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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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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

Fox: Still Bullish on U.K. Tech Ventures

4/15/2019
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The U.K. is still producing great venture opportunities within AI, deep-tech and synthetic technology, says Isabel Fox, general partner and co-founder of Luminous Ventures. She told Daybreak Europe's Matt Miller that it's all about scale when exploring new investments and that she remains particularly bullish on quantum computing.

Duration:00:03:42

Brussels Edition Podcast: EU U.S. Trade Talks

4/15/2019
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Transatlantic trade is top of the agenda for Brussels this week as the bloc approved the kick-off of talks with the U.S. Bloomberg's Brussels Bureau Chief Nikos Chrysoloras spoke to Daybreak Europe's Yousef Gamal El-Din ahead of the Easter recess. They also discussed the outlook for Brexit and growing concerns about European growth amongst EU policymakers.

Duration:00:04:14

Stewart: U.K. CFO's are Cutting Back Due to Brexit

4/15/2019
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Optimism among U.K. chief financial officers is close to recession levels due to uncertainty surrounding Brexit, says Ian Stewart, chief economist at Deloitte. Speaking to Bloomberg Daybreak Europe's Nejra Cehic, Stewart said the latest survey by Deloitte also reveals the underlying position of the corporate section is strong. He dicussed how CFOs are planning to reduce hiring and capital expenditure in order to protect against risk.

Duration:00:05:16

Property Portfolio: Despite Brexit, Demand to Boost UK Prices

4/11/2019
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The drop in UK house prices needs to be seen in the context that they are still 21 percent higher than the previous peak says Grainne Gilmore, head of UK residential research at Knight Frank. She spoke to Daybreak Europe's Sandra Kilhof on Property Portfolio as the RICS March survey showed London faced the worst slump since the financial crisis. While acknowledging the negative price impact of Brexit uncertainty, Gilmore also argued that pent up demand could lead to a pop in prices in the...

Duration:00:04:23

Innes: Expect a Long-Term Dovish Fed

4/8/2019
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The Fed's dovish shift is more down to the global slowdown and concerns over inflation, suggesting we may see a lengthy pause in US rate hikes says Stephen Innes, Head of Trading and Market Strategy at SPI Asset Management. He told Daybreak Europe's Matt Miller that increasingly dovish central banks has resulted in a big decrease in volatility across currency markets.

Duration:00:08:09

Lord Mayor: London Needs a Brexit Resolution Soon

4/4/2019
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We need a big-picture deal and a resolution to Brexit soon so the City can continue doing what it does best says Lord Mayor Peter Estlin. He spoke to Daybreak Europe's Matt Miller and Anna Edwards as he was due to embark on a tour of Turkey and Qatar to drum up investment into the UK capital.

Duration:00:06:49

Drilling CEO: Rig Rates Improving for the Long-Term

4/4/2019
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Whether the rig market will return to its glory days is a good question, but we are seeing improvements that indicate rig rates will strengthen in the long-term says Jorn Madsen, CEO of Maersk Drilling. He told Daybreak Europe's Matt Miller that the firm's strong balance sheet enables the firm to explore new possibilities. That said he would not specify whether this means purchasing rigs or rival companies.

Duration:00:04:56

BCC: UK Economy Weaker on Brexit Turmoil, No Respite in Sight

4/3/2019
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UK economic health has weakened considerably on Brexit uncertainty says Suren Thiru, Head of Economics at the British Chambers of Commerce. He told Daybreak Europe's Matt Miller that investment intentions among UK firms have slumped to the lowest in eight years and that forward indicators point to little growth over the coming quarters.

Duration:00:04:04

Greenspan: Traders Pushed Bitcoin Above Resistance Level

4/3/2019
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4200 dollars has been a resistance level for Bitcoin since December and following regular buying since February, a big move was bound to happen, says Mati Greenspan, Senior Market Analyst at eToro. He spoke to Daybreak Europe's Matt Miller after Bitcoin suddenly soared to the highest level since November, breaking through the 5,000 dollar mark.

Duration:00:04:52

Vaughan: Beware of Complacency Over Equities

4/2/2019
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Equity and bond markets have had an extremely strong quarter says Toby Vaughan, CIO at Brown Shipley. He told Daybreak Europe's Yousef Gamal El-Din that bond markets are now pricing in negative growth inflation, while equity markets remain optimistic despite deteriorating economic fundamentals.

