Bloomberg Daybreak: Asia Edition

Jaksot

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  Investors Weigh AI Slowdown Concerns 15.09.2026 19min

  Business and finance news from the Asia-Pacific. Investors are also assessing the outlook for technology shares after global equities retreated Monday following calls from leading AI developers for a slower pace of advances in the field. MSCI's Asia Pacific equities gauge slipped 0.1% on Tuesday after the Philadelphia Semiconductor Index tumbled 5.9% — its biggest drop in more than two months. We speak to Sunny Bangia, he covers Asia Equities for Bloomberg News. And for more on the debate on AI safety and regulation, Bloomberg's Haidi Stroud-Watts spoke to University of New South Wales Scientia Professor of AI Toby Walsh.See omnystudio.com/listener for privacy information.
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  Stocks Drop on AI Slowdown Concerns, Central Bank Lookahead 14.09.2026 21min

  Business and finance news from the Asia-Pacific. Central banks from much of the Group of Seven face a pivotal week as mounting inflation risks heap pressure on them to raise interest rates. The US will be most closely watched in the wake of a higher-than-expected core inflation reading, which stoked investor bets that Fed Chairman Kevin Warsh and his colleagues will raise their benchmark rate. Meantime, the Reserve Bank of Australia is set to have their rate decision later in the month. We speak to James McIntyre, Bloomberg Economist for Australia and New Zealand. Plus - Asian stocks and US equity-index futures retreated after major artificial intelligence companies called for a slowdown in the technology's development, raising concerns about a sector that has powered this year's rally. Oil rose. Bloomberg's Haidi Stroud-Watts spoke to Vasu Menon, Managing Director, Investment Strategy, OCBC.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.
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  Asian Stocks Fall as Oil Adds to Inflation Fears 10.09.2026 17min

  Business and finance news from the Asia-Pacific. Asian stocks dropped, tracking losses on Wall Street, as surging oil prices stoked concern that inflation will accelerate. Brent crude held above $101 a barrel. The MSCI Asia Pacific Index slipped 1.3%, with benchmark gauges in Japan, South Korea, Taiwan and Australia all declining. The S&P 500 Index slid 0.5% on Wednesday, while the Nasdaq 100 Index dropped 0.3%, weighed down by losses in Nvidia Corp., Amazon.com Inc. and Alphabet Inc. Brent climbed as high as $101.94 before paring its gains, as Iran vowed it was prepared for a more intense war after hostilities flared across the Middle East. At the same time, the Treasury 10-year yield held near Wednesday's high of 4.85%, a level last seen in late 2023, after the US government's plan to buy up to $6 billion of longer-dated debt disappointed investors who had expected a larger increase. We speak to Lianting Tu, Bloomberg's Managing Editor for Asia Equities. For more analysis on the markets, Bloomberg's Avril Hong spoke to Eastspring Investments Portfolio Manager Christina Woon.See omnystudio.com/listener for privacy information.
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  Bessent Dares Traders to Bet Against Yen 09.09.2026 19min

  Business and finance news from the Asia-Pacific. Treasury Secretary Scott Bessent challenged traders to counter his efforts to strengthen Japan's currency, saying when he makes market calls these days he's effectively doing so with inside information. Bessent, a former hedge fund executive, was reviewing occasions when he's intervened in markets, including the joint purchases of yen he mounted with Japan's government on July 31. While the yen initially jumped, gains ebbed in subsequent sessions, in part as traders highlighted the Treasury's limited firepower to deploy in foreign-exchange purchases. We spoke to Bloomberg MLIV Strategist Mark Cranfield. And - One of the largest institutions in South Korea, KB Financial Group, will be holding its KBFG Korea Conference. Bloomberg's Stephen Engle spoke to Gavekal CEO Louis-Vincent Gave.See omnystudio.com/listener for privacy information.
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  Yen Climbs to Six-Month High 08.09.2026 17min

