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Bloomberg Daybreak: Europe

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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.

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

Jane: We Are Hedging Assets Back Into Sterling

10/16/2019
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U.K. assets have a huge discount in them because of Brexit uncertainty, says David Jane, multi asset fund manager at Miton. He tells Daybreak Europe's Nejra Cehic and Roger Hearing that as the end of that uncertainty nears, it makes sense that the valuation gap will close. He says it is time to move back into U.K. property, retail and consumer cyclical stocks, as well as adding to cyclicals in Europe.

Duration:00:08:21

Brussels Edition Podcast: Brexit Customs Are Key Issue

10/14/2019
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Customs remains the core issue for negotiations, says Bloomberg’s Brussels reporter Maria Tadeo after negotiators inched closer to a Brexit deal ahead of the October E.U. summit. Speaking with Daybreak Europe’s Roger Hearing and Caroline Hepker, she also discussed the outlook for E.U.-Turkish relations amid Turkey's incursion into Syria.

Duration:00:04:58

Deloitte: U.K. CFOs Worry More About Growth, Than Brexit

10/14/2019
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Deloitte's survey of 91 CFOs from September showed cost-cutting is a key priority, chief economist Ian Stewart tells Daybreak Europe's Caroline Hepker and Roger Hearing. He says financial chiefs' concern not only about the U.K. facing Brexit, but also about weakness in the Eurozone, has increased substantially in the last three months.

Duration:00:03:29

Bloomberg Westminster: Into The Tunnel

10/11/2019
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Bloomberg Brexit editor Edward Evans and Tim Bale, professor of politics at Queen Mary University London, join Sebastian Salek and Roger Hearing to discuss the pathway to Brexit that Boris Johnson is sending to Brussels. Plus, a look at Labour's position ahead of an early general election.

Duration:00:23:24

Tchilinguirian: Iranian Tanker Attack Harks Back to June

10/11/2019
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Harry Tchilinguirian, head of commodity markets strategy at BNP Paribas says little is known about the attack on an Iranian vessel in the Red sea, but it is a reminder to markets of previous attacks in June. Speaking to Daybreak Europe's Anna Edwards and Matt Miller, Tchilinguirian adds the market is making a switch from supply concerns towards demand worrries.

Duration:00:04:04

Olcott: Fundamentals Haven't Changed Between U.S. and China

10/11/2019
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Despite the optimistic signals coming from the trade talks, in reality positions have hardened on both sides, says Eleanor Olcott, China policy analyst at TS Lombard. She tells Daybreak Europe's Nejra Cehic and Roger Hearing that the incorporation of human rights into the process of economic decoupling makes a trade deal much more difficult to reach.

Duration:00:05:01

Kumar: Stand Pat On Rumours From China U.S. Trade Talks

10/10/2019
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While some people think, that there here is a plan for the trade talks, there is no ultimate goal says Ben Kumar, investment strategist at Seven Investment Management. He tells Daybreak Europe's Caroline Hepker and Roger Hearing that it is a negotiation and could go a number of ways. Kumar adds that the biggest source of risk for the valuation of U.S. stocks is the threat of increased taxation and regulation, rather than trade wars.

Duration:00:08:04

Property Portfolio: Resilient Market Says New-Build Specialist

10/10/2019
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There's strong resilience within new-builds with help-to-buy underpinning the London market, says Michael Stone, CEO of new home specialists Stone Real Estate. Speaking to Daybreak Europe’s Sandra Kilhof and Caroline Hepker on Property Portfolio, they discussed the impact of Brexit after the Federation of Master Builders said demand for new homes has fallen to a six year low. But Stone says competition remains strong and argues that developers will not change their focus on amenities,...

Duration:00:04:29

Bahrke: European Risk Assets First to Recover?

10/9/2019
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Witold Bahrke, chief strategist at Nordea says the trade war remains the key driver for markets in the medium term. Bahrke tells Daybreak Europe's Caroline Hepker and Matt Miller that when it comes to Europe, a lot is already priced in to European risk assets, meaning it could be the first region to stabilize.

Duration:00:05:35

Thulin: Only 5% Chance of U.S. Recession Over 3-6 Months

10/9/2019
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The data, resurgent U.S. GDP, plus stimulus from central banks globally, suggests recession risk is quite low, says Jonas Thulin, head of asset management at Erik Penser Bank. He tells Daybreak Europe's Caroline Hepker and Roger Hearing that the costs of being bearish too early are extremely high.

