Bloomberg Daybreak: Europe Edition

Episodi

• Trump-Netanyahu Split, Alphabet’s $80B Splurge, Sex Misconduct Claims 02.06.2026 22min

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) President Donald Trump and Israeli Prime Minister Benjamin Netanyahu offered differing accounts of a call about the fighting in Lebanon, as the US struggled to get efforts toward an Iran peace deal back on track.(2) The European Commission is weighing plans to grant member states additional fiscal flexibility to cope with the impact of high energy costs due to the Iran War, according to people familiar with the discussions.(3) Senior government officials have warned Russian President Vladimir Putin that spending on the war in Ukraine is on an unaffordable path, the most serious sign of internal division in Moscow since the full-scale invasion began.(4) Google parent Alphabet is raising $80 billion through a package of equity offerings, including an investment deal with Berkshire Hathaway, as the company races to fund its ambitious artificial intelligence spending plans.(5) Britain was still grappling with the explosion of government debt accumulated during the Napoleonic Wars and the industrial revolution was beginning to transform the world. In 1834, the UK had 90 taxes in place with duties on everything from servants to stage coaches.(6) UK Sotheby’s International Realty has been the talk of London’s luxury property market over the past three years. But alongside the firm’s rapid expansion sit allegations of harassment and bullying from current and former employees, revealed by Bloomberg for the first time.Podcast Conversation: McDonald’s Growth Plan Calls for Fancier Chicken, Airier StoresSee omnystudio.com/listener for privacy information.
• AI Powers Stock Records, Still No Iran Deal, Europe's Rush to Re-arm 01.06.2026 16min

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) Stocks rose to a record as investors doubled down on the artificial intelligence trade that’s powered equities to all-time highs. Oil climbed as a US-Iran ceasefire deal remained elusive. (2) The US and Iran traded messages over the weekend seeking changes to a draft agreement that would extend a ceasefire and open the Strait of Hormuz, but it was unclear whether the sides were making much progress.(3) Europe is rushing to rearm but needs time and clarity from the US to do so, Germany’s Chief of Defense Carsten Breuer said in an interview with Bloomberg TV on the sidelines of the Shangri-La Dialogue defense conference.(4) Andy Burnham, the Greater Manchester mayor who wants to replace Keir Starmer as UK prime minister this summer, has left open the possibility that he could call an early general election if he wins power.(5) Congo’s Ebola outbreak is being detected across a widening swath of the country’s conflict-hit east as health authorities struggle to trace exposed contacts and determine the true scale of the epidemic.Podcast Conversation: Hands Are Physical AI's Anti-Hype Test: Catherine ThorbeckeSee omnystudio.com/listener for privacy information.
• Daybreak Weekend: US Jobs, Ukraine Funding, Australia GDP 29.05.2026 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 May jobs report, along with a focus on three stocks for the week ahead. In the UK – a look ahead to what comes next in the Ukraine war following fresh EU funds to Ukraine. In Asia – a look ahead to Australia GDP data. See omnystudio.com/listener for privacy information.
• Tentative US-Iran Deal, Blue Origin Rocket Explodes, AI Vs Politicians 29.05.2026 18min

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) The US and Iran have reached a tentative deal to extend a ceasefire by 60 days and launch further talks on Tehran’s nuclear program, a person with knowledge of the matter said, raising hopes the three-month conflict could be nearing a resolution.(2) Blue Origin’s New Glenn rocket exploded in a massive fireball while undergoing a test on a Florida launchpad Thursday evening, dealing a major setback to the Jeff Bezos-backed firm in its efforts to challenge a dominant SpaceX.(3) Anthropicraised $65 billion in a funding round that valued the artificial intelligence company at $965 billion including the new investment, eclipsing rival OpenAI’s value for the first time.(4) European Commission officials are planning to meet with Anthropic to seek more information on the company’s Mythos model and request making the groundbreaking artificial intelligence tool available to the bloc, according to people familiar with the matter.(5) Andy Burnham, who is seeking to become the UK prime minister this summer, said a government led by him would increase regulations on technology companies and intervene more widely in the economy.Podcast Conversation: Men Are Spraying Themselves 100 Times in New Fragrance FrenzySee omnystudio.com/listener for privacy information.
• Fresh US Strikes On Iran, ‘Lost Generation’ Fear, Europe’s Football Rich List 28.05.2026 21min

