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

On today’s show, President Xi Jinping takes centre stage as he hosts Russia’s Vladimir Putin and Indian leader Narendra Modi in China. Donald Trump’s tariffs hit legal limbo as a US court rules against them, but they’ll stay in place while the administration weighs its next steps. Plus, Alibaba shares soar the most since 2022 after reporting a surge in revenue from AI, underscoring the steady progress it’s making against rivals in a post-DeepSeek Chinese development frenzy.

Today’s guest: Anne-Laure Kiechel, Global Soverign Advisory CEO

Chapters:
00:00:00 – Daybreak Europe
00:02:53 – Shanghai Cooperation Organization Summit Underway
00:06:55 – US Trading Partners Left Confused By Tariff Court Loss
00:09:48 – Alibaba Shares Surge on AI Revenue
00:15:20 – OpenAI Plans India Data Center in Major Stargate Expansion
00:16:19 – Yemen’s Houthis Say PM Was Killed in Israeli Strike Thursday
00:19:12 – BloombergNEF: Offshore Wind Is in Trouble Everywhere But China
00:23:10 – BYD Shares Fall on 30% Profit Drop
00:26:56 – Anne-Laure Kiechel, Global Soverign Advisory CEO
00:33:04 – Germany’s Merz Sees War in Ukraine Dragging On
00:35:25 – Prabowo Moves to Quell Protests
00:35:53 – Trump Proposes Limiting Chinese Journalist Visas
00:36:18 – New Zealand to Open Up Luxury Home Market
00:37:09 – UK Parliament Returns From Summer Recess
00:39:20 – UK Inflation Heats Up in July
00:41:13 – UK to Supply Navy Frigates to Norway in GBP10 Billion Deal
00:41:38 – Von der Leyen: EU Defense Plan to Benefit Poland
00:44:47 – Bullish Oil Bets at 18 Year Low
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Insolvent Australian property developer Bathla Group has secured enough stopgap funding to survive a few weeks, but it still faces $2.5 billion in creditor claims. Thousands of homebuyers remain in limbo after the firm told 213 staff members to stop work, halting construction on some projects. Bloomberg Economist James McIntyre and Private Credit Reporter Sharon Klyne join “Bloomberg: The Asia Trade” to discuss the implications for Australia’s property sector.
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Tesla shares rose in premarket trading Friday morning after Elon Musk unveiled
its long-delayed Roadster sports car that includes air thrusters. The car actually launched into the sky during an event at a SpaceX rocket facility in Texas. Musk has been signaling he may try to combine the companies. Matthew Bloxham of Bloomberg Intelligence has more.
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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, 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.

On today’s show, the US and Iran are set to hold nuclear talks in Geneva, with President Donald Trump saying Tehran wants to make a deal and adding that he will be involved in the negotiations “indirectly.” Iran has been conducting naval exercises in the region of a critical shipping corridor.

Another round of US-brokered discussions between Russia and Ukraine is also set to get underway in Geneva. Major sticking points are still unresolved amid continued fighting and deep divisions over land and security guarantees.

Bloomberg’s learned that SpaceX and xAI are competing in a secretive new Pentagon contest to produce voice-controlled, autonomous drone swarming technology.

Today’s guests: Investec Economist Ellie Henderson.

Chapters:
00:00:00 – Daybreak Europe
00:01:00 – US Futures Decline Ahead of Market Reopen
00:03:47 – Oil Dips in Holiday Trade With Focus on Iran-US Talks in Geneva
00:07:54 – Russia-Ukraine Talks Set to Resume Amid Stalemate
00:13:21 – Japan Bonds Extend Rally as Market Passes Latest Auction Test
00:16:50 – Macron in India Joins Race for Global Allies
00:19:49 – Hyatt’s Tom Pritzker Announces Retirement Citing Epstein Ties
00:25:35 – Goldman Sachs Plans to Scrap DEI Criteria for Its Board
00:27:36 – UK Unemployment Nears 5-Year High and Wage Pressures Recede
00:31:13 – Investec Economist Ellie Henderson
00:39:53 – Copper Delivers More Than 50% of BHP Profits
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US Commerce Secretary Howard Lutnick lauds the benefits of artificial intelligence. Speaking with Joe Mathieu at the G20 Innovation Ministerial in Chapel Hill, North Carolina, Lutnick also says Anthropic has settled differences with the Trump administration and discusses the state of US-Canada trade negotiations.
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