Business
Trump-Xi Summit: Xi Warns Trump Of ‘Clashes’ If Taiwan Issue Mishandled | Daybreak Europe 05/14/2026
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.
Chinese President Xi Jinping pressed US President Donald Trump on the issue of Taiwan and warned of a potential conflict if mismanaged, in blunt remarks that punctured an otherwise cordial start to the first visit to China by a sitting US president in nearly a decade.
The Senate narrowly confirmed Kevin Warsh as chair of the Federal Reserve, setting up the most controversial leadership transition at the US central bank in decades and a test of its political independence.
And Bloomberg understands Angela Rayner, the UK’s former deputy prime minister, has been cleared of deliberate wrongdoing by an investigation into her tax affairs and is preparing for a potential leadership bid against her former boss, Keir Starmer. Allies of Wes Streeting said on Wednesday that the health secretary was likely to quit his post this week and also launch a bid to replace Starmer.
Today’s guest: Keiran Pedley, UK Politics Director, Ipsos; Xiaolin Chen, Head of International, KraneShares.
00:00:00 – Daybreak Europe
00:04:35 – Trump Lands in China for Xi Summit With Iran War in Limbo
00:06:52 – Xi Warns Trump of Possible ‘Clashes’ If Taiwan Issue Mishandled
00:13:26 – Rayner Prepares Bid for Starmer’s Job After Tax Probe Ends
00:17:45 – Keiran Pedley, UK Politics Director, Ipsos
00:29:05 – Xi, Trump Touched on MidEast, Ukraine, Korean Peninsula
00:40:51 – China Renews Import Licenses of US Beef Plants
00:41:04 – Xiaolin Chen, Head of International, KraneShares
Chapters:
00:00:00 – Daybreak Europe
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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 Avril Hong give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.
Chapters:
00:00:01 – Bloomberg: The China Show opens
00:01:39 – US, Iran to halt attacks ahead of talks
00:08:46 – Korea to announce ‘mega projects’ with Samsung, SK Hynix
00:13:09 – Capital.com’s Kyle Rodda says AI boom means rising inflationary pressures
00:23:32 – Three companies make trading debut in HK
00:33:21 – HK, China, India giants lose market share on AI
00:37:00 – EU, Chinese trade officials to meet in Brussels
00:41:27 – Exclusive: China’s National Energy Administration on rising energy demand
00:45:52 – Traders eye rotation within Asian tech stocks
00:47:02 – Alert: China adds 20 Japanese entities to watchlist
00:52:35 – Samsung, SK Hynix plan decade of spending to sustain Korea’s AI lead
00:58:20 – Exclusive: Crealights Technology’s CEO says will break even as soon as this year
01:11:23 – Exclusive: Alebund Pharmaceuticals’ CEO on partnerships
01:19:25 – Intelligence: DeepSeek’s latest breakthrough to reduce China’s Nvidia reliance
01:26:17 – China blacklists more Japan entities as Takaichi feud deepens
01:27:47 – Exclusive: China’s National Energy Administration on rising energy demand
——–
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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:
00:00:00 Bloomberg Surveillance starts
00:04:25 Ajay Rajadhyaksha (Barclays) | Nvidia, AI Stocks & Why the AI Rally Continues
00:18:42 Norman Roule (CSIS) | Iran, Strait of Hormuz & Oil Market Risks
00:31:22 Momei Qu (PSP Growth) | OpenAI, Samsung & the Global AI Race
00:40:40 Aditya Bhave (BofA Securities) | Fed Rate Hikes, Inflation & Jobs
00:53:42 Alicia Levine (BNY Wealth) | S&P 500 Outlook, AI Earnings & Market Rotation
01:06:50 Alicia Levine (BNY Wealth) | China AI vs OpenAI & Sovereign AI Investing
01:20:24 Nur Cristiana (JPMorgan Private Bank) | USMCA Trade Deal, Mexico & Supply Chains
01:29:59 Steve Englander (Standard Chartered) | Fed, Inflation & Why the Dollar Stays Strong
01:40:06 Jim Caron (Morgan Stanley) | AI Investing, Stocks vs Bonds & Nominal Growth
01:52:49 Amanda Lynam (Goldman Sachs) | Private Credit, AI & Software Risk
02:07:38 Michael Darda (Roth Capital) | Fed Policy, Inflation & the Labor Market
02:17:16 Manish Kabra (SocGen) | S&P 500 to 8000? AI Earnings & the Bull Case
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Business
Yen at Lowest Since 1986: Can Japan Afford to Wait? | Insight with Haslinda Amin 06/30/2026
Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.
Chapters:
00:00:08 – Insight with Haslinda Amin Begins
00:01:44 – Yen hits 40-year low in historic slide that’s rattled Japan
00:04:20 – Asian equities climb as tech rebounds
00:05:36 – Iran ratchets up talk of controlling Hormuz ahead of new talks
00:09:45 – Schroders’ Dorian Carrell on inflation risks
00:22:42 – EU and China agree on October deadline to reset trade ties
00:24:03 – Kotak Investment Banking’s V Jayasankar on India equity markets
00:29:22 – V Jayasankar on risks from inflation, monsoons, and geopolitical tensions
00:37:10 – Rystad Energy’s Lin Ye on slow recovery of Hormuz oil flows
00:45:07 – Lin Ye on China demand trends and oil price outlook
——–
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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 Avril Hong give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.
Chapters:
00:00:00 – Bloomberg: The China Show opens
00:06:13 – Breaking: PBOC to add overnight reverse repo tenor June 29, 30
00:07:04 – BNP Paribas’ Jason Liu says investors still positive on AI
00:14:24 – SK Hynix jumps on US listing plan
00:17:58 – BNP Paribas’ Jason Liu on China and HK market malaise
00:22:09 – Alert: Korea Exchange delays single-stock weekly options
00:23:18 – China and Hong Kong markets open
00:28:01 – Bank of America’s Matty Zhao on raising 2030 global AI capital expenditure forecast
00:43:17 – Tsinghua University’s Zhang on the future of AI
00:49:18 – Asia chip stocks get boost from Micron
00:52:42 – Standard Chartered Bank’s Becky Liu reacts to the PBOC’s latest move
01:03:14 – Syfe CEO Dhruv Arora on business outlook
01:12:32 – Intelligence: China’s AI risks US ban after Anthropic’s accusation
01:17:54 – Exclusive: Jinko Solar eyes breakeven this year
01:23:18 – Intelligence: China shoppers’ luxury spending has selective streak
——–
More on Bloomberg Television and Markets
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Russian President Vladimir Putin arrived in Kazakhstan Wednesday for a three-day state visit. #russia #putin #politics #worldnews #kazakhstan #asia
He was greeted at Astana Airport by Kazakh President Kassym-Jomart Tokaye, as well as a military orchestra and honor guards. According to Russian officials, Putin is expected to hold high-level talks with Tokayev during his visit.
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