Bloomberg Daybreak: Asia Edition

AI Trade Roars Back, Trump-Xi Lookahead 22.09.2026 18นาที

Business and finance news from the Asia-Pacific. Global AI stocks rallied as early signs of success for Meta Platforms Inc.'s new personal agent revived optimism over chip demand, bolstering the sector after a recent rough patch driven by calls for slower AI development. The rally followed Meta's Muse AI Agent climbing to the top of rankings on Apple Inc.'s free applications list after its launch earlier this month. Lower oil prices, amid hopes for diplomatic progress in the Iran war, further supported risk appetite. The moves are also offering reprieve for the hot AI trade, which had come under pressure from rich valuations and, more recently, concerns among tech leaders over the existential threat posed by advanced models. Muse's early traction is easing some of those fears by offering fresh evidence that AI demand remains robust. We speak to Bloomberg's MLIV Strategist Mark Cranfield And -  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. China's official Xinhua News Agency called the exchange "candid, in-depth and constructive." Bloomberg's Haidi Stroud-Watts spoke to Geoff Raby, Former Australian Ambassador to China for a lookahead.See omnystudio.com/listener for privacy information.

US-China Talks Begin Ahead of Summit, Japan's Takaichi Set to Visit United Nations 21.09.2026 16นาที

Business and finance news from the Asia-Pacific. Asian equities and Wall Street stock-index futures advanced after the US described talks with China as “very successful” ahead of a summit between Presidents Donald Trump and Xi Jinping this week. Oil fell for a fourth day. In the discussions the two sides agreed to set up a dialogue on AI aimed at reaching a common understanding on goals and threats, Bessent said. Subsequently, Japanese Prime Minister Sanae Takaichi is scheduled to speak before the United Nations Security Council on Tuesday. For a look ahead at Takaichi's visit, we spoke to Bloomberg's Tokyo Bureau Chief Isabel Reynolds. For an outlook at how market risks will play out across the Asia-Pacific region, Bloomberg TV Hosts Haidi Stroud-Watts and Paul Allen spoke to Louise Loo, Head of Asia Economics at Oxford Economics.See omnystudio.com/listener for privacy information.

Daybreak Weekend: US Housing, German Elections & President Xi's US Visit 18.09.2026 39นาที

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.

Stocks Rise as Oil Declines 18.09.2026 19นาที

Business and finance news from the Asia-Pacific. Asian stocks and bonds edged up as a pullback in oil prices eased inflation concerns. MSCI's regional equities gauge advanced 0.5%, with South Korea's Kospi index leading gains. Chipmakers Samsung Electronics Co. and SK Hynix Inc. climbed after a key US semiconductor gauge rallied. Adding to the positive tone, Brent crude declined for a third day, falling 1.2% to $103.56 a barrel as supply concerns eased and traders turned their attention to the next round of diplomacy over the US-Iran war. We speak to Bloomberg's MLIV Strategist David Savage. And for more on the markets, Bloomberg's David Ingles and Yvonne Man spoke to BNP Paribas Asset Mgmt Senior Market Strategist Ecaterina Bigos.See omnystudio.com/listener for privacy information.

Fed Raises Rates, BOJ Hike Anticipated 17.09.2026 21นาที

Business and finance news from the Asia-Pacific. The yen's sharp drop after the Federal Reserve's hawkish hike is raising the stakes for the Bank of Japan's policy meeting Friday, with strategists warning the currency could weaken further unless officials convince markets that more tightening is coming. The Fed lifted borrowing costs Wednesday for the first time since 2023 and projected further increases, prompting traders to price three additional hikes by the middle of next year. That threatens to keep the US-Japan rate gap wide even as the BOJ is expected to raise its own policy rate this week. We speak to Bloomberg's FX and Rates Strategist David Finnerty. And for more reaction to the Fed's decision, Bloomberg's David Ingles spoke to Former St. Louis Fed President James Bullard from the sidelines of the BNP Paribas APAC Global Markets Conference.See omnystudio.com/listener for privacy information.

Markets Await Fed Decision 16.09.2026 19นาที

Business and finance news from the Asia-Pacific. 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. Meantime, bond traders have piled into bearish positions ahead of Wednesday's Federal Reserve meeting, betting that the Treasury selloff driving yields to their highest in almost two decades will continue. The benchmark US 10-year yield rose to its highest level since 2007 on Tuesday as traders braced for the Fed to hike interest rates in response to inflation worries. We speak to Lianting Tu, Bloomberg's Managing Editor for Asia Equities. And for more on the market outlook ahead of the Fed's Decision, Bloomberg's David Ingles and Yvonne Man spoke to BNP Paribas Global Head of Markets 360 and Chief Economist Luigi Speranza.See omnystudio.com/listener for privacy information.

Investors Weigh AI Slowdown Concerns 15.09.2026 19นาที

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.

Stocks Drop on AI Slowdown Concerns, Central Bank Lookahead 14.09.2026 21นาที

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.

Daybreak Weekend: Fed Decision, Sweden Election, BOJ Meeting 11.09.2026 38นาที

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.

Asian Stocks Fall as Oil Adds to Inflation Fears 10.09.2026 17นาที

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.

Bessent Dares Traders to Bet Against Yen 09.09.2026 19นาที

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.

Yen Climbs to Six-Month High 08.09.2026 17นาที

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.

US-Iran Trade Attacks, Strong US Jobs 07.09.2026 19นาที

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.

Daybreak Weekend: US CPI, ECB Decision, BRICS Summit 04.09.2026 37นาที

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.

Waller Comments on Fed 04.09.2026 16นาที

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.

New Strikes Disrupt Hormuz 03.09.2026 17นาที

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.

SEMICON Taiwan 02.09.2026 18นาที

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.

Goldman Sachs Asia Leaders Conference 01.09.2026 20นาที

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.

China's Mega Lenders Lift Profit 31.08.2026 14นาที

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.

Daybreak Weekend: US Jobs, Germany Elections, South Korea Inflation 28.08.2026 37นาที

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.