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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

Property Portfolio: U.S. Builders Muscling In On U.K. Rental

1/23/2020
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U.S. builders are moving in on the U.K. rental market and particularly secondary cities like Birmingham, Glasgow and Liverpool. Speaking to Daybreak Europe's Sandra Kilhof on Property Portfolio, Bloomberg's real-estate reporter Lucca de Paoli said private student- and senior housing will become a growing market as developers turn to Europe's relatively undeveloped markets for yields.

Duration:00:05:02

Rotenberg: E.S.G.s Have Moved Out Of The Niche

1/23/2020
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Massive transfers of wealth are going into E.S.G.s and the transition economy, but what is in question, is the pace of the transition says Joanna Rotenberg, group head of BMO Wealth Management. She discussed value-based investing with Daybreak Europe's Anna Edwards and Matt Miller, live from the World Economic Forum in Davos.

Duration:00:06:17

Shanahan: Ireland's Tax Regime Transparent

1/23/2020
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IDA Ireland CEO Martin Shanahan is defending Ireland's tax regime. The country's investment agency presented Tim Cook with an award in recognition of Apple's investment in Ireland, despite the dispute with the EU Commission over state aid to the tech firm. Shanahan spoke to Daybreak Europe's Caroline Hepker and Roger Hearing from the World Economic Forum in Davos.

Duration:00:08:20

Bahrke: Virus Effect Only On Margins of Chinese Economy

1/22/2020
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Witold Bahrke, senior macro strategist at Nordea tells Daybreak Europe's Nejra Cehic and Roger Hearing he expects some negative effect on growth from the coronavirus outbreak, but, at this stage, at the margin. Bahrke says the main issue is what goes on in the Chinese credit sphere. There he sees no acceleration, but some stabilisation in China's economy in the six- to twelve month outlook.

Duration:00:08:09

ASML CEO Wennink: Trade War Doesn't Matter

1/22/2020
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ASML CEO Peter Wennink explains to Daybreak Europe's Caroline Hepker and Roger Hearing that he is confident the Dutch firm's technology for next generation chips means the trade war overall "doesn't really matter" because demand will be there. He also discusses whether ASML will have their export license to China renewed, as European businesses are caught in the middle of the trade war tensions.

Duration:00:05:36

Fenton: Low Volatility Is A Double-Edged Sword For Investors

1/21/2020
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Clark Fenton, portfolio manager at RWC discusses what very low market volatility means for stocks and bonds. Fenton tells Daybreak Europe's Caroline Hepker and Roger Hearing it is a result of technical factors and economic fundamentals. He also argues that it is a sign of pressure building up in the financial system, which leads to mal-investment and lack of discrimination across good and bad investments.

Duration:00:04:58

Schneider to Remain ‘Big Investor’ in the U.K. Post-Brexit: CEO

1/21/2020
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Schneider Electric Chief Executive Officer Jean-Pascal Tricoire said the French industrial-equipment supplier needs stability and a clear picture of what is going to happen after the U.K. leaves the European Union. He spoke to Daybreak Europe's Caroline Hepker and Roger Hearing from the World Economic Forum in Davos.

Duration:00:09:32

McClean: China's Coronavirus Won't Have Much Impact On Growth

1/21/2020
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The current health scare in China is being watched closely by investors, but unless it spreads, it's not a big concern, Colin McLean, CIO at SVM Asset Management tells Daybreak Europe's Caroline Hepker and Roger Hearing. Mclean also says he expects the BOE to make a rate cut this month, but it isn't needed because there will be a bounce back in the U.K. economy this year anyway.

Duration:00:07:52

Anohu: Brexit Britain Should Look to Africa

1/20/2020
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As the UK-Africa Investment Summit takes place in London, Chinelo Anohu, head of the Africa Investment Forum, the flagship initiative of the African Development Bank tells Daybreak Europe's Caroline Hepker and Roger Hearing about why investors should look to the 55 African nations for opportunities. This as the U.K. government unveiled 620 million pounds worth of deals with countries across the continent.

Duration:00:08:08

Brussels Edition Podcast: EU Seeks a Way Forward in Libya

1/20/2020
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A gathering of leaders in Berlin on Sunday was intended to produce a more durable ceasefire agreement for the proxy war raging in Libya, but the situation remains unclear, says Bloomberg’s Maria Tadeo. Speaking to Daybreak Europe’s Roger Hearing and Caroline Hepker, she also discussed ECB president Christine Lagarde's strategic review for the central bank and what can be expected from the meeting between French Finance Minister Bruno Le Maire and U.S. Treasury Secretary Steven Mnuchin.

