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Bloomberg Daybreak: Europe

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Overnight on Wall Street is morning in Europe. Bloomberg Daybreak Europe is anchored live from London and New York tracking breaking news in Europe and around the world. Markets never sleep, and neither does Bloomberg News. Monitor your investments 24 hours a day, around the clock from around the globe. Hosted by Caroline Hepker and Markus Karlsson.

Overnight on Wall Street is morning in Europe. Bloomberg Daybreak Europe is anchored live from London and New York tracking breaking news in Europe and around the world. Markets never sleep, and neither does Bloomberg News. Monitor your investments 24 hours a day, around the clock from around the globe. Hosted by Caroline Hepker and Markus Karlsson.
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United States

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Overnight on Wall Street is morning in Europe. Bloomberg Daybreak Europe is anchored live from London and New York tracking breaking news in Europe and around the world. Markets never sleep, and neither does Bloomberg News. Monitor your investments 24 hours a day, around the clock from around the globe. Hosted by Caroline Hepker and Markus Karlsson.

Language:

English


Episodes

Lawler: Positive on the Pound Post-Election

12/10/2019
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Jasper Lawler, head of research and education at London Capital Group sees a gradually strengthening pound, possibly reaching $1.37 as soon as year-end. Speaking to Daybreak Europe's Caroline Hepker and Roger Hearing he discusses the catalysts for markets this week: the Fed, ECB meeting and looming U.S.-China tariffs.

Duration:00:08:01

Hardy: Complacency In Risk Sentiment Is Keeping The Yen Stable

12/10/2019
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The rise in 10-year JGB yields since August has not been matched with traction in USD/JPY because of a stable yield environment and massive complacency in risk sentiment, according to John Hardy, head of FX strategy at Saxo Bank. Hardy tells Daybreak Europe's Nejra Cehic and Roger Hearing that he is pessimistic on the U.S. economy and therefore positive on the outlook for the Yen in a longer term perspective.

Duration:00:07:59

Brussels Edition Podcast: EU Hoping for Clear U.K. Majority

12/9/2019
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EU officials don't have an opinion on the U.K. election but the reality is that they're hoping for a Conservative majority that can get the Brexit deal through parliament as soon as possible, says Bloomberg’s Maria Tadeo. Speaking to Daybreak Europe’s Roger Hearing and Francine Lacqua, she also discussed the EU Green Deal and the Normandy Summit.

Duration:00:05:10

Bahrke: Markets Shouldn't Be Pricing 2020 Benign Growth Outcome

12/9/2019
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Central banks are more limited in effectiveness that the market realises, says Witold Bahrke, senior macro strategist in Nordea Asset Management's E.M.D. team. He tells Daybreak Europe's Francine Laqua and Roger Hearing there is still some value in core fixed income, but not so much in E.M. equities in the coming year.

Duration:00:12:46

Fitch's Richards: Market Hoped For More From OPEC

12/6/2019
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The proposed oil output cuts will not be very effective, Emma Richards senior industry analyst at Fitch Solutions tells Daybreak Europe's Roger Hearing. Richards also discusses compliance among OPEC members, and the difficulties for OPEC of controlling prices and supply when so much oil is now coming from non-OPEC players.

Duration:00:07:14

Lattuga: Mild U.S. Recession Is On The Way

12/6/2019
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We have seen the best of U.S. growth for this cycle and can expect a mild recession in the second half of next year, Elia Lattuga, deputy head of strategy research at Unicredit tells Daybreak Europe's Juliette Saly and Roger Hearing. Lattuga looks ahead to November's non-farm payrolss and discusses the likelihood of a change of outlook by the Fed.

Duration:00:08:29

Property Portfolio: Why European Property Is Where To Invest

12/5/2019
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There is reason to be bullish on European real-estate despite negative headwinds says Hans Vrensen, Head of Research & Strategy at AEW. Speaking to Daybreak Europe's Sandra Kilhof on Property Portfolio, he said a value-add UK retail strategy could prove attractive, but that it's important to recognise other sectors outside of traditional bricks-and-mortar like logistics.

Duration:00:15:34

Shah: Risk Of Global Recession Still Very High

12/5/2019
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Nitesh Shah, director of research at WisdomTree says there are signs that the world is already slipping into a recession, and that U.S.-China trade problems are increasing that risk. Shah discusses what that will mean with Daybreak Europe's Caroline Hepker and Roger Hearing.

Duration:00:07:48

Savary: U.S. Has New Attitude to All Trade Partners

12/3/2019
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Francois Savary, CIO at Prime Partners tells Daybreak Europe's Anna Edwards and Caroline Hepker he sees continued U.S. economic strength but that protectionist trade measures are here to stay and trade uncertainty will add volatility to the market.

