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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

Tchilinguirian: OPEC Deal Imminent Despite Iran-Saudi Tensions

6/21/2018
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(Bloomberg) -- Saudi Arabia is likely to gain agreement to boost OPEC's production levels despite fierce opposition from Iran, says Harry Tchilinguirian, Head of Commodity Research at BNP Paribas. He told Daybreak Europe's Anna Edwards and Manus Cranny the regional arch-rivals have stepped back from a collision course and an agreement will be found at a meeting in Vienna.

Duration:00:05:40

Andrew Adonis: Failed Tory Rebels Faced Immense Pressure

6/21/2018
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(Bloomberg) -- Prime Minister Theresa May's victory over rebels within her own party is a blow to morale for remainers, says U.K. House of Lords Member Andrew Adonis. The Labour peer told Daybreak Europe's Mark Barton and Guy Johnson that May's victory is a huge setback for the rebels.

Duration:00:05:16

MSCI: No Concerns On Adding Argentina, Saudi to EM

6/21/2018
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(Bloomberg) -- The decision to upgrade Argentina and Saudi Arabia to emerging status was "not close at all", according to Sebastien Lieblich, MSCI’s global head of index management research. He told Daybreak Europe's Mark Barton and Guy Johnson that the Argentinian authorities had removed a number restrictions on the countries equity markets, meaning there was no reason not to include them in the basket. He added that they would reconsider the decision if any market restrictions, including...

Duration:00:05:52

HSBC's Russell: BOE's Missed Opportunity to Hike Rates

6/21/2018
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(Bloomberg) -- There are worrying signs the pick-up in the U.K. economy will fade, says Daniela Russell, Head of U.K. rates strategy at HSBC. She told Daybreak Europe's Matt Miller and Markus Karlsson about her expectations for the Bank of England's interest rate path. She said this week's debate on Brexit in parliament had failed to create a game changer for rates.

Duration:00:08:13

Burnside on Trade Spat: Different Time to be Doing Business

6/18/2018
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(Bloomberg) -- It feels like a very different time to be doing business across global markets, says Sebastian Burnside, Chief Economist at RBS. There has been one way liberalization for a long time, he adds, but the recent trade spat between the U.S. and China could see that reversed. The current impact of tariffs is still very small, Burnside says, but is more of an indication to the start of a new era. He spoke with Matt Miller and Markus Karlsson on Bloomberg Daybreak Europe.

Duration:00:08:37

BCC's Marshall: Brexit Fuelling Weakest UK Growth Since Crisis

6/18/2018
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(Bloomberg) -- The British Chambers of Commerce has downgraded its growth expectations for the U.K. economy, forecasting GDP growth for 2018 at 1.3 percent. According to Adam Marshall, Director General of the BCC, ongoing uncertainty over Britain's future relationship with the EU is stifling business investment. He told Daybreak Europe's Markus Karlsson and Matt Miller, the forecast should serve as a wake-up call to the British government.

Duration:00:04:59

Hurren on ECB: Europe Remains Supportive for Risk Assets

6/15/2018
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(Bloomberg) -- The European Central Bank's recent announcement on the long-term outlook for rates was unsurprising, says Jub Hurren, Portfolio Manager at Aviva Investors. Speaking to Daybreak Europe's Matt Miller and Markus Karlsson, he said President Mario Draghi has tried to signal the end of the asset purchase program in as dovish a tone as possible. He said investors have to come to terms with cash being an uninvestable asset class in Europe, which will remain a supportive environment...

Duration:00:08:11

Hardy: Market Overreacted to ECB

6/15/2018
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(Bloomberg) -- The market's response to a hawkish Fed meeting was surprisingly nonchalant, says John Hardy, Head of FX Strategy at Saxo Bank. He also told Daybreak Europe's Francine Lacqua and Markus Karlsson there was an overreaction to this week's ECB meeting. Hardy also spoke about global trade, the U.S. yield curve, and how EM currencies respond to rising U.S. interest rates.

Duration:00:10:33

Miller: Brits Deserve Another Brexit Referendum

6/14/2018
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(Bloomberg) -- Britain needs a second referendum on Brexit. So says Gina Miller, Founder of SCM Direct - the businesswoman, who went to court to ensure that parliament gets a vote on the UK's plan to leave the European Union. She spoke to Daybreak Europe's Guy Johnson and Mark Barton as British lawmakers rejected proposals intended to lock the U.K. into the bloc's customs union and single market after Brexit.

Duration:00:04:42

Coulton: QE End Date Key Parameter for ECB Watchers

6/14/2018
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(Bloomberg) -- The end date of the ECB's asset purchase program is the key parameter to watch out for, says Brian Coulton, Chief Economist at Fitch Ratings. He spoke to Daybreak Europe's Anna Edwards and Markus Karlsson ahead of the European Central Bank's June meeting. If the ECB extends QE from September to December, he said it's likely the first rate hike won't happen before the third or fourth quarter of 2019.

