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.
Today’s guests: Claire Trachet, Trachet CEO, Winnie Wu, BOFA Securities Chief China Equity Strategist.
Chapters:
00:00:00 – Daybreak Europe
00:00:19 – ECB Decision Day
00:01:09 – Traders Lock in Fed Cut Next Week
00:05:22 – US CPI Solidifies Bets on Fed Cuts
00:06:20 – Janet Yellen Bloomberg Exclusive
00:09:15 – ECB, Fed Are Both Expected to Cut Rates. But their Economies Have Very Different Outlooks
00:10:48 – Traders Add to ECB Rate-Cut Bets, Price 158Bps by End of 2025
00:12:40 – Trump Invites China’s Xi Jinping to Inauguration, CBS Says
00:16:21 – South Korea’s Yoon Vows Defiance as Impeachment Calls Grow
00:21:32 – Swiss Franc Poised to Extend Gains If SNB Opts for Smaller Cut
00:22:57 – SNB PREVIEW: Low Inflation, Strong Franc to Bring More Cuts
00:26:31 – Shrinking UK Stock Market Sinks Below Oman in Global IPO Ranking
00:27:06 – Claire Trachet, Trachet CEO
00:32:24 – Lucid Revs for 2026 Mass Market Push
00:40:02 – Winnie Wu, BOFA Securities Chief China Equity Strategist
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