion columnist Barry Ritholtz on what he's watching in markets for the rest of 2025. Also, Mandeep Singh looks at Nvidia and the Magnificent 7 and Mike McGlone breaks down the ceiling for Bitcoin.&nbsp;

Listen for today's top stories, with context, in just 15 minutes. 

Each morning, hosts Nathan Hager and Karen Moskow bring you the latest on US politics, foreign relations, business, financial markets and global economics. The show is recorded at 5 AM ET each weekday, so you get the freshest reporting on the stories that matter. Get informed from Bloomberg's 3,000 journalists and analysts. Listen and subscribe to Bloomberg Daybreak: US Edition.

Listen for today's top stories, with context, in just 15 minutes. Each morning, hosts Nathan Hager and Karen Moskow bring you the latest on US politics, foreign relations, business, financial markets and global economics. The show is recorded at 5 AM ET each weekday, so you get the freshest reporting on the stories that matter. Get informed from Bloomberg's 3,000 journalists and analysts. Listen and subscribe to Bloomberg Daybreak: US Edition.

Bloomberg Daybreak: US Edition

Listen for today's top stories, with context, in just 15 minutes. 

Each morning, hosts Nathan Hager and Karen Moskow bring you the latest headlines on US politics, foreign relations, financial markets and global economics. The show is recorded at 5AM ET each weekday, so you get the freshest reporting on the stories that matter. Get informed from Bloomberg's 3,000 journalists and analysts. Listen and subscribe to Bloomberg Daybreak: US Edition.

Listen for today's top stories, with context, in just 15 minutes. Each morning, hosts Nathan Hager and Karen Moskow bring you the latest headlines on US politics, foreign relations, financial markets and global economics. The show is recorded at 5AM ET each weekday, so you get the freshest reporting on the stories that matter. Get informed from Bloomberg's 3,000 journalists and analysts. Listen and subscribe to Bloomberg Daybreak: US Edition.

Daybreak Holiday: Markets, Nvidia, Bitcoin

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/527fcd36-191f-4324-be16-b2e9009369a4/transcript

Today's top stories, with context, in just 15 minutes.
On today's podcast:
1) President Trump repeated his military threats against Iran ahead of a visit to China, saying Iran will either “make a good deal” with the US or face devastation. A ceasefire between the US and Iran has lasted over a month but is fragile, with Trump describing it as being on “massive life support” and Tehran continuing to resist US demands. The President is expecting economic deals and a welcome in China, where he will discuss trade, tariffs, and Taiwan with Xi Jinping. The US has targeted Chinese oil refiners and firms providing satellite imagery to Iran, as Trump ramps up his campaign to pressure Tehran into a deal.
2) Oil shipments from Iran's main export terminal appear to have come to a standstill over the past several days, according to satellite images. If Kharg Island were to remain idle, it would increase the pressure on the country's remaining storage facilities, which satellite images show are filling up. The terminal hasn't been shown empty for more than a single day since the start of the war, with satellite images of the Kharg Island jetties on 33 out of the 73 days since the US and Israel launched their attacks.
3) Anthropic is in early talks with investors to raise at least $30 billion in fresh financing at a valuation of more than $900 billion. The round is expected to close as soon as the end of this month, but the deal is not finalized and no term sheet has been signed. Anthropic needs to make deals to pay for enough computing infrastructure to meet growing demand for its products, amid the breakout success of its AI software.

Today's top stories, with context, in just 15 minutes. On today's podcast: 1) President Trump repeated his military threats against Iran ahead of a visit to China, saying Iran will either &ldquo;make a good deal&rdquo; with the US or face devastation. A ceasefire between the US and Iran has lasted over a month but is fragile, with Trump describing it as being on &ldquo;massive life support&rdquo; and Tehran continuing to resist US demands. The President is expecting economic deals and a welcome in China, where he will discuss trade, tariffs, and Taiwan with Xi Jinping. The US has targeted Chinese oil refiners and firms providing satellite imagery to Iran, as Trump ramps up his campaign to pressure Tehran into a deal. 2) Oil shipments from Iran's main export terminal appear to have come to a standstill over the past several days, according to satellite images. If Kharg Island were to remain idle, it would increase the pressure on the country's remaining storage facilities, which satellite images show are filling up. The terminal hasn't been shown empty for more than a single day since the start of the war, with satellite images of the Kharg Island jetties on 33 out of the 73 days since the US and Israel launched their attacks. 3) Anthropic is in early talks with investors to raise at least $30 billion in fresh financing at a valuation of more than $900 billion. The round is expected to close as soon as the end of this month, but the deal is not finalized and no term sheet has been signed. Anthropic needs to make deals to pay for enough computing infrastructure to meet growing demand for its products, amid the breakout success of its AI software.

