Kevin Warsh Sparks Bond Rout After Fed Decision; US Strikes Iran Again | Daybreak Europe 7/30/2026

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, US 30-year treasury yields hit their highest since 2007 after the Federal Reserve held interest rates for the fifth straight meeting. The hold raised doubts about Chairman Kevin Warsh’s commitment to tackling inflation.

Samsung reported a 250-fold jump in profit at its semiconductor arm, easily beating expectations. Microsoft’s cloud unit grew at the fastest clip in four years, while Meta gave a disappointing quarterly revenue forecast, stepping up pressure on Chief Executive Officer Mark Zuckerberg to allay investor concerns on AI spending.

Plus, Brent crude rose above $90 a barrel after the US launched a new wave of strikes against Iran. Jordan said it intercepted 5 missiles from Iran.

Today’s guests: Jean-François Decaux, JCDecaux, Co-CEO; Ellie Henderson, Investec, Economist & Olivier Blum, Schneider Electric, CEO.

Chapters:
00:00:00 – Daybreak Europe
00:01:09 – Samsung Chip Profit Soars 250-Fold During Relentless AI Buildout
00:06:00 – Fed’s Warsh Rebuked by Investors Craving a Real Inflation Fight
00:12:42 – US Strikes Iran Again as Conflict Widens Across Middle East
00:18:30 – Jean-François Decaux, JCDecaux, Co-CEO
00:25:36 – US 30-Yield at Highest Since 2007 After Fed
00:28:07 – Bond Rout Sends Warning to Warsh That Tough Talk Is Not Enough
00:30:58 – Ellie Henderson, Investec, Economist
00:37:56 – Olivier Blum, Schneider Electric, CEO
00:42:30 – L’Oreal Sales Lifted By Haircare Demand
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