  Business and finance news from the Asia-Pacific. The yen extended Monday's rally to reach the strongest level since February, aided by rising expectations of a Bank of Japan interest-rate increase next week. Gains in South Korean chip stocks helped support Asian equities. Japan's currency rose as much as 0.8% to 153.16 per dollar after appreciating 1.2% on Monday. The latest advance suggests the currency's rally set in motion by the intervention push from Treasury Secretary Scott Bessent and Finance Minister Satsuki Katayama may be taking on a life of its own. We speak to Bloomberg's MLIV Strategist David Savage. And - Sapporo Breweries is shifting some production to the US from Canada due to 50% tariffs imposed on beer exports from the country, Chief Strategy Officer Rieko Shofu said. In an EXCLUSIVE conversation with Bloomberg's Shery Ahn, Shofu discussed how the No. 1 Asian beer brand in the US is impacted by tariffs, as well as the Iran war. See omnystudio.com/listener for privacy information.
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  US-Iran Trade Attacks, Strong US Jobs 07.09.2026 19min

  Business and finance news from the Asia-Pacific. Asian stocks rose after US technology shares advanced on Friday. Oil climbed after the US and Iran traded tanker attacks in the Strait of Hormuz. Bloomberg's Paul Allen spoke to Daan Struyven,  Goldman Sachs Co-head of Global Commodities Research. And - in the US last Friday, yields were marginlly higher, more so at the front-end of the Treasury curve, given a very strong employment report for August. The American economy added 162,000 jobs last month. The data sparked a re-rating of expectations on a Fed rate hike later this month. Up next for investors is this weeks US CPI data. The Fed's September rate decision hinges in part of the data. Bloomberg's Avril Hong spoke to Deepali Bhargava, ING Head of Research and Chief Economist for APAC.See omnystudio.com/listener for privacy information.
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  Daybreak Weekend: US CPI, ECB Decision, BRICS Summit 04.09.2026 37min

  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 U.S CPI and PPI reports and a focus on 3 stocks for the week ahead. In the UK – a look ahead to the next decision from the European Central Bank. In Asia – a look ahead to the 18th BRICS Summit in India. See omnystudio.com/listener for privacy information.
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  Waller Comments on Fed 04.09.2026 16min

  Business and finance news from the Asia-Pacific. Asian stocks and currencies rose as investors pared bets on a Federal Reserve interest-rate hike this month, weakening the dollar. The yen strengthened, with traders lifting bets on Bank of Japan rate hikes and remaining vigilant to the risk of official action to further boost the currency. Fed Governor Christopher Waller said he'd be willing to support holding rates steady if price pressures continue to show signs of easing. Waller said his next decision on rates will be "heavily influenced" by August inflation data due next week. Waller's remarks helped weaken the dollar, but the yen rallied, strengthening against the dollar by 1.9%. For more, Bloomberg TV Host Shery Ahn spoke with Yujio Goto, head of Japan FX strategy at Nomura and Bloomberg TV Host Haidi Stroud-Watts spoke with Suresh Tantia, CIO of Asia Equity Strategy UBS Global Wealth Management.See omnystudio.com/listener for privacy information.
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  New Strikes Disrupt Hormuz 03.09.2026 17min

  Business and finance news from the Asia-Pacific. Asian stocks rose and oil paused a three-day rally after President Donald Trump played down the prospect of a prolonged conflict with Iran. The yen strengthened, gaining for a second session to trade around 158.44 per dollar, and keeping traders on alert for further intervention by authorities. Gains in Japan and South Korea helped MSCI’s Asia Pacific equities gauge advance 0.7%, with technology shares drawing attention after Broadcom Inc. predicted a boom in artificial intelligence chip sales. For more, we talked to Phil Palumbo, Founder, CEO & CIO of Palumbo Wealth Management. On Wednesday, President Trump said renewed US attacks on Iran would likely be short-lived and reiterated his claim that the US controls the Strait of Hormuz. Nonetheless, the return to a hot war between the US and Iran has jeopardized shipping through the Strait and continues to impact the global shipping industry for a closer look, Bloomberg TV host Shery Ahn spoke with President and CEO of Mitsui OSK Lines Jotaro Tamura.See omnystudio.com/listener for privacy information.
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  SEMICON Taiwan 02.09.2026 18min