Duration:00:09:07

Brussels Edition Podcast: Westminster Watch, Again

4/1/2019
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The EU agenda is once again dominated by Brexit this week as lawmakers in Brussels wait for some sort of solution to the stalemate. Bloomberg's Brussels Bureau Chief Nikos Chrysolaras tells Daybreak Europe's Yousef Gamal El-Din about the week ahead, including one crucial finance ministers meeting.

Duration:00:04:45

PIMFA: Financial Services Need Theresa May's Brexit Deal

3/29/2019
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No-deal would be very disruptive to financial services says John Barrass, Deputy CEO at PIMFA. He told Daybreak Europe's Juliette Saly that some investment firms with numerous clients in the UK have established subsidiaries within the EU in order to do business post-Brexit.

Duration:00:04:43

McCaig: See Inversion in Light of Stock Attractiveness

3/29/2019
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There's limited attractiveness in bonds at the moment when compared to dividend yields and that needs to be considered when looking at the yield curve inversion, says Alastair McCaig, Director Investment Management at Fern Wealth. Speaking to Daybreak Europe's Juliette Saly and Sebastian Salek, McCaig argued that recent musings of a rate cut in the US this year seem somewhat overdone.

Duration:00:08:26

Harman: Inversion Could Be a Boon for Equities

3/28/2019
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We need to see a burst in the credit bubble and a slowdown in economic activity before a recession is on the horizon says Andrew Harman, Portfolio Manager for Multi-Asset Solutions at First State Investments. He told Daybreak Europe's Yousef Gamal El-Din that the yield curve inversion could in fact be a positive for stocks. Harman added that he remains cautious on large-caps in developed markets but that he sees opportunities in emerging markets in particular.

Duration:00:07:55

Lawler: Dollar Strength Signals Slowdown, Not Recession

3/26/2019
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The dollar has not sold off in the manner you would expect from such a sharp U-turn in the Federal Reserve's policy, says Jasper Lawler, Head of Research at London Capital Group. He told Daybreak Europe's Yousef Gamal El-Din and Sebastian Salek that while the treasury yield curve inversion does signal a slowdown, a recession is not on the cards and the Fed still holds the strongest position amongst central banks.

Duration:00:07:28

Catril: Inversion Signals Slowdown, But No Immediate Recession

3/26/2019
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The treasury curve's inversion is definitely signalling that a slowdown is in play but a recession is not imminent, says Rodrigo Catril, Senior FX Strategist at National Australia Bank. He told Daybreak Europe's Sebastian Salek and Juliette Saly that investors should only start getting concerned if the inversion becomes more persistent. Catril added that he remains bullish on the dollar and the US economy, despite concerns about global growth and the Fed's new dovish stance.

Duration:00:08:26

Fitch Ratings: Growth in 2019 Worse Than Expected (Correct)

3/22/2019
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We are forecasting a quite aggressive cut to global growth for 2019, the 0.4 percentage points decline in growth we are now expecting between 2018 and 2019 would be the worst since 2012, says Brian Coulton, Chief Economist at Fitch Ratings. He told Daybreak Europe’s Matt Miller and Markus Karlsson that the slowdown in Europe is largely to blame, along with emerging markets, and countries that have seen a weaker currency impact their imports. That said, Coulton maintains that he does not...

Duration:00:07:40

Fitch Ratings: Growth A Lot Worse in 2019 Than Expected

3/22/2019
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We are forecasting a quite aggressive cut to global growth for 2019, down 4 percentage points on the year - the worst since 2012, says Brian Coulton, Chief Economist at Fitch Ratings. He told Daybreak Europe's Matt Miller and Markus Karlsson that the slowdown in Europe is largely to blame, along with emerging markets, and countries that have seen a weaker currency impact their exports. That said, Coulton maintains that he does not expect a global recession in the coming year.

Duration:00:07:40

Gattiker-Ericsson: Brexit Extension More of the Same

3/22/2019
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The latest extension to the Brexit deadline that Theresa May has secured is nothing new, according to Christian Gattiker-Ericsson, Chief Investment Strategist at Bank Julius Baer. Speaking to Daybreak Europe's Markus Karlsson, he said he is downgrading exposure to the U.K. market; in part due to Brexit, but largely because there are better options elsewhere.

Duration:00:10:06

Steinbach: IPOs Taking a Hit on Political Uncertainty

3/21/2019
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We're seeing a global drop in the amount of IPOs and proceeds generated by listings in 2019, says Martin Steinbach, Global and EMEA IPO Leader at EY. Discussing EY's most recent report on IPOs, he told Daybreak Europe's Matt Miller and Markus Karlsson that political uncertainties and growth concerns are weighing on investors.

Duration:00:10:25