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Bloomberg Daybreak: Europe

Bloomberg News

Overnight on Wall Street is morning in Europe. Bloomberg Daybreak Europe is anchored live from London and New York tracking breaking news in Europe and around the world. Markets never sleep, and neither does Bloomberg News. Monitor your investments 24 hours a day, around the clock from around the globe. Hosted by Caroline Hepker and Markus Karlsson.

Overnight on Wall Street is morning in Europe. Bloomberg Daybreak Europe is anchored live from London and New York tracking breaking news in Europe and around the world. Markets never sleep, and neither does Bloomberg News. Monitor your investments 24 hours a day, around the clock from around the globe. Hosted by Caroline Hepker and Markus Karlsson.
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United States

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Overnight on Wall Street is morning in Europe. Bloomberg Daybreak Europe is anchored live from London and New York tracking breaking news in Europe and around the world. Markets never sleep, and neither does Bloomberg News. Monitor your investments 24 hours a day, around the clock from around the globe. Hosted by Caroline Hepker and Markus Karlsson.

Language:

English


Episodes

Potts: No Need To Panic On U.S. Economy

8/23/2019
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There are risks to the U.S. economy, including the trade war and weaker manufacturing, says Henk Potts, director for investment strategy at Barclays Private Bank, but it's not the case that the U.S. is moving toward a recession. Speaking to Daybreak Europe's Caroline Hepker and Roger Hearing, he discusses the impact of Fed commentary on business confidence and the dangers of disappointment in the markets.

Duration:00:07:38

Vines: Abba-themed Restaurant at O2 Could be a Smash

8/23/2019
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An Abba-themed Mamma Mia Greek taverna is opening at London's O2 centre! Bloomberg's Chief Food Critic Richard Vines gives Daybreak Europe's Caroline Hepker and Roger Hearing all the foodie news including the profitability of Indian chain Dishoom and roast meats coming to Liverpool Street with the Three Uncles restaurant.

Duration:00:05:02

Property Portfolio: Build to Rent to Continue its Surge

8/23/2019
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Demand for build to rent properties has surged since 2015 and that is likely to continue, says Paul Stockwell, chief commercial officer at Gatehouse Bank. Speaking to Daybreak Europe’s Sandra Kilhof on Property Portfolio, they discussed the bank's three BTR funds and whether growing rent scrutiny will impact the sector.

Duration:00:04:33

European Banking, Profitability & The Rates Debate

8/21/2019
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European banks are the worst performing sector in the Stoxx 600 so far this year. Elisa Martinuzzi, Bloomberg opinion columnist who covers finance, and Jonathan Tyce, senior analyst for EU Banks at Bloomberg Intelligence discuss the impact of negative rates and low-yielding loans with Daybreak Europe's Caroline Hepker and Roger Hearing.

Duration:00:08:20

Pandora CEO Lacik: We Are On A Turnaround Journey

8/20/2019
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There's an exciting future for the company, but it boils down to being a more relevant brand, Alexander Lacik, chief executive officer of Danish jewellery maker Pandora tells Daybreak Europe's Caroline Hepker and Roger Hearing. He discusses the plan for a turnaround of the company's fortunes and rebrand which begins next month.

Duration:00:05:21

Hewson: Germany's €50bn Fiscal Stimulus is Peanuts

8/19/2019
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The money German finance minister Olof Scholz says his country has to muster in an economic crisis is more to do with optics than anything else, according to Micheal Hewson, chief market strategist at CMC Markets. He tells Daybreak Europe's Caroline Hepker and Roger Hearing markets are reading way more into this than they should be. Hewson also discusses the central bankers' gathering this week at Jackson Hole, Wyoming, and asks if the Fed and others are running out of ammunition in their...

Duration:00:07:58

Fitch's Coulton: Eurozone Savings Limit Recession Risk

8/16/2019
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Private sector savings have exceeded investment and improved debt ratios, reducing the risks that households and firms will cut spending sharply in response to external shocks, according to Fitch's Chief economist, Brian Coulton. He discusses the effects of company surpluses in Europe with Daybreak Europe's Caroline Hepker and Roger Hearing.

Duration:00:04:52

Property Portfolio: WeWork's Expenses Present a Risk

8/15/2019
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There's plenty of evidence to support WeWork's offering, but when you look closer at the finances, its expenses and negative return on equity do present some risk, says Sue Munden, european property analyst at Bloomberg Intelligence. Speaking to Daybreak Europe’s Sandra Kilhof on Property Portfolio, they discussed WeWork's prospectus and the viability of its business model amid growing competition.

Duration:00:04:02

Emons: Treasury Yield Low Shows Market's Deflation Risk Fears

8/15/2019
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The drop in 30 year Treasury yields reflects market fears of low inflation or even deflation in the U.S. economy, according to Ben Emons, Managing director global macro strategy at Medley Global Advisors. He discusses the future direction of bonds and the risks of global recession with Daybreak Europe's Nejra Cehic and Roger Hearing.

