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Bloomberg


Join Bloomberg Daybreak Asia for business and finance news centered in the Asia-Pacific region, along with insight and analysis on the day's top stories in global markets.




Bloomberg Daybreak: Asia Edition

Stocks climbed to a record after an in-line US inflation reading bolstered speculation the Federal Reserve will have room to cut rates in September. US inflation data bolstered expectations that the Fed can move toward rate cuts without reigniting price pressures. While underlying inflation accelerated to the strongest since the start of the year, the modest gain in goods prices eased fears that trade-related costs may feed into broader price pressures. We get reaction from Charles Lieberman, Co-Founder and Chief Investment Officer at Advisors Capital Management.
 
Plus - Bitcoin continues to flirt with an all-time high as demand from institutional investors and corporate treasury buyers lifts the wider market for digital assets. A recent executive order from US President Donald Trump clears the way for digital assets to be added to the mix of investments available in workplace retirement plans - and for ordinary investors dissatisfied with the returns from target-date funds or the traditional 60/40 portfolio to push their savings into riskier assets. We talk all things crypto with Peter Chung, Head of Research at quant trading firm Presto in Hong Kong.

See omnystudio.com/listener for privacy information.

US CPI Print Fuels Fed Rate Cut Bets

US President Donald Trump extended a pause of sky-high tariffs on Chinese goods for another 90 days into early November, stabilizing trade ties between the world's two largest economies. Trump signed an order extending the truce through November 10th, deferring a tariff hike set for Tuesday. The de-escalation first took effect when the US and China agreed to reduce tit-for-tat tariff hikes and ease export restrictions on rare earth magnets and certain technologies. China said it too would extend its own suspension for a further 90 days. Meanwhile, Nvidia and Advanced Micro Devices have agreed to pay 15% of their revenues from Chinese AI chip sales to the US government in an unusual, legally questionable deal that reflects the Trump administration's willingness to soften export controls in exchange for financial payouts. We discuss the day's developments with Derek Wallbank, Senior US Economy and Government Editor for Bloomberg News.
 
Plus - Wall Street refrained from making big bets ahead of a key inflation report, with stocks losing steam after climbing to the brink of all-time highs. With the earnings season almost done, investors are turning to economic data for clues on whether the Federal Reserve will be able cut rates in September. Data due Tuesday is forecast to show US consumers saw a slight pickup in inflation as retailers gradually raised prices on a variety of items subject to higher import duties. We break down the potential market implications with Joy Yang, Head of Product Management at MarketVector Indexes.

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Trump Extends China Trade Truce for 90 Days

Asian stocks were set for a cautious open ahead of key economic data and a looming deadline on the potential extension of US tariffs on Chinese exports. US stock futures were steady while the dollar was in a tight range against major peers in early Asian trading. Traders are looking ahead to critical economic data from the US which could shape interest-rate expectations. One key data point will be the US inflation print, which will provide more insight into the Federal Reserve's rates outlook, with fears the economy is teetering on the edge of stagflation. For more, we speak with Eric Sterner, Chief Investment Officer at Apollon Wealth Management.
 
Plus - Australia's central bank is poised to deliver its third interest-rate cut this year as inflationary pressures ebb, while Governor Michele Bullock is expected to stick with her cautious stance on the monetary policy outlook. Traders and most economists polled by Bloomberg anticipate the Reserve Bank of Australia will lower its cash rate by 25 basis points to 3.6% on Tuesday, bringing its cumulative easing in the current cycle to 75 basis points. For a closer look, we hear from Swati Pandey, Bloomberg Economy and Government Reporter in Sydney. She speaks with Bloomberg's Avril Hong and Paul Allen on The Asia Trade.

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US Inflation Data, RBA Decision in Focus

Bloomberg Daybreak Weekend with Guest Host Amy Morris take a look at some of the stories we'll be tracking in the coming week.
 
 • In the US – a look ahead to U.S CPI, PPI, and retail sales data, along with Cisco earnings.
 • In the UK – a look at Europe’s renewable energy sector and Vestas earnings.
 • In Asia – a look at ahead to the next RBA decision, and the impact of chip tariffs.
 
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Daybreak Weekend: US Inflation, Renewable Energy, RBA Decision

Federal Reserve Governor Christopher Waller is emerging as a top candidate to serve as the central bank's chair among President Trump's advisers as they look for a replacement for Jerome Powell. Earlier Thursday, Trump said he had chosen Council of Economic Advisers Chairman Stephen Miran to serve as a Fed governor. Trump said that Miran, who will need to be confirmed by the Senate, would only serve the remainder of Adriana Kugler's term, which expires in January. The Bloomberg Dollar Spot index declined on the news, with Waller and Miran both having voiced support for lowering interest rates. We got reaction from Ivy Ng, Chief Investment Officer for the Asia-Pacific at DWS. She speaks with Bloomberg's Haidi Stroud-Watts and Paul Allen on The Asia Trade.
 
