Bloomberg Daybreak Weekend with Host Tom Busby take a look at some of the stories we'll be tracking in the coming week.


In the US – how The K-Shaped Recession Hasn’t Hurt US Equities...Yet
In the UK – Are Private Markets Entering Their Golden Age
In Asia – a look at Stephen Miran's Impact on EM and the Dollar

Bloomberg Daybreak Weekend with Host Tom Busby take a look at some of the stories we'll be tracking in the coming week. 
<ul>
<li>In the US &ndash; how The K-Shaped Recession Hasn&rsquo;t Hurt US Equities...Yet</li>
<li>In the UK &ndash; Are Private Markets Entering Their Golden Age</li>
<li>In Asia &ndash; a look at Stephen Miran's Impact on EM and the Dollar</li>
</ul>

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 Weekend: The Future of the Fed, UK Private Markets, Miran's Impact Overseas

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/64cbf0d3-7306-4775-bf29-b35d00e902d3/transcript

Bloomberg Daybreak Weekend with Host John Tucker take a look at some of the stories we'll be tracking in the coming week.
In the US – a look ahead to U.S CPI data, with a focus on 3 stocks for the week ahead. They include: Paramount Skydance (PSKY) Hims & Hers (HIMS) and TakeTwo Interactive (TTWO)
In the UK – a look ahead to Ireland’s biggest summit ever.
In Asia – a look ahead to China's Singles Day holiday.

 

Bloomberg Daybreak Weekend with Host John Tucker take a look at some of the stories we'll be tracking in the coming week.
<ul>
<li>In the US &ndash; a look ahead to U.S CPI data, with a focus on 3 stocks for the week ahead. They include: Paramount Skydance (PSKY) Hims &amp; Hers (HIMS) and TakeTwo Interactive (TTWO)</li>
<li>In the UK &ndash; a look ahead to Ireland&rsquo;s biggest summit ever.</li>
<li>In Asia &ndash; a look ahead to China's Singles Day holiday.</li>
</ul>
&nbsp;

Daybreak Weekend: US CPI, Ireland Summit, China's Singles Day

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/123b78f0-269b-4d76-8da7-b4fa014ea00a/transcript

Today's top stories, with context, in just 15 minutes.
On today's podcast:
1) Dip buyers moved in to support the bruised artificial intelligence trade after the S&P 500’s steepest drop in more than a year. Global markets have been whipsawed this week as investors initially bet that a Democratic sweep would hasten an end to the Iran war. Fears of the worst-case scenario for the AI trade kicked in after the US midterm elections, in which Democrats secured majorities in the Senate and House of Representatives and won control of state houses and governor’s mansions across the country.
2) US lawmakers are looking to impeach Defense Secretary Pete Hegseth as soon as next week, after the Iran war he championed partly led to Republicans losing control of Congress. Representative Thomas Massie will reintroduce articles of impeachment against Hegseth, who has been criticized for waging the Iran war without congressional approval. Massie's bid to impeach Hegseth is expected to get widespread Democratic support, and possibly enough Republican support for it to pass, with some Republicans having no incentive to return to Washington to support Hegseth.
3) Secretary of State Marco Rubio is weighing whether to leave the Trump administration, people familiar with the matter said, as he considers his next moves following Republicans’ midterm elections wipeout. Rubio and his advisers are going over options for his future, and he hasn’t made a decision about whether to quit his posts as top US diplomat and national security adviser. Rubio dismissed the report that he is thinking about resigning, saying working for Trump through the end of his term has “always been my plan."