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) The US carried out airstrikes on an Iranian military site and imposed new sanctions to prevent Tehran from profiting from vessels transiting the Strait of Hormuz, highlighting the fragility of recent diplomatic momentum.(2) Federal Reserve Bank of Chicago President Austan Goolsbee repeated that increased investment and spending due to a projected surge in future productivity growth may be inflationary and require higher interest rates from the US central bank.(3) The European Central Bank should take a close look at how badly the Iran war is weighing on the economy when it decides whether to raise interest rates next month, according to Vice President Luis de Guindos.(4) A surge in UK youth unemployment risks creating a “lost generation,” according to a government-commissioned review that said urgent action is needed to correct a “whole-system failure.”(5) President Volodymyr Zelenskyy rebuffed the idea of Ukraine getting partial membership of the European Union, arguing that his country deserves to be granted full status because its forces are defending all of the bloc from Russia. Podcast Conversation: The $300 Per Month Gym Membership Is Becoming Gen Z’s Night OutSee omnystudio.com/listener for privacy information.
• China Pressures Europe, Blair Slams Labour, Switzerland’s Population Cap 27.05.2026 20min

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) China has been slow-walking approval of Airbus SE plane deliveries to signal impatience with how long European regulators are taking to certify Chinese-made aircraft, according to people familiar with the matter.(2) The UK and other western nations are running out of time to maintain their technological edge over China, the UK’s top cyber spy is set to warn Wednesday, urging businesses to work with intelligence officials in order to stay ahead.(3) The US is touting progress toward a peace deal with Iran to end the nearly three-month war, even amid fresh hostilities and uncertainty over the vital Strait of Hormuz.(4) Former BP Chairman Albert Manifold pushed back against what he described as a “false narrative” surrounding his surprise departure from the British supermajor.  (5) The breakneck surge in memory-chip stocks is intensifying, sending the market capitalizations of SK Hynix Inc. and Micron Technology Inc. above $1 trillion for the first time, as investors bet the AI boom will lead to a sustained revaluation of the industry.(6) Former Labour Prime Minister Tony Blair criticized the party he once led for “playing with fire” in its attempt to oust current premier Keir Starmer, while also slamming the government for lacking a clear agenda.(7) Switzerland will vote on a plan to cap its population at 10 million people in June. It's being a called a "Sustainability Initiative" rather than an anti-immigration policy, after decades of surging population growth. But, the country's biggest companies are worried about where they'll get workers.Podcast Conversation: Anthropic’s Latest AIs Are Making Customers UneasySee omnystudio.com/listener for privacy information.
• US Bombs Iran Targets, Growing AI Job Fears, Israel’s Economic Strain 26.05.2026 20min