Trump-Xi High Stakes Beijing Meeting; Iran War Enters 75th Day

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/57baa1b7-5306-45d3-9495-b44900a27273/transcript

Today's top stories, with context, in just 15 minutes.
On today's podcast:
1) Shipping traffic in the Strait of Hormuz remained at a standstill on Tuesday, with oil rising after President Trump rejected Iran’s latest offer. Trump called Iran’s response to his proposal a “piece of garbage” and said the ceasefire was on “life support” as he prepares to meet Chinese President Xi Jinping in Beijing. The US sanctioned a dozen entities and individuals over the sale of Iranian oil to China, stepping up economic pressure ahead of Trump's visit to meet Xi.
2) President Trump and Chinese counterpart Xi Jinping will meet Thursday morning in Beijing for a high-stakes summit dominated by discussions on trade and the war in Iran. Trump is expected to press Xi on China's approach to Iran, including revenue for Tehran and potential weapons exports, and will also discuss US arms sales to Taiwan.
3) A defiant Keir Starmer pushed back against widespread calls for him to quit as Britain’s prime minister, telling his Cabinet that he plans to stay on. More than 80 of Labour’s 403 MPs have called on the prime minister to step aside in the wake of last week’s local elections, in which the party lost control of the Welsh parliament and almost three of every five English council seats it was defending. Starmer said the past 48 hours had been “destabilizing” for the UK.

Today's top stories, with context, in just 15 minutes. On today's podcast: 1) Shipping traffic in the Strait of Hormuz remained at a standstill on Tuesday, with oil rising after President Trump rejected Iran&rsquo;s latest offer. Trump called Iran&rsquo;s response to his proposal a &ldquo;piece of garbage&rdquo; and said the ceasefire was on &ldquo;life support&rdquo; as he prepares to meet Chinese President Xi Jinping in Beijing. The US sanctioned a dozen entities and individuals over the sale of Iranian oil to China, stepping up economic pressure ahead of Trump's visit to meet Xi. 2) President Trump and Chinese counterpart Xi Jinping will meet Thursday morning in Beijing for a high-stakes summit dominated by discussions on trade and the war in Iran. Trump is expected to press Xi on China's approach to Iran, including revenue for Tehran and potential weapons exports, and will also discuss US arms sales to Taiwan. 3) A defiant Keir Starmer pushed back against widespread calls for him to quit as Britain&rsquo;s prime minister, telling his Cabinet that he plans to stay on. More than 80 of Labour&rsquo;s 403 MPs have called on the prime minister to step aside in the wake of last week&rsquo;s local elections, in which the party lost control of the Welsh parliament and almost three of every five English council seats it was defending. Starmer said the past 48 hours had been &ldquo;destabilizing&rdquo; for the UK.

Ceasefire On 'Life Support'; High Stakes Trump-Xi Meeting

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/05496edc-c2a0-40b0-8bee-b448009ed9be/transcript

