Business
Japan PM Resigns & French PM Bayrou Poised to Lose Confidence Vote | Daybreak Europe 9/08/2025
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, Japanese stocks rise while the yen slides as investors brace for the departure of a fourth prime minister in five years. The focus now on who will succeed Shigeru Ishiba.
In France, Francois Bayrou’s government looks set to collapse today as he faces an uphill battle to win a confidence vote.
OPEC-plus defies the doomsayers with another boost to oil production as the alliance looks to grab more market share.
Meanwhile, London Underground staff have started a seven-day strike, causing major disruptions across the Tube network and threatening travel chaos at the start of the work week.
Today’s guests: Douglas Yates, American Graduate School In Paris Professor & Member of the Academic Committee & Peter Specht, General Partner at the VC firm Creandum
Chapters:
00:00:00 – Daybreak Europe
00:02:46 – Japan’s Prime MInister Ishiba to Step Down
00:06:49 – French PM’s Confidence Vote Being Held Today
00:10:53 – Trump Confirms Top Candidates to Replace Powell
00:13:36 – US Migrant Raid Jolts South Korea
00:16:21 – OPEC+ Defies Doomsayers with Production Boost
00:19:46 – BloombergNEF: AI Causing Ever Larger Data Centers
00:22:17 – ASML to Become Top Mistral Holder in EU1.3 Billion Deal: Report
00:22:50 – Trump Threatens Trade Actions After EU Fines Google
00:26:12 – France’s Budget Crisis
00:26:25 – Douglas Yates, American Graduate School in Paris Professor
00:32:21 – Norway Set to Vote in Election
00:33:17 – UK Wages Growing at Weakest Pace Since COVIS: Surney
00:33:37 – London Tube Strikes Foreshadow Travel Chaos
00:37:03 – Peter Specht, Creandum General Partner
00:43:26 – Alcaraz Smashes US Open Final Win Over Sinner
00:44:42 – Oil’s Technical Breakdown
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Business
How betting on the Big Game has changed
More than $800 million in Super Bowl bets have already come in through prediction markets. On today’s Big Take podcast: how these markets have changed the sports betting landscape — and how one pro is approaching his bets this weekend
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Business
Iran Says Agreement on Hormuz Shipping Reached With Oman
Iran said it had reached an agreement with Oman on a proposed route for shipping through the Strait of Hormuz, a potential step toward a reopening of the critical waterway for energy supplies. Bloomberg’s Abeer Abu Omar has the latest.
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Business
Iran Strikes ‘Hostile Targets’; Yen Weakens Past 158 | The Asia Trade 8/7/2026
“Bloomberg: The Asia Trade” brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.
Chapters:
00:00:00 – Bloomberg: The Asia Trade begins
00:02:15 – Iran struck ‘hostile targets’ in Hormuz: Fars
00:08:10 – Asia set for mixed open on US-Iran concerns
00:16:46 – RBC’s Lori Calvasina on market outlook
00:25:21 – 700+ Japanese firms to report earnings
00:26:06 – JPMorgan Securities’ Rie Nishihara on Japanese markets
00:34:49 – DeepSeek said to resume $8B funding round
00:38:16 – SanDisk’s volatility falls as shares drop
00:42:08 – Sequoia Partner Patrick Grady on Situational Awareness stake
00:47:26 – Markets open in Japan, South Korea and Australia
00:51:06 – SoftBank beats 1Q expectations thanks to Intel, ByteDance gains
00:55:08 – Pepperstone’s Chris Weston on markets strategy
01:05:31 – DeepSeek raising funds for data center buildout
01:09:05 – Iran wants to bar US, Israeli ships from Hormuz in peace deal
01:13:17 – Japan’s small caps face fight to keep seat in Topix
01:18:07 – IMF’s Katz sees BOJ continuing to normalize policy
01:21:49 – BMI’s Sabrin Chowdhury on metals outlook
01:28:57 – DBS CEO Tan Su Shan on AI, business outlook
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Business
Elf Beauty Expands Into Hair Care Products
Elf Beauty Chief Executive Officer Tarang Amin says the company is excited about expanding into hair care products. It launched …
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Business
Trump Fuels Hopes of Hormuz Opening | Balance of Power: Early Edition 8/5/2026
On the early edition of Balance of Power, Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz discuss the results from Tuesday’s primary elections across the US. On today’s show, political scientist Lara Brown, Stonecourt Capital Partner Rick Davis, Harvard Kennedy School Ash Center Visiting Democracy Fellow Jeanne Sheehan Zaino and former US Assistant Secretary of State for Near Eastern Affairs Barbara Leaf.
Chapters
00:00:00 Balance of Power: Early Edition
00:01:58 Market Update: Stocks Near Record Highs
00:04:04 Confusion Over the Strait of Hormuz Deal
00:05:03 White House on Iran Negotiations
00:07:24 Trump’s Nevada Speech Preview
00:10:10 Michigan Primary Results & Democratic Strategy
00:11:34 What Abdul El-Sayed’s Victory Means
00:15:15 2026 Midterm Outlook
00:16:05 GOP Ethics Issues & Political Fallout
00:19:02 Market Update: SpaceX Drops After Earnings
00:20:49 Political Panel: Is the Democratic Party Moving Left?
00:28:53 Can Democrats Hold Michigan?
00:32:33 Market Update: AMD, SpaceX & Oil
00:36:17 Trump Optimistic on Iran Talks
00:37:09 Barbara Leaf on the Hormuz Agreement
00:39:16 Red Sea Risks & Houthi Threats
00:40:17 Is This Really Iran’s Last Chance?
00:41:09 U.S. Military Readiness & Iran’s Leverage
00:44:03 Why Diplomacy Must Take Over
00:45:04 Who Should Lead U.S. Negotiations?
——–
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