Duration:00:07:15

Shaw: Base Case Is Phase 1 This Year Is Too Ambitious

12/3/2019
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Philip Shaw, chief economist at Investec discusses the prospects for progress in the China U.S. trade talks with Daybreak Europe's Nejra Cehic and Roger Hearing. He says there is a global economic slowdown on many fronts and the U.S. manufacturing sector is in recession, but that it may have found a bottom and be beginning to strengthen.

Duration:00:08:03

Kohl: German Coalition Uncertainty Leaves Markets Cold

12/2/2019
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David Kohl, head of currency research at Julius Baer tells Bloomberg's Caroline Hepker and Roger Hearing that it's the mix of policy that will affect the Euro rather than Merkel's political risks. He also discusses Christine Lagarde, the dollar rally and how unlikely it is that China will favour competitive yuan devaluation.

Duration:00:07:41

Brussels Edition Podcast: German & NATO Disunity

12/2/2019
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Germany's coalition issues spells fresh political uncertainty for the EU says Bloomberg's John Ainger to Daybreak Europe's Roger Hearing & Caroline Hepker. In this week's Brussels Edition they also discussed the NATO summit in London, as all eyes turns to Donald Trump's twitter feed and what could become a show of disunity amongst the allies.

Duration:00:04:03

Liew: Too Much Market Optimism On China

12/2/2019
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Daryl Liew, head of portfolio management at REYL Singapore discusses China's PMI data and concerns about the Chinese economy with Daybreak Europe's Nejra Cehic and Roger Hearing. He says REYL is right to remain overweight in cash and be cautious about equities, although he says they probably reduced equity exposure too early this year.

Duration:00:07:37

DINE GO with Bloomberg’s Chief Food Critic Richard Vines

11/29/2019
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It's been a fairly positive earnings season for U.K. eateries. Bloomberg’s Chief Food Critic Richard Vines discusses the latest sales data and reflects on the untimely death of celebrity chef Gary Rhodes, with Daybreak Europe’s Caroline Hepker.

Duration:00:04:42

Property Portfolio: U.K. Downturn A Boon For German Real Estate

11/29/2019
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The slowdown in German growth and the impact of Brexit is particularly affecting the automotive sector, says the CEO of Sirius Real Estate, Andrew Coombs. Speaking to Daybreak Europe’s Sandra Kilhof on Property Portfolio, they discussed how the downturn in U.K. real estate has benefited German commercial assets and which sectors are feeling it more.

Duration:00:04:17

Brown: Trade Negotiations an Obsession

11/28/2019
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The trade pact and negotiations have become almost an obsession when the concern should be about the bigger picture, according to Brendan Brown, senior fellow at the Hudson Institute and founding partner of Macro Hedge Advisors. He speaks to Daybreak Europe's Caroline Hepker and Roger Hearing about the Fed, assets with the best returns and worrying lack of real growth in prosperity.

Duration:00:07:48

Wall: U.S. Has More Cause Than Asia To Worry About Trade War

11/28/2019
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Trade war uncertainty is already priced in, and Asia is sanguine about it because it has more ways of generating growth says Emma Wall, head of investment analysis at Hargreaves Lansdown. She also discusses the upcoming FTSE reshuffle in December with Daybreak Europe's Anna Edwards and Roger Hearing.

Duration:00:04:22

Harr: Not Convinced of More Curve Steepening in 2020

11/27/2019
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Thomas Harr, global head of FI&C research at Danske Bank says he is not sure of more steepening in the 2s/10s treasury curve next year, because even another rate cut by the Federal Reserve would not be a clear trigger for that. He tells Daybreak Europe's Nejra Cehic and Roger Hearing it's not apparent where inflationary pressure would come from that could lead to steepening.

Duration:00:07:20

Greenspan: Bitcoin Top Asset Performer Despite Retracement

11/26/2019
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Mati Greenspan, founder of Quantum Economics discusses the Bitcoin sell-off and China's attitude to crypto-currencies with Bloomberg Daybreak Europe's Caroline Hepker and Roger Hearing.

Duration:00:03:59

Thulin: Still Aggressive On US and China Equities

11/26/2019
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Jonas Thulin, head of asset management at Erik Penser Bank discusses his bullish outlook with Daybreak Europe's Nejra Cehic and Roger Hearing. Thulin says Chinese and U.S. equities remain attractive, Eurozone less so because of the narrow portfolio strategies he is applying.

Duration:00:07:30