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) US and Israeli jets struck Iranian vessels in the Strait of Hormuz and other targets, hours after President Donald Trump had suggested negotiations with Tehran over an interim deal were progressing.(2) Israel will intensify its strikes against Hezbollah, Prime Minister Benjamin Netanyahu said Monday, amid stepped-up negotiations between the US and Iran to bring an end to the conflict in the region.(3) Bloomberg Economics has found that find that 27% of workers in advanced economies — more than 120 million in the 31 countries  — are likely to be meaningfully affected by AI. That's as Pope Leo XIV said artificial intelligence should be “disarmed” to protect humanity from its dangers.(4) Ebola is spreading faster in Democratic Republic of Congo than responders can contain it, the World Health Organization warned, as suspected deaths climbed above 220 and treatment centers came under attack in the country’s conflict-hit east. (5) The first heat wave of the season continues to scorch Europe over the coming week, sending temperatures toward monthly records in the UK, France and Spain.(6) Israel's economy slumped in the first quarter of the year due to the fallout of the war with Iran. The country has been in a near constant state of conflict over the past 2 years. It is seeing a brain drain, falling foreign direct investment and ballooning defense budgets -- all as Israel prepares to hold elections by October.Podcast Conversation: Swiss Trader Had Lucrative Role Getting Iraqi Oil Through HormuzSee omnystudio.com/listener for privacy information.
• Daybreak Holiday: Kevin Warsh, Costco, Inflation's Impact on Memorial Day 25.05.2026 39min

  On this special Memorial Day edition of Bloomberg Daybreak - hosted by Nathan Hager.  We look at the challenges ahead for new Fed Chair Kevin Warsh with Bloomberg News International Economics & Policy correspondent Michael McKee and Anna Wong, Chief US Economist with Bloomberg Economics We preview Costco and Best Buy earnings with Bloomberg Intelligence Analysts Jenn Bartashus and Lindsay Dutch And as we we kick off the unofficial start of summer, we will tell why this could be one of the most expensive Memorial Days on record. We break it all down with Bloomberg's Julia Fanzeres and Mark Niquette See omnystudio.com/listener for privacy information.
• Daybreak Weekend: US PCE, Iceland Eco Conference, Australia CPI 22.05.2026 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 PCE and personal spending data, along with a focus on three stocks for the week ahead. In the UK – a look ahead to the Reykjavík Economic Conference in Iceland. In Asia – a look ahead to Australia CPI data. See omnystudio.com/listener for privacy information.
• A $50 Trillion Problem, Poland Troops U-Turn, Ebola Aid Cuts Impact 22.05.2026 22min

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) One inflation spike in the 2020s might be an accident, the world’s biggest bond markets seem to have decided, but two looks like an alarming new trend.(2) The euro area will slow markedly while suffering the fastest inflation since 2023 as it succumbs to the energy-cost surge from the Iran war, according to the European Commission.(3) Confidence among the lowest-earning Britons plunged in May and even those on average pay are digging into savings to meet everyday expenses as the Iran energy shock hits household budgets, a key survey found.(4) Iran said the latest proposal from the US partly bridged the gap between the warring sides, but comments from the Islamic Republic’s supreme leader about keeping Tehran’s uranium stockpile and a dispute over tolls in the Strait of Hormuz clouded the outlook for a breakthrough.(5) President Donald Trump said he would send an additional 5,000 troops to Poland, reversing course on a plan to suspend an Army deployment to the country amid a feud with other NATO nations over what he saw as their refusal to help in the Iran war.(6) Jennifer Zabasajja joins the show to discuss how the Ebola outbreak in Africa compares with previous ones, the impact of aid cuts and how serious the crisis could get. You can hear more of Jennifer's reporting on the topic on this week's Next Africa PodcastPodcast Conversation: Come for the Biking, Stay for the OttersSee omnystudio.com/listener for privacy information.
• Nvidia Fails To Excite, SpaceX IPO Revelations, Booze Firms' Sobering Times 21.05.2026 25min

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) Nvidia facing more investor skepticism, used its latest quarterly report to tout progress in diversifying the company, which aims to rely less on the giant data center operators that have fueled its runaway growth.(2) Standard Chartered Chief Executive Officer Bill Winters sought to reassure staff after his remarks on using artificial intelligence to replace “lower-value human capital” triggered a sharp backlash on social media and from a former head of state.(3) The way Unilever Chief Executive Officer Fernando Fernandez starts every meeting at the consumer products maker says a lot about the mindset of corporate bosses who fear their companies have lost their edge.(4) The US and Iran traded threats of escalation as the weeks-long standoff in the Middle East dragged on without resolution.(5) The JPMorgan banker named in a graphic sexual harassment suit that went viral last month hit back at her accuser with a defamation counterclaim, calling his allegations “entirely false” and “malicious.”Podcast Conversation: Spa Weekends Have Found a Crucial New Attraction in MahjongSee omnystudio.com/listener for privacy information.
• Surging Borrowing Costs, EU-US Deal Advances, Nuns Get Financially Savvy 20.05.2026 19min