Today's top stories, with context, in just 15 minutes.
On today's podcast:
1) President Trump and Iran rejected each other’s latest peace proposals to end the 10-week conflict as the two sides struggle to maintain a fragile ceasefire. “I have just read the response from Iran’s so-called ‘Representatives,’” Trump said in a social media post. “I don’t like it — TOTALLY UNACCEPTABLE!” Iran offered to transfer some of its stockpile of highly enriched uranium to a third country, but rejected the idea of dismantling its nuclear facilities, the Wall Street Journal reported earlier. Iran disputed the report, according to the country’s semi-official news agency Tasnim. It was unclear whether the exchange of proposals would offer a path to reopen the Strait of Hormuz. Under its latest proposal, Iran would dilute some of its highly enriched uranium and have the rest sent to a third country, the WSJ said, citing people familiar with the response, but it also called for guarantees the transferred uranium would be returned if talks fail and ruled out dismantling its facilities.
2) Israeli Prime Minister Benjamin Netanyahu said he would like to end US financial support for Israel’s military over the next decade. “I want to draw down the American support for Israel to zero,” he said in an interview on CBS’s 60 Minutes that aired Sunday. “We’ve come of age.” He added, “I think that it’s time that we weaned ourselves from the remaining military support and go from aid to partnership.” The US currently provides Israel with $3.8 billion a year in military assistance under a 10-year agreement originally negotiated by the Obama administration that lasts through 2028. The US military aid to Israel has at times been a contentious political issue, particularly during Israel’s assault on Gaza in response to the attack by Hamas on Oct. 7, 2023.
3) President Trump is expected to press President Xi Jinping over China’s approach to Iran and hammer out details on a new board of trade when they meet this week in Beijing, senior US officials said Sunday, hours before China confirmed the state visit. Trump and Xi are scheduled for talks on Thursday and Friday in Beijing as they wrestle with strong disagreements over trade and the US-Israeli war with Iran, which counts China as its biggest oil buyer and a key diplomatic backer. In final preparations for the first US presidential trip to China in nearly a decade, Treasury Secretary Scott Bessent will meet his Chinese counterpart He Lifeng for last-minute talks in Seoul on Wednesday, both sides confirmed.

Today's top stories, with context, in just 15 minutes. On today's podcast: 1) President Trump and Iran rejected each other&rsquo;s latest peace proposals to end the 10-week conflict as the two sides struggle to maintain a fragile ceasefire. &ldquo;I have just read the response from Iran&rsquo;s so-called &lsquo;Representatives,&rsquo;&rdquo; Trump said in a social media post. &ldquo;I don&rsquo;t like it &mdash; TOTALLY UNACCEPTABLE!&rdquo; Iran offered to transfer some of its stockpile of highly enriched uranium to a third country, but rejected the idea of dismantling its nuclear facilities, the Wall Street Journal reported earlier. Iran disputed the report, according to the country&rsquo;s semi-official news agency Tasnim. It was unclear whether the exchange of proposals would offer a path to reopen the Strait of Hormuz. Under its latest proposal, Iran would dilute some of its highly enriched uranium and have the rest sent to a third country, the WSJ said, citing people familiar with the response, but it also called for guarantees the transferred uranium would be returned if talks fail and ruled out dismantling its facilities. 2) Israeli Prime Minister Benjamin Netanyahu said he would like to end US financial support for Israel&rsquo;s military over the next decade. &ldquo;I want to draw down the American support for Israel to zero,&rdquo; he said in an interview on CBS&rsquo;s 60 Minutes that aired Sunday. &ldquo;We&rsquo;ve come of age.&rdquo; He added, &ldquo;I think that it&rsquo;s time that we weaned ourselves from the remaining military support and go from aid to partnership.&rdquo; The US currently provides Israel with $3.8 billion a year in military assistance under a 10-year agreement originally negotiated by the Obama administration that lasts through 2028. The US military aid to Israel has at times been a contentious political issue, particularly during Israel&rsquo;s assault on Gaza in response to the attack by Hamas on Oct. 7, 2023. 3) President Trump is expected to press President Xi Jinping over China&rsquo;s approach to Iran and hammer out details on a new board of trade when they meet this week in Beijing, senior US officials said Sunday, hours before China confirmed the state visit. Trump and Xi are scheduled for talks on Thursday and Friday in Beijing as they wrestle with strong disagreements over trade and the US-Israeli war with Iran, which counts China as its biggest oil buyer and a key diplomatic backer. In final preparations for the first US presidential trip to China in nearly a decade, Treasury Secretary Scott Bessent will meet his Chinese counterpart He Lifeng for last-minute talks in Seoul on Wednesday, both sides confirmed.

US Rejects Iran's New Offer; Trump Heads to Beijing This Week

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2c2f9172-3beb-4a1e-95c3-b447009d7153/transcript

Daybreak Holiday: Markets, Nvidia, Bitcoin

In 1 playlist(s)

Bloomberg Daybreak: US Edition

Social links

Follow podcast

Recent clips