Bloomberg Daybreak: Europe Edition

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Ukrainian President Volodymyr Zelenskiy and his European allies arrive in Washington on Monday anxious to find out what Donald Trump committed to at his summit with Vladimir Putin and apprehensive that he’ll force Kyiv into making unpalatable concessions. (2) UK Prime Minister Keir Starmer declared at a Jaguar Land Rover factory in May that his world-leading trade deal with President Donald Trump included a cut in US tariffs on British steel to zero. (3) Israel’s economy slumped in the second quarter as the country’s 12-day war with Iran imposed a total shutdown on many businesses. (4) Annual pay for bosses of FTSE 100 companies hit a record high for the third consecutive year. (5) In 1981, the year Airbus SE announced it would build a new single-aisle jetliner to take on Boeing the 737 ruled the roost. (6) Advanced Credit Solutions is a tiny finance firm based in Luxembourg that was founded by a Belgian and works with insurers. Despite its outwardly bland appearance, the business it does is anything but. Podcast Conversation: Chinese Robotic Stocks May Rise After Unitree Wins Gold in Games See omnystudio.com/listener for privacy information.

Bloomberg Daybreak Weekend with Host Tom Busby take a look at some of the stories we'll be tracking in the coming week. See omnystudio.com/listener for privacy information.

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Russian President Vladimir Putin sought to strengthen his rapport with Donald Trump ahead of their summit, praising the US leader’s efforts to broker an end to the war in Ukraine and dangling the promise of economic cooperation as well as a new arms control treaty. (2) The Trump administration is in talks with Intel to have the US government take a stake in the beleaguered chipmaker, according to people familiar with the plan, in the latest sign of the White House’s willingness to blur the lines between state and industry. (3) London is bearing the brunt of the UK’s jobs slowdown as a combination of tax rises, elevated wage costs and weak consumer spending force the city’s business to cut payrolls faster than in the rest of the country. (4) US and Canadian banks are summoning staffers back to their offices at a faster rate than European rivals, widening the divide in one of finance’s defining workplace debates. (5) A battle for talent among Europe’s top football teams is igniting a debt market using the players’ transfer fees as collateral. Podcast Conversation: Bag Charms Selling for $1,000 Are Retail's Next Little Luxury See omnystudio.com/listener for privacy information.

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) US Treasuries held onto gains after traders boosted bets that the Federal Reserve will cut interest rates at its next meeting. (2) President Donald Trump said he may name the next Federal Reserve chair “a little bit early” and added that he was down to three or four potential candidates as he looks for a successor to Jerome Powell. (3) US President Donald Trump warned he would impose “very severe consequences” if Vladimir Putin didn’t agree to a ceasefire agreement later this week, following a call with European leaders ahead of his meeting with the Russian president. (4) Apple is plotting its artificial intelligence comeback with an ambitious slate of new devices, including robots, a lifelike version of Siri, a smart speaker with a display and home-security cameras. (5) Short sellers are betting against Greggs Plc at levels not seen since the global financial crisis, as the UK bakery chain struggles to convince investors that opening more shops will boost lackluster sales. (6) Bloomberg reports into how Tisza, an upstart Hungarian political movement, is making surprising gains against Viktor Orban's grip on the country's politics. Podcast Conversation: Even Babies Are Welcome at the Spa at These Ultra Luxury Resorts See omnystudio.com/listener for privacy information.

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Stocks climbed to a record as an in-line US inflation reading eased price concerns and bolstered bets on a Federal Reserve interest-rate cut in September. (2) President Donald Trump assailed Goldman Sachs Group Inc. Chief Executive Officer David Solomon, saying the bank made a “bad prediction” about the impact of Trump’s sweeping tariff agenda on markets and consumer costs. (3) Britain’s embattled statistics organization is facing more real-terms cuts to its core funding despite concerns that financial pressures were one of the main factors behind a crisis in the country’s economic data. (4) Chancellor Friedrich Merz’s CDU/CSU bloc again slipped behind the far-right Alternative for Germany party in a voter poll, while the German leader’s personal approval rating sank to the lowest level since he took office three months ago (5) Three years ago, Castleton Commodities International analysts huddled in their London office to discuss how to make money from a growing phenomenon in the European power market — negative prices. Podcast Conversation: The One Trick to Make Amazing Cocktails From Any Hotel Minibar See omnystudio.com/listener for privacy information.

