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Trump Dismisses Tariff Pause, China Vows ‘Fight to the End’ | Daybreak: Europe 04/08/2025

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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, Asia markets rebound after posting historic losses. China promises to ‘fight to the end’ as President Trump threatens additional 50% levies on Chinese goods. The White House rejects a tariff pause, while some of Wall Street’s biggest titans line up to condemn the tariffs.

Today’s Guests: Samuel Masse, European Confederation of Independent Winegrowers President; Emmanuel Cau, Barclays Head of European Equity Strategy

Subscribe to the Stock Movers Podcast on Apple, Spotify and other Podcast Platforms here: https://link.podtrac.com/h0zn7xir

Chapters:
00:00:00 – Daybreak Europe
00:00:20 – Market Rebound
00:01:05 – Futures, Asia Rebound After Historic Rout
00:07:29 – China Vows Tariff ‘Fight to the End’
00:09:26 – Trump Threatens 50% Extra Levy on China
00:10:43 – Trump Dismisses Tariff Pause
00:14:36 – Bond Markets Tumble
00:16:17 – EU Weights Retaliatory Tariffs
00:18:01 – Trump Directs US Steel Review
00:22:13 – Trump: US, Iran in Direct Talks
00:23:19 – Shein Urged to Halt Supply Shift
00:26:49 – Samuel Masse, European Confederation of Independent Winegrowers President
00:28:18 – Wall Street Titans Blast Tariffs
00:38:23 – US Futures Edge Higher
00:43:10 – Emmanuel Cau, Barclays Head of European Equity Strategy
——–
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China Scrutiny of Cross-Border Flows Sparks Concerns in HK | The China Show 6/5/2026

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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, David Ingles and Yvonne Man give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:01 – Bloomberg: The China Show opens
00:04:56 – Kospi tumbles as memory stock selloff tests retail dip-buyers
00:06:53 – Reported Hong Kong bank account curbs hit Asia-exposed financial stocks
00:11:37 – Nomura’s Richard Koo on global macroeconomic trends
00:27:27 – Eastspring Investments’ Ken Wong on Asia markets outlook
00:36:07 – Bloomberg Intelligence on China scrutiny of capital flows
00:46:34 – Korean stocks tumble as memory selloff tests retail dip-buyers
00:55:19 – BOC International’s Chen Haofei on China economy & markets
01:03:30 – Broadcom: Less focused on M&A amid AI boom
01:11:32 – Goldman Sach’s Yi Wang on China property outlook
01:20:37 – Founders fund partner on SpaceX investment
01:24:14 – Opinion: NBA’s Curry can take Li Ning global
——–
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Fed Weighs Need For Rate Hikes, US May Payrolls Due Out Friday | Real Yield 6/4/2026

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“Bloomberg Real Yield” highlights the market-moving news you need to know. Today’s guests: JPMorgan Asset Management Fixed Income Portfolio Manager Kelsey Berro, Federated Hermes Executive VP Deborah Cunningham, Man Group Co-Head of US Private Credit Jason Dillow, BNPs Paribas Head of US Credit Strategy