Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from Berlin, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we’ll tell you what matters for investors in Europe, giving you insight before trading begins.
On today’s show, global stocks fell after a mixed start to US tech earnings failed to calm nerves around the AI trade. Meta doubled down on its investment plans, boosting its capital spending forecast for the year. Meanwhile Tesla is pulling back, as it pivots from EVs to artificial intelligence and robotics.
Oil advanced after deadly Houthi attacks in Saudi Arabia. Two people were killed in a drone strike on an Aramco oil field and one person died in an attack on an airport. The US has ordered non-emergency personnel and their families to leave the country.
Today’s guests: Francisco Blanch, Bank of America, Head of Global Commodities & Derivatives Research; Christian Keller, Barclays, Head of Economic Research.
Chapters:
00:00:00 – Daybreak Europe
00:00:29 – Meta Goes Big
00:03:32 – French Bond Yields Hit Highest Since 2002
00:06:43 – AI Spending in Focus Amid Mixed Megacap Earnings
00:10:23 – Cloud Growth Beats Forecast
00:13:49 – Oil Rises as Deadly Saudi Attacks Fan Middle East Supply Fears
00:17:52 – Francisco Blanch, Bank of America, Head of Global Commodities & Derivatives Research
00:23:02 – Italy Approves Aid for Cheeses-Off Truckers
00:28:08 – Christian Keller, Barclays, Head of Economic Research
00:35:14 – Putin Signals New Ukraine Peace Talks
00:38:54 – UK Banks Gird for Pushing Taxes as Profit Set to Push Higher
00:41:39 – Huang on AI Adoption in Europe
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