Duration:00:06:09

EEF's Phipson on Brexit: Like Descrambling an Omelette

6/13/2018
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(Bloomberg) -- Brexit is like taking the egg out of an omelette, says Stephen Phipson, CEO of the manufacturing organization EEF. Speaking to Daybreak Europe's Markus Karlsson and Yousef Gamal El-Din, he pointed to the highly integrated supply chains of U.K. businesses. He adds that it is getting very late in the day and that they're pushing government for answers to some of the big questions businesses are asking about Brexit.

Duration:00:04:51

Lait: Reasons at Home and Abroad for Fed to Be More Dovish

6/13/2018
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(Bloomberg) -- Domestic deficit data and currency weakness in emerging markets provide justifications for the Federal Reserve to tread carefully in raising rates, says Freddie Lait, CIO at Latitude Investment Management. He told Daybreak Europe's Anna Edwards and Markus Karlsson that he expects the ECB to take a more hawkish approach than in previous months at their meeting in Riga. Lait also says the U.K. stock market is undervalued and will remain so until there is greater Brexit certainty.

Duration:00:08:02

Johnson: ECB Could Move EM More Than Fed

6/11/2018
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(Bloomberg) -- The strength of earnings growth makes U.S. bonds look less exciting, says Rob Johnson, Head of Investments at Nedgroup. He told Daybreak Europe's Markus Karlsson that investors remain attracted to the risk premium offered by equities. He also discussed emerging markets, saying the European Central Bank could have a greater effect on EM assets than the Federal Reserve this week.

Duration:00:08:18

Fitzpatrick: G7 Very Much a Summit of 6 Plus 1

6/8/2018
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(Bloomberg) -- The trade conflict between the U.S. and its western allies could go either way, and it is difficult to tell if the outcome will be more risk-on or risk-off markets. That is according to Gerard Fitzpatrick, CIO at Russell Investments, who says that strong political headwinds could result from the summit, but that maybe enough has already been achieved for a satisfactory outcome for the markets. He spoke with Markus Karlsson and Matt Miller on Bloomberg Daybreak Europe.

Duration:00:08:28

Kraemer: Germany's Growth Slowdown To Last

6/7/2018
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(Bloomberg) -- Germany's growth slowdown will last until the end of the year, Joerg Kraemer, Chief Economist at Commerzbank. He spoke to Daybreak Europe's Nejra Cehic and Markus Karlsson after a worse than expected reading of factory orders. He also spoke about how the ECB may taper its bond purchases.

Duration:00:11:40

Spencer: Brexit Fluidity is Disconcerting

6/7/2018
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(Bloomberg) -- Brexit affects some of the NEX Group businesses and so we have set up a base in Amsterdam. This allows us passporting rights in the EU, Michael Spencer, NEX Group CEO tells Bloomberg's Anna Edwards and Markus Karlsson on Daybreak Europe. Spencer adds that the structure of Brexit is fluid and disconcerting, but that the EU stance is most worrying.

Duration:00:07:39

Nicholson: More Risk in London Housing Market amid Brexit

6/7/2018
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(Bloomberg) -- The London real-estate market is hugely segmented, and some parts of London have been impacted more by stamp duty than by Brexit, says Dan Nicholson, Managing Director at international real-estate developer Tishman Speyer. He told Daybreak Europe's Matt Miller and Markus Karlsson that more risk is inherent in the housing market at the moment with Brexit uncertainty hanging over London and that these risks are realistically priced in.

Duration:00:05:06

Elmer: QE Exit Headlines What Investors Were Expecting

6/6/2018
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(Bloomberg) -- The subdued bond market reaction to news that the ECB could announce an end to QE in Latvia next week suggests that investors are already positioned says Todd Elmer, Senior G10 FX Strategist at Citigroup. Speaking on Daybreak Europe, Elmer told Bloomberg's Matt Miller and Markus Karlsson that firmer inflation figures and rising energy prices are unlikely to mask a longer trend of disappointing European data. He also discussed the impact of U.S. trade policy on the dollar and...

Duration:00:08:25

Brown: Why Italy Isn't Greece

6/5/2018
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(Bloomberg) -- Italy's new government is unlikely to go into confrontation with Brussels, says Brendan Brown, Head of economic research at MUFG Securities. He told Daybreak Europe's Nejra Cehic and Markus Karlsson that Rome will try to remain within the EU's Maastricht limits. He also spoke about the Federal Reserve's rate path and how it might impact emerging markets.

Duration:00:11:59

Van Dulken: Market Regaining Bullishness After Italy Wobble

6/5/2018
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Markets took a wobble on political issues in Italy and Spain last week, but the bounce back has been firm, and markets are regaining their bullishness. That is according to Mike Van Dulken, Head of Research at Accendo Markets, who says that due to risk in southern Europe seeming to resolve sooner than expected, we could soon see the FTSE return to its all-time highs of a few weeks ago. He also discussed tech companies in his conversation with Matt Miller and Markus Karlsson on Bloomberg...

Duration:00:07:48