  Business and finance news from the Asia-Pacific. Asian stocks fell with bonds and gold as rising oil prices stoked inflation concerns and expectations for tighter monetary policy. Rising oil prices pressured bonds, pushing global yields to the highest since 2008, as traders increased bets the Federal Reserve will raise interest rates. The renewed surge in energy prices is compounding inflation concerns already fueled by government spending and heavy corporate borrowing to finance the artificial-intelligence buildout. For more, we spoke with Paul Aversano, Managing Director and Global Practice Leader of A&M's Global Transaction Advisory Group SEMICON Taiwan is underway in Taipei. It's one of the most influential trade show for microelectronic and semiconductor manufacturing. At the event, Bloomberg News Reporter Stephen Engle was able to speak with Hoton Chang, the Chairman and CEO of Grand Process Technology Corp, or GPTCSee omnystudio.com/listener for privacy information.
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  Goldman Sachs Asia Leaders Conference 01.09.2026 20min

  Business and finance news from the Asia-Pacific. Treasuries extended their declines and Asian bonds followed as renewed geopolitical tensions drove oil prices higher, fueling inflation concerns and expectations for further monetary tightening. The yield on the benchmark 10-year Treasury rose three basis points to 4.78% in Asian trading, the highest since January 2025, while Japan’s 10-year government bond yield climbed to 2.985%. For more, we spoke to Chief Investment Officer at Winthrop Capital Management, Adam Coons. After a big success last year, seeing attendance from major regional and international firms, Goldman Sachs is holding its 2nd annual Asia Leaders Conference. Live from the conference in Hong Kong, Bloomberg TV Host David Ingles spoke with former Dallas Fed President and current Goldman Sachs Vice Chairman, Rob Kaplan.See omnystudio.com/listener for privacy information.
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  China's Mega Lenders Lift Profit 31.08.2026 14min

  Business and finance news from the Asia-Pacific. Asian stocks and bonds fell after hawkish comments from Chair Kevin Warsh boosted bets on a Federal Reserve interest-rate hike next month. Oil rose as Middle East tensions flared. MSCI’s Asia Pacific equities gauge dropped 1.1%, snapping a four-day gain, with technology shares leading declines. The Kospi Index — a barometer for artificial intelligence investments — slid 2.5%, with chipmakers Samsung Electronics Co. and SK Hynix Inc. the biggest contributors. US stock-index futures also retreated. For more, Bloomberg TV Host Haidi Stroud-Watts spoke with Kieran Calder, head of Asia Equity Research at UBS. The big banks in China reported earnings with state owned lenders producing higher first half profits. The results offer fresh evidence of improvements in China's banking industry after a prolonged margin squeeze. For a closer look, Bloomberg TV hosts Yvonne Man and David Ingles caught up with Bloomberg Senior Banking Analyst, Francis Chan.See omnystudio.com/listener for privacy information.
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  Daybreak Weekend: US Jobs, Germany Elections, South Korea Inflation 28.08.2026 37min

  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 August jobs report and a focus on 3 stocks for the week ahead. In the UK – a look ahead to state elections in eastern Germany. In Asia – a look ahead to South Korea inflation data. See omnystudio.com/listener for privacy information.
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  Nvidia Outlook Boosts Tech Stocks, Warsh's Jackson Hole Debut 28.08.2026 17min

  Business and finance news from the Asia-Pacific. Nvidia Corp., the chipmaker at the heart of the artificial intelligence boom, projected sales growth of 70% for the next fiscal year, sending its shares on their biggest one-day rally since April 2025. The company's shares rose 8.7% to $227.98 in New York on Thursday, adding about $442 billion in market value. For more on the markers, we spoke to Sunny Bangia. He covers Asia Equities for Bloomberg News. Plus - Asian shares posted a modest gain, while US stock futures slipped, as traders held back ahead of Federal Reserve Chair Kevin Warsh's Jackson Hole speech for clues on the path of interest rates. Bloomberg's Paul Allen spoke to Betsey Stevenson, Professor of Public Policy and Economics at the University of MichiganSee omnystudio.com/listener for privacy information.
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  Nvidia's Bullish Sales Outlook 27.08.2026 19min

