Bloomberg Daybreak Europe

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.
The Fed will continue to be data-dependent says Shaun Port, CIO at Nutmeg. Speaking to Daybreak Europe's Matt Miller and Markus Karlsson, he argues t…
Global trade concerns need to improve, and domestic jobs and household data need to strengthen before the Fed will begin talking about a rate hike ag…
Allianz X will increase investmemts in Intratech and the Fintech space, says Allianz X CEO Nazim Cetin. He spoke to Daybreak Europe's Nejra Cehic and…
The Fed's dovish turn is not an temporary move, but is likely to remain persistent, says James Dowey, CIO at Neptune Investment Management. Speaking …
The Treasury yield curve is not far from inverting, particularly not if we get another big equity sell-off, says Erik Norland, Senior Economist at CM…
There will be a short-term resolution to the U.S.-China trade war, says David Jane, multi asset fund manager at Miton. Speaking to Daybreak Europe's …
Go short on sterling and steer clear of U.K. assets, says Steen Jakobsen, CIO at Saxo Bank. He spoke to Bloomberg's Yousef Gamal El-Din and Markus Ka…
The Euro is pricing in a lot of negative economic sentiment says Viraj Patel, FX and Global Macro Strategist at Arkera. He spoke to Bloomberg's Marku…
An extension to the U.S.-China trade talks spells short-term optimism for investors, but it raises the stakes for a more comprehensive structural dea…
The U.S. economy could enter a shallow recession in 2020, says Silvia Dall'Angelo, Senior Economist at Hermes Investment Management. She spoke to Day…
FTSE 100 firms have made no progress towards promoting ethnic diversity on their boards, says Hephzi Pemberton, founder of Equality Group. She spoke …
Investors get itchy fingers as the global economy starts to show signs of a slowdown, says William Hobbs, CIO at Barclays Investment Solutions. He sp…
Europe's economic slowdown will reverse course unless a hard Brexit brings disruption, says Altam Kassam, Head of EMEA Investment Strategy & Research…
Previous sure bets in tech don't look attractive, says Cole Smead, portfolio manager at Smead Capital Management. He was speaking to Daybreak Europe'…
The January rally cannot be sustained on a long-term basis, says Francois Savary, CIO at Prime Partners. Speaking to Daybreak Europe's Yousef Gamal E…
Even small interest rate increases would have a detrimental impact on households and businesses, says Raj Shant, equities portfolio manager at Newton…
A no-deal Brexit is likely to be most disruptive for regional businesses, and avoiding it is hugely important, says Jenny Tooth, CEO of the U.K. Busi…
Jerome Powell is responding to the shape of the yield curve, says Steve Blitz, Chief U.S. Economist at TS Lombard. He spoke to Daybreak Europe's Nejr…
Britain is closer to a no-deal Brexit than ever before, says Kishwer Falkner, Liberal Democrat and Chair of the EU Financial Affairs Sub-Committee in…
The tightening of the U.S. labor market will slow and inflation with it, says Alexis Gray, Senior Economis at Vanguard Advisor Services. She spoke to…
There is quite a bit of value in U.K. equities, says Frederique Carrier, head of investment strategy at RBC Wealth Management. She spoke to Daybreak …
There is every reason to believe the Irish backstop can be removed from Theresa May's Brexit deal, says James Cleverly, deputy chairman of the Conser…
It's difficult to see how a Brexit deal can be struck before March 29th, says Simon Hoare, Conservative MP. Speaking to Daybreak Europe's Yousef Gama…
Public opinion on the merits of Brexit has shifted only slightly, says Matt Singh, founder of Number Cruncher Politics. He spoke to Daybreak Europe's…
The outline of Britain's potential divorce agreement with the EU will be key for sterling, says Paul Robson, Senior Currencies Strategist at NatWest …
Businesses planning for Brexit are now working on the basis that a no-deal exit is a real possibility, says Martin Shanahan. The CEO of IDA Ireland s…
Accenture's contracts with the U.S. government are being affected by the partial government shutdown, says the firm's North America CEO Julie Sweet. …
Unexpected costs and bad debt meant Telia saw a soft end to 2018, says CEO Johan Dennelind. He spoke to Daybreak Europe's Matt Miller and Markus Karl…
Growing wireless traffic is the driver behind Ericsson's growth, says Borje Ekholm, the Swedish network equipment maker's CEO. Speaking to Daybreak E…
Geopolitics overshadows this year's outlook, says Peder Holk Nielsen, CEO of Novozymes. He spoke to Daybreak Europe's Anna Edwards about the Danish b…
Idiosyncratic factors explain much of the euro area's slowdown, but structural factors are weighing in, says Shweta Singh, Managing Director for Glob…
The year ahead will be choppy for capital markets, says Michal Krupinski. The CEO of Polish lender Bank Pekao spoke to Daybreak Europe's Matt Miller …
There's no single explanation for the broadbased setback across assets in recent months, says Henk Potts, Director of Investment Strategy at Barclays…
China's more mature economy means it doesn't need to grow at the rate of a decade ago to generate the same increase in GDP, says Peter Dixon, Global …
Theresa May will have to accept her country will remain in the European Customs Union among other concessions says Francis Maude, former trade minist…
There needs to be more focus on avoiding the damage a disorderly Brexit could cause to business says Adam Marshall, Director General at the British C…
The Liberal Democrats will join Labour to vote against Theresa May's government, says Tom Brake, Lib Dem MP. He spoke to Daybreak Europe's Nejra Cehi…
U.K. Prime Minister Theresa May should soften her line on freedom of movement, says Nicky Morgan, Conservative MP and Chair of the Treasury Select Co…
Parliament's defeat of Theresa May's EU divorce deal is likely to secure a softer Brexit, says John Wraith, Head of UK Macro Rates Strategy & Economi…
It's better to be a rule-taker if the UK does leave the EU, if it's the cost of avoiding the disaster of a hard Brexit says Kirsty Blackman, Economy …
Sterling could rally if Theresa May's Brexit deal is defeated by less than 50 votes, says Jake Trask, Corporate Client Manager at OFX. He spoke to Da…
Some Tory lawmakers are changing their tune on Theresa May's Brexit deal, says Conservative MP Simon Hoare. He also told Daybreak Europe's Markus Kar…
It won't take much for the U.S. yield curve to indicate a recession, says Paul Brain, head of fixed income at Newton Investment Management. He told D…
Expect to see one rate hike by the Federal Reserve in 2019, says Willem Sels, Chief Market Strategist at HSBC Private Bank. He also told Daybreak Eur…
Theresa May will stick to her Brexit deal even if lawmakers vote against it, according to says Joey Jones, Strategic Council at Cicero Group. The for…
Investors should not exaggerate how much the Fed impacts the market as this is just one aspect, playing in to current behavior, says Vincent Chaignea…
Poor hedge fund performance in 2018 can largely be blamed on an over-saturated market says Donald Steinbrugge, CEO of Agecroft Partners. Speaking to …
Markets are focusing too much on the U.S. jobs data and Fed commentary, says Alastair McCaig, Head of Investment at Fern Wealth. He told Daybreak Eur…
Chinese credit tightness, Chinese-made smartphone competition and an over-saturation of iPhone products are the reasons for the company's slashed rev…
Equity investors ought to stay on the defensive, says Paul Markham, Director at Newton Investment Management. He told Daybreak Europe's Matt Miller a…