Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we’ll tell you what matters for investors in Europe, giving you insight before trading begins.
On today’s show, Korea’s Kospi head for its biggest ever gain as investors dive back into the AI trade. Aggressive spending forecasts from Amazon helped drive a powerful rally in global chip stocks.
The Bank of Japan has held its benchmark interest rate and upgraded its economic growth forecast. This a day after Japan intervened to support the yen triggering the biggest intraday move higher for the currency since 2023.
And US President Donald Trump says his US-led Board of Peace has reached a deal for Hamas to disarm, but there are questions about the extent of the agreement, and when will it will take effect.
Today’s guests: Thomas Buberl, AXA, CEO; Lauren van Biljon, Allspring Global Investments, Senior Portfolio Manager & Martin Fischer, Forvia, CEO.
Chapters:
00:00:00 – Daybreak Europe
00:03:20 – Korea’s Kospi Surges by Most on Record
00:06:26 – Supply Shortages Hit Apple Forecast
00:10:10 – Hamas Disarmament Deal
00:14:21 – Thomas Buberl, AXA, CEO
00:20:16 – AI Selloff Hits Aschenbrenner Fund
00:22:39 – Anthropic AI Hacked Three Organizations During Tests
00:25:52 – Yen Loses Ground as BOJ Holds Rates
00:29:13 – Lauren van Biljon, Allspring Global Investments
00:35:16 – Martin Fischer, Forvia, CEO
00:41:19 – Age of Unstoppable Wildfires Has Reached Europe
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