Episódios

  • Daybreak Weekend: Nvidia Earnings, Medef Conference, BOK Decision
    Aug 22 2025

    Bloomberg Daybreak Weekend with Host Tom Busby take a look at some of the stories we'll be tracking in the coming week.

    • In the US – a look ahead to personal spending data and earnings from Nvidia.
    • In the UK – a look at the upcoming Medef Conference.
    • In Asia – a look at the next Bank of Korea decision and the HK IPO market.

    See omnystudio.com/listener for privacy information.

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    39 minutos
  • Instant Reaction: Jay Powell's Jackson Hole Speech
    Aug 22 2025

    Bloomberg's Tom Keene, Lisa Abramowicz and Michael McKee discuss remarks from Fed Chair Jay Powell following his speech at the Jackson Hole Symposium on a special edition of Bloomberg Surveillance.
    They speak with:

    • Jim Bullard, Former St. Louis Fed President
    • Kate Moore, Citi Wealth CIO
    • Rich Clarida, Former Fed Vice Chair

      Federal Reserve Chair Jerome Powell carefully opened the door to an interest-rate cut in September, pointing to rising risks for the labor market even as worries over inflation remain.“The stability of the unemployment rate and other labor market measures allows us to proceed carefully as we consider changes to our policy stance,” Powell said in remarks prepared for the Fed’s annual conference in Jackson Hole, Wyoming on Friday. “Nonetheless, with policy in restrictive territory, the baseline outlook and the shifting balance of risks may warrant adjusting our policy stance.”
      Following Powell’s remarks investors boosted bets that the Federal Open Market Committee would cut rates at their Sept. 16-17 meeting.

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    36 minutos
  • Fed's Powell Speech at Jackson Hole; Meta Poaches Apple AI Executive
    Aug 22 2025

    On today's podcast:
    1) US stocks are set to extend this week’s string of losses as investors stay risk-averse ahead of Federal Reserve Chair Jerome Powell’s Jackson Hole address, with markets scaling back bets on imminent rate cuts.
    2) Meta Platforms Inc. is hiring another key Apple Inc. artificial intelligence executive, even as the social networking company prepares to slow its recruitment, according to people familiar with the matter.
    3) Nvidia Corp. has instructed component suppliers including Samsung Electronics Co. and Amkor Technology Inc. to stop production related to the H20 AI chip, the Information reported, citing unidentified sources.

    See omnystudio.com/listener for privacy information.

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    16 minutos
  • Fed's Cook Defies Trump Pressure; Jackson Hole Conference Starts
    Aug 21 2025

    On today's podcast:
    1) Federal Reserve Governor Lisa Cook signaled her intention to remain at the central bank, defying calls for her resignation by President Donald Trump over allegations of mortgage fraud.
    2) US stock futures pointed to a firmer tone for tech shares on Thursday after days of selling as investors awaited the Federal Reserve’s gathering at Jackson Hole.
    3) Vice President JD Vance said negotiations over ending Russia’s war in Ukraine are focused on security guarantees for Ukraine and territory Russia wants to control — including Ukrainian territory that Russia isn’t occupying — as the US tries to broker a peace deal between the two nations.

    See omnystudio.com/listener for privacy information.

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    20 minutos
  • Next Steps in Russia-Ukraine Peace Process; Bessent Says China Tariff Status Quo 'Working Pretty Well'
    Aug 20 2025

    On today's podcast:
    1) After meeting with President Trump separately, Presidents Putin and Zelenskiy could be headed toward a pivotal face-to-face meeting to begin peace talks. But what each side is willing to give up to end the Russia-Ukraine war remains to be seen.
    2)Treasury Secretary Scott Bessent indicated the US is satisfied with the current tariff set up with China, a signal the Trump administration is looking to maintain calm with its economic rival before a trade truce expires in November.
    3) Wall Street’s selloff in tech heavyweights dragged down global markets on Wednesday, as investors cashed in gains from the leaders of the post-April rally.

    See omnystudio.com/listener for privacy information.

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    24 minutos
  • Trump Pushes for Putin-Zelenskiy Summit; Potential US-Intel Stake
    Aug 19 2025

    On today's podcast:
    1) President Trump pushes for a Putin-Zelenskiy meeting after yesterday's high stakes gathering at the White House. US and European officials started work on bolstering Ukraine's military as part of a package of security guarantees. The guarantees are aimed at allowing Ukraine to boost troop numbers without limitations, according to people familiar with the matter.
    2) The Trump administration considers buying a 10% stake in Intel. The US government and SoftBank Group Corp. see potential for a turnaround at Intel, with the government valuing the company's manufacturing prowess and SoftBank valuing its chip design operations.
    3) Earnings from the nation's biggest retailers kick off today as traders keep an eye on what Jay Powell will deliver from Jackson Hole.

    See omnystudio.com/listener for privacy information.

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    18 minutos
  • Zelenskiy and Allies Brace for Trump’s Terms; Jackson Hole Preview
    Aug 18 2025

    On today's podcast:
    1) Ukrainian President Volodymyr Zelenskiy and European leaders are heading to Washington to meet with President Trump after his Friday summit with Russian President Vladimir Putin. The leaders are looking to find out what President Trump committed to at his summit with Vladimir Putin.
    2) Traders look ahead to this week's Federal Reserve's annual retreat in Jackson Hole, Wyoming. Investors are cautious ahead of Jackson Hole, with Fed Chairman Jerome Powell’s speech keenly watched for guidance on a September interest-rate cut.
    3) Anti-war protests erupt in Israel over Prime Minister Netanyahu's plan to expand operations in the Gaza strip. Organizers said as many as half a million people attended the main rally at Tel Aviv’s “hostage square” in the evening, with the families of hostages saying “over 1 million people participated in hundreds of actions held across the country."

    See omnystudio.com/listener for privacy information.

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    17 minutos
  • Daybreak Weekend: Retail Earnings, European Banking, Japan Eco
    Aug 15 2025

    Bloomberg Daybreak Weekend with Host Tom Busby take a look at some of the stories we'll be tracking in the coming week.

    • In the US – a look ahead to housing data and retail earnings.
    • In the UK – a look at challenges facing European banking consolidation ahead of an upcoming shareholder vote in Italy.
    • In Asia – a look at Japan CPI, PMI, and trade.

    See omnystudio.com/listener for privacy information.

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    39 minutos