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) Yields on the US Treasury’s longest-dated bond rose to the highest level in almost two decades as investor concerns mount that accelerating inflation will force central bankers to raise interest rates.(2) Borrowers poured into Europe’s bond market at the fastest pace ever, locking in funding before the region’s central bank is likely to hike interest rates.(3) Chancellor of the Exchequer Rachel Reeves has privately proposed voluntary price freezes on food in supermarkets, as the UK government seeks to ease cost of living pressures for struggling Britons.(4) President Donald Trump threatened to resume strikes on Iran in the coming days as part of the push for a deal to end the war, after he said he had just called off a US attack.(5) The European Union finalized the text of its long-delayed US trade deal after months of negotiations, clearing a major hurdle to ratifying the pact before President Donald Trump’s threatened deadline to impose higher tariffs.(6) The UK’s right-wing Reform party has a warning for investors: don't bet on renewable energy projects awarded by the sitting Labour government.(7) When it comes to financial management, religious organizations have had a lot of catching up to do.Podcast Conversation: Arsenal's decades-long wait is over.See omnystudio.com/listener for privacy information.
• US Delays New Iran Attack, AI Banking Job Cuts, Milan’s Wealth Boom 19.05.2026 17min

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) President Donald Trump said he called off a strike on Iran planned for Tuesday after an appeal by the leaders of Persian Gulf allies, who called for more time to pursue a diplomatic resolution.(2) Standard Chartered Chief Executive Officer Bill Winters delivered a blunt message on the future of the bank’s workforce, warning that a push into artificial intelligence will eliminate thousands of roles as the lender replaces “lower-value human capital” with technology. (3) A jury rejected Elon Musk’s claims that OpenAI under Sam Altman’s leadership betrayed its mission to benefit the public by morphing into a for-profit business, finding that he waited too long to sue the company.(4) Greenland’s leader said he had a “constructive” meeting with Donald Trump’s envoy to the Arctic island, but warned there were no signs the US president has changed his ambition to acquire the territory.(5) Andy Burnham, the current favorite to replace Keir Starmer as UK prime minister, has ruled out changing the government’s self-imposed limits on borrowing if he were to gain power.(6) An unprecedented influx of wealth has pushed up rents and living costs in Milan, a city once seen as a second-tier financial center. Tax incentives have drawn returning professionals and wealthy expats from countries such as the UK that have phased out similar advantages. Podcast Conversation: Your Favorite Thing to Do on Vacation Is Making Travel WorseSee omnystudio.com/listener for privacy information.
• Global Bond Rout Deepens, China Economy Slows, 250% UK Deals Frenzy 18.05.2026 20min

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) A selloff in global bonds extended as the deadlock over the Iran war drove oil prices higher, fueling inflation concerns and raising bets that central banks will need to keep tightening policy.(2) Oil prices above $100 a barrel, with US-Iran ceasefire talks stalled and trade through the Strait of Hormuz heavily disrupted, continue to stoke global inflation pressures(3) Oil rose for a third day as President Donald Trump again pressured Iran to come to a deal to end weeks of war and reopen the crucial Strait of Hormuz.(4) China’s growth slowed across the board in April with investment resuming declines, as booming exports no longer offset a deteriorating economy at home.(5) The thorny question of whether Britain should unwind a decade of estrangement from the European Union is resurfacing as the Labour Party starts to imagine a future beyond Prime Minister Keir Starmer.(6) A British dealmaking boom has London’s M&A advisers on track for their best year in more than a decade, standing in contrast to investor fears over the country’s latest political crisis.Podcast Conversation: Swatch Shops Shut as Audemars Piguet Collaboration Causes MayhemSee omnystudio.com/listener for privacy information.
• Daybreak Weekend: Nvidia Earnings, Europe Airlines, Japan GDP 15.05.2026 38min