Today's top stories, with context, in just 15 minutes. On today's podcast: 1) Dip buyers moved in to support the bruised artificial intelligence trade after the S&amp;P 500&rsquo;s steepest drop in more than a year. Global markets have been whipsawed this week as investors initially bet that a Democratic sweep would hasten an end to the Iran war. Fears of the worst-case scenario for the AI trade kicked in after the US midterm elections, in which Democrats secured majorities in the Senate and House of Representatives and won control of state houses and governor&rsquo;s mansions across the country. 2) US lawmakers are looking to impeach Defense Secretary Pete Hegseth as soon as next week, after the Iran war he championed partly led to Republicans losing control of Congress. Representative Thomas Massie will reintroduce articles of impeachment against Hegseth, who has been criticized for waging the Iran war without congressional approval. Massie's bid to impeach Hegseth is expected to get widespread Democratic support, and possibly enough Republican support for it to pass, with some Republicans having no incentive to return to Washington to support Hegseth. 3) Secretary of State Marco Rubio is weighing whether to leave the Trump administration, people familiar with the matter said, as he considers his next moves following Republicans&rsquo; midterm elections wipeout. Rubio and his advisers are going over options for his future, and he hasn&rsquo;t made a decision about whether to quit his posts as top US diplomat and national security adviser. Rubio dismissed the report that he is thinking about resigning, saying working for Trump through the end of his term has &ldquo;always been my plan."

AI Selloff Rattles Global Markets; Worst Rout Since 2020

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/51f25df2-aaf7-43f2-ba9e-b4fa00b14b20/transcript

Today's top stories, with context, in just 15 minutes.


On today's podcast:


1) The Republican Party’s defeat in the midterm elections has led to finger-pointing, with Vice President JD Vance distancing himself from President Trump and the war against Iran. Florida Governor Ron DeSantis and Senator Ted Cruz are positioning themselves as potential 2028 hopefuls, with DeSantis calling for Congress to outlaw stock trading by lawmakers and Cruz casting the election as a repudiation of tariffs and the Middle East war. The election results have dealt a series of blows to the Republican Party, with at least seven Senate seats lost and Democrats expected to gain a significant margin in the House of Representatives, leading to a fractious leadership contest and questions about the party's future direction.


2) Oil is continuing its decline after the threatened post-midterm escalation failed to materialize. Vice President JD Vance linked the poor Republican result to the war, which suggests a greater incentive to reduce geopolitical tensions ahead of 2028 and could pull the party towards a more moderate stance. There is a similar argument on the Democratic side: a larger coalition that now includes historically red states could exert a moderating influence.


3) Qualcomm gave a lackluster profit forecast, citing a “broad-based increase” in costs for components and manufacturing. Earnings will be $2.15 to $2.35 a share in the three months ending in December, with revenue expected to be $10.4 billion to $11.2 billion in the period. Shares of Qualcomm fell about 7% in extended trading following the announcement, despite a robust quarterly sales forecast lifted by a push into new markets.

Today's top stories, with context, in just 15 minutes.
 On today's podcast:
 1) The Republican Party&rsquo;s defeat in the midterm elections has led to finger-pointing, with Vice President JD Vance distancing himself from President Trump and the war against Iran. Florida Governor Ron DeSantis and Senator Ted Cruz are positioning themselves as potential 2028 hopefuls, with DeSantis calling for Congress to outlaw stock trading by lawmakers and Cruz casting the election as a repudiation of tariffs and the Middle East war. The election results have dealt a series of blows to the Republican Party, with at least seven Senate seats lost and Democrats expected to gain a significant margin in the House of Representatives, leading to a fractious leadership contest and questions about the party's future direction.
 2) Oil is continuing its decline after the threatened post-midterm escalation failed to materialize. Vice President JD Vance linked the poor Republican result to the war, which suggests a greater incentive to reduce geopolitical tensions ahead of 2028 and could pull the party towards a more moderate stance. There is a similar argument on the Democratic side: a larger coalition that now includes historically red states could exert a moderating influence.
 3) Qualcomm gave a lackluster profit forecast, citing a &ldquo;broad-based increase&rdquo; in costs for components and manufacturing. Earnings will be $2.15 to $2.35 a share in the three months ending in December, with revenue expected to be $10.4 billion to $11.2 billion in the period. Shares of Qualcomm fell about 7% in extended trading following the announcement, despite a robust quarterly sales forecast lifted by a push into new markets.

GOP Blame Game Erupts, Oil Tumbles as War Fears Ease

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2e69fdd3-0d98-4102-946e-b4f900ad5ff7/transcript

Daybreak Weekend: The Future of the Fed, UK Private Markets, Miran's Impact Overseas

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