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 with Joumanna Bercetche, we discussed comments from Fed officials on the rate path ahead, Russian President Vladimir Putin’s trip to North Korea and heard exclusively from Jim Ratcliffe, INEOS Chairman, Founder and UK’s second richest person

00:00:00 Daybreak Europe
00:07:27 Nvidia now world’s largest company
00:11:09 Putin praises Kim for Ukraine war support
00:15:38 Ramaphosa set to be inaugurated in South Africa
00:19:45 Boeing CEO blasted in senate hearing
00:27:02 UK CPI in focus
00:30:35 UK Labour to tax private school fees
00:33:08 Manchester United co-owner Jim Ratcliffe gives verdict on UK election
00:42:22 US White House cancels Israel meeting on Iran: Axios
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Wall Street is betting big on India as a booming IPO pipeline and rising domestic investment transform its financial system. But inflation, a weaker rupee and tighter regulation pose risks. Ranjani Raghavan explains. https://www.bloomberg.com/news/articles/2026-10-12/ipo-boom-fuels-wall-street-s-india-bets-despite-risks
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Saudi Arabia’s main airport came under renewed attack from Houthi rebels. Bloomberg journalists and Jean-Loup Samaan, senior research fellow at the Middle East Institute of the National University of Singapore, discuss.
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Bloomberg Intelligence’s Global Head of Technology Research Mandeep Singh reacts to Anthropic’s revenue report, and news Alphabet is seeking billions in its debut bond offering in Australia. Then, Citi Wealth’s Olaolu Aganga joins to discuss AI exposure to investment portfolios, and other AI-related headlines. Plus, Former Biden White House Economics Senior Director Peter Harrell discusses how the War with Iran is making the Trump Administration more hesitant to impose the full power of tariffs as energy costs stay high. Finally, Bloomberg Chief Wall Street Correspondent Sridhar Natarajan talks news that Mark Walter is exploring selling stake in Chelsea FC.

Chapters
00:00:00 Bloomberg Businessweek Daily
00:02:28 Market Update: Stocks Slip as Oil Rises
00:06:33 AI Spending, Gigawatts & the Return on Investment
00:09:06 Alphabet Taps Global Bond Markets for AI
00:10:28 Nvidia’s $5 Billion Data Center Bet
00:13:34 Citi on Building a Portfolio Around AI
00:15:11 Energy, Commodities & the AI Infrastructure Boom
00:17:14 SpaceX, Private Markets & Wealthy Investors
00:20:30 Iran War Complicates Trump’s Tariff Agenda
00:23:33 Trump’s More Pragmatic Approach to Tariffs
00:25:04 A New Era of Government Intervention in Markets
00:27:36 Trump, Xi & the U.S.-China Trade Relationship
00:29:22 U.S.-China Competition Over AI
00:30:55 Who Holds More Leverage: Trump or Xi?
00:34:24 Mark Walter’s Sports Empire & Financial Troubles
00:36:38 Chelsea, the Lakers & Trophy Asset Sales
00:37:37 Federal Probe Into Mark Walter’s Business Empire
00:39:09 How Mark Walter Built the Guggenheim Empire
00:44:40 Stock Movers: Semiconductors & Anthropic
00:45:35 JetBlue Loses Its Last Bullish Analyst
00:46:41 Nike’s Turnaround Struggles
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The definition of “working class” in the US has been shifting over the last couple of decades with changes in the economic and labor market, and advances in AI are going to change the traditional white collar market, too. With midterms right around the corner, who are candidates talking about talking about when they campaign for the working class vote?
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