Plus - trade tensions between the US and India are rising, while President Trump has signaled new sanctions on Russia could land as early as Friday. Treasury Secretary Scott Bessent also added that China levies "could be on the table" over the buying of Russian oil. Meantime, Indian Prime Minister Narendra Modi spoke with Brazil's President Luiz Inacio Lula da Silva on Thursday about strengthening trade ties amid rising US tariffs. For more on the growing impact of Washington's reciprocal tariffs, we hear from Inu Manak, Trade Policy Fellow at the Council on Foreign Relations

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Dollar Dips After Fed Nomination; Modi, Lula Speak Amid Tariff Concerns

After months of negotiations, US reciprocal tariffs are set to go into effect at 12:01am Eastern time. On Wednesday, President Donald Trump imposed an additional 25% tariff on Indian goods over its ongoing purchases of Russian energy, escalating a fight with a key Asian partner on the eve of his broad-based duties taking effect. Meantime, Switzerland's president Karin Keller-Sutter left Washington without announcing any success in lowering the 39% tariff on her country - the highest American tariff rate of any developed nation. For more, we heard from William Reinsch, Senior Adviser at the Center for Strategic and International Studies. He speaks with Bloomberg's Haidi Stroud-Watts and Haslinda Amin on The Asia Trade.
 
Plus - President Trump said he would impose a 100% tariff on semiconductor imports, though would exempt companies moving production back to the United States. The announcement came as Apple CEO Tim Cook joined the President at the White House to announce a fresh $100 billion investment plan in US manufacturing. We get reaction from Emily Benson, Head of Strategy at Minerva Technology Futures.

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Reciprocal US Tariffs to Take Effect, Trump Threatens Chip Levies

US President Donald Trump said Tuesday that tariffs on semiconductor and pharmaceutical imports would be announced "within the next week or so," as the administration prepares to target key economic sectors in its effort to remake global trade. Trump also added that he was "getting very close to a deal" with China to extend the trade truce that saw the two countries agree to reduce tit-for-tat tariff hikes and ease export restrictions on rare earth magnets and certain technologies. For more, we hear from Jill Disis, Bloomberg News Desk Editor in Hong Kong.
 
Plus - the S&P 500 was on the brink of all-time highs on Tuesday, before losing steam. In late hours, Advanced Micro Devices gave a stronger-than-expected sales forecast, but warned that its access to the crucial China market remains uncertain. The pullback highlights investor anxiety over the Fed's next move, with economic data complicating the central bank's balancing act between controlling inflation and sustaining growth. Stocks had rallied in the prior session amid growing bets on potential rate cuts after weak jobs data last week. We get perspective from Vishnu Varathan, Head of Economics and Strategy at Mizuho Bank. He speaks with Bloomberg's Heidi Stroud-Watts and Haslinda Amin on The Asia Trade.

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US-China Trade Truce Hopes; Monetary Policy in Focus

Asian stocks rose at the open after a wave of dip buying and optimism about interest-rate cuts helped the S&P 500 post its biggest rally since May. Stocks in Japan, Australia and South Korea all gained and the broader MSCI Asia Pacific Index rose 0.4%. Oil steadied after a three-day drop as investors weighed risks to Russian supplies, with US President Donald Trump stepping up his threat to penalize India for buying Moscow's crude. We look at the market landscape with Hartmut Issel, Head of APAC Equities and Credit at UBS Wealth Management. He speaks with Bloomberg's Haidi Stroud-Watts on The Asia Trade.
 
Plus - the CEO of Japan's largest bank says the Bank of Japan could raise its policy rate as early as September, given the outlook for higher inflation in the country. Mitsubishi UFJ Financial Group CEO Hironori Kamezawa speaks exclusively with Bloomberg's Hideki Suzuki about the BOJ's rate path, rising Japanese bond yields, and the impact of tariffs.

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Stocks Rise After Dip-Buyers Fuel US Rally; Mitsubishi UFJ Financial's Kamezawa

Asian stocks fell at the open after soft US jobs data triggered a pullback in equities and fueled bets on a Federal Reserve rate cut. Oil retreated as OPEC+ wrapped up a run of major output hikes. The moves suggest Friday's sharp retreat on Wall Street — sparked by rising US unemployment and slower job creation — is still rippling through global markets. The weak data is fueling investor concern after US stocks rallied for three straight months on speculation the US economy would withstand President Donald Trump's tariff storm. We hear from Sharyn O'Halloran, Professor of Political Economy and International and Public Affairs at Columbia University. She speaks with Bloomberg's Paul Allen and Haidi Stroud-Watts on The Asia Trade.
 
Plus - Toyota Motor Corp. and Honda Motor Co. earnings will paint a mixed picture as a stronger yen and US auto tariffs eat into profit, despite resilient unit sales. Toyota likely saw a dip in first-quarter operating profit, according to estimates. While the company posted record global sales in the first half driven by a surge in pre-tariff purchases, Bloomberg Intelligence said the automaker is likely weighed down by factors including supply chain costs.
Honda's profit likely fell for the same reasons, according to BI. In June, Japanese automakers slashed US export prices by 19%, the biggest drop since records going back to 2016, sacrificing margins to remain competitive through the tariff turmoil. We preview this week's earnings with Kota Yuzawa, Head of Asia Auto Research at Goldman Sachs.

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Traders Pare Back Risk; Toyota, Honda Earnings Preview

Bloomberg Daybreak Weekend with Tom Busby take a look at some of the stories we'll be tracking in the coming week.
 
 • In the US – a look ahead to earnings from Walt Disney and Uber.
 • In the UK – a look ahead to earnings from BP.
 • In Asia – a look at ahead to how US smartphone production will be impacted by Apple’s shift towards India, along with an outlook for China property.
 
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Daybreak Weekend: Disney Earnings, BP Reports, Apple India Shift

Featuring:

Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities
 
Adam Coons, Co-Chief Investment Officer and Portfolio Manager at Winthrop Capital Management
 
John Davi, Founder, CEO, and CIO at Astoria Portfolio Advisors
 
Burns McKinney, Managing Director and Senior Portfolio Manager at NFJ Investment Group 

 Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437
Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b
TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es 

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