On today's podcast: (1) President Donald Trump extended a pause of sky-high tariffs on Chinese goods for another 90 days into early November, stabilizing trade ties between the world’s two largest economies. (2) EJ Antoni, chief economist of the conservative Heritage Foundation, has been named to lead the Bureau of Labor Statistics after firing the former head of the agency earlier this month. (3) The US Treasury secretary has the ear of an impulsive president—and nervous investors worldwide hope it stays that way. An exclusive interview. (4) President Donald Trump downplayed expectations for his upcoming meeting with Russian leader Vladimir Putin as he seeks to end the war in Ukraine, casting it as a “feel-out meeting” and saying he would confer with Ukrainian and European leaders after the sitdown. (5) President Donald Trump announced he would take federal control of Washington DC’s police department and deploy 800 National Guard troops there, escalating his push to exert power over the nation’s capital. (6) The Oasis comeback tour looks set to add to a resurgence of inflation in the UK, complicating an already tricky situation that has divided the Bank of England. Podcast Conversation: TikTok Trends Are Driving Random Consumer Spending Spikes See omnystudio.com/listener for privacy information.

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Nvidia and Advanced Micro Devices agreed to pay 15% of their revenues from Chinese AI chip sales to the US government in a deal to secure export licenses, an unusual arrangement that may unnerve both US companies and Beijing. (2) European nations are seeking to talk to Donald Trump ahead of the US president’s planned meeting in Alaska with Russian leader Vladimir Putin, according to people familiar with the matter. (3) Israeli Prime Minister Benjamin Netanyahu defended his plan for a military sweep against the final Hamas strongholds in Gaza, calling it the best available option for recovering hostages while safeguarding his country’s long-term security — an argument that’s met vocal opposition at home and abroad. (4) It was a “trailblazing” project - and for the two small pension funds that helped finance it, a chance to prop up the retirement savings of dentists and pharmacists in rural northern Germany. We look at Germany's biggest property crash since the financial crisis. (5) The UK jobs market weakened across the board in July as employers cut their payroll budgets in response to Chancellor of the Exchequer Rachel Reeves’ £26 billion ($34.9 billion) tax increase, according to a survey closely monitored by the Bank of England. (6) European Central Bank officials will wait until December to deliver their next interest-rate cut in what is likely to be the final move in the cycle, a Bloomberg survey showed. Podcast Conversation: Teach Your Kids Poker the Easy Way See omnystudio.com/listener for privacy information.

Bloomberg Daybreak Weekend with Guest Host Amy Morris take a look at some of the stories we'll be tracking in the coming week. See omnystudio.com/listener for privacy information.

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Israeli Prime Minister Benjamin Netanyahu secured cabinet approval on Friday for a military takeover of Gaza City, which he described as part of a final push to topple Hamas after 22 months of fighting and recover its last 50 hostages, dead or alive. (2) President Donald Trump said he had chosen Council of Economic Advisers Chairman Stephen Miran to serve as a Federal Reserve governor. (3) President Donald Trump said he’d be willing to meet with Vladimir Putin, even if the Russian leader hadn’t yet agreed to also sit down with Ukrainian President Volodymyr Zelenskiy. (4) The US confirmed it would end stacking of universal tariffs on Japan and cut car levies as promised, Tokyo’s top trade negotiator Ryosei Akazawa said after a meeting on Thursday with his counterparts in Washington. (5) Jamie Dimon, JPMorgan's chief executive, says US financial regulations are out of control and have been taken to a whole new level.According to an analysis by Bloomberg News, new financial regulations introduced since the Great Financial Crisis may have added 51 million hours of extra annual paperwork, bringing the total to 425 million hours. Podcast Conversation: High Earner Not Rich Yet? Meet France's Nicolas: Lionel Laurent See omnystudio.com/listener for privacy information.

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) US President Donald Trump doubled tariffs on Indian goods to 50% as a penalty for its purchases of Russian oil, escalating a fight with a key Asian partner and sparking outrage in New Delhi. (2) Donald Trump declared plans for a 100% tariff on semiconductor imports while promising to exempt companies such as Apple Inc. that move production back to the US, triggering a scramble among trading partners and companies worldwide to make sense of the threat. (3) Switzerland’s president left Washington without announcing any success in lowering the 39% tariff that US President Donald Trump has put on her country. (4) Three Federal Reserve policymakers voiced concerns about the US labor market Wednesday with remarks that pointed to a potential interest-rate cut in September. (5) The Bank of England is set to cut interest rates to the lowest level in over two years, as its policymakers contend with a slowing economy and a jobs market rattled by higher taxes. Podcast Conversation: A Private Island Fort Off the Coast of Wales Hits the Market See omnystudio.com/listener for privacy information.

