President Trump pledged in a social media post to stop institutional investors from buying more homes.
Norah Mulinda breaks down how markets reacted and what may come next bloom.bg/4jsvX1a

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On today’s Big Take Asia podcast, K. Oanh Ha and Bloomberg’s Menaka Doshi unpack how Narendra Modi’s state‑election sweep in India — capped by a historic win in West Bengal — has cemented his grip on power despite mounting economic pressures.
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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, SK Hynix shares hit after quarterly profit misses estimates, despite jumping six-fold. The memory-chip maker also earmarked at least $31 billion in capital spending this year, adding to fears of overinvestment in AI capacity.

Oil jumped after the US said it intercepted an attack on American military bases in the Middle East. US Central Command also says US and Saudi forces carried out strikes on Iran-backed militants in Iraq, in response to attempted drone attacks on US forces.

Plus, Standard Chartered, UBS and Deutsche Bank all announced new share buyback programs after second quarter earnings beat expectations.

Today’s guest: Bill Winters, Standard Chartered, CEO.

Chapters:
00:00:00 – Daybreak Europe
00:01:40 – Oil Surges on Renewed Middle East Tension
00:04:49 – Asian Stocks Fall as Chip Selloff Deepens
00:07:07 – SK Hynix Profit Disappoints, Earmarks $31B Capex
00:10:00 – US Intercepts Iran Attack on Bases, Puncturing Days of Calm
00:13:23 – Markets Price Over 30% Chance of Fed Hike Today
00:17:35 – Rio Tinto Doubles Down on Productivity
00:20:38 – Gucci Sales Fall Less Than Expected
00:25:42 – Raja Akram, Deutsche Bank CFO
00:28:55 – Bill Winters, Standard Chartered, CEO
00:39:12 – Microsoft Expected to Report Strong Growth
——–
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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.

Chapters:
00:00 Fed Hold, Big Tech Earnings & Middle East Escalation
04:43 Bond Markets Challenge the Fed — Barbara Reinhard, Voya Investment Management
19:15 Diplomacy Alone Won’t Reopen Hormuz — Norman Roule, CSIS
33:02 Microsoft’s Azure Gets Its Mojo Back — Gregg Moskowitz, Mizuho
42:02 Markets Are Learning a New Fed Playbook — Frances Donald, RBC
49:50 BOE Leaves Interest Rates Unchanged — Lizzy Burden
52:56 Long Bond Yields Become the Real Market Risk — Max Kettner, HSBC
1:05:59 Refined Fuels, Not Crude, Drive the Oil Shock — Paul Sankey, Sankey Research
1:21:05 Meta’s AI Spending Needs a Payoff — Nick Jones, BNP Paribas
1:30:45 Warsh Presser ‘A Little Bit Rocky’ — James Bullard, Former St. Louis Fed President
1:42:10 Bond Yields Are Destiny — Matt Miskin, Manulife John Hancock Investments
1:54:11 What to Watch in Apple’s Earnings — Walter Piecyk, LightShed Partners
2:01:16 US GDP Grows Less-Than-Expected 1.5% in Second Quarter — Michael McKee
2:03:58 Fed Left Markets Guessing on Its Next Move — Michael Gapen, Morgan Stanley
2:19:02 Credibility Alone Won’t Bring Inflation Down — Kelly Kowalski, MassMutual
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Benjamin Netanyahu has spent years cultivating one of the most important relationships in global politics. Now, that relationship with Donald Trump may be becoming a liability, explains Dan Williams.
——–
More on Bloomberg Television and Markets

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