Bloomberg Daybreak: Europe Edition

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  US Gulf Force Surge, Emergency EU Diesel Talks, Plunging Bank Stocks 02.10.2026 21Min.

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) The Pentagon is deploying an additional aircraft carrier and 10,000 sailors and Marines to the Persian Gulf, according to a US official, a move that gives American commanders more options if President Donald Trump chooses to escalate attacks on Iran.(2) The Trump administration is ramping up pressure on the European Union to release diesel stockpiles, a move seen potentially averting a ban on US exports of the critical fuel.(3) UK police said they arrested a sixth man, a British-Iranian dual national, in relation to an incident near an airbase used by the US to launch strikes on Iran.(4) The 10-year French bond yield risks rising toward 7% if concerns over the nation’s debt sustainability worsens, according to Fivestar Asset Management in Tokyo.(5) UK Chancellor of the Exchequer John Healey will meet banking executives next week, as the sector braces for potential tax hikes in his budget later this month.(6) Chancellor Friedrich Merz said the far-right Alternative for Germany is backed by Russia, stepping up his rhetoric against the ascendant opposition party that won two regional elections last month and leads in all major national polls.Podcast Conversation: Chinese Couples Are Turning Wedding Videos Into Epic ProductionsSee omnystudio.com/listener for privacy information.
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  Global Bonds Shock: Special Episode 01.10.2026 15Min.

  In this special episode of the Bloomberg Daybreak Europe podcast, we break down the fresh selloff sweeping global bond markets. UK 30-year gilt yields have hit 6% for the first time since 1998, while the US 10-year Treasury yield has climbed to its highest since 2002. Bloomberg Managing Editor Rachel Evans, Bloomberg TV host Guy Johnson and Bloomberg Director of Global Economics Jamie Rushjoin Caroline Hepker and Nathan Hager to explain what's driving the moves and what they mean for markets and the global economy.10 Reasons Investors Are Driving Government Bond Yields HigherSee omnystudio.com/listener for privacy information.
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  ‘Hero’ Pilot Saves Plane, French Budget Peril, $30,000 Sheepdogs 01.10.2026 21Min.

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) A pilot of a jet carrying more than 170 passengers to Tel Aviv stabbed his colleague and tried to crash the plane in what Israeli Prime Minister Benjamin Netanyahu branded a serious security incident.(2) The UK’s domestic security service MI5 accused a Chinese academic institute of spying on Britain’s artificial intelligence research.(3) France’s government is set to unveil plans to narrow the budget deficit sharply, kicking off a debate that risks toppling the prime minister and stoking investor concern over the country’s debts.(4) Italian Prime Minister Giorgia Meloni said she plans to ask the European Union for greater fiscal flexibility after the region’s top economies showed a surge in inflation caused by high energy prices.(5) Britain’s Labour government is falling behind on its ambition to borrow more money from regular savers, potentially raising the amount it needs to raise from gilt markets.(6) Swiss glaciers lost over 5% of their ice volume following a hot summer and at least two disappeared altogether, an acceleration of melting that threatens the tourism lifeblood of Alpine communities.Podcast Conversation: Elite $30,000 Sheepdogs Are Putting Tiny UK Town on Global MapSee omnystudio.com/listener for privacy information.
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  Burnham Gets Radical, Oil Flows Recover, Man City’s $1.2B ‘Sham’  30.09.2026 21Min.

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) Andy Burnham set out a radical vision to change the country in a keynote speech to the Labour Party's annual conference, taking on controversial issues such as reversing Brexit and changing Britain's electoral system.(2) The latest official figures showed there were 45,000 more 16-24 year-olds leaving than arriving in the UK in 2025, with many young people looking abroad for opportunities due to a challenging labor market.(3) Crude oil flows from the Middle East are returning toward pre-war levels despite continued risks to shipping, according to separate estimates from JPMorgan and Goldman Sachs(4) President Donald Trump endorsed using outside auditors to assess the safety of artificial intelligence systems through an accord with Silicon Valley leaders that seeks to sidestep new government rules in addressing a groundswell of concern over AI risks.(5) Jordan Bardella, the head of the far-right National Rally, said he’s asked his lawyer to lodge a lawsuit after a French online news site published an article alleging he made a series of antisemitic comments over a decade ago.(6) The Premier League said Manchester City artificially boosted its financial results by more than £900 million ($1.2 billion), with the club guilty of all charges related to serious breaches of financial rules.Podcast Conversation: The AI Writing Controversy Doesn’t Extend to Many WorkplacesSee omnystudio.com/listener for privacy information.
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  'Bondpocalypse' Tests Growth, $6 Trillion AI Question, Europe Gas Storage Pain 29.09.2026 21Min.