On today's podcast: (1) President Donald Trump said he’d impose increased tariffs on countries buying energy from Russia while clarifying that levies on semiconductor and pharmaceutical imports would be announced “within the next week or so.” (2) Swiss President Karin Keller-Sutter arrived in Washington to make a last-minute bid for a deal to lower the 39% tariff imposed last week by Donald Trump. (3) The outlook for Wall Street bonuses is improving, with payouts now set to rise across most sectors of the finance industry as the market rebounds. (4) President Donald Trump said he would make his decision on a replacement for outgoing Federal Reserve Governor Adriana Kugler this week as he looks to make his imprint on the central bank’s monetary policy. (5) UK Chancellor of the Exchequer Rachel Reeves is facing a £51 billion ($68 billion) shortfall to fill at the autumn budget, according to a prominent economic think tank that warned she will likely need to break Labour’s pledge not to raise major taxes. (6) When Novo Nordisk announced it was hunting for a replacement chief executive officer to revive its fortunes, the weight-loss drug maker — whose value has dropped by about two thirds in the past year — could have parachuted in a hot-shot executive from outside. Podcast Conversation: HelloFresh Is Investing $70 Million to Have AI Help Plan Dinner See omnystudio.com/listener for privacy information.

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) President Donald Trump said he would be “substantially raising” the tariff on Indian exports to the US over the Asian nation’s purchases of Russian oil, a move New Delhi slammed as unjustified in an escalating fight between the two major economies. (2) The Swiss government said it is determined to win over the US on trade after last week’s shock announcement of 39% tariffs on exports to America. (3) Tesla approved an interim stock award worth about $30 billion for Chief Executive Officer Elon Musk, a massive payout meant to keep the billionaire’s attention on the automaker as a legal fight over a 2018 pay package drags on. (4) Texas Governor Greg Abbott ordered the arrest of Democratic lawmakers who left the state to block a controversial vote on new congressional maps. (5) Palantir reported a 48% increase in revenue for the second quarter to more than $1 billion, citing the “astonishing impact” of artificial intelligence technology on its business. (6) The UK government said it would begin detaining small-boat migrants “within days” to be sent back to France, as the two countries prepared to formalize a “one in, one out” treaty on Tuesday. Podcast Conversation: AI Flight Pricing Can Push Travelers to the Limit of Their Ability to Pay See omnystudio.com/listener for privacy information.

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) President Donald Trump said he will announce a new Federal Reserve governor and a new jobs data statistician in the coming days, two appointments that may shape his economic agenda amid anxiety over the trajectory of global growth. (2) US stock futures advanced as equity investors took some positives from increased expectations for Federal Reserve interest-rate cuts following Friday’s weak US payrolls data. (3) As US President Donald Trump has ratcheted up his rhetoric against trading partners in Europe — corporates across the continent are taking notice. (4) BMW is staging a swift rollout of 40 new or updated models, including the iX3, which will share slick software, high-performance computers, and radically different design cues. (5) OPEC+ closed a two-year chapter in its oil strategy on Sunday with the last in a series of bumper oil production increases. But it left crude traders with a cliffhanger. (6) Texas Democratic lawmakers said they left the state in an effort to temporarily block Republicans from redrawing its congressional maps — a redistricting initiative pushed by President Donald Trump. Podcast Conversation: Healthy Lifestyle Choices Slow Brain Aging: Lisa Jarvis See omnystudio.com/listener for privacy information.

Bloomberg Daybreak Weekend with Tom Busby take a look at some of the stories we'll be tracking in the coming week. See omnystudio.com/listener for privacy information.

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) President Donald Trump unveiled a slew of new tariffs that boosted the average US rate on goods from across the world, forging ahead with his turbulent effort to reshape international commerce. (2) Copper traders are rushing to book up storage space in a bet that US President Donald Trump’s shock decision not to tariff the main traded form of the metal will prompt a wave of copper into warehouses on the London Metal Exchange. (3) The Federal Reserve’s preferred measure of underlying inflation increased in June at one of the fastest paces this year while consumer spending barely rose, underscoring the dueling forces dividing policymakers over the path of interest rates. (4) Tom Sosnoff, co-founder of tastytrade, trades options live in front of an audience, demonstrating how understanding options can enrich retail traders. (5) Apple reported its fastest quarterly revenue growth in more than three years, easily topping Wall Street estimates, after demand picked up for the iPhone and products in China. (6) Amazon dropped in late trading after projecting weaker-than-expected operating income and trailing the sales growth of its cloud rivals, leaving investors searching for signs that the company’s huge investments in artificial intelligence are paying off. Podcast Conversation: Venture Capital’s Obsession With Podcasts Transforms Tech Media (2) See omnystudio.com/listener for privacy information.

