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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

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

The S&P 500 added 0.8% to a new peak while the Nasdaq 100 rose 0.9% on Thursday. US futures edged higher in early Asian trading ahead of Friday's August jobs report. The Nikkei 225 index rose by more than 1% after President Donald Trump signed an executive order implementing his trade agreement with Japan. We get the latest from Balazs Penz, Bloomberg News Desk Editor in Hong Kong. He speaks with Bloomberg's Avril Hong and Paul Allen on The Asia Trade.

The policy-sensitive US two-year yield fell three basis points to the lowest in around a year Thursday. Money markets almost fully priced in a Fed reduction this month and see at least two by year-end. The action reflected the latest readings on hiring and unemployment claims before Friday's jobs data, which is expected to extend the weakest stretch of US job growth since the pandemic. Slowing demand, rising costs and President Donald Trump's unpredictable trade policies have cooled hiring, adding pressure on the Fed to shore up the labor market. We get market perspective from David Chao, Global Market Strategist, Asia Pacific at Invesco.

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S&P 500 Hits Record Ahead of US Jobs Data, Trump Finalizes Japan Deal

Asian equities climbed with Wall Street after weak US job openings data reinforced bets on a Federal Reserve interest-rate cut. Shares in Japan, Australia and South Korea gained at the open. Equity-index futures for the S&P 500 and the Nasdaq 100 edged higher after both gauges advanced. Australian bonds tracked Wednesday's moves in Treasuries, with yields on the 10-year declining almost five basis points to 4.37%. We get reaction from Audrey Goh, Head of Asset Allocation at Standard Chartered Wealth Management Group. She speaks with Bloomberg's Paul Allen and Avril Hong on The Asia Trade.

Plus - Goldman Sachs strategists are raising their 12-month forecast for Asian stocks, citing tariff clarity and expectations for Federal Reserve easing in September. For more, we hear from Timothy Moe, Chief APAC Regional Equity Strategist. He speaks with Bloomberg's Avril Hong from the inaugural Goldman Sachs Asia Leaders Conference in Hong Kong.

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Weak US Jobs Data Fuels Fed Cut Bets

A major military parade is underway in Beijing, where Chinese President Xi Jinping is joined by Russian President Vladimir Putin and North Korea's Kim Jong Un. The rare gathering of America's top rivals marks 80 years since Japan's WWII defeat and features a showcase of hypersonic missiles, combat drones, and nuclear-capable systems. The event is a centerpiece of Xi's broader push to rally nationalist sentiment and signal China's rising global clout amid tensions with Washington. Bloomberg's Stephen Engle is tracking the parade from Tiananmen Square. He spoke with Bloomberg's Avril Hong and Paul Allen on The Asia Trade.

Plus - Goldman Sachs is hosting its first-ever Asia Leaders Conference in Hong Kong. The event is billed as bringing together though leaders and senior executives from the most important companies in the Asia-Pacific. It was there that we heard from Robert Kaplan, Goldman's Vice Chairman and former President of the Dallas Federal Reserve Bank. He weighed in on monetary policy and the search for the next Fed chair in an exclusive conversation with Bloomberg's Avril Hong.

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China's Xi Hosts Putin, Kim for Beijing Military Parade; Goldman's Kaplan on Fed

Equity-index futures for Japan pointed to a modest gain after chip stocks pushed the Nikkei-225 index lower Monday. Contracts also indicated modest moves for Hong Kong and Australia. US equity-index futures edged lower with cash markets closed Monday for Labor Day. Investors will also be watching Japan's 10-year government bond auction Tuesday, which will be a key test of appetite amid growing expectations of rate hikes by the Bank of Japan and mounting political uncertainty. Stateside, Wall Street's record-breaking stock rally now faces a pivotal test, with jobs numbers, inflation data and the Federal Reserve's rate call all landing within the next three weeks. Tariff tensions and questions over the Fed's independence were also compounding the risks in September, historically the weakest month of the year for US markets. We look at the current market landscape with Michael Hartnett, Chief Investment Strategist at BofA Global Research. He speaks with Bloomberg's Shery Ahn and Avril Hong on The Asia Trade.

Plus - Chinese President Xi Jinping secured an agreement from partner countries to set up a new development bank, realizing a longtime ambition in a display of Beijing's growing influence. Members of the Shanghai Cooperation Organization agreed to establish the institution, Chinese Foreign Minister Wang Yi said Monday at the end of the two-day SCO summit that gathered Xi's closest international allies in the Chinese port city of Tianjin. In a joint declaration, member countries including India and Russia expressed opposition to unilateral coercive measures and vowed to facilitate trade within the group. We get reaction from Henry Huiyao Wang, Founder and President of the Center for China and Globalization.

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Tianjin, Tariffs, and Tech Stocks in Focus

Chinese President Xi Jinping and Indian Prime Minister Narendra Modi held their first meeting since Donald Trump returned to power, with the longstanding Asian rivals pledging deeper cooperation as they deal with the economic fallout from the US trade war. Modi announced the resumption of direct flights between the two countries, and said ties in the past year have stabilized after soldiers pulled back from the friction points on the border. The two met at the port city of Tianjin on the sidelines of the Shanghai Cooperation Organisation summit, a security-focused bloc co-founded by China. Bloomberg's Stephen Engle reports from Tianjin.

