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 euro fell to its weakest since May 2025 as investor concerns over political and fiscal risks in the region intensified.

Flávio Bolsonaro surged to a surprise lead over Luiz Inácio Lula da Silva in the first round of Brazil’s presidential election, making him the overwhelming favorite to win the runoff and take Latin America’s heavyweight nation sharply to the right.

And Schneider Electric said it’s buying PTC for about $22.6 billion, further expanding its portfolio of industrial software and offerings powered by artificial intelligence.

Today guest: Tanvi Kanchan, Anand Rathi Shares & Stock Brokers, Associate Director & Head of International Business & Strategy.

Chapters:
00:00:00 – Daybreak Europe
00:01:08 – Saudi-Backed Yemen Forces Begin Bid to Retake Houthi Areas
00:11:13 – Pentagon Redeploys Bombers from UK Base
00:14:18 – Schneider Said to Near Deal to Buy PTC for More Than $20 Billion
00:18:27 – China Auto Stocks Drop
00:21:25 – UK Expected to Follow EU With China EV Tariffs, Times Says 
00:26:20 – Tanvi Kanchan, Anand Rathi Shares & Stock Brokers, Associate Director & Head of International Business & Strategy
00:34:01 – Bolsonaro Pushes Lula to Brink of Defeat Ahead of Brazil Runoff
00:39:23 – London Takes a Hit as Super Rich Worth $160 Billion Exit UK
00:44:52 – Inflation Outpacing US Wage Growth
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“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 Sydney and Singapore with Haidi Stroud-Watts and Avril Hong, 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
00:01:09 – Samsung reaches new profit record with memory chip windfall
00:07:35 – Stocks fall from record highs on inflation worries
00:13:27 – CLSA’s Sanjeev Rana on Samsung earnings, AI supercycle
00:20:30 – IMF Managing Director Kristalina Georgieva praises Warsh’s Fed policy direction
00:26:40 – Moody’s Ratings’ Marc Pinto on global private credit outlook
00:33:28 – Firmus scrambles to save IPO: AFR
00:39:01 – EU plans import cap on Chinese hybrid cars
00:42:12 – BREAKING: Japan Aug. current-account widens to surplus 4.06T yen
00:43:15 – Topix’s biggest-ever revamp to cull hundreds of Japan stocks
00:47:21 – Markets open in Japan and South Korea
00:51:01 – Ten Cap’s Jun Bei Liu on market strategy
00:56:24 – Samsung posts 3Q profit record, misses estimates
01:01:37 – China rejects EU request for curbs on hybrid car exports: FT
01:08:21 – Fast Retailing due to report results
01:13:22 – IMF Managing Director Kristalina Georgieva on surging bond yields
01:16:25 – PGIM’s Katharine Neiss on global macroeconomic outlook
01:24:42 – Elon Musk rules out potential TSMC role in Terafab operations
01:28:56 – Weak holiday spending set to pressure Chinese stocks
——–
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President Trump touted a “well-unified party” after meeting Senate Republicans at the Capitol Wednesday. He reportedly squabbled with members after he scrapped plans to sign a bipartisan housing bill and lawmakers rebuked his handling of the war in Iran.
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The Close brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today’s guests are UBS Alignment Partners Managing Director, Wealth Management Alli McCartney, Wedbush Securities Senior VP, Equity Research Alicia Reese, ZScaler CEO, Chairman, & Founder Jay Chaudhry, BlackRock Head of US Wealth & Retirement Business Jaime Magyera, Kayne Anderson Rudnick Portfolio Manager, Senior Research Analyst Julie Biel, Kearney Grocery & Retail, Americas Lead Katherine Black, Hamilton Lane Co-Head of Real Estate Elizabeth Bell, Union Square Advisors President & Co-Founder Ted Smith, Dimensional Fund Advisors Portfolio Management Deputy Head, North America Joel Schneider, & Churchill Asset Management CEO Ken Kencel.