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Meta is taking advantage of its lucrative advertising business and stepping up spending next year, with executives saying now is the time to seize on investment opportunities in artificial intelligence. (2) Microsoft said it will spend more than $30 billion in the current quarter to build out the data centers powering its artificial intelligence services. (3) Standard Chartered announced a fresh $1.3 billion share buyback as it reported second-quarter earnings that beat expectations amid the tumult caused by US President Donald Trump’s tariff war. (4) Societe Generale increased the amount of money it wants to return to investors and improved its profitability guidance, highlighting how it has turned a corner under Chief Executive Officer Slawomir Krupa. (5) Housing developers are claiming that the UK's tough post-Grenfell checks are making it too complicated to build new high-rise buildings, worsening its housing shortage. (6) US President Donald Trump announced a trade agreement with South Korea that will impose a 15% tariff on imports, while issuing a barrage of new tariff announcements. (7) The global copper market is reeling from President Trump's 50% tariff on imports of the metal as the president exempted key products - including refined metal - from the levy. Podcast Conversation: Wharton Experiment Finds ‘Dumb’ AI Bots Collude to Rig Markets See omnystudio.com/listener for privacy information.

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Hawaii and remote parts of California’s coast are bracing for tsunamis to hit within hours, after a powerful earthquake in Russia’s Far East triggered alerts across the Pacific. (2) US President Donald Trump is set to make the final call on maintaining a tariff truce with China before it expires in two weeks, an extension that would mark a continued stabilization in ties between the world’s two biggest economies. (3) HSBC's earnings for the second-quarter fell short of expectations after it posted an increase in expenses, and took a charge on its holdings in a Chinese bank. (4) Investors parsing Jerome Powell’s remarks Wednesday for any hint that the Federal Reserve is moving closer to an interest-rate cut might be left wanting. (5) Santander posted a record second-quarter profit and announced a new buyback as Spain’s largest bank makes good on a pledge to repurchase at least €10 billion ($11.6 billion) worth of stock over two years. Podcast Conversation: Terror at Blackstone: The Harrowing Hours at 345 Park Avenue See omnystudio.com/listener for privacy information.

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) A gunman killed at least four people and himself at an office tower that houses Blackstone Inc., Rudin Management, the National Football League and KPMG among others, sparking hours of chaos and fear in Midtown Manhattan on Monday evening. (2) The European Union dodged an imminent trade war with the US this week, but markets and a growing chorus of critics have dispelled early hopes that the deal will bring a sense of stability back to transatlantic relations. (3) Commerce Secretary Howard Lutnick said a 90-day extension of a trade truce with China was a likely outcome with negotiations between the two countries underway in Stockholm. (4) President Donald Trump said he would shorten his timeline for Russian leader Vladimir Putin to reach a truce with Ukraine or face potential economic penalties, heightening pressure on Moscow to bring the fighting to a halt. (5) The rising price of products such as tea and meat pushed UK food inflation to its highest level in 17 months, as retailers blamed the Labour government’s first budget for driving up costs. (6) Prime Minister Keir Starmer has been urged by a group of economists including Thomas Piketty to implement a wealth tax they claim can raise tens of billions of pounds for the UK treasury. Podcast Conversation: Boxing, Backflipping Robots Rule at China’s Biggest AI Summit See omnystudio.com/listener for privacy information.

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) The US and European Union agreed on a hard-fought deal that will see the bloc face 15% tariffs on most of its exports, including automobiles, staving off a trade war that could have delivered a hammer blow to the global economy. (2) US and Chinese officials are meeting Monday to extend their tariff detente beyond a mid-August deadline, and haggle over other ways to further defuse trade tensions. (3) UK Prime Minister Keir Starmer will meet US President Donald Trump in Scotland on Monday in a bid to remove the remaining obstacles to their trade deal and press for a lasting ceasefire in Gaza. (4) Israel increased aid distribution to Gaza over the weekend in an effort to defuse a growing international outcry over hunger convulsing the shattered Palestinian enclave. (5) Samsung Electronics Co. will produce AI semiconductors for Tesla Inc. in a new $16.5 billion pact that marks a win for its underperforming foundry division. Podcast Conversation: Rome's Next Big Tourist Draw Risks Going Bust Before It Opens See omnystudio.com/listener for privacy information.

While discussions of US tariff policies dominated Q2 earnings calls to an unprecedented degree, another equally important trend is bubbling just under the surface in C-suites and on trading floors: concern that the economic uncertainty caused by tariff turmoil may lead to a downturn. That’s the conclusion of the third edition of the CEO Radar—a tool to help CEOs determine which issues truly deserve their time and attention. It unpacks the leading topics discussed on more than 4,500 earnings calls worldwide in Q2 2025, enabling chief executives to compare their agendas to those of their peers, and to the market’s expectations. On this episode of the CEO Radar Podcast, Edward Adams of Bloomberg Media Studios is joined by BCG Global Chair Rich Lesser and Mai-Britt Poulsen, Global Leader of BCGs Consumer & Retail Practice, to discuss how CEOs can build their resilience. This episode of the CEO Radar Podcast is produced by Bloomberg Media Studios and sponsored by by BCG Global. See omnystudio.com/listener for privacy information.