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) The selloff in the US bond market deepened on Monday after President Donald Trump rejected Iran’s latest proposal to reopen the Strait of Hormuz, threatening to prolong the war’s energy shock. John Authers: What’s Going to Break in the Bondpocalypse? A negative surprise in upcoming US data might be the only thing to arrest bonds’ slide. (2) The UK government is privately lobbying the Trump administration for an exemption from any potential US diesel export ban.(3) Andy Burnham will set out his pitch for honest political debate as the antidote to populism as he reveals his plans for taking on thorny issues, from Britain’s expensive social care system to its creaking water infrastructure. (4) Rising bond yields will curb economic expansion and limit the transfer of elevated energy costs to inflation, European Central Bank President Christine Lagarde said.(5) The global AI industry needs to earn $6 trillion in annual revenue by 2031 to justify the capital being deployed to build data centers around the world, Bain & Co. said.(6) Europe's gas storage sites are at their lowest ever level for this time of year due to the loss of Russian pipeline gas and fears about a tight LNG market.Podcast Conversation: At an Angry Time, the Business of Rage Retreats Is BoomingSee omnystudio.com/listener for privacy information.
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  UK-US Base Plot Foiled, Europe Financial Stress, AI 'Kill Switch' Problem 28.09.2026 26Min.

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) UK police were investigating a potential terrorism incident after five men were arrested near an air base used in US strikes on Iran, with President Donald Trump saying the suspects were “looking to do big damage” to the facility.(2) As Britain’s governing Labour Party gathers in Liverpool for its annual conference, one notable figure is trying to maintain a low profile: Chancellor of the Exchequer John Healey.(3) Iran stuck to its seven-day proposal for reopening the crucial Strait of Hormuz, saying it won’t soften its conditions, while President Donald Trump sent mixed signals about his willingness to reach a deal.(4) The bond market is on the brink of signaling that a series of Federal Reserve interest-rate hikes will start shifting the narrative toward the risk that the US economy stalls out.(5) One in six companies in western Europe is under financial strain as rising leverage leaves businesses more vulnerable to shocks, according to Boston Consulting Group.(6) If artificial intelligence becomes too powerful for its creators to control, is it possible to just flip a switch and turn it off? That question has taken on new urgency after a burst of stark warnings in recent weeks from inside the AI industry about the existential threat posed by advanced models.Podcast Conversation: The Ultrarich Are Spending Millions to Set Travel RecordsSee omnystudio.com/listener for privacy information.
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  Daybreak Weekend: US Jobs, Burnham Conference, RBA Decision 25.09.2026 39Min.

  Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to the September jobs report with a focus on 3 stocks for the week ahead. In the UK – a look ahead to UK Prime Minister Andy Burnham's plans ahead of his first conference as Labour Party leader. In Asia – a look ahead to the coming decision from the Reserve Bank of Australia. See omnystudio.com/listener for privacy information.
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  Iran's 7-Day Offer, NATO's Europe Fuel Fears, Blood For Bond Yields 25.09.2026 21Min.

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) US and Iranian negotiators are exploring a phased deal that would see Tehran reopen the Strait of Hormuz and Washington lift its blockade of Iranian ports, according to a person familiar with the discussions.(2) NATO Secretary General Mark Rutte said a shortage of oil refining capacity in Europe could leave the continent exposed in the event of a war.(3) As yields on US Treasuries soar past one high after the next, a reality is sinking in deeper across Wall Street and Washington: More than merely a bond-market slump, this might just be a fundamental shift.(4) France’s far-right leader Marine Le Pen indicated she may refrain from trying to topple the government over the 2027 budget to avoid a bond market crisis and to give her more leeway to make tax and spending changes if she’s elected president in May.(5) Luminaries from Wall Street and Silicon Valley joined President Donald Trump for a state dinner honoring his Chinese counterpart Xi Jinping, in a demonstration of US technological and financial might.(6) Some billionaires with UK tax obligations are pushing back against sweeping requests for information from local authorities seeking to map out their wealth and financial structures.(7) From Italy to Japan to Brazil, officials are experimenting with novel ways to entice plumbers and mechanics and teachers to buy bonds. In Romania today, a retail investor program, which includes better bond yields for blood donors, provides close to a fifth of the government’s entire borrowing needs.Podcast Conversation: Workplace War Over Iced Lattes Isn't About CoffeeSee omnystudio.com/listener for privacy information.
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  Trump & Xi Buy Time, Carney Eyes US Invasion Risk, Fake Cigarettes Flood Europe 24.09.2026 24Min.