Duration:00:07:53

Harr: With No Trade Deal in Sight, Markets Are Right to Hedge

8/14/2019
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We will not get a trade deal on this side of the US presidential election says Thomas Harr, head of fixed income and currency research at Danske Bank. He told Daybreak Europe's Nejra Cehic and Roger Hearing that investors are right to be risk-off and that we should expect further drops in benchmark yields going forward.

Duration:00:08:10

Hardy: German Recession A Strong Possibility

8/14/2019
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The German economy is strong domestically but being dragged down by the export side, according to John Hardy, head of FX strategy at Saxo Bank, and recession is looming. Hardy tells Daybreak Europe's Caroline Hepker and Roger Hearing that fiscal stimulus from Germany as part of Euro area action is "do or die" and moves towards eventual EU fiscal union are essential for the health of the Eurozone economy

Duration:00:08:35

Bilfinger CEO: Market Wants To See Us Deliver On Cashflow

8/14/2019
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Bilfinger's revenue and growth momentum are good, and even cashflow while still negative, is improving at the German industrial services provider, Chief executive officer Tom Blades tells Daybreak Europe's Caroline Hepker and Roger Hearing. He discusses the impact of a "soft patch" in the German economy, and says things are less pessimistic at Bilfinger because they are less exposed than competitors to the troubled German automotive industry.

Duration:00:04:43

Argentieri: 50:50 Chance of Salvini Forcing Italian an Election

8/14/2019
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Italian Deputy Prime Minister Matteo Salvini wants new elections, but it is equally likely the other half of the coalition will be able to put a new executive together without his League Party, according to Federigo Argentieri, Professor at John Cabot University in Rome. Professor Argentieri told Daybreak Europe's Caroline Hepker and Roger Hearing if Salvini did force an election and win it convincingly, he would use that as a mandate to move Italy's budget outside EU fiscal rules.

Duration:00:04:31

Property Portfolio: Returns on U.K. Pubs Set to Improve

8/8/2019
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Slowing consumer demand and rising costs have hurt the U.K. pub industry, but there are now tentative signs that the sector is improving says Simon Johnson, senior director for the CBRE's Pubs and Leisure division. Speaking to Daybreak Europe’s Sandra Kilhof on Property Portfolio, Johnson said demand for craft beer and more food-offerings are boosting the sector, despite a troublesome economic outlook.

Duration:00:11:56

Flood: China's Message - It Can Play Games With Trade Too

8/8/2019
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The PBOC fixing the onshore Yuan above 7 dollars is a signal it can play games with the trade talks just as Donald Trump has done, says Paul Flood, Fund manager at Newton Investment Management. He tells Daybreak Europe's Caroline Hepker and Roger Hearing that concern about a breakdown in the trade talks, which could lead to an economic downturn, is driving investors into safety stocks.

Duration:00:11:29

OFX's Muress: Yuan Could Be Above Seven Dollars For Some Time

8/8/2019
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The PBOC is willing to use its currency to offset tariffs and other moves from the White House according to Hamish Muress, senior currency strategist at OFX. He discusses FX and the impact of the U.S.-China trade tensions with Daybreak Europe's Caroline Hepker and Roger Hearing.

Duration:00:08:10

Pitoun: Trade Impact on Real Economy Has Been Minimal

8/7/2019
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The uncertainty caused by the rising trade tensions between China and the U.S. is more damaging than tariffs and the drop in the value of the yuan, according to Raphael Pitoun, portfolio manager at CQS New City Equity. He talks to Daybreak Europe's Caroline Hepker and Roger Hearing about investment opportunities in a challenging trade environment.

Duration:00:07:58

Gray: Markets, Not U.S., Pushed PBOC to Weaken Yuan

8/6/2019
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Market pressures have forced China to push its currency lower, as opposed to being a direct tool in the trade war, says Alexis Gray, senior economist at Vanguard. She spoke to Daybreak Europe's Roger Hearing and Nejra Cehic about the escalating trade tensions and pressure building on the Fed for further rate cuts.

Duration:00:07:55

Dall'Angelo: Trade Tensions Will Factor Into More Fed Easing

8/6/2019
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Silvia Dall'Angelo, senior economist at Hermes Investment Management, discusses the U.S.-China trade war escalation and what it means for the Federal Reserve's monetary policy. She spoke to Daybreak Europe's Roger Hearing and Francine Lacqua.

Duration:00:09:25

Larsen: Latest Trade Moves Suggest More Than 4 Fed Rate Cuts

8/5/2019
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China letting the offshore Yuan drop in value and ban on buying U.S. agricultural products will keep President Trump pushing on the tariff front in response, says Andreas Steno Larsen, senior global strategist at Nordea. Speaking to Daybreak Europe's Nejra Cehic and Roger Hearing, he argues that this will put more pressure on the Fed. So Larsen now expects two more Fed rate cuts in 2019, in addition to the four he has already priced in.

Duration:00:07:41