Bloomberg Daybreak Europe-logo

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.
More Information

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

Fernandez: EM-Like Volatility in UK Assets

11/16/2018
More
(Bloomberg) -- The U.K. has seen volatility typical to emerging markets, says Henry Fernandez, CEO of MSCI. He spoke to Daybreak Europe's Nejra Cehic and Markus Karlsson about Britain's political turmoil. He also spoke about the outlook for emerging-market stocks.

Duration:00:04:57

Young's CEO: Parliament Must Approve Brexit Deal

11/15/2018
More
(Bloomberg) -- The draft Brexit agreement is a relief for British business, says Young's CEO Patrick Dardis. He told Daybreak Europe's Nejra Cehic and Markus Karlsson that it offers much needed certainty following years without clarity. At the same time, Dardis urged the U.K. government to rethink post-Brexit immigration policy.

Duration:00:07:00

Crabb: Parliamentary Backing for Brexit Deal Tricky

11/15/2018
More
(Bloomberg) -- Parliamentary approval for the draft Brexit deal will be difficult, but not impossible, says Conservative MP Stephen Crabb. Speaking to Daybreak Europe's Nejra Cehic and Markus Karlsson the former Work and Pensions Secretary and party whip called the mood in parliament decidedly dark, but urged his Tory colleagues to back the accord and Prime Minister Theresa May.

Duration:00:05:13

Blitz: Fed to Halt Quarterly Hikes Beyond March

11/15/2018
More
(Bloomberg) -- The Federal Reserve won't chase inflation next year, says Steve Blitz, chief U.S. economist at TS Lombard. He told Daybreak Europe's Markus Karlsson that policymakers will refrain from rate hikes after March to avoid inverting the yield curve. He foresees U.S. growth slowing to 2 percent next year.

Duration:00:08:06

Springford: Brexit Backstop Likely to be Invoked

11/14/2018
More
(Bloomberg) -- The Brexit divorce deal looks to have been largely set by the European Union, says John Springford, deputy director of the Centre for European Reform in London. He spoke to Daybreak Europe's Anna Edwards and Matt Miller, saying the backstop on the Irish border is likely to be invoked to keep frictionless trade.

Duration:00:05:02

Bevan: Low Probability of a Good Brexit Deal

11/14/2018
More
(Bloomberg) -- Sterling could rally to $1.35 if there is a good Brexit deal, says James Bevan, CIO at CCLA Investment Management. Speaking to Daybreak Europe's Yousef Gamal El-Din and Markus Karlsson, he added the probability of a good deal looks low. He also spoke about the U.S. economy and his appetite for U.S. equities.

Duration:00:07:47

Brown: Trump to Get His Way on Oil Prices

11/12/2018
More
(Bloomberg) -- Saudi Arabia is in a weak geopolitical position and needs U.S. backing says Brendan Brown, Chief Economist at MUFG Securities. He told Daybreak Europe's Yousef Gamal El-Din and Markus Karlsson the Trump administration is therefore likely to get its way on oil prices. He also spoke about how oil affects the dollar and inflation.

Duration:00:08:16

Etheridge: Increased Demand for Leveraged Finance Paper

11/9/2018
More
(Bloomberg) -- Credit default rates are expected to remain low, says Richard Etheridge, associate managing director at Moody’s. He spoke to Daybreak Europe's Guy Johnson about a Moody's report that suggests demand for bonds and loans will continue to exceed supply.

Duration:00:06:00

Cicione: Trade War Escalation Biggest Risk After Midterms

11/8/2018
More
(Bloomberg) -- An acceleration in the U.S.-China trade war continues to loom large after the midterm elections delivered a split Congress, says Andrea Cicione, Head of Macro Strategy at TS Lombard. He spoke to Daybreak Europe's Markus Karlsson about how bipartisan consensus over a tough stance on China won't lead to a change of agenda. He also spoke about the likelihood of the Fed putting rate hikes to a halt early next year as U.S. growth is expected to slowdown.

Duration:00:08:07

Hardman: Fed to Continue Hiking Rates until U.S. Growth Falters

11/8/2018
More
(Bloomberg) -- U.S. growth will be falling back to softer levels next year as fiscal stimulus reaches its peak, says Lee Hardman, Currency Analyst at MUFG. He spoke to Daybreak Europe's Anna Edwards about how a notably slower economic growth might lead the Fed to pause its rate hiking cycle. He also talked about the prospects of the ECB reconsidering its plans to tighten policy if Europe's growth levels continue to decline.

