Episodes

  • Trump Halts Hormuz Effort, Anthropic Targets Wall St, Germany’s Power Struggle

    Trump Halts Hormuz Effort, Anthropic Targets Wall St, Germany’s Power Struggle
    May 6 2026
    Your morning briefing. All the news you need to start your day.

    On today's podcast:

    (1) President Donald Trump said he would pause an effort to help stranded ships exit the Strait of Hormuz to see if the US can reach an agreement with Iran to end the war.

    (2) Anthropic unveiled a set of new artificial intelligence agents designed to handle a broader mix of financial services tasks, part of the company’s push to win over Wall Street.

    (3) UK long-term borrowing costs jumped to a 28-year high as worries intensified over local government elections and the impact of soaring energy prices on the economy.

    (4) Friedrich Merz took to the podium at the Chancellery in Berlin last week to announce the first installment of a comprehensive overhaul of Germany’s social system that he hopes will demonstrate his vision to move the country forward.

    (5) French President Emmanuel Macron nominated Emmanuel Moulin, one of his closest advisers, to run the Bank of France.

    (6) The European Union wants the main parts of a US trade deal adopted by July, as it pushed Washington to respect previous commitments made under the pact.

    Podcast Conversation: Why the Best Public Art Keeps DisappearingSee omnystudio.com/listener for privacy information.

    📰 You listen every morning. Help us keep going.
    ⚡ [One click makes the difference] ⚡
    Show More Show Less
    18 mins
  • US And Iran Trade Fire, HSBC Fails To Deliver, Digital Euro Struggles

    US And Iran Trade Fire, HSBC Fails To Deliver, Digital Euro Struggles
    May 5 2026
    Your morning briefing. All the news you need to start your day.

    On today's podcast:

    (1) The US and Iran exchanged fire in a flareup of violence on Monday that also drew in the United Arab Emirates, prompting calls for renewed strikes on Iranian targets and casting doubt on the fate of a four-week ceasefire.

    (2) Stocks pulled back from record highs and the dollar strengthened after the US and Iran exchanged fire, escalating Middle East tensions and fueling inflation concerns.

    (3) European Union Economy Commissioner Valdis Dombrovskis warned of the stagflationary effect that the Iran war is creating for the bloc.

    (4) Some of the US’s closest allies including Canada and the UK are warning that the international system of security and trade championed by western powers for more than 70 years is broken beyond repair — and that it’s up to Europe to fashion a new global order.

    (5) HSBC Holdings Plc reported profit that missed estimates, weighed down by an unexpected UK fraud-related charge and rising economic risks stemming from the conflict in the Middle East.

    (6) Prime Minister Keir Starmer is due to host meetings to tackle antisemitism on Tuesday after two men were stabbed in north London last week in the latest attack targeting British Jews.

    (7) When Christine Lagarde addressed a central bank conference late last year, her frustration was clear: Europe had been debating a digital euro for years, but it was still nowhere close to being done. But with the first issuance of a digital central bank currency expected only in 2029, and delays still cropping up, so have fears that the bloc may have already fallen behind.

    Podcast Conversation: So When Does the Energy Price Shock Hit Europe?See omnystudio.com/listener for privacy information.

    📰 You listen every morning. Help us keep going.
    ⚡ [One click makes the difference] ⚡
    Show More Show Less
    22 mins
  • US Hormuz Passage Plan, Recession Risk Is ‘Real’, Transatlantic Strain

    US Hormuz Passage Plan, Recession Risk Is ‘Real’, Transatlantic Strain
    May 4 2026
    Your morning briefing. All the news you need to start your day.

    On today's podcast:

    (1) President Donald Trump said the US will begin guiding some neutral ships trapped in the Persian Gulf out through the Strait of Hormuz starting Monday.

    (2) Concern about a possible euro-area recession is “real and justified” as conflict in the Middle East causes a supply-side disruption, European Central Bank Governing Council member Yannis Stournaras said in an interview with Phileleftheros.

    (3) President Donald Trump said he plans to cut the US military presence in Germany by more than the 5,000-troop drawdown announced so far, even as Republican allies and NATO countries questioned the move.

    (4) The UK is set to enter talks to join the European Union’s €90 billion ($105 billion) Ukraine loan plan, underlining what the British government describes as “growing defense ties” between London and Brussels.

    (5) A group of 13 Swiss lawmakers will meet in Bern on Monday to kickstart the legislative process that will shape the future of UBS.

    Podcast Conversation: There's Never Been This Much Pressure for Men to Look Good at 60See omnystudio.com/listener for privacy information.

    📰 You listen every morning. Help us keep going.
    ⚡ [One click makes the difference] ⚡
    Show More Show Less
    16 mins
  • Daybreak Weekend: US Jobs, UK Elections, RBA Decision

    Daybreak Weekend: US Jobs, UK Elections, RBA Decision
    May 1 2026
    Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week.
    • In the US – a look ahead to the April jobs report in the U.S and a focus on 3 stocks for the week ahead.
    • In the UK – a look ahead to the UK’s Midterm local elections.
    • In Asia – a look ahead to the next RBA Decision.
    See omnystudio.com/listener for privacy information.

    📰 You listen every morning. Help us keep going.
    ⚡ [One click makes the difference] ⚡
    Show More Show Less
    38 mins
  • Central Banks Eye Hikes, Apple’s Very Juicy Results, Spain’s Child Poverty Pain

    Central Banks Eye Hikes, Apple’s Very Juicy Results, Spain’s Child Poverty Pain
    May 1 2026
    Your morning briefing. All the news you need to start your day.

