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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.

Location:

United States

Description:

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

Square Mile: Can London Secure "Equivalence" with EU?

2/24/2020
Equivalence, as opposed to passporting for financial services, was part of the political declaration between the UK and the EU post-Brexit. Peter Bevan partner at Linklaters discusses the difficult debate around divergence versus alignment for the City of London. But he tells Daybreak Europe's Caroline Hepker there are more than 40 types of equivalence and the battle will become increasingly pressured given the time constraints.

Duration:00:05:31

Kemp: A Lot Of Good News Baked Into US Equity Prices

2/24/2020
The virus and other concerns can affect the optimism baked into U.S. equity prices and could have a deep impact, says Dan Kemp, CIO of Morningstar Investment Management. He tells Daybreak Europe's Roger Hearing and Nejra Cehic finding security for investors in this environment is very difficult, so they should take less risk and hold cash. For value, there is some still in the U.K. and South Korea, and in the energy sector.

Duration:00:05:00

Snower: Social Solidarity Is More Important Than GDP

2/20/2020
The rise of populism is the most concerning trend in global politics says Dennis Snower, President of the Global Solutions Initiative. Snower tells Daybreak Europe's Matt Miller you have to look beyond GDP to see what people really want - social solidarity and agency - how empowered people are and how embedded in their social communities, and that explains why mainstream political parties are missing something really important.

Duration:00:07:34

Property Portfolio: Why CVAs Fail and Possible Alternatives

2/20/2020
Company voluntary arrangements are failing to keep retailers afloat, despite being an increasingly popular choice, according to Colliers International. Speaking to Daybreak Europe's Sandra Kilhof on Property Portfolio, Dan Simms, Co-Head of Colliers Retail Agency says CVAs aren't a viable solution because they don't address the issue of debt.

Duration:00:07:42

Hodges: Markets Are Taking Positive View On Virus Recovery

2/17/2020
Dickie Hodges, head of unconstrained income at Nomura Asset Management UK discusses the ways for investors to deal with the impact of the virus outbreak with Daybreak Europe's Roger Hearing and Nejra Cehic. Hodges says there will be a negative effect to the global economy coming though initially, but this will cause a demand-led spike, and the demand is nothing but positive for risk-led assets.

Duration:00:08:19

Square Mile: City Police Chief On The Terror Threat

2/14/2020
The challenge is to identify when a dangerous individual is about to take action and respond quickly, says Ian Dyson, City of London Police Commissioner. Speaking on Daybreak Europe's Square Mile, he told Caroline Hepker and Roger Hearing there has not been an increase in knife crime in the City, but there has been increase in low-level violence associated with the night-time economy.

Duration:00:05:50

Bradshaw: Peak Infection Point Remains Key Question

2/13/2020
The hit on global growth from the coronavirus is still uncertain, but the new infection numbers will give businesses pause for thought, says Helen Bradshaw, portfolio manager at Quilter Investors. She discusses the impact of the outbreak with Daybreak Europe's Nejra Cehic and Roger Hearing.

Duration:00:07:54

Ahold Delhaize CFO: Cost-Cutting To Go Up

2/12/2020
Jeff Carr CFO of Ahold Delhaize discusses the retailers 4th quarter earnings which beat lowered expectations. He tells Daybreak Europe's Caroline Hepker that the business has struck a good balance between in-store and online business.

Duration:00:05:52

Avolon CEO: Coronavirus May Mean More Demand

2/12/2020
The chief executive of aircraft leasing company Avolon, Domhnal Slattery discusses coronavirus and how outbreak may in fact mean more demand for their offering. But he tells Bloomberg Daybreak Europe's Caroline Hepker and Nejra Cehic that airlines overall are resistant to pandemics and will bounce back.

Duration:00:05:52

Lawler: Coronavirus Adding Toward Rate Cut Bias

2/12/2020
Federal Reserve Chair Jerome Powell's first day of testimony before lawmakers left the door "slightly ajar" on a rate cut because of the unknown potential economic impact of the coronvirus, says Jasper Lawler, head of research at London Capital Group. Lawler spoke to Daybreak Europe's Caroline Hepker and Matt Miller.

