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, shares in Google’s parent company Alphabet slid after it said capex spending will likely top an unprecedented $200 billion this year. That stoked concerns that it will ditch fiscal discipline in the race to dominate artificial intelligence.

BNP Paribas reported better-than-expected revenue and profit for the second quarter as its stock traders blew past analysts’ estimates. Equities revenue rose 43% from a year earlier to €1.4 billion.

UniCredit says it will likely assume control over Commerzbank soon, as CEO Andrea Orcel moves to complete one of Europe’s largest bank deals ever. It says regulatory approvals for the outcome of the takeover bid could come as early as the fourth quarter.

And Houthi militants in Yemen say they targeted two oil tankers in the Red Sea, opening another front in the Iran war.

Today’s guest: Josie Anderson, Nomura, European Economist.

Chapters:
00:00:00 – Daybreak: Introduction
00:04:14 – Europe & US tech earnings
00:10:38 – Chipmakers drive gains in Asian stocks
00:13:02 – Houthis target Red Sea oil tankers
00:16:52 – Traders still guessing Fed’s next move
00:19:41 – Paramount Warner deal gets conditional EU nod
00:26:34 – ECB expected to stay on hold
00:30:31 – Josie Anderson, Nomura, European Economist
00:36:55 – BNP’s stock traders soar past estimates
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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:
00:00:00 – Bloomberg Surveillance Begins
00:04:31 – BlackRock’s Russ Koesterich on Tech Stocks
00:17:50 – Eurasia Group Managing Director of US Jon Lieber on US-Iran Conflict
00:32:39 – D.A. Davidson Head of Technology Research Gil Luria on Alphabet Capex
00:41:50 – Citi Research US Economist Veronica Clark on Markets’ Reaction to Iran Conflict
00:52:44 – Jim Caron of Morgan Stanley Investment Management on Tech Spending Plans
01:05:22 – Rep. French Hill (R-AR) on Iran Conflict Budget
01:20:43 – Baird Senior Research Analyst Ben Kallo on Tesla Profit Decline
01:28:48 – Daragh Maher of HSBC on Global Central Banks’ Inflation Risks
01:40:17 – Wells Fargo Chief Equity Strategist Ohsung Kwon on Alphabet Ramping Up AI Spending
01:55:54 – Pooja Kumar of TD Securities on ECB Interest Rate Decision
02:04:52 – FHN Financial Senior Economist Sophia Kearney-Lederman on the Economy
02:16:56 – ECB President Lagarde Speaks After Rate Decision
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Venezuela is grappling with the aftermath of devastating earthquakes that have killed thousands, overwhelmed rescue and recovery efforts, and intensified humanitarian needs as the country navigates a fragile political transition. International Crisis Group Senior Analyst of the Andes Region Phil Gunson joins David Gura and Christina Ruffini on Bloomberg This Weekend to discuss the Venezuelan government’s response, the expanded role of international aid, and the uncertain path toward negotiations between the interim government and opposition leaders as the US presses for democratic reforms.
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Wells Fargo & Co. Chief Executive Officer Charlie Scharf says he’s “big time bullish on the US.” He talks about the state of the US consumer, the economy, earnings and where his employees want to live and work. He speaks exclusively to Romaine Bostick on “Bloomberg Open Interest.”
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Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec.
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More on Bloomberg Television and Markets

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