    On today's podcast:

    (1) Oil held its second weekly gain as US President Donald Trump said he was sticking with a naval blockade of Iranian ports, elevating concerns the vital Strait of Hormuz would not reopen anytime soon.

    (2) As oil prices briefly came within reach of $130 a barrel, the mood music among central bankers in Frankfurt and London shifted in a more hawkish direction on Thursday.

    (3) UK Prime Minister Keir Starmer pledged to use the “full power of the state” to crack down on antisemitism, after a stabbing in north London raised fresh questions about the government’s attention to threats against Britain’s Jewish community.

    (4) Apple Inc. delivered a surprisingly strong revenue forecast for the third quarter, even as it warned that memory-chip costs will increase and that shortages of Mac computers will persist for “several months.”

    (5) Elon Musk’s first compensation figure after Tesla Inc. shareholders approved his moonshot pay package is in, and it’s a doozy: $158 billion.

    Podcast Conversation: Spotify Adds Verified Badge to Distinguish Real Artists From AISee omnystudio.com/listener for privacy information.

    📰 You listen every morning. Help us keep going.
    ⚡ [One click makes the difference] ⚡
    Show More Show Less
    18 mins
  • Oil Spikes On War Threat, Powell To Stay At Fed, AI Winners & Losers

    Oil Spikes On War Threat, Powell To Stay At Fed, AI Winners & Losers
    Apr 30 2026
    Your morning briefing. All the news you need to start your day.

    On today's podcast:

    (1) A frenzied day of earnings reports offered a glimpse at how some of the world’s biggest tech companies are doing in artificial intelligence. The upshot: Alphabet Inc.’s Google is seeing a clear payoff from its AI spending, while Meta Platforms Inc. is lagging behind.

    (2) Brent oil rallied to a wartime high after Axios reported that US President Donald Trump is set to receive a briefing on new military options for action in Iran, signalling the potential for fresh escalation in the Middle East.

    (3) President Donald Trump said the US is reviewing its troop levels in Germany and will decide soon whether to reduce that number, escalating tensions with a top NATO ally over the war in Iran.
    (4) Federal Reserve officials left interest rates unchanged, but revealed a deepening division over the outlook for policy amid increased uncertainty caused by the conflict in the Middle East.

    (5) The Bank of England is likely to keep interest rates on hold on Thursday as policymakers play for time amid the febrile standoff between the US and Iran.

    (6) Standard Chartered posted record first-quarter earnings that surged past analyst estimates, as record wealth inflows offset precautionary charges linked to escalating tensions in the Middle East.

    Podcast Conversation: Rolex, Cartier Court Gen Z Buyers With Shift to Smaller WatchesSee omnystudio.com/listener for privacy information.

    📰 You listen every morning. Help us keep going.
    ⚡ [One click makes the difference] ⚡
    Show More Show Less
    19 mins
  • UPDATE: Europe Delivers, Oil Squeeze Heats Up, HMS Trump Royal Gift

    UPDATE: Europe Delivers, Oil Squeeze Heats Up, HMS Trump Royal Gift
    Apr 29 2026
    An update to your morning briefing. All the news you need to start your day.

    On today's podcast:

    (1) European banks have reported a bumper set of earnings this morning, with profits beating expectations, but they're also warning of the future effects of the ongoing Hormuz blockade.

    (2) Oil prices remain firmly in triple digits this morning, as the US-Iran war enters its third month.

    (3) The shock decision by the United Arab Emirates to quit OPEC blindsided its partners of six decades. Now the cartel will have to fight to stay relevant in a fast-shifting global oil market.

    (4) The EU has accused social media giant Meta of failing to keep children off its services.

    Podcast Conversation: King Charles Is Doing an Impossible Job in AmericaSee omnystudio.com/listener for privacy information.

    📰 You listen every morning. Help us keep going.
    ⚡ [One click makes the difference] ⚡
    Show More Show Less
    18 mins
  • 'Lengthy' Hormuz Blockade, US-China Tensions Build, Holland’s Wealth Tax

    'Lengthy' Hormuz Blockade, US-China Tensions Build, Holland’s Wealth Tax
    Apr 29 2026
    Your morning briefing. All the news you need to start your day.

    On today's podcast:

    (1) US equity-index futures rose as investors positioned ahead of a raft of earnings from the largest technology companies in what has been a generally upbeat reporting season. Markets are also awaiting a Federal Reserve policy decision. (2) The US has warned banks they are at risk of secondary sanctions if they support Chinese private refiners that buy Iranian oil, cranking up pressure on Tehran even at the cost of further irking Beijing just weeks ahead of a leaders’ meeting. (3) The shock decision by the United Arab Emirates to quit OPEC blindsided its partners of six decades. Now the cartel will have to fight to stay relevant in a fast-shifting global oil market. (4) Traders in the Treasury options market are bracing for long-dated bond yields to surge past 5% as a rally in oil prices continues unabated. (5) UBS has posted $3 billion dollars in profit in the first three months of the year - smashing past expectations. (6) King Charles III called on the US to maintain its leadership role in the world, and to support Ukraine and the North Atlantic Treaty Organization, in a remarkably pointed speech for a monarch that urged Americans to resist the pull of isolationism. (7) The Netherlands is gearing up for a new tax on paper profits, sparking public and political opposition and opening another front in the international push to target the wealthy.
    Podcast Conversation: King Charles Is Doing an Impossible Job in AmericaSee omnystudio.com/listener for privacy information.

    📰 You listen every morning. Help us keep going.
    ⚡ [One click makes the difference] ⚡
    Show More Show Less
    22 mins