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, President Xi Jinping takes centre stage as he hosts Russia’s Vladimir Putin and Indian leader Narendra Modi in China. Donald Trump’s tariffs hit legal limbo as a US court rules against them, but they’ll stay in place while the administration weighs its next steps. Plus, Alibaba shares soar the most since 2022 after reporting a surge in revenue from AI, underscoring the steady progress it’s making against rivals in a post-DeepSeek Chinese development frenzy.
Today’s guest: Anne-Laure Kiechel, Global Soverign Advisory CEO
Chapters:
00:00:00 – Daybreak Europe
00:02:53 – Shanghai Cooperation Organization Summit Underway
00:06:55 – US Trading Partners Left Confused By Tariff Court Loss
00:09:48 – Alibaba Shares Surge on AI Revenue
00:15:20 – OpenAI Plans India Data Center in Major Stargate Expansion
00:16:19 – Yemen’s Houthis Say PM Was Killed in Israeli Strike Thursday
00:19:12 – BloombergNEF: Offshore Wind Is in Trouble Everywhere But China
00:23:10 – BYD Shares Fall on 30% Profit Drop
00:26:56 – Anne-Laure Kiechel, Global Soverign Advisory CEO
00:33:04 – Germany’s Merz Sees War in Ukraine Dragging On
00:35:25 – Prabowo Moves to Quell Protests
00:35:53 – Trump Proposes Limiting Chinese Journalist Visas
00:36:18 – New Zealand to Open Up Luxury Home Market
00:37:09 – UK Parliament Returns From Summer Recess
00:39:20 – UK Inflation Heats Up in July
00:41:13 – UK to Supply Navy Frigates to Norway in GBP10 Billion Deal
00:41:38 – Von der Leyen: EU Defense Plan to Benefit Poland
00:44:47 – Bullish Oil Bets at 18 Year Low
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