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Kevin Warsh to Speak at Sintra, ECB Warns Inflation Shock Not Over | Daybreak Europe 7/1/2026

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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, European Central Bank officials have cautioned that the inflation shock caused by the Iran war is not over yet. But policymakers at the ECB’s annual forum in Sintra stopped short of calling for another interest-rate increase for now. Kevin Warsh is due to speak at the conference, in his first appearance on the international stage as Fed Chairman.

Oil edged higher despite the US touting progress in indirect talks with Iran in Qatar. A senior US official says ships are continuing to transit the Strait of Hormuz at higher levels.

And the US has lifted export restrictions on Anthropic’s Fable 5 AI model, after the Trump administration’s security concerns were addressed. Anthropic says it will begin restoring access on Wednesday.

Today’s guest: Sabrina Khanniche, Pictet Asset Management, Senior Economist.

Chapters:
00:00:00 – Daybreak Europe
00:00:49 – Asian Stocks Stable After Two-Day Rally
00:06:33 – Fed’s Warsh Due to Speak in Sintra Today
00:11:05 – ECB Remains Alert on Consumer Prices
00:15:17 – US Says Witkoff, Kushner Had Positive Talks in Doha on Iran Deal
00:18:09 – Goldman Sachs Warns of Crude Oversupply
00:21:01 – Anthropic Releases Claude Science
00:24:58 – Oil Steadies as US-Iran Talks Continue
00:31:32 – Sabrina Khanniche, Pictet Asset Management, Senior Economist
00:37:05 – Ireland Targets Rise in EU Defense Spending
00:39:22 – Trump Reports at Least $1.4 Billion in 2025 Crypto Earnings
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Why Foreign Investors May Return to India

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Bajaj Finserv Group President of Investments, Lakshmi Iyer, expects foreign investor flows into India to improve. That’s after FPI ownership in Indian stocks fell to a 17-year low in the June quarter. Speaking on Bloomberg’s Insight with Haslinda Amin, Iyer noted that strong earnings and easing valuation concerns are creating an attractive opportunity for overseas investors.
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Small Dogs, Big Demand as Dachshund Popularity Takes Off

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Dachshunds are enjoying a global popularity boom, climbing to No. 5 in the American Kennel Club’s 2025 rankings as owners embrace their small size and outsized personalities.  The surge is supporting everything from breed meetups to dachshund cafes, even as owners contend with health concerns including intervertebral disc disease, which may affect roughly one in four dachshunds. Joining Bloomberg This Weekend to discuss all things Dachshund is Bloomberg News Bangkok Bureau Chief Randy Thanthong-Knight.
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How This Major Grocery Store Chain Became a Cult-Favorite

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Aldi has long been known for its low prices even on items like wagyu ground beef. But the European grocery giant also has a loyal fanbase that follows its famed aisle of limited-time, unexpected finds.

US Chief Commercial Officer Scott Patton joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to discuss the opening of Aldi’s new Times Square location, its cult-favorite “Aisle of Shame” and its social media group that has garnered over 4 million followers.
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Making A ‘Plan B’ for the AI Boom

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Sam Palmisano says the AI boom is built on long-cycle bets in data centers, chips and energy, even as AI software changes at breakneck speed. If adoption slows or cheaper Chinese open-source models gain traction, Big Tech may have to rethink the spending plans behind today’s AI race.
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Unitree Shares Jump After $904M Shanghai IPO | The China Show | 8/19/2026

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“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:01:07 – Asian stocks hit as chips selloff extends to Asia
00:09:14 – Baidu in focus after fifth straight revenue drop
00:13:03 – Unitree set for jump at Shanghai open
00:15:51 – AiMoGA Robotics President and Chery International President Zhang Guibing on robotics outlook
00:24:45 – China, Hong Kong markets open Monday
00:28:45 – Exclusive: Pony AI CEO James Peng on autonomous driving outlook
00:40:11 – Baidu’s impact on China’s AI hyperscalers
00:43:45 – Sources: Bytedance attracts over $30B for jumbo bank loan
00:49:25 – Asia markets churn amid chips selloff
00:52:26 – Bloomberg Intelligence: Baidu AI strategy won’t deliver turnaround
01:00:46 – CITIC CLSA’s Tracy Cui on GigaDevice’s outlook
01:05:46 – Breaking: Trump delays Canada tariffs at last minute
01:08:10 – China bonds buck global selloff
01:12:29 – Unitree jumps in Shanghai trading debut
01:17:36 – Trending: Unitree debut may shape humanoid robot valuations
01:18:45 – HKEX earnings in focus amid AI-led IPO boom
01:22:24 – Trump says paused 50% tariffs against Canada for three days
01:27:09 – Twelve Labs Founder & CSO Yoon Kim on AI video search outlook
——–
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