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: Maria Ferraro, Siemens Energy CFO; Arend Kapteyn, UBS Investment Bank Global Head Economics & Strategy Head.
Chapters:
00:00:00 – Daybreak Europe
00:00:21 – Trump Picks Musk, Ramaswamy for Government Efficiency Effort
00:03:10 – Futures Dip Ahead of US CPI
00:04:45 – Asian Stocks Drop to Two-Month Low Before US CPI
00:08:44 – Trump Taps Huckabee as Israel Envoy, Plans Capitol Hill Trip
00:10:46 – Trump to Nominate Fox News Host Hegseth as His Defense Secretary
00:11:51 – US CPI to Show Another Firm Reading, Leaving Fed Path Up in Air
00:14:42 – Siemens Energy Boosts Midterm Targets on Infrastructure Boom
00:15:20 – Maria Ferraro, Siemens Energy CFO Speaks to Bloomberg
00:20:24 – Jane Fraser: Expect Pro-Growth Agenda
00:23:45 – Trump Expected to Try to Halt TikTok Ban, Allies Say
00:26:25 – Scholz Seeks to Revive Prospects Ahead of German Snap Election
00:30:06 – Arend Kapteyn, UBS Investment Bank Global Head Economics & Strategy Head Speaks to Bloomberg
00:38:27 – SoftBank to Get First New Nvidia Chips for Japan Supercomputer
00:43:05 – Mitsotakis: Trade Wars Bad for Europe
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