  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 earnings from Nvidia and a focus on three stocks for the week ahead. In the UK – a look ahead to earnings from Europe’s largest low-cost airlines. In Asia – a look ahead to Japan GDP data.  See omnystudio.com/listener for privacy information.
• UK Turmoil Hits Pound, Trump-Xi Play Nice, Powell’s Term Ends, $100k A Day Wealth Tax 15.05.2026 24min

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) A potential challenge to UK Prime Minister Keir Starmer’s leadership from one of the nation’s most popular Labour Party politicians sent the pound tumbling by casting doubt on the future of his government and its efforts to rein in the national debt.(2) US President Donald Trump signaled China is willing to support negotiations with Iran, as he pushes for a diplomatic resolution to end the war and reopen the Strait of Hormuz, after a commercial vessel was apparently seized near the United Arab Emirates.(3) Governing Council member Yannis Stournaras warned that the European Central Bank could be forced to hike borrowing costs if the price of oil maintains its current level, according to Athens News Agency.(4) Federal Reserve Governor Stephen Miran said he will resign from the central bank effective once incoming Chair Kevin Warsh is sworn into office, or shortly before.(5) Nvidia shares rose on Thursday, extending a 20% rally over the past seven days as investors plow into the chipmakers profiting from a flood of investment spending on artificial intelligence.See omnystudio.com/listener for privacy information.
• Xi Warns Trump Of ‘Clashes’, Rayner Cleared of Wrongdoing , £1.3 Trillion City Fight 14.05.2026 20min

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) Xi Jinping warned Donald Trump of a potential conflict over Taiwan if the issue is mismanaged, saying it could push the China-US relationship into a highly dangerous situation.(2) Angela Rayner, the UK’s former deputy prime minister, has been cleared of deliberate wrongdoing in an investigation into her tax affairs, potentially paving the way for a leadership bid against Prime Minister Keir Starmer.(3) European Union leaders must show courage in strengthening the bloc’s foundations, according to European Central Bank President Christine Lagarde. “Europe now finds itself in a world that is far less forgiving of the gaps in its institutional architecture,” she said Wednesday in Aachen, Germany. “Institutions that were built for an earlier age are being tested by demands they were not fully designed to meet.”(4) The US Senate narrowly confirmed Kevin Warsh as chair of the Federal Reserve, setting up the most controversial leadership transition at the US central bank in decades and a test of its political independence.(5) More UK estate agents have reported falling house prices in April as the war in Iran and elevated borrowing costs hit buyer confidence, according to a closely watched survey.(6) Back in the 2000s, the market for pension risk transfers was an eat-what-you-kill industry, and pickings were slim. Nearly two decades on, PRTs are a much easier sell and there are £1.3 trillion of assets to fight for. Podcast Conversation: Stressed? Overscheduled? There’s More Time in the Day Than You ThinkSee omnystudio.com/listener for privacy information.
• UK Leadership Crisis, Jamie Dimon’s Many Warnings, Surviving US-China Crossfire 13.05.2026 17min

