Bloomberg Daybreak: US Edition

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  Daybreak Weekend: US Mortgages, Nobel Prize, China Golden Week 02.10.2026 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 U.S Mortgage data, along with a focus on 3 stocks for the week ahead. In the UK – a look ahead to this year’s Nobel Prize decisions. In Asia – a look ahead to China’s Golden Week Holiday. See omnystudio.com/listener for privacy information.
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  Pentagon Deploys More Troops to Middle East; September Jobs Report 02.10.2026 15Min.

  Today's top stories, with context, in just 15 minutes. On today's podcast: 1) The Pentagon is deploying an additional aircraft carrier and 10,000 sailors and Marines to the Persian Gulf, giving American commanders more options if President Donald Trump chooses to escalate attacks on Iran. The USS Theodore Roosevelt carrier is headed to the Middle East, and when it arrives, the US could again have three carrier strike groups in the region. The US has sent two additional missile batteries to protect oil and gas facilities in Qatar and Saudi Arabia, and the USS Makin Island amphibious readiness group has set sail to the Middle East, giving Centcom additional options. 2) Broadcom's Wall Street syndicate are starting to gather $60 billion of fresh AI chip financing to benefit Anthropic PBC and other companies. Banks are poised to send out syndication letters for a $42 billion Class A senior-secured tranche, and Blackstone Inc. is leading an $18 billion tranche of Class B junior debt. The financing would help firms including Anthropic access chips and other key AI infrastructure, and adds to the hundreds of billions of dollars of debt already raised to build out AI infrastructure. 3) Stocks climbed and sovereign bonds were broadly firm in calmer trading after a week in which markets were lashed by sharp swings in yields. A decline in oil prices supported the upbeat sentiment, with Brent crude falling more than 2% below $100 a barrel. The US jobs report is a key economic release at a time when resilient data are supporting riskier assets while giving the Fed room to fight inflation.See omnystudio.com/listener for privacy information.
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  FlyDubai Rescue Latest; Trump Calls on Powell to Resign from Fed Board 01.10.2026 15Min.

  Today's top stories, with context, in just 15 minutes.   On today's podcast:   1) A FlyDubai aircraft was attacked by one of its pilots, who stabbed or hit the other pilot with an ax, before being overwhelmed by passengers. The plane made an emergency landing at a Saudi airport after taking a sudden steep dive, and the United Arab Emirates attorney-general has ordered an investigation into the incident. The investigation will examine the circumstances and motives behind the attack, including whether it was linked to any terrorist activity, and the airline has suspended flights to and from Israel while the investigation continues.   2) President Trump said former Federal Reserve Chair Jerome Powell should resign from the central bank's Board of Governors over findings the central bank mismanaged the renovation of its headquarters. The Fed's internal watchdog found no evidence of criminal wrongdoing and didn't identify any "administrative misconduct" connected to the $2.4 billion project, but outlined a series of management missteps that caused the project's cost to balloon. Trump directed Attorney General Todd Blanche to study the inspector general's report "and make a determination as to what to do," and said Powell should be forced to resign or sued by the United States Government for "corruption or incompetence."   3) The US benchmark yield climbed to the highest since 2002 as rising oil prices drove a renewed selloff in global bonds. Government debt has been flailing around the world as elevated oil prices ripple through the global economy, pushing investors to bet central banks will further raise interest rates. Investors will seek clues on the US economy's health and the next Federal Reserve steps from Friday's payroll numbers and a list of Fed speakers.See omnystudio.com/listener for privacy information.
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  Trump's AI Safety Switch, OpenAI Targets $1.4 Trillion Value 30.09.2026 18Min.

  Today's top stories, with context, in just 15 minutes.On today's podcast:1) President Trump endorsed using outside auditors to assess the safety of artificial intelligence systems through an accord with Silicon Valley leaders. The accord, which carries no legal weight, commits AI companies to regularly meet to set best practices for the industry and implement internal controls for risks related to cybersecurity and other threats. The document suggests that AI companies "should" implement four layers of controls and notes that "it may make sense to codify" its recommendations into law or regulation in the future.2) OpenAI aims to raise at least $30 billion from investors in a new round of funding, according to people familiar with the matter, after pushing back its plans for an initial public offering. The company is seeking a valuation of around $1.4 trillion, not including the money raised, and the fundraising discussions are early and could change. OpenAI has seen strong revenue growth, with its revenue run rate accelerating over the summer and topping $40 billion, and the company's run rate revenue has grown by 70% since July.3) Crude oil flows from the Middle East are returning toward pre-war levels despite continued risks to shipping, according to JPMorgan and Goldman Sachs. Shipments of crude oil have rebounded to 17.5 million barrels a day, or 98% of pre-war levels, while flows of products such as diesel and gasoline were at 3 million barrels a day, or 58%, according to JPMorgan. The global oil market is roughly balanced in September, according to Goldman Sachs, which estimates that oil exports from the Persian Gulf had recovered to 23.3 million barrels a day over the last week.See omnystudio.com/listener for privacy information.
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  US-Iran Stalemate; Trump Weighs In On UK Terror Plot 29.09.2026 17Min.

