China Eyes Curbs on Stock Speculation & Apple AI Search Plans | Daybreak Europe 9/4/2025

Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, 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, Stocks and bonds gain after weaker than expected US jobs data cements bets on a Fed rate cut later this month. But a selloff in China intensifies on reports of a crackdown on stock market speculation. Ukraine’s president joins European leaders in Paris, as Vladimir Putin says a meeting with Volodymyr Zelenskiy should take place in Moscow. Apple shares jump the most in a month, after a Bloomberg report that the tech giant is planning its own AI-powered web search, to be launched next year.

Today’s guest: Thushka Maharaj, Managing Director & Senior Global Strategist at JPMorgan Asset Management

Chapters:
00:00:00 – Daybreak Europe
00:02:17 – China Considers Speculation Curbs
00:05:00 – Bearish Treasuries Bets Grow
00:05:49 – Weak JOLTS Data Spurs Bond Rally
00:08:00 – BOE’s Bailey: Considerably More Doubt on Future Cuts
00:10:58 – UK Deputy PM Rayner Fights For Future
00:13:58 – Putin: If Zelenskiy is Ready, He Should Come to Moscow
00:20:26 – Apple Planning AI Web Search Tool for Siri to Rival OpenAI
00:26:09 – French Political Deadlock Over Budget Plan
00:26:43 – Thushka Maharaj, JPmorgan Asset Management
00:33:18 – Are Higher Bond Yields Here to Stay?
00:38:16 – Trump Asks US Supreme Court to Uphold Global Tariffs
00:38:43 – Eric Trump’s Wealth Soars on $548M American Bitcoin Stake
00:39:46 – 15 Killed in Portugal Tram Derailment
00:40:08 – Paschi’s EU16.1B MedioBanca Bid Hits Acceptance Level
00:40:30 – Porsche to Exit Germany’s DAX
00:40:45 – Burberrry to Rejoin UK Blue-chip Benchmark
00:41:07 – London’s Luxury Property Market Slump
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