  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 SUVSee omnystudio.com/listener for privacy information.
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  ‘Very Good’ Iran Talks, Burnham’s Big Moment, Morocco’s Football Power Play 23.09.2026 16Min.

  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 WhoopSee omnystudio.com/listener for privacy information.
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  AI Trade Roars Back, UK Aids Saudi Defence, Wars Dominate UN Meeting 22.09.2026 24Min.

  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 SnafuSee omnystudio.com/listener for privacy information.
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  ‘Disaster’ Vote For Merz, Citi CEO 'Tsunami' Warning, Food Supply Shock 21.09.2026 19Min.

  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 BusinessSee omnystudio.com/listener for privacy information.
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  Daybreak Weekend: US Housing, German Elections & President Xi's US Visit 18.09.2026 39Min.

  Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – we look at upcoming home building data In the UK – we preview elections in Germany In Asia – we discuss President Xi's visit to the US this week  See omnystudio.com/listener for privacy information.
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  BOJ Hikes In Split Decision, Europe’s Border Walls, London Fashion Week 18.09.2026 23Min.

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) The Bank of Japan raised its benchmark interest rate in a split decision showing dissent within the board as it confronts mounting inflation risks and unusually explicit calls for further policy normalization from Washington.(2) The European Central Bank must get inflation under control as failing to do so would endanger economic expansion, Governing Council member Ante Zigman warned.(3) After the early optimism of Andy Burnham’s premiership, the UK’s new prime minister now finds himself right where he didn’t want to be: at the mercy of bond markets.(4) DoubleLine Capital chief executive Jeffrey Gundlach warned that the next US downturn could trigger a debt crisis that sends long-term Treasury yields sharply higher — defying decades of conventional wisdom that bonds will always serve as safe haven during times of economic strife.(5) The Trump administration will allow the core members of an Iranian delegation to travel to the United Nations in New York for the General Assembly next week, the State Department said, even as the US and Iran remain at war in the Middle East.(6) ExxonMobil Holdings Corp. says the world is on course for rapid global temperature increases as coal use persists, pushing emissions beyond mid-century climate goals.(7) It's the start of London Fashion week - haute couture sitting alongside high street and emerging young designers.Podcast Conversation: AI Is Turning Beauty Standards Into Facial ScoresSee omnystudio.com/listener for privacy information.
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  Fed Defies Trump, Assassin Network Exposed, Greece Data Centre Hopes 17.09.2026 20Min.

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) A year ago, when Kevin Warsh was angling to lead the Federal Reserve, he called out the central bank for keeping interest rates too high and touted a technological revolution that would spur growth without driving inflation.(2) The Bank of England is expected to hold interest rates as it waits for more evidence that a fresh bout of inflation risks a damaging wage-price spiral.(3) Britain’s monarch plans to ask some of the most critical figures in artificial intelligence for reassurances the technologists can keep their inventions under control.(4) President Donald Trump floated hitting goods imported from the European Union with fresh tariffs or even cutting off some trade if he determined that a push to make Canada a potential associate of the bloc was harmful to the US.(5) Europe is set for one of its smallest ever potato harvests after a succession of heat waves and lingering drought battered the water-hungry staple.(6) The central square in Kozani has what you’d probably expect from a small Greek city. There’s an Orthodox church, the mayor’s office and a crop of tavernas and cafes. There’s little to suggest it lies at the heart of a transition that the country has a lot riding on.Podcast Conversation: 1,400 New Words and Definitions Added to Merriam-Webster.comSee omnystudio.com/listener for privacy information.
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  Russia Tests Europe, AI Fears Mount, Germany Preps For War 16.09.2026 21Min.

  Your morning briefing. All the news you need to start your day.On today's podcast: (1) Tensions between Russia and Europe are intensifying after a string of security incidents across the continent. The growing tensions between the EU and Russia come as Ursula von der Leyen delivers her State of the European Union speech this morning(2) Senior Trump administration officials met Tuesday with Anthropic PBC’s top Washington executive to discuss artificial intelligence safety risks.(3) The Federal Reserve is expected to lift interest rates on Wednesday for the first time since 2023 as policymakers lose confidence that inflation will cool sufficiently without at least a nudge from the central bank.(4) Prospects for an extension to the US-China trade truce are solidifying as the two sides discuss slashing tariffs on goods including American energy and agricultural products ahead of the leaders’ summit next week.(5) Swiss voters are set to reject a proposal to tighten the country’s neutrality this month, preserving the government’s freedom to interpret the doctrine flexibly.(6) Across Germany, government bodies are surveying the country's healthcare systems and infrastructure to see how — or if — they would stand up in a defense scenario against Russia.Podcast Conversation: Eleven CEOs and Founders Share Their Own End of the Year GoalsSee omnystudio.com/listener for privacy information.
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  Nvidia CEO Onstage Trump Call, Space Weapons Deployed, UK Mulls Saudi Support 15.09.2026 22Min.