Duration:00:08:07

McCaig: Economic Data Driving Equities

10/8/2019
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Data rather than the frothiness of trade talks between Washington and Beijing is driving markets, says Alastair McCaig, director of investment management at Fern Wealth. He tells Daybreak Europe's Caroline Hepker and Roger Hearing that the real trigger point for when markets might change is when it affects the consumer, the underlying powerhouse for most economies.

Duration:00:07:06

Fitch's Coulton: Global Slowdown Is Down To Trade War

10/8/2019
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The tensions between China and the U.S. over trade are behind Fitch's decision to downgrade its predictions for global growth, Brian Coulton, chief economist at Fitch Ratings tells Daybreak Europe's Caroline Hepker and Roger Hearing. He says it also accounts for the slowdown in Germany which is driving the Eurozone economy.

Duration:00:07:57

DINE GO with Bloomberg’s Chief Food Critic Richard Vines Bloom

10/4/2019
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Bloomberg's Chief Food Critic Richard Vines speaks to Daybreak Europe's Caroline Hepker and Roger Hearing about the world's best bars in 2019, more Jamie Oliver woes and his predictions for the latest U.K. Michelin Guide announcement.

Duration:00:04:42

Property Portfolio: European Real Estate Investment is Falling

9/30/2019
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Retail real-estate is facing systemic challenges that are not likely to be alleviated by political certainty or improving growth, says Zachary Gauge, European Real Estate analyst and Gunnar Herm, Head of Research & Strategy for Europe at UBS. Speaking to Daybreak Europe’s Sandra Kilhof on Property Portfolio, they discussed investment into European real-estate, including the growing popularity of alternatives and whether Brexit provides a boost to continental capitals.

Duration:00:20:26

CER's Springford: Court Judgement Makes Deal Harder For Johnson

9/25/2019
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Boris Johnson's authority has been badly damaged by the Supreme Court verdict, according to John Springford, deputy director of the Centre for European Reform, and that makes EU leaders less likely to make concessions in the negotiations . He tells Daybreak Europe's Nejra Cehic and Roger Hearing an extension beyond October 31 to get a deal from Brussels is now a bit more likely.

Duration:00:05:46

Brown: Trump, Powell Play Good Cop, Bad Cop

9/20/2019
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Brendan Brown, senior fellow at Hudson Institute and publisher of Monetary Scenarios, discusses Germany's landmark package to cut greenhouse gases and how nation's climate policies tie to their economic performance. He also discussed his outlook for the Federal Reserve's rate path and how Chairman Jerome Powell is handling pressure from President Donald Trump. He speaks with Daybreak Europe's Caroline Hepker and Nejra Cehic.

Duration:00:06:38

DINE GO with Bloomberg's Chief Food Critic Richard Vines

9/20/2019
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Bloomberg’s Chief Food Critic Richard Vines speaks to Daybreak Europe’s Caroline Hepker and Francine Lacqua about iconic British restaurant St. John opening in Los Angeles, the state of U.K. restaurants, and where you should be booking a meal this weekend.

Duration:00:05:03

Krebbers: Investors More Accountable for Climate Change

9/20/2019
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Arthur Krebbers, head of sustainable finance for corporates at Natwest Markets, discusses the German government's plan to announce a series of measures to slash carbon emissions. Speaking to Daybreak Europe's Caroline Hepker, he also discusses the state of sustainable finance and how companies and investors will face increasing accountability for climate change.

Duration:00:05:00

Subran: It's A Crossroads For Monetary Policy

9/19/2019
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Incoming Allianz chief economist Ludovic Subran tells Daybreak Europe's Matt Miller and Anna Edwards, that it is hard to see no negative spillover from monetary policy, especially in the event of negative interest rates. He says trust in the role of money is changing, and central bankers' backs are against the wall.

Duration:00:07:25

Nowotny: Latest ECB Rate Cut Will Not Have Any Effect

9/19/2019
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Nobody could expect the ECB rate cut this month to have any effect on inflation, former Austrian Central Bank governor Ewald Nowotny tells Daybreak Europe's Caroline Hepker and Roger Hearing. Nowotny also discusses the Fed's September rate cut, saying he does not see a clear need for it given the current growth rates in the U.S.

Duration:00:07:42