Join Bloomberg Daybreak Asia for business and finance news centered in the Asia-Pacific region, along with insight and analysis on the day's top stories in glob...
On today's episode, we dissect the forces driving volatility in Chinese tech stocks. Despite the recent pullback in Chinese equities, some Wall Street investors remain bullish. Morgan Stanley strategists raised their 2025 year-end index targets for Chinese stock indexes, after seeing signs of fourth-quarter earnings beats. Similarly, strategists at Goldman Sachs expect more fundamental upside to the recent rally as more positive earnings revisions should be coming. We speak with Shuli Ren of Bloomberg Opinion for a closer look. Plus - Asian stocks posted modest gains on Wednesday as investors searched for a clear direction amid weaker US consumer confidence, tariff uncertainty and a late rally in US equities. We get some insights on the American economy from Bill Campbell, Global Bond Portfolio Manager at DoubleLine.See omnystudio.com/listener for privacy information.
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20:57
Trump's Tariff Signals Gives Boost to APAC Markets
On today's episode, Federal Reserve Bank of Atlanta President Raphael Bostic says he now sees just one interest-rate cut as likely this year, rather than two, with tariff hikes impeding progress on disinflation. We unpack the reaction from Asian markets with Rahul Chadha, Chief Investment Officer at Shikhara Capital. He speaks with Bloomberg's Paul Allen in Sydney. Plus - Asian stocks rose after US equities had one of their best sessions of the year, fueled by signs that President Donald Trump's trade sanctions will be narrower than feared. We discuss the latest tariff headlines with Tim Pagliara, Chief Investment Officer at CapWealth.See omnystudio.com/listener for privacy information.
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20:16
Introducing: Stock Movers
Stock Movers is a new, five-minute podcast on today's winners and losers in the stock market. Listen for analysis on the companies making news in markets. Listen on AppleListen on SpotifyListen AnywhereSee omnystudio.com/listener for privacy information.
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0:30
Australian Treasurer Jim Chalmers on Global Tariff Impact
On today's episode, we bring you a conversation with Australian Treasurer, Jim Chalmers. He warns that the new US administration's policies will have a "seismic" impact on the global economy. Chalmers speaks with Bloomberg's Ben Westcott ahead of the country's national budget on Tuesday. Plus - a look at how volatility is shaping the trading week ahead for global markets. Marc Nachmann, Global Head of Asset & Wealth Management at Goldman Sachs, speaks to Bloomberg's Haidi Stroud-Watts and Paul Allen in Sydney.See omnystudio.com/listener for privacy information.
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20:40
Daybreak Weekend: CPI Preview, Reeves Statement, BYD Earnings
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of U.S CPI and PCE data, along with a look at the impact of tariffs on housing. In the UK – a preview of UK Chancellor Rachel Reeves’ spring statement. In Asia – a preview of Chinese EV Maker BYD’s earnings. See omnystudio.com/listener for privacy information.
Join Bloomberg Daybreak Asia for business and finance news centered in the Asia-Pacific region, along with insight and analysis on the day's top stories in global markets.