  Today's top stories, with context, in just 15 minutes.   On today's podcast:   1) Iranian officials have privately expressed pessimism about reaching a deal to end hostilities with Washington and reopen the Strait of Hormuz before US midterm elections in November, according to people familiar with the matter. Iran and the US made little progress during talks in New York on the sidelines of the United Nations General Assembly last week and the Islamic Republic believes there’s a high chance of the conflict escalating after the Nov. 3 vote, according to the people, some of whom were briefed by Iranian officials. They asked not to be named discussing sensitive matters.   2) President Donald Trump criticized the release on bail of five men held over an alleged terror plot against a Royal Air Force base used by the US for strikes against Iran, as British police continue to investigate foreign links to the incident. “I’m surprised that they released them, I wouldn’t have done that,” Trump told reporters on Monday.The decision to release the suspects sowed confusion about an incident that authorities had only a day earlier described as a serious attempted attack disrupted at a late stage.   3) The US Treasury Department took a big step toward curbing a Wall Street boom in investment strategies that help cut tax bills, with a notice signaling potential action on an array of tactics and a ruling that will limit the benefits of a popular ETF maneuver. The notice detailed a list of tax trades similar to those deemed “potentially abusive” and “too good to be true” by Treasury officials at an industry seminar in July. These include hedge-fund strategies that use swaps and currency derivatives to generate ordinary losses that can offset income tax — transactions which are at the heart of products such as AQR Capital Management’s Delphi Plus fund.See omnystudio.com/listener for privacy information.
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  US-China Tariff Deal; Iran Won't Soften Demands 28.09.2026 15Min.

  Today's top stories, with context, in just 15 minutes.   On today's podcast:   1) The US and China detailed a plan to cut tariffs on about $30 billion of imports from each country, as the superpower rivals take steps to steady ties following a summit between leaders Donald Trump and Xi Jinping. The list for goods entering the US contains 77 entries, including fireworks, household products, sporting equipment and toys, according to documents published by both governments.   2) 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. The conditions Iran wants are something Washington might have agreed to about a year ago, Trump told Axios in an interview on Sunday, saying that Tehran has overplayed its hand. The US president added that he expects negotiations to resume this week even though he rejected Iran’s latest proposal, Axios reported.   3) 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. Trump credited British authorities with foiling the incident early Sunday at RAF Fairford, a key launching point for US strikes against Iran. Police were working to establish a motive for what they considered to be a serious attempted attack disrupted at a late stage, according to people familiar with the matter, who asked not to be named discussing an ongoing investigation.See omnystudio.com/listener for privacy information.
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  BONUS SERIES: Levittown Episode 1 | Me... But Not Me 27.09.2026 29Min.

  Stuck in her childhood home during the pandemic, Kayla is shocked to learn that photos of her, altered to make her look naked, are posted to a website where men swap violent fantasies about women. A conversation with police leaves Kayla discouraged. For official transcripts and additional information on this series, go to bloomberg.com/levittownSee 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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  Trump-Xi High-Stakes Summit; Possible Deal to Open Hormuz 25.09.2026 21Min.

  Today's top stories, with context, in just 15 minutes. On today's podcast: 1) Donald Trump’s fete for China’s Xi Jinping has been heavy on pageantry and platitudes but light on substantive announcements, with the events shadowed by the US president’s preoccupation with construction projects and personal grievances.Through Thursday evening in Washington, the most significant news tied to the gathering was announced before it even began, when Treasury Secretary Scott Bessent said just as Xi’s plane landed that the two sides had extended a trade truce for another two months. 2) 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.The two countries — which have both refused to make similar agreements in recent months — were making a push for a breakthrough Thursday on the sidelines of the United Nations General Assembly, the person said, declining to be named discussing private matters. Qatari officials are mediating the negotiations. 3) Kathy Hochul warned residents in low-lying areas of New York City and Long Island to prepare for flooding as a powerful storm is set to bring heavy rain and strong winds over the weekend.While New York Governor Hochul said she doesn’t expect widespread damage, even a slight shift in the Nor’easter’s track could worsen conditions, according to a statement late Wednesday. Raging surf will also make it dangerous for any late-season beachgoers, with waves offshore forecast to top 12 feet (3.7 meters) by Thursday.See omnystudio.com/listener for privacy information.
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  Trump-Xi Reach Truce Extension; Iran Defiant at UN 24.09.2026 18Min.

