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Fed’s Powell Hints at October Rate Cut & ASML 3Q Orders Beat | Daybreak Europe 10/15/2025

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11 months ago

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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, stocks rebound after the Federal Reserve Chair signaled another rate cut is on the cards later this month. Jerome Powell cited continued weakness in the labor market, particularly the low pace of hiring. That outweighed renewed tensions between the US and China, with President Trump threatening to boycott Chinese cooking oil in the latest salvo of the trade war.

Also on the program, ASML’s third quarter orders beat estimates, as bumper AI investment fuels demand for its chip-making machines. And LVMH reports a surprise return to growth in a sign that demand for luxury is picking up again.

Today’s guest: Elizabeth Ingleson, The London School of Economics, Associate Professor.

Chapters:
00:00:00 – Daybreak Europe
00:00:57 – ASML Earnings Update
00:03:44 – Asian Stocks Rise on Fed Rate-cut Bets
00:06:19 – Trump Threatens China Cooking Oil as Payback for Soy Boycott
00:10:38 – Stocks Gain as Rate-Cut Bets Outweigh Trade Angst
00:13:47 – ASML Orders Beat Expectations as AI Arms Race Boosts Demand
00:17:26 – Dimon’s ‘Cockroach’ Fear Revives Threat of Cracks in Credit
00:18:19 – Wall Street Lenders Report Record Growth
00:19:41 – Banks Navigate New Rate Environment
00:21:03 – LVMH Returns to Growth With Fashion Unit Proving Resilient
00:26:17 – BofA Survey: AI Stocks Are In A Bubble
00:27:56 – Elizabeth Ingleson, LSE Associate Professor
00:34:29 – French Premier Lecornu Wins Crucial Socialist Party Backing
00:38:39 – Apple to Build Home Hub and Robot in Vietnam in Pivot From China
00:38:55 – AMD Wins Big AI Chip Order From Oracle in Race to Catch Nvidia
00:40:07 – Big Take: US Races to Rebuild Submarine Power Before China Catches Up
00:44:36 – BOE’s Bailey: More Emphasis on Productivity Growth
——–
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‘Bloomberg Surveillance: Early Edition’ Full (03/22/22)

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13 minutes ago

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September 26, 2026

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Bloomberg Surveillance: Early Edition, live from London and New York. Francine Lacqua, Anna Edwards, Matt Miller, and Kailey Leinz deliver the latest news and analysis on the markets with leaders in global finance and economics. Christian Mueller-Glissmann, Managing Director for Portfolio Strategy and Asset Allocation at Goldman Sachs, says he is underweight credit. Orysia Lutsevych, Head of the Ukraine Forum in the Russia and Eurasia Programme at Chatham House, says Putin is not giving up on his demands.

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Sydney Developer’s Collapse Rocks $144 Billion Market

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1 hour ago

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September 26, 2026

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Bathla Group’s $2.3 billion shortfall has stalled 72 apartments and left contractors unpaid. Here’s how the collapse exposes risks in Australia’s $144 billion private credit market. Bloomberg’s Paul Allen reports.
——–
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Oil Declines as US and Iran Explore Agreement to Reopen Hormuz

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2 hours ago

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September 26, 2026

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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.

Oil declined as US and Iranian negotiators explored a phased deal that would see Tehran reopen the Strait of Hormuz.

A global bond selloff that drove yields to multi-decade highs stabilized in Asia as oil snapped a two-day surge, offering investors some respite after a bruising stretch for debt markets.

And Donald Trump’s summit with China’s Xi Jinping has been heavy on pageantry and platitudes but light on substantive announcements, with the events shadowed by the US president’s preoccupation with construction projects and personal grievances.

Chapters:
00:00:00 – Daybreak Europe
00:04:23 – US, Iran Said to Be Exploring Phased Deal to Open Hormuz
00:07:59 – Yen Strengthens on Katayama’s Comments
00:11:43 – Bonds Stabilize as Oil Declines
00:14:49 – Trump-Xi Summit Low on Substance
00:17:59 – Trump: US, China ‘Never Gotten Along Better’
00:21:27 – Rutte: Plans Have Been Prepared in Case of Hybrid Actions
00:24:52 – ECB Succession Race
00:31:42 – Trump, Xi Thrust Fierce US-China AI Rivalry Into Spotlight
00:34:36 – Rise Follows Release of Meta’s Muse Personal AI
00:37:42 – Jitten: Need to Regulate AI
00:41:15 – Schnabel Will Leave ECB Board Early
——–
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‘Bloomberg Surveillance: Early Edition’ Full (04/20/22)

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3 hours ago

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September 26, 2026

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Bloomberg Surveillance: Early Edition, live from London and New York. Francine Lacqua, Anna Edwards, Matt Miller, and Kailey Leinz deliver the latest news and analysis on the markets with leaders in global finance and economics. Hendrik du Toit, CEO of Ninety One, says emerging markets need time for a shift to net-zero. Trevor Greetham, Head of Multi-Asset at Royal London Asset Management, says he is still underweight treasuries.

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What It Takes to Get a Job on Wall Street

Published

4 hours ago

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September 25, 2026

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Investment banking is more competitive than ever. Jo Constantz breaks down what it takes to get your first job on Wall Street.
——–
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