Meantime, Indonesia President Prabowo Subianto moved to quell widespread protests across the country with parliament removing hefty lawmaker allowances that had sparked public outrage, while warning that firm action will be taken against violent demonstrators. For more, we hear from Faris Mokhtar, Bloomberg's Southeast Asia Global Business Reporter. He speaks with Bloomberg's Shery Ahn and Avril Hong on The Asia Trade.

Asian investors may tread cautiously on Monday amid uncertainty following a US federal appeals court ruling that President Donald Trump's sweeping trade tariffs were illegal. Contracts for the S&P 500 rose 0.2% and those for the Nasdaq 100 index advanced 0.3% in early Asian trading after a selloff in technology shares Friday trimmed the gains for the month. Contracts indicated losses for Australian and Japanese shares at the open, and gains in Hong Kong. US bond futures nudged lower, with the cash market closed for the Labor Day holiday. We look at the market landscape with Ron Temple, Chief Market Strategist at Lazard.

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Xi and Modi Meet in Tianjin; Unrest in Jakarta; US Tariff Ruling

Most of President Donald Trump’s global tariffs were ruled illegal by a federal appeals court that found he exceeded his authority in imposing them, but the judges let the levies stay in place while the case is subject to further review.

The US Court of Appeals for the Federal Circuit on Friday upheld an earlier ruling by the Court of International Trade that Trump wrongfully invoked an emergency law to issue the tariffs. But the appellate judges sent the case back to the lower court to determine if it applied to everyone affected by tariffs or just the parties involved in the case.

Friday’s 7-4 decision by the Federal Circuit could extend the suspense over whether Trump’s tariffs will ultimately stand. The case had been expected to next go to the Supreme Court for a final ruling. The administration could now turn to the justices, who have largely backed the president on other matters. But the White House could also let the Court of International Trade revisit the matter first.

“ALL TARIFFS ARE STILL IN EFFECT!” Trump said in a post on Truth Social shortly after the decision was issued.
 
For instant reaction and analysis, Bloomberg Balance of Power cohost Joe Mathieu speaks with Harvard Kennedy School's Ash Center Democracy Visiting Fellow Jeanne Sheehan Zaino and Stonecourt Capital Partner Rick Davis, both Bloomberg politics contributors. 

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Instant Reaction: Trump’s Global Tariffs Found Illegal by US Appeals Court

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 August jobs report and earnings from Salesforce
 • In the UK – a look at the future of Europe's banking industry
 • In Asia – a look at how China is stepping up the technology battle with the US
 
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Daybreak Weekend: Jobs Report, European Banking, China's Technology Battle

The S&P 500 rose 0.3% to a record Thursday after data showed the US economy expanded faster than initially estimated, highlighting the resilience of consumer spending. While that soothed recession jitters, it raised doubts about the upcoming inflation report, which is expected to show core personal consumption expenditures prices rising 2.9% in July, the fastest pace in five months. We look ahead to the July PCE numbers - and what they could mean for Fed policy - with Alonso Munoz, Chief Investment Officer at Hamilton Capital Partners.

Meanwhile, shares opened lower in Japan and Australia while South Korea climbed. Oil fell 0.6% after gaining in the previous session on waning prospect of a peace agreement between Russia and Ukraine. The yen held steady against the dollar. We discuss the potential rollover effect of Friday's US inflation data on global markets with Raj Singh, Multi Asset Portfolio Manager at Principal Asset Management. He speaks with Bloomberg's Shery Ahn and Avril Hong on The Asia Trade.
 
 

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S&P 500 Hits Record Ahead of PCE Data

The start of a busy week for Corporate America saw stocks giving up most of their gains, with traders looking for signs of resilience in earnings amid tariff risks. Treasury yields fell alongside the dollar. While the S&P 500 closed above 6,300 for the first time, the gauge rose just 0.1%. Energy shares joined a decline in oil. Chipmakers almost erased their advance as Nvidia Corp. slipped. Fellow megacaps Tesla Inc. and Alphabet Inc. will kick off the group's earnings season this week. The stakes will again be high as investors look for updates on artificial-intelligence spending. We break down the day's price action with Ed Butowsky, Managing Partner at Chapwood Investments.
 
Plus - shares in Tokyo gained 1% as trading resumed after a public holiday Monday. The MSCI regional stock gauge advanced 0.3% in early trading. Market participants are focused on the performance of Japanese markets as investors weigh policy uncertainty after the ruling Liberal Democratic Party's historic loss in Sunday's elections. For a closer look, we hear from Sean Darby, Managing Director at Mizuho Securities Asia. He speaks with Bloomberg's Shery Ahn and Paul Allen on The Asia Trade.

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US Rally Wanes Ahead of Tech Earnings; Japanese Shares Advance

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