Business
Brazil Election: Lula Wins Fourth Term in Surprise Comeback
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.
Traders are bracing for steep losses across Brazilian markets after President Luiz Inácio Lula da Silva came from behind to win Brazil’s runoff election, halting a right-wing wave sweeping Latin America.
President Trump said it’s “getting to be decision time” on whether he will make a deal with Tehran or resume attacks. European natural gas futures climbed to the highest since 2022.
And France avoided a repeat of large-scale violence and looting that marred nationwide protests a week ago, suggesting the government’s decision to boost police numbers and contain marches paid off. The country also avoided a credit rating downgrade from Moody’s, even as the agency warned that social unrest could hit fiscal consolidation efforts.
Today guest: Lauren Hyslop, Mattioli Woods Investment Manager.
Chapters:
00:00:00 – Daybreak Europe
00:00:34 – France Pressure Eases
00:05:43 – Brazil Markets Brace for Rout on Lula’s Improbable Election Win
00:06:25 – Lula Wins Record Fourth Term in Surprise Brazil Comeback
00:08:49 – Fed to Deliver Hawkish Hold
00:13:40 – Israel to go to Polls on Tuesday
00:19:31 – Prices for Oil Products Soar
00:22:36 – Oil Drops From Six-Month High as US Rhetoric Fails to Convince
00:24:33 – AI Trade Falters Ahead of Big Tech Earnings
00:29:58 – Musk Claims $40 Billion Chips Debt Closed, Yet Talks Ongoing
00:32:53 – Lauren Hyslop, Mattioli Woods Investment Manager
00:35:37 – UK Budget to Test Labour Party Loyalty
00:40:48 – Final Stretch of US Midterm Election Cycle
00:43:23 – Bolsonaro Launches Longshot Bid to Annul Election Loss to Lula
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EU foreign policy chief Kaja Kallas tells Bloomberg This Weekend that Russia is escalating its war in Ukraine and is not serious about peace, criticizing Russian Foreign Minister Sergei Lavrov’s statements at the G20 foreign ministers’ meeting in Atlanta and warning against normalizing Moscow on the international stage. Speaking with host David Gura, Kallas also calls for a diplomatic solution to tensions with Iran and discusses efforts to deepen the EU’s relationship with Canada through greater cooperation on trade, energy and defense.
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Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”
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A global rally in technology shares this week stalled after disappointing earnings from Alphabet and Samsung revived doubts over whether billions of dollars in AI spending will deliver sufficient returns. Bloomberg’s Anthony Stephens reports.
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The two neighbors weather the same storms, heat waves and cold snaps and live so close that each could probably spot the other’s house if they knew where to look. Michelle Ma and Nadja Popovich report on why prices are rising much faster at investor-owned utilities than at municipal ones.
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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.
Chapters:
00:00 Middle East Escalation, AI Earnings & Fed Outlook — Bloomberg Surveillance
03:22 Chip Selloff, Tech Upgrade & Market Rotation — Lori Calvasina, RBC Capital Markets
20:14 Weak MOU, Strait of Hormuz & Iran Escalation — Steven Cook, Council on Foreign Relations
34:09 Alphabet Earnings, AI Monetization & Gemini — Sarah Kunst, Cleo Capital
41:59 AI Debt Boom, Hyperscalers & Credit Markets — Kay Herr, JPMorgan Asset Management
51:59 China AI Shock, Cheap Compute & Market Risks — Peter Tchir, Academy Securities
01:06:23 Iran War, Congress & Trump Strategy — Henrietta Treyz, Veda Partners
01:18:03 AI Spending, Google Earnings & Cloud Demand — Ron Josey, Citi
01:25:10 Andy Burnham Takes Office — Lizzy Burden, Bloomberg
01:31:29 Andy Burnham’s First Speech as UK Prime Minister
01:44:42 Global Risks, Oil Markets & Investing — Mike Pyle, BlackRock
01:57:12 Google Cloud, Gemini & AI Returns — Colin Sebastian, Baird
02:13:27 Fed on Hold, Inflation & Interest Rates — Gregory Daco, EY-Parthenon
02:22:37 AI Rotation, Market Positioning & Tech Risks — Ozan Tarman, Deutsche Bank
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