Chapters:
00:00:00 Bloomberg The Close
00:03:17 UBS on Earnings, Yields & the Market Rally
00:06:03 AI Power Demand, Utilities & Midterm Risks
00:08:37 Public vs. Private Markets & Portfolio Strategy
00:11:20 Top Calls
00:12:03 Paramount-Warner Bros. Deal Closes as Skydance Debuts
00:15:20 Streaming Wars, Netflix & the Future of Media
00:16:42 Zscaler CEO on AI, Cybersecurity & Zero Trust
00:19:30 Zscaler’s Growth Strategy & AI Security Risks
00:22:23 BlackRock on Retirement, Private Credit & Guaranteed Income
00:26:10 Women, Wealth Management & the $24 Trillion Opportunity
00:29:01 What High-Net-Worth Women Want From Financial Advisors
00:31:20 AMD Rallies on Surging AI Chip Demand
00:34:01 AI Safety, Chip Stocks & the Semiconductor Boom
00:36:52 Kayne Anderson Rudnick on AI & Market Concentration
00:40:11 Big Tech Earnings, AI Safety & Regulation
00:43:08 Closing Bell
00:46:23 Market Movers: Nvidia, Constellation Energy & Marvell
00:49:06 AI Stocks, Moderna & the Day’s Biggest Decliners
00:52:22 Wall Street Bonuses & Consumer Trends
00:54:13 Market Recap: AI Powers Stocks to New Records
00:56:55 Constellation Brands, Tariffs & Changing Drinking Habits
01:00:12 Consumer Experiences & the Future of Alcohol
01:01:06 Hamilton Lane on Real Estate & 7% Mortgage Rates
01:03:08 Retail Real Estate Rebounds as the “Apocalypse” Ends
01:05:10 Real Estate Secondaries & Private Market Opportunities
01:07:55 M&A Boom, Skydance & the $5 Trillion Deal Market
01:11:17 Private Credit, Banks & Financing the M&A Boom
01:13:02 Anthropic IPO & the AI Deal Pipeline
01:15:06 Dimensional on Anthropic, SpaceX & the IPO Market
01:18:00 AI Concentration & Diversifying Beyond Big Tech
01:20:41 Small Caps, Value Stocks & Global Diversification
01:22:29 Private Credit, Workouts & the Greenwich Economic Forum
01:26:08 Churchill Asset Management on Restructuring & Turnarounds
01:27:02 What to Watch
——–
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Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Stocks push toward new highs, but Ray Dalio is sounding the alarm on bonds. JPMorganChase Chairman & CEO Jamie Dimon joins us exclusively on rising debt, dealmaking and AI’s growing cyber threat. Plus, Nvidia nears a $6 trillion valuation, Google makes a major nuclear power bet, and Oaktree’s Danielle Poli reveals where credit risk is building.

Correction: “This video was edited to correct the spelling of “Yehuda Shmidman” that aired in the program at 10:40 am ET.”

Chapters:
00:00:00 – Open Interest
00:01:44 – Treasury Markets, China, Japan & Rising Debt Risks
00:03:04 – Wall Street Profits Head Toward $90B & Record Bonus Season
00:05:14 – Nvidia Nears $6T, Buybacks & Why AI Keeps Driving Markets
00:07:25 – Google’s 20-Year Nuclear Power Deal & AI Energy Demand
00:11:36 – Jamie Dimon, JPMorgan CEO
00:31:36 – Nancy Tengler Laffer Tengler | Earnings outlook
00:43:59 – Top Calls | Lockhead, Nike, JetBlue
00:46:41 – Paramount-Warner Deal Closes, Streaming Strategy & Media Industry Shakeup
00:52:59 – Rachael Arnold, Vista Equity Partners
01:04:16 – High Interest | French, Diesel, SEC
01:06:20 – Danielle Poli Oaktree Capital | Private credit risks
01:23:21 – Yehuda Shmidman WHP Global | Consumer spending trends
01:31:44 – Trump’s Diesel Policy, Energy Costs & Midterm Strategy
——–
More on Bloomberg Television and Markets

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