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) UK Prime Minister Keir Starmer survived in post on Tuesday despite a slew of ministerial resignations which have so far failed to force his downfall.(2) As UK Prime Minister Keir Starmer slowly loses allies in government and fights for his survival, the escalating political drama is heaping fresh pressure onto a bond market already battered by the country’s deep-rooted fiscal and economic problems.(3) Jamie Dimon warned the UK that any move to hike taxes on banks in the event Keir Starmer is replaced as the UK’s prime minster would see JPMorgan Chase & Co. scrap plans to invest billions in a new London headquarters in Canary Wharf.(4) France’s economy is showing signs of faltering as the fallout from the Middle East conflict hits growth and ratchets up inflation pressure, according to the central bank’s monthly survey of companies.(5) Oil shipments from Iran’s main export terminal appear to have come to a standstill over the past several days, according to satellite images, the first sign of a prolonged halt since the start of the war.(6) US President Donald Trump said he would prioritize trade discussions during his summit with Chinese counterpart Xi Jinping, and downplayed the amount of attention they would devote to the Iran war.(7) When President Donald Trump sits down for talks with China’s Xi Jinping this week, the focus will be on whether the world’s two-biggest powers can stabilize a fraught relationship. But it is the countries caught in between that have been forced to navigate the fallout from the geopolitical storm.Podcast Conversation: Solar is Now so Big in Europe That Power is Going to WasteSee omnystudio.com/listener for privacy information.
• Starmer Under Siege, Iran Ceasefire On ‘Life Support’, EU Chief Faces Backlash 12.05.2026 23min

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) Keir Starmer was facing growing pressure to step down as Britain’s prime minister after dozens of members of Parliament, including Cabinet allies, joined the calls for him to set out a timetable for his departure.(2) A Schroders bond-fund manager is steering clear of UK debt on concern that political upheaval will drag yields higher in the coming months.(3) The ceasefire between the US and Iran reached a particularly precarious moment Monday as President Donald Trump said the agreement was on “massive life support” after he rejected Tehran’s latest peace offer.(4) The US sanctioned a dozen entities and individuals over the sale of Iranian oil to China, stepping up economic pressure just days before President Donald Trump meets his counterpart Xi Jinping.(5) Michael Burry, the investor made famous in The Big Short, is warning that the Nasdaq 100 Index is headed toward a dramatic reversal after a “parabolic” surge that has driven technology valuations to unsustainable heights.(6) In the time it usually takes to watch one football match, the Kospi index shed more than $300 billion in value as the gauge slumped on Tuesday. That’s a bit more than $3 billion a minute in the benchmark index alone, and the scale of the slide helped sour sentiment across Asia.(7) On the 13th floor of the Berlaymont building in Brussels, Ursula von der Leyen has built a presidential operation that exerts control over every aspect of what goes on inside the European CommissionPodcast Conversation: What Teens Need From Parents in the Age of AISee omnystudio.com/listener for privacy information.
• UK PM Leadership Threat, Trump Slams Iran Proposal, Soaring Emerging Markets 11.05.2026 19min

  Your morning briefing. All the news you need to start your day.On today's podcast:(1) Prime Minister Keir Starmer’s political problems have likely grown too big to solve with a single speech. For now, he will try to forestall an immediate challenge to his job.(2) President Donald Trump and Iran rejected each other’s latest peace proposals to end the 10-week conflict as the two sides struggle to maintain a fragile ceasefire.(3) President Donald Trump is expected to press President Xi Jinping over China’s approach to Iran and hammer out details on a new board of trade when they meet this week in Beijing, senior US officials said Sunday, hours before China confirmed the state visit.(4) China’s factory prices grew at the fastest pace since the pandemic four years ago as the fallout from the Iran war sharply raises costs and leaves profits under pressure.(5) US allies in Europe anticipate that President Donald Trump will withdraw more forces from the continent after he announced he would pull 5,000 troops out of Germany, people familiar with the matter said.(6) Over the past year, Alphabet has gone from an artificial intelligence afterthought to the one firm in the market with dominant positions in nearly every aspect of the technology.(7) Two months of crisis in the Middle East show the conventional tactic of ditching emerging-market assets in times of market stress is no longer a sure-fire defensive play.Podcast Conversation: Gelato Is Getting Weird and Not Everyone Is Happy About ThatSee omnystudio.com/listener for privacy information.