  Today's top stories, with context, in just 15 minutes. On today's podcast: 1) The US and China have sealed a two-month extension to their trade truce, according to Treasury Secretary Scott Bessent. Xi Jinping is visiting the US for the first time in eleven years, and has stated he is "confident" the trip would produce "fruitful results." The truce extension ensures stability until 2027, but expectations for major breakthroughs have been low, with the US yet to be satisfied with China's offer on rare earths and possibly other issues. 2) Iranian President Masoud Pezeshkian said his country won’t allow freedom of navigation through the Strait of Hormuz while sanctions and a US blockade remain in place. Pezeshkian’s address laid out conditions before any meaningful talks with the US can resume, including the US immediately lifting a naval blockade and unfreezing Iranian assets. Iran is ready to resume talks about ending the conflict with the US but will not respond to threats, and will not give up the right to develop nuclear technology for economic purposes. 3) Yields on the US government’s longest-dated bonds climbed to the highest level in more than two decades, the latest milestone notched in an extended bond selloff driven by inflation and fiscal concerns. The rate on 30-year Treasuries rose as much as four basis points on Thursday to 5.44%, the highest since 2004, after Brent crude oil prices jumped. It follows a surge this week that left yields across maturities around the highest levels since 2007. Pressure on long-dated bonds has mounted as economic growth, elevated energy prices as well as inflation and heavier government borrowing prompt investors to demand more compensation for locking up money for decades.See omnystudio.com/listener for privacy information.
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  Trump Hails Iran Talks; Trump Welcomes Xi to Washington 23.09.2026 15Min.

  Today's top stories, with context, in just 15 minutes.On today's podcast:1) President Trump said his officials had “very good” talks with Iranian envoys in New York, reviving hopes for a diplomatic off-ramp. Iran laid down “firm positions” for the reopening of the Strait of Hormuz, including the US immediately lifting a naval blockade, unfreezing Iranian assets and ending the war “on all fronts." Trump said the three-hour session was “very productive” and another was being planned for the near future, but it’s not clear what, if any, progress was made in New York.2) President Trump is welcoming Xi Jinping to Washington for a state visit focused more on pageantry than policy, with low expectations for breakthroughs on long-standing feuds between the world’s biggest economies. The trip will include meetings on thorny issues such as trade and Taiwan, as well as a state dinner, with both sides having lowered expectations for either breakthroughs or bust-ups. Fault lines remain beneath the diplomatic efforts, including US concerns over China's grip on rare earths and Chinese opposition to a proposed US weapons package for Taiwan.3) Several Senate Republicans are breaking from President Trump on issues such as the Iran war and fuel prices ahead of the Midterm elections. Republican lawmakers are calling for measures to reduce fuel costs, including a ban on diesel exports and releasing supply from the Northeast Home Heating Oil Reserve. Senate Armed Services Chair Roger Wicker is one such name, saying he wouldn't have scheduled such a lavish welcome for Chinese leader Xi Jinping. Wicker says he hopes President Trump asks about China's military buildup and support for Iran during tomorrow night's state dinner.See omnystudio.com/listener for privacy information.
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  US-China Negotiate AI and Trade; Trump's High Stakes UN Speech 22.09.2026 15Min.

  Today's top stories, with context, in just 15 minutes.On today's podcast:1) Chinese and US officials discussed artificial intelligence, investment and trade in New York on Monday. The talks focused on delivering on what’s been agreed by the US and Chinese lead negotiators, according to China’s Vice Finance Minister Liao Min. A trade truce extension is possible, with US Trade Representative Jamieson Greer saying a three to six-month extension is possible.2) Oil erased earlier gains on a report that Iran could reopen the Strait of Hormuz if the US lifted a blockade of its ports. Japan’s Kyodo News Agency reported that Iran has proposed to reopen Hormuz within seven days if the American blockade is lifted. It said Iran is trying to break a prolonged stalemate in the conflict and that the proposal will be used as the basis for discussions with mediating countries at the United Nations General Assembly. President Trump is set to address the United Nations General Assembly in New York later on Tuesday, and may meet with his Iranian counterpart, Masoud Pezeshkian, on the sidelines. Al Jazeera also cited Iran’s Revolutionary Guard as saying it could negotiate to end the war if the country’s national interest required it.3) President Trump is set to sign a security deal with Denmark and Greenland to end a bitter dispute over the Arctic island, expanding Washington’s military role. The deal will leave Greenland under Danish sovereignty, with Prime Minister Mette Frederiksen saying it's "a good agreement" that benefits all sides. The US plans to reopen one military base in southern Greenland and establish a second site on the country’s east coast, according to people familiar with the matter.See omnystudio.com/listener for privacy information.
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  Trump, Xi Prepare for High-Stakes Meeting; Oil Extends Decline 21.09.2026 17Min.