Duration:00:08:29

Equinor CFO: Cost of Projects is Key

2/11/2020
The slowdown in oil demand in China as a result of coronavirus is something Norway's Equinor is watching. But CFO Lars Christian Bacher says the only thing the company can do is focus on keeping costs down. He also discusses climate change concerns and the transition to renewable wind energy with Daybreak Europe's Caroline Hepker and Roger Hearing.

Duration:00:06:15

Randstad CEO: We Can Weather the Storm

2/11/2020
Recruitment firm Randstad is offering investors a special dividend but results were still dominated by hiring weakness and pressure on margins in the 4th quarter. Randstad CEO Jacques van den Broek tells Daybreak Europe's Caroline Hepker and Roger Hearing that he remains upbeat despite the challenges in key markets.

Duration:00:04:46

Thulin: No Love for European Equities

2/10/2020
The coronavirus has not changed the drivers of the 2019 equity rally and I expect to see a V-shaped recovery in China. says Jonas Thulin, head of asset management at Erik Penser Bank. He tells Daybreak Europe's Caroline Hepker that the market is going to start discussing pent up demand in China soon. But whilst he is bullish on risk assets, he has no exposure to eurozone stocks.

Duration:00:08:19

Donnelly: Voters Enamored By Sinn Fein's Housing Policy

2/10/2020
Sinn Fein's win is historic as it proves voters were willing to look past the party's tawdry past and instead focus on those parties willing to solve Ireland's housing crisis, says Larry Donnelly, Political Columnist and Lecturer at NUI Galway’s School of Law to Daybreak Europe's Matt Miller and Anna Edwards.

Duration:00:07:37

Wall: UK Government Drive for Pro-Business Budget

2/7/2020
Emma Wall, head of investment analysis at Hargreaves Lansdown tells Daybreak Europe's Caroline Hepker not to underestimate the determination of Boris Johnson's government to distract from Brexit and provide a pro-business budget. She begins though with the disconnect between the market reaction to coronavirus versus its potential economic impact.

Duration:00:07:55

Ducrozet: Lagarde Marginally More Hawkish Than Draghi (Correct)

2/7/2020
Frederik Ducrozet, strategist at Pictet Wealth Management, gives his view of the ECB head’s address to the European Parliament. Ducrozet also tells Daybreak Europe’s Nejra Cehic and Roger Hearing there is cautious optimism in markets on virus and U.S. data, with a perfect storm of panic leading into a v-shaped recovery - but there is currently an unchanged global macro picture. (Corrects a previous version featuring the wrong sound.)

Duration:00:10:28

Property Portfolio: Finding Safety in U.K.'s Six Biggest Cities

2/6/2020
U.K. real estate now looks more like a safe haven again as investors navigate risks from trade, Middle East tensions and the coronavirus, says Lloyds Head of Real Estate and Housing Madeleine McDougall. Speaking to Daybreak Europe's Sandra Kilhof on Property Portfolio, McDougall said she's particularly bullish on offices in the Big Six and properties in the life sciences sector.

Duration:00:16:11

Praet: ECB Needs Governments to Act

2/6/2020
Former ECB Chief economist Peter Praet discusses President Lagarde's strategy review pointing out that the inflation target has always been 2 percent in the medium term. He tells Daybreak Europe's Caroline Hepker and Roger Hearing, that he does not see coronavirus as a significant threat for Europe.

Duration:00:05:26

Ducrozet: Lagarde Has Marginally More Hawkish Tone Than Draghi

2/6/2020
Frederik Ducrozet, strategist at Pictet Wealth Management, gives his view of the ECB head's address to the European Parliament. Ducrozet also tells Daybreak Europe's Nejra Cehic and Roger Hearing there is cautious optimism in markets on virus and U.S. data, with a perfect storm of panic leading into a v-shaped recovery - but there is currently an unchanged global macro picture.

Duration:00:05:26

Tuxen: Too Early For Post-Virus Stabilisation In FX

2/4/2020
Look to the next OPEC meeting for signs that could stabilise commodity currencies says Christin Tuxen, head of FX research and chief analyst at Danske Bank. She tells Daybreak Europe's Nejra Cehic and Roger Hearing the FX market has priced in a lot of central bank action, but the Fed may not be able to deliver and that dollar strength will probably come back.

Duration:00:07:42