Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from Brussels, 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.

The global stock selloff worsened in Asia, with a regional benchmark dropping the most in more than a year, on concern the US will tighten regulations on the AI industry after Democrats’ decisive election win. European futures also headed lower.

Secretary of State Marco Rubio is weighing whether to leave the Trump administration, people familiar with the matter said, as he considers his next moves following Republicans’ midterm elections wipeout this week. Rubio dismissed the report, telling the New York Times in an interview Thursday that he didn’t know where the information was coming from.

And Bank of England Governor Andrew Bailey said another interest-rate hike is more likely than not if the high energy costs seen in recent weeks return.

Today’s guests: Stéphane Boujnah, Euronext, CEO; Ellie Henderson, Investec, Economist.

Chapters:
00:00:00 – Daybreak Europe
00:01:20 – Worst Rout Since 2020 Leaves Virtually Nowhere to Hide in Stocks
00:03:26 – Korea’s $1.7 Trillion Rout Burns Day Traders, Challenges Lee
00:08:05 – Crowded Hedge Fund Trades Are Unwinding Fast After Ugly October
00:12:48 – Rubio Weighs Leaving Administration After GOP’s Midterm Loss
00:16:33 – What the Democrats’ Sweep of Congress Means for Trump
00:18:59 – Strikes Disrupt French Trains, Metro and Schools
00:23:11 – Stock Slump Heads for Europe After Asia Tumbles
00:28:51 – Stéphane Boujnah, Euronext, CEO
00:39:07 – Ellie Henderson, Investec, Economist
00:43:07 – Bailey: Bigger Risk Premium Not a Surprise
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from Berlin, 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.

President Donald Trump said the FBI is looking into Nvidia Chief Executive Officer Jensen Huang’s extramarital relationship with a suspected Chinese spy, and offered his support to the embattled chip magnate a day after the affair was disclosed.

Anthropic is set to kick off the formal marketing of its blockbuster initial public offering as early as Tuesday after an apparent snafu over the filing documents added a dose of last-minute drama to a nervous market.

And global stocks were on track for their best two-day gain in more than three months as a resurgent tech rally and a further decline in oil prices boosted sentiment.

Chapters:
00:00:00 – Daybreak Europe
00:00:57 – Global Stocks Ride Tech Rally Higher
00:03:26 – Anthropic Aims to Raise Up to $69.3 Billion in IPO: Reuters
00:07:31 – Trump Backs Nvidia CEO After Affair
00:10:19 – Anthropic Retracts IPO Filing Details, Citing Inaccuracy: Rtrs
00:14:51 – Trump Signals Further Airstrikes on Iran Won’t Be Necessary
00:19:49 – Goolsbee: Must Address Inflation Failure
00:22:30 – Bailey Urges Greater UK Trade Openness
00:25:18 – SoftBank Logs $7 Billion Loss After US Data Center Costs Swell
00:28:52 – Sven Schneider: Infineon CEO
00:35:07 – Russia, Ukraine Envoys Meet for Talks in UAE
00:37:40 – The War Putin Wanted to Keep Away Is Coming Home to Russia
00:45:07 – US Inflation Remains Stubborn
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

Matt Bryson of Wedbush Securities says even if there is more regulation, data centers will get built and investors will find a way to make money. He speaks on “Bloomberg Surveillance.”
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

US equity futures hold steady ahead of the latest round of trade talks between the US and China taking place in London. Meta is said to be in talks to invest in Scale AI while Qualcomm agrees to buy Alphawave IP Group for $2.4 billion. Nvidia CEO Jensen Huang speaks with Prime Minister Keir Starmer at London Tech Week. President Trump clashes with California Governor Gavin Newsom over the deployment of National Guard troops to anti-deportation protests in Los Angeles. Elsa Lignos of RBC says the dynamic around the US dollar has become structurally bearish. Aaron Kennon of Clear Harbour Asset Management says the market is trying to look through shifting trade dynamics to focus on the excitement of AI.

Chapters:
00:00:00 – Intro
00:02:05 – Teska cut to neutral at Baird on Musk-Trump spat
00:05:04 – Futures hold steady ahead of US-China talks
00:08:11 – Elsa Lignos, RBC Global Head of FX Strategy
00:13:22 – US, China to resume trade talks
00:19:57 – Trump, Newsom spar over escalating LA protests
00:29:12 – Aaron Kennon, Clear Harbor Asset Management CEO & Co-Founder
00:33:16 – Canada to announce large increase in defense spending: Globe
00:36:01 – Trump wanrs Musk not to back Democrats
00:39:14 – Huang: UK is in an AI goldilocks circumstance
00:40:47 – META in talks for scale AI investment
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source

For the first time in three years, the Fed voted to raise interest rates.  On the latest Big Take podcast: the economic forces behind the move.
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

source