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) Nvidia Chief Executive Officer Jensen Huang took a live phone call from Donald Trump during a panel discussion Monday, allowing the US president to dismiss artificial intelligence dangers as a “hoax.”(2) The US 10-year Treasury yield surpassed 5% for the first time since 2023 on Monday, as mounting inflation angst collided with swelling government and corporate borrowing needs.(3) President Donald Trump’s daughter-in-law said a Russian oligarch paid for “two incredible nights of celebration” in the Bahamas after her wedding to Donald Trump Jr. but was not involved in the actual nuptials, amid fresh ethics questions involving the first family.(4) President Donald Trump and Ukraine offered differing accounts of a supposed agreement with Russia to stop attacks on energy infrastructure, as strikes on oil refineries help drive diesel prices to record levels.(5) The US Supreme Court refused to clear the Postal Service to enforce new restrictions on mail-in ballots for the congressional midterm elections, rebuffing the Trump administration’s request to intervene after several states launched early voting.(6) Prime Minister Andy Burnham is considering whether to help Saudi Arabia counter attacks from the Houthis in Yemen amid UK concerns about a worsening economic hit from the escalating conflict.Podcast Conversation: Business School ROI Calculator: Will an MBA Pay Off for You?See omnystudio.com/listener for privacy information.
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  AI CEOs Vs Trump, Minutes From Disaster, Swedish Voters In Limbo 14.09.2026 23Min.

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) OpenAI CEO Sam Altman has stepped up calls to slow the development of the most powerful AI systems, putting him directly at odds with President Trump. Writing on social media this morning, Altman said no amount of American competitive pressure should justify recklessness.(2) Sweden’s election will go down to the wire, the tightest in its history, and one that will hinge on the complete counting in coming days of late-arriving ballots and votes from overseas.(3) Oil pushed higher as Saudi Arabia’s closure of a major crude pipeline following attacks jolted the market, with the move disrupting a route that’s been key to bypassing the Strait of Hormuz during the US-Iran war.(4) The locomotive of a passenger train traveling from Kyiv to Warsaw was hit by a Russian drone just kilometers from the Polish border on Sunday morning. The attack happened minutes after another train carrying European officials including former Swedish Prime Minister Carl Bildt and former UK Prime Minister Boris Johnson left the station on the way back from an annual conference in Kyiv.(5) Prime Minister Andy Burnham says Britain needs a “culture shift” to make it easier to start companies and reward risk-taking, as he sought to quell the concerns of business leaders before next month’s budget.Podcast Conversation: During Political Upheaval, British Cinema Turns to Class WarSee omnystudio.com/listener for privacy information.
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  Daybreak Weekend: Fed Decision, Sweden Election, BOJ Meeting 11.09.2026 38Min.

  Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to the next FOMC decision, along with a focus on 3 stocks for the week ahead. In the UK – a look ahead to Sweden’s general election. In Asia – a look ahead to the next monetary policy decision from the Bank of Japan. See omnystudio.com/listener for privacy information.
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  Bond Selloff Accelerates, OpenAI Weighs Slowdown, Dutch Village Demolition Fight 11.09.2026 22Min.

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) Bond bears are pushing benchmark Treasury yields toward the closely-watched 5% level ahead of US inflation data that stands to determine expectations for a Federal Reserve interest-rate hike next week.(2) Brent oil traded near $108 barrel after fighting between Yemen-based Houthi militants and Saudi-backed forces intensified, stoking fears of deeper supply disruptions as hostilities escalated across the Middle East.(3) European Central Bank officials expect to raise interest rates further, with another increase possible as soon as next month, according to people familiar with the situation.(4) OpenAI is considering slowing down the development of cutting-edge artificial intelligence, and the ChatGPT maker’s Chief Executive Officer Sam Altman is hoping other AI companies will do the same.(5) Billionaire financiers Mark Walter and Todd Boehly are nearing a deal to sell their stakes in Chelsea FC to majority owner Clearlake Capital, according to people familiar with the matter.(6) The Dutch authorities are considering a major expansion of infrastructure in the Moerdijk area, potentially requiring the village's residents to leave and the village to be razed. The expansion is needed to accommodate the Netherlands' changing energy system, with the region's energy needs keeping rising and the demand for grid capacity growing faster than networks can be expanded.Podcast Conversation: Japan’s Rice Balls Are Invading the UK: Howard Chua-EoanSee omnystudio.com/listener for privacy information.