Duration:00:06:57

Hardy: Trade Spat to Set Dollar's Pace

11/7/2018
More
(Bloomberg) -- The dollar's performance hangs on the trade relationship between the U.S. and China, says John Hardy, head of FX strategy at Saxo Bank. He spoke to Daybreak Europe's Markus Karlsson about the aftermath of the U.S. midterm elections, expressing scepticism over the bond market's reaction to the result. He also spoke about the road ahead for the Japanese yen and the euro.

Duration:00:07:12

Athey: Underlying Realities Unchanged After Midterms

11/7/2018
More
(Bloomberg) -- The Fed's rate hiking plans and Treasury supplies won't be affected by the outcome of the midterm elections, says James Athey, senior Investment Manager at Aberdeen Standard Investments. He spoke to Daybreak Europe's Guy Johnson about how U.S. policy might impact markets in the medium term. He also talked about the likelihood of a trade deal between the Trump administration and China.

Duration:00:04:56

Malone: Cooperation in a Divided Congress

11/7/2018
More
(Bloomberg) -- Expect less infighting and more collaboration between Democrats and Republicans after the midterms, says Martin Malone, Mint Partners strategist. He spoke to Daybreak Europe's Markus Karlsson about what a divided Congress might mean for U.S. politics. He also talked about the impact of the election results on stocks and the ongoing trade war with China.

Duration:00:08:41

Harr: 2018 Worst Fixed Income Performance Since 2008

11/5/2018
More
(Bloomberg) -- Equity volatility is likely to fade but poor fixed income performance will continue says Thomas Harr, Global Head of FI&C Research at Danske Bank. He also told Daybreak Europe's Anna Edwards the midterm results are unlikely to have much market impact.

Duration:00:07:01

Armstrong: Trump Ready for China Deal

11/5/2018
More
(Bloomberg) -- US President Donald Trump probably has China where he wants it, says Dominic Armstrong, co-founder at the Horatius Fund. He spoke to Daybreak Europe's Yousef Gamal El Din and Markus Karlsson about the prospects of a trade deal between Washington and Beijing. They also discussed the fallout of Brexit, and the prospect of a Labour government.

Duration:00:12:23

Lord Mayor: Quietly Confident of Brexit Deal for Financials

11/2/2018
More
(Bloomberg) -- Very few jobs have left the City of London for the European Union ahead of Brexit, says Charles Bowman, the Lord Mayor of London. He spoke to Daybreak Europe's Markus Karlsson about the prospect of Britain and the EU reaching an agreement on financial services. He said an 'enhanced equivalence' deal would be a sub-optimal option.

Duration:00:07:59

Owen: Why November Is Key for European Bond Investors

11/1/2018
More
(Bloomberg) -- The reduction of ECB asset purchases starts biting in November, says David Owen, chief European economist at Jefferies. He told Daybreak Europe's Nejra Cehic and Markus Karlsson that reinvestments compensated for the drawdown in QE in October. He also spoke about the rate path at the Bank of England.

Duration:00:06:52

Janning: CDU Members Want a Fresh Face

10/30/2018
More
(Bloomberg) -- Members of Germany's ruling CDU party want a party leader who will break with Angela Merkel's pragmatic leadership style, says Josef Janning, Berlin director for the European Council on Foreign Relations. He spoke to Daybreak Europe's Matt Miller and Markus Karlsson about the race to replace the German chancellor, after Merkel announced she is stepping down as party leader.

Duration:00:05:09

McCormick: Expect Low Equity Returns over 12-15 Months

10/30/2018
More
(Bloomberg) -- A U.S.-China trade deal is unlikely at November's G-20 summit in Buenos Aires, says James McCormick, senior cross-asset strategist at NatWest Markets. He also spoke to Daybreak Europe's Matt Miller and Markus Karlsson about the stock market selloff, and why he sees low equity returns for the next 12-15 months.

Duration:00:07:45

Perez: Budget and BOE May Be Negative for the Pound

10/29/2018
More
(Bloomberg) -- Britain's autumn budget will reveal Chancellor Philip Hammond's plan for the U.K. economy in a time of major uncertainty, says Juan Perez, senior FX trader and strategist at Tempus. Speaking to Daybreak Europe's Matt Miller and Markus Karlsson, he predicted swings in sterling.

Duration:00:04:15