  Business and finance news from the Asia-Pacific. Nvidia, the chipmaker at the heart of the artificial intelligence boom, gave a bullish sales outlook for fiscal 2028, easing concerns that AI spending is poised to lose momentum. "We expect to grow revenue by approximately 70% in fiscal 2028," Chief Financial Officer Colette Kress said during a post-earnings conference call. Analysts have projected a rise of about 45% for that year, according to data compiled by Bloomberg. Moreover, Nvidia would be growing even faster if it had access to more supplies, she said. "Incredibly, we are seeing demand acceleration even at our scale," she said. "Customers' forecasts point to our growth doubling next year." We spoke to Daniel Newman, CEO of The Futurum Group. Nvidia's bullish sales outlook boosted stocks and futures, bolstering optimism that this year's rally in artificial intelligence shares has further to run. Bloomberg's Haidi Stroud-Watts spoke to Sean Darby, Asia Managing Director at Mizuho Securities.See omnystudio.com/listener for privacy information.
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  Oil Drop Eases Inflation Woes 26.08.2026 20min

  Business and finance news from the Asia-Pacific. Asian shares rose, led by chipmakers, as a decline in crude oil eased concerns about quickening inflation. MSCI's Asia Pacific equities gauge climbed 0.8%, with Samsung Electronics Co. and SK Hynix Inc. the biggest contributors. The regional benchmark was poised for a fourth gain in five sessions. Chip stocks had also advanced on Wall Street, with Nvidia Corp. snapping a seven-day run of losses before its earnings later Wednesday. We speak to Bloomberg's Executive Editor for Asia Markets, Paul Dobson. And - The newly established Asia Innovation and Technology Enterprises Going Global Summit aims to transition Asian tech firms from regional leaders into global players. Bloomberg's Minmin Low spoke to MindRank AI Founder and CEO, Niu Zhangming.See omnystudio.com/listener for privacy information.
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  Chipmakers Extend Decline, Leapmotor Earnings 25.08.2026 20min

  Business and finance news from the Asia-Pacific. Asian equities declined as investors cut exposure to technology shares ahead of earnings this week that will test confidence in the artificial intelligence trade. The MSCI Asia Pacific equities gauge slipped 0.5%, with South Korean chip bellwethers SK Hynix Inc. and Samsung Electronics Co. contributing most to the decline. The losses followed a selloff in semiconductor giants on Wall Street that dragged the Nasdaq 100 Index down nearly 1% on Monday, while Nvidia Corp. posted its longest losing streak since 2022. We speak to Mark Cudmore, Global Leader of the Markets Live Team at Bloomberg News. Plus - Leapmotor posted reported a strong first half profit due to surging sales but the company's net income missed analyst estimates. Bloomberg's Yvonne Man and David Ingles spoke to Co-President Michael Wu. See omnystudio.com/listener for privacy information.
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  Markets Brace for Nvidia, Jackson Hole, China on Iran Talks 24.08.2026 17min

  Business and finance news from the Asia-Pacific. Asian stocks edged lower, with the artificial intelligence trade in focus during a week set to be shaped by earnings from chip bellwether Nvidia Corp. and the Federal Reserve's annual gathering. Bloomberg's Paul Allen and Haidi Stroud-Watts speak to Pepperstone Research Strategist Dilin Wu. And - China said it continues to support a diplomatic end to the US-Iran war, in a delayed statement released shortly before the US is set to unveil measures to punish Tehran's economic partners. Bloomberg's Haidi Stroud-Watts and Paul Allen spoke to Christopher Smart, Managing Partner at Arbroath Group.See omnystudio.com/listener for privacy information.
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  Daybreak Weekend: Jackson Hole, France Conference, Tokyo CPI 21.08.2026 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 Fed Chair Kevin Warsh’s speech in Jackson Hole and earnings from chip giant, Nvidia. In the UK – a look ahead to a key meeting of French business leaders as they count down to a pivotal Presidential election. In Asia – a look ahead to Tokyo inflation See omnystudio.com/listener for privacy information.