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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

A solid reading on US retail sales Tuesday did little to sway markets, with attention firmly on the Federal Reserve meeting. Investors are looking for clues on the path of interest rates that will shape the outlook in the months ahead, with some bond traders stepping up options wagers that the central bank will deliver at least one half-point cut. We preview Wednesday's Fed decision with Bob Doll, President and CIO at Crossmark Global Investments.
 
Meantime, Asian stocks posted a modest drop at the open following a tepid Wall Street session, as investors held back ahead of Wednesday's rate announcement. Shares in Japan and South Korea retreated while the MSCI Asia Pacific Index edged 0.2% lower after nine consecutive days of gains. The S&P 500 slipped 0.1% Tuesday and the Nasdaq 100 ended a nine-day winning streak. Equity-index futures for the US posted a small gain. We get insights from Sean Darby, Managing Director at Mizuho Securities Asia. He speaks with Bloomberg's Shery Ahn and Annabelle Droulers on The Asia Trade.

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Bond Traders Boost Bets on Half-Point Fed Rate Cuts by Year-End

Asian stocks posted modest gains at the open after Wall Street hit fresh highs ahead of an expected Federal Reserve interest-rate cut this week. Shares in Japan, Australia and South Korea opened higher, with the MSCI Asia-Pacific Index hovering near its record high. Bets on Fed easing sent the S&P 500 above 6,600 on Monday, while the Nasdaq 100 posted its longest advance since 2023. Meantime, Donald Trump's economic adviser Stephen Miran is on his way to joining the Federal Reserve board after the Senate confirmed him to the post in a vote Monday evening. The Senate voted largely along party lines to approve Miran's nomination, setting him up to walk into the Fed's Washington offices Tuesday morning in time for this week's FOMC meeting. We get the views of Katy Kaminski, Chief Research Strategist and Portfolio Manager at AlphaSimplex.

Plus - President Trump said he would speak with Chinese leader Xi Jinping on Friday as US and Chinese officials reached a framework deal on keeping the TikTok app running in the US. It would be the first direct engagement between Trump and Xi since June. US Treasury Secretary Scott Bessent, who led the talks in Spain, told reporters that a framework to keep ByteDance's TikTok app running in the US had been reached. China's Vice Commerce Minister Li Chenggang also told reporters in Madrid that a framework of "consensus" had been reached on TikTok, while cautioning that Beijing won't sacrifice principles for a deal. We get reaction from Wendy Cutler, Vice President at the Asia Society Policy Institute. She speaks with Bloomberg's Shery Ahn and Annabelle Droulers on The Asia Trade.

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Fed Board Shakeup, Trump-Xi Call Set for Friday

The dollar was steady in early Asian trading as US-China trade talks entered a second day, with investors focused on this week's Federal Reserve policy decision. The key question for investors this week is whether Fed officials will push back against market bets on a series of interest-rate cuts extending into next year. A quarter-point reduction is seen as a sure thing when the Fed announces its policy decision Wednesday, with a small potential for a half-point move amid signs US job growth is slowing rapidly. We break down the forces driving Fed policy with Adam Coons, Chief Investment Officer at Winthrop Capital Management.

The greenback was mixed against major currencies and US equity-index futures were little changed after the benchmark S&P 500 closed flat on Friday. Asian contracts signaled declines at the open, while Japan's markets are closed for a holiday. In addition to the Fed's decision on Wednesday, the Banks of Canada, England, and Japan are also set to announce policy decisions this week. We get more perspective on the week's monetary policy decisions from Louise Loo, Lead Economist at Oxford Economics. She speaks with Bloomberg's Shery Ahn and Annabelle Droulers on The Asia Trade.

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Monetary Policy in Focus Ahead of Fed, BOJ Decisions

Bloomberg Daybreak Weekend with Host 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 the next Fed decision and earnings from FedEx.
 • In the UK – a look ahead to President Trump’s visit to the UK.
 • In Asia – a look ahead to the next monetary policy decision from the Bank of Japan and what’s next after its ruling Liberal Democratic Party Shigeru Ishiba resigned.
 
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Daybreak Weekend: Fed Decision, Trump UK Visit, BOJ Policy

A relatively tame US inflation reading combined with more signs of jobs cooling spurred a rally on Wall Street amid speculation the Federal Reserve will slash interest rates for the first time this year. The highly anticipated consumer price index showed that while inflation is still above the Fed's 2% target, it's not spinning out of control. Alongside that report came the usually noisy jobless-claims figures, which jumped to the highest in almost four years, emboldening bets policymakers will cut rates next week in an effort to counter a rapid slowdown in the labor market. We get the market views of Jim Craige, Co-Chief Investment Officer & Head of Emerging Markets at Stone Harbor Investment Partners.

Plus - MSCI's gauge of Asian shares rose for a seventh day and neared a fresh record, after the S&P 500 and Nasdaq 100 indexes both climbed to fresh closing highs in New York. A gauge of global stocks also hit a new record. Contracts for US equities were little changed Friday. We get more perspective from Jun Bei Liu, Co-Founder and Lead Portfolio Manager at Ten Cap. She speaks with Bloomberg's Shery Ahn and Avril Hong on The Asia Trade.

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Global Equity Rally Continues After US CPI Print

Asian equities were mixed Thursday after a rally on Wall Street drove stocks and bonds higher, as a drop in producer prices supported bets the Federal Reserve will resume cutting interest rates next week. An index of the dollar was little changed while the yen strengthened against the greenback early Thursday. The Wednesday moves in the US reflected fresh optimism that the Fed will cut rates next week after producer prices unexpectedly declined for the first time in four months. The data soothed worries that elevated inflation would create a challenge for policymakers trying prevent a jobs downturn ahead of US inflation figures due later Thursday. We get the views of Eric Fine, Portfolio Manager & Head of Active EM Debt at VanEck.
 