Duration:00:04:28

Hewson: I Don't Think BOE Will Or Should Cut Rates

1/20/2020
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There is no reason for the Bank of England to cut rates at the January MPC meeting says Michael Hewson, chief market analyst at CMC Markets. Speaking to Daybreak Europe's Nejra Cehic and Roger Hearing, Hewson argues it will not introduce any significant economic boost, and he does not expect a cut. Hewson also discusses the WEF in Davos this year and says it's a talking shop that will do nothing about the problem of global inequality.

Duration:00:07:26

Foodie Friday with Chief Food Critic Richard Vines

1/17/2020
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Bloomberg’s Chief Food Critic Richard Vines speaks to Daybreak Europe’s Caroline Hepker and Roger Hearing about the formation of a new restaurant group headed by Neil Rankin, a new Soho House opening and a sharp rise in the food-delivery market.

Duration:00:04:19

Property Portfolio: Alternatives To Gain From Investment Surge

1/16/2020
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2020 could be another record year for investment flows into UK real estate. But in a crowded market, where do you put your money? Savills' director of World Research Sophie Chick gives her top tips to Daybreak Europe's Sandra Kilhof on Property Portfolio, saying offices in core cities and alternatives like senior housing and multi-family, are the sectors to focus on.

Duration:00:08:23

UK Culture Secretary: Security Is Paramount On Huawei Decision

1/15/2020
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5G is vital to the UK's tech industry, says Nicky Morgan, Secretary of State for Digital, Culture and sport, but whatever decision is made on involving Huawei will depend on security - and it will not be part of the U.K.'s critical national infrastructure. Morgan also tells Daybreak Europe's Nejra Cehic and Roger Hearing the rescue of beleaguered airline Flybe reflects the importance given by the government to regional connectivity.

Duration:00:07:57

Berich: Euro Could Benefit from Trade Tensions Easing

1/14/2020
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Europe looks like a developed emerging market economy, according to Ranko Berich, head of market analysis at Monex Europe, when it comes to the euro. The single-market currency could be the big story in 2020, benefitting from the easing in U.S.-China tensions. But as for the UK and sterling, it is too soon to assume the Bank of England will cut interest rates this quarter.

Duration:00:07:41

Gallo: QE is Man U Of Markets - Losing Fans & No Longer Winning

1/14/2020
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Alberto Gallo, head of macro strategies at Algebris Investments discusses central bank options in 2020 with Daybreak Europe's Nejra Cehic and Roger Hearing. He says the liquidity they push into markets lifts growth stocks which don't need it, but it's not lifting everybody especially small caps, which is why a fiscal push is now necessary.

Duration:00:07:42

Pahari: Yield Hunger Propels Billions Into Infrastructure Space

1/13/2020
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Boe Pahari, global head of infrastructure equity at AMP Capital, discusses his new $3.4bn global infrastructure fund with Daybreak Europe's Nejra Cehic and Roger Hearing. He says, for investors, real businesses with real assets that are underpinning operating models are now in huge demand.

Duration:00:06:25

Property Portfolio: Good Times For First Time Buyers

1/9/2020
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The number of first time buyers in the UK reached its highest level in 12 years in 2019. Figures from the Yorkshire Building Society show more than 350-thousand people got onto the housing ladder. Speaking to Daybreak Europe's Sandra Kilhof on Property Portfolio, he explained what's changed in order to enable first time buyers.

Duration:00:08:25

Tuxen: BoE Could Cut Rates in January

1/9/2020
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The Bank of England could cut rates this month, and if not, in the first half of the year says Christin Tuxen, chief analyst and head of FX research for Danske Bank. She tells Daybreak Europe's Caroline Hepker and Roger Hearing that the market is not pricing in such a move. Tuxen, who had a research stint at the central bank, also discussed FX volatility in light of recent Middle East tensions and dollar strength.

Duration:00:08:23

Bloomberg Westminster: Labour Pains

1/9/2020
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Tom Hamilton, assistant director at WPI strategy and a former senior Labour adviser, tells Bloomberg Westminster it's a bad sign for Rebecca Long-Bailey, that Barry Gardiner seems likely to join the leadership race. Also Boris Johnson and Ursula Von Der Leyen set out their non-negotiables right at the start of negotiations about a post-Brexit deal. Bloomberg's Brexit editor, Edward Evans tells Roger Hearing and Sebastian Salek these are just the opening positions, but Brussels would like a...

Duration:00:23:01