  Today's top stories, with context, in just 15 minutes.On today's podcast:1) US and Chinese officials offered upbeat assessments of their talks on artificial intelligence, trade and investment, signaling a mutual desire to steady ties ahead of this week’s summit between leaders Donald Trump and Xi Jinping.China’s top trade negotiator, Li Chenggang, said the talks were held in a “good atmosphere” as he left JPMorgan Chase & Co.’s headquarters in New York on Sunday, while US Treasury Secretary Scott Bessent lauded “very successful” discussions. The Chinese official Xinhua News Agency called the exchange “candid, in-depth and constructive.”2) Oil dropped for a fourth day, with Brent set for the longest run of declines since June, as traders tracked diplomatic efforts to end the US-Iran war and signs cargoes are still getting through the Strait of Hormuz.3) The settlement talks between Paramount Skydance Corp. and California officials over the planned acquisition of Warner Bros. Discovery Inc. are said to include a financial penalty if the company fails to make good on a promise to distribute 30 films per year in theaters.Paramount would have to pay $30 million for each film that falls short of that goal, according to two people familiar with the discussions who asked to not be identified because the negotiations are private. It could also be forced to sell its stake in Miramax, the studio behind movies such as Pulp Fiction, if it fails to meet the target, one of the people said.See 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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  Tariffs on Hold Until US-China Summit; AI Existential Risks 18.09.2026 15Min.

  Today's top stories, with context, in just 15 minutes.On today's podcast:1) The US is expected to hold off announcing new tariffs on China and other trading partners until after next week’s summit between Presidents Xi Jinping and Donald Trump, according to people familiar with the matter, a delay that could preserve such a threat as leverage in the negotiations.2) The current round of panic over artificial intelligence is based on the conviction that the technology has slipped out of human control to do its own bidding in several recent incidents. To some disillusioned AI researchers — and some senior employees at leading AI companies — this is an early sign of a true threat to human civilization. But other experts in the field are pushing back, claiming that such talk allows companies to sidestep accountability for real-world impacts of their technology. Critics see AI’s environmental impacts, the threat of job displacement, or the potential for mass surveillance as more urgent targets for policymakers.3) At least two liquefied natural gas shipments transited the Strait of Hormuz this week as producers look for ways to increase flows to a market struggling with a lack of supply and surging prices.A tanker that loaded at Qatar’s Ras Laffan export plant in late August appeared in the Gulf of Oman earlier this week, according to ship-tracking data compiled by Bloomberg, indicating it had passed through the contested waterway. The vessel wasn’t sending a signal when it traversed Hormuz, but jamming and interference is common in the area, complicating efforts to ascertain the exact location of ships.See omnystudio.com/listener for privacy information.
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  Trump Attacks Fed Hike, Suggests Tariffs on Europe 17.09.2026 15Min.

  Today's top stories, with context, in just 15 minutes.On today's podcast:1) The Federal Reserve raised interest rates by a quarter percentage point and plans an additional hike later this year to contain inflation. Chairman Kevin Warsh said the action shows the Fed is serious about delivering on the price stability objective and removing a dose of accommodation. The rate increase defied President Trump, who said on social media that US interest rates should be at 1% or lower and called for lower interest rates.2) President Trump said he will put very serious tariffs or stop trading with Europe if he thinks the European Union's push to make Canada a potential associate is harmful to the US. European Commission President Ursula von der Leyen proposed Canada becoming the first associate member of the European Union, saying she would like to work with Canadian Prime Minister Mark Carney on the idea. Trump's comments risk further inflaming a simmering trade war between the US and Canada, with Trump having already imposed tariffs on Canadian goods and restricted Canadian goods from federal government purchases.3) OpenAI shared several undisclosed incidents of its AI models misbehaving and unveiled a new framework for tracking and disclosing such occurrences going forward. The company detailed various instances of its artificial intelligence models misbehaving, including fabricating missing data and attempting to bypass network restrictions. OpenAI said it does not believe that the AI industry has solved alignment and monitoring to a sufficient degree to continue responsibly scaling at maximum speed for much longer.See omnystudio.com/listener for privacy information.
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  Congress, Zuckerberg Address AI Dangers; EU Proposes Canada Membership 16.09.2026 17Min.