Plus - UBS Group CEO Sergio Ermotti says the impact of global tariffs on the US economy and Federal Reserve monetary policy remains unclear. He made the comments ahead of the annual UBS Disruptive Technology CEO Summit in Hong Kong, which gets underway today. Ermotti speaks exclusively with Bloomberg's David Ingles in Bloomberg's Hong Kong bureau.

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Global Inflation in Focus; UBS CEO Sergio Ermotti

Key Asian stock gauges fluctuated Wednesday after the S&P 500 hit a record on hopes the Federal Reserve will cut interest rates to curb a jobs downturn. Shares in South Korea rose in early trading, while those in Japan and Australia were mixed. US equity futures contracts edged higher after Big Tech lifted the index on Tuesday, even as most shares fell. After fresh signs of a cooling labor market, investors are bracing for inflation reports in the coming days that will help shape next week's Fed meeting and the path of rate cuts into 2025 — a key test for whether Wall Street can sustain this month's rally. Money markets are almost fully projecting three Fed cuts this year, with US producer and consumer price index data due this week. We take a closer look with Zachary Hill, Head of Portfolio Management at Horizon Investments.

Meantime, the yen was little changed early Wednesday after gaining Tuesday, following a report that Bank of Japan officials may raise interest rates again this year, regardless of domestic political instability. The timing of the BOJ report will make JGB traders a bit nervous about today's 5-year auction, which could mean a lower bid-to-cover ratio than last month's 2.96. However, after an initial knee-jerk selloff investors will likely find that secondary yields above 1% already price in a BOJ tightening. For more, we hear from Robert Tipp, Chief Investment Strategist and Head of Global Bonds at PGIM Fixed Income. He speaks with Bloomberg's Shery Ahn and Avril Hong on The Asia Trade.

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US Jobs Outlook Cools, Yen Holds After BOJ Signal

Asian stocks climbed for a fourth day on Tuesday as Wall Street's upbeat mood ahead of expected Federal Reserve rate cuts flowed into regional trading. MSCI's Asia-Pacific equities gauge reached its highest level since February 2021 with tech firms like Taiwan Semiconductor and Alibaba Group contributing most to the gains. Shares in Japan, South Korea and Hong Kong rose, while those in Australia declined. The moves followed a surge in bets on rate cuts by the US central bank that pushed stocks near record highs on hopes that easier policy will bolster corporate America. We look at the market landscape with Carol Schleif, Chief Market Strategist at BMO Private Wealth.

In Japan, the implications of the nation's latest political turmoil have spilled into markets. The Nikkei 225 advanced to touch a new intraday record high in the morning. The country's government bonds were firmer after having slumped Monday as Prime Minister Shigeru Ishiba's decision to step down underscored expectations for looser fiscal policy. Bloomberg Opinion Columnist Gearoid Reidy joins with insight on the road ahead for Japan's ruling bloc.

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Asian Equities Climb for Fourth Day on Fed Cut Hopes

Japanese Prime Minister Shigeru Ishiba said he'll step down following weeks of calls for his departure in the aftermath of a second national election setback, setting in motion a leadership race that threatens to unnerve investors. Ishiba's resignation brings to an end a tenure marked by humiliating election results that stripped the Liberal Democratic Party's ruling coalition of its majorities in both chambers of parliament and left market participants unsure of Japan's fiscal plans. His departure is likely to fuel uncertainty among investors over the coming weeks until a new leader is chosen. We get reaction from Bloomberg's Sakura Murakami in Tokyo and Amy Catalinac, Associate Professor of Politics at New York University. They speak with Bloomberg's Shery Ahn and Avril Hong on The Asia Trade.

Meantime, the yen dropped and Japanese stocks advanced after Prime Minister Ishiba announced plans to resign. The currency fell as much as 0.7% against the dollar, wiping out Friday's advance amid an increase in political uncertainty. US equity futures ticked up after the benchmark S&P 500 Index slid on Friday after a weaker-than-expected US jobs report on Friday ratcheted fears of a rapidly cooling labor market. We get the market perspectives of Candace Browning, Head of Global Research at BofA Securities.

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Yen Falls, Japanese Stocks Rise With Ishiba Set to Resign

Bloomberg Daybreak Weekend with Host 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 CPI and PPI data and Apple’s September 9th
 • In the UK – on global defence industry gathering in London for the UK's flagship sector event.
 • In Asia – a look ahead to China August CPI and PPI data.
 

- Stuart Paul, US Economist with Bloomberg Economics, to preview CPI and PPI data.

- Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, to preview Apple’s September 9th event.

- Ros Mathieson, Bloomberg Chief Asia Correspondent, on global defence industry gathering in London for the UK's flagship sector event.

- Tony Halpin, Russian Government and Economy Team Leader, on global defence industry gathering in London for the UK's flagship sector event.

- Mary Nicola, Bloomberg MLIV Strategist in Singapore, discusses China August CPI and PPI data.

- Kevin Sneader, APAC ex-Japan President at Goldman Sachs, discusses China’s stock rally.

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Daybreak Weekend: U.S CPI, UK Security, China CPI

Featuring:
 
Ed Ludlow, Co-Host of Bloomberg Technology, joining the program for a look at Nvidia and the chip sector at large.
 
Anastasia Amoroso, Chief Investment Strategist at iCapital, gives her outlook on equities from our Hong Kong studio.
 
Mary Nicola, Bloomberg M-LIV Strategist, with the latest on APAC market action from Singapore. 
 
 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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