  Today's top stories, with context, in just 15 minutes.On today's podcast:1) Senior Trump administration officials met with Anthropic's top Washington executive to discuss artificial intelligence safety risks. Tensions between Anthropic and the administration were reignited by a essay posted by the company's CEO Dario Amodei, who called for government regulation and urged pacing development of the most advanced AI systems. President Trump dismissed fears about AI risks as "a hoax" and rejected the idea of new rules, while leading AI developers have begun discussing AI safety concerns among themselves.2) 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. A rate hike could provoke fresh criticism from the White House, with President Donald Trump recently arguing that the US should have the lowest borrowing costs in the world. The Fed will release a post-meeting statement and updated economic forecasts and rate projections on Wednesday, with Chairman Kevin Warsh scheduled to hold a post-meeting press conference 30 minutes later.3) European Commission President Ursula von der Leyen proposed Canada becoming the first associate member of the European Union. Von der Leyen discussed closer cooperation with Canada on manufacturing, tech, defense and energy, and cited the Arctic as a “flagship joint project.” Canada's priority list includes concluding the ratification of CETA, the EU-Canada Comprehensive Economic and Trade Agreement, and ironing out differences over EU's carbon pricing tool and rules.See omnystudio.com/listener for privacy information.
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  Trump Mail-In Request Rejected; Obama Weighs In on AI 15.09.2026 15Min.

  Today's top stories, with context, in just 15 minutes.   On today's podcast:   1) The 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. The court denied the Justice Department’s request to lift a Boston federal judge’s order that barred the Postal Service from making its new mail-in ballot rules mandatory through the November contests. The Supreme Court's decision means that the Postal Service cannot enforce the new rules for the midterms, but the legal fight over whether the agency can ultimately adopt the rules for future election cycles may still continue.   2) The 10-year US Treasury yield rose to the highest in almost two decades, driven by surging energy prices, mounting debt and inflation. The yield on the global bond benchmark rose to 5.02% on Tuesday, surpassing a peak from 2023 to hit the highest since 2007. The pressure in the bond market raises the stakes ahead of the Federal Reserve’s interest-rate decision, where investors expect officials to raise short-term borrowing costs for the first time since July 2023.   3) President Trump's opposition to guardrails on artificial intelligence puts him at odds with lawmakers from both parties who have AI safety fears. Trump belittled a push led by Anthropic PBC and OpenAI to slow work on cutting-edge systems, dismissing existential fears about AI as "a hoax." Lawmakers are working on legislation aimed at addressing AI safety concerns, including a bipartisan group of senators who are working on legislation requiring top AI developers to prevent catastrophic risks.Eric MolloSee omnystudio.com/listener for privacy information.
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  AI Leaders Warn of Catastrophic Harm; Tech Stocks Slide in Response 14.09.2026 15Min.

  Today's top stories, with context, in just 15 minutes.On today's podcast:1) Anthropic and OpenAI are promising measures to rein in the pursuit of cutting-edge AI models to better understand the risks posed by the technology following a series of security breaches. The two companies' calls to slow down AI development may be resisted by forces in the tech industry, financial markets, and the Trump administration, which has staked its economic agenda on aggressive AI advancement. Anthropic CEO Dario Amodei has proposed opening the company's doors to third-party evaluators to review new systems before their release, and OpenAI CEO Sam Altman has said he likes the idea and plans to implement it at his company.2) Oil prices rose after Saudi Arabia closed a major crude pipeline following attacks, disrupting a key route that bypasses the Strait of Hormuz. The closure may lead to output cuts if it is prolonged, according to June Goh, senior oil market analyst at Sparta Commodities SA. A meeting between Iran and several Gulf nations on creating a temporary shipping lane through Hormuz was postponed, amid a rapid military advance by Iranian-backed Houthi militants in Yemen.3) The Fed faces pressure to hike interest rates to tame elevated inflation, which puts Chair Kevin Warsh on a collision course with President Trump, who has pressed the central bank to slash rates. Trump has repeatedly argued that US borrowing costs should be the lowest in the world, and a rate hike could lead to a public rebuke from the president, damaging Warsh's credibility. Warsh is trapped in an institutional vise, where he must balance the Fed's independence with the president's pressure, and a decision to hike or hold rates could have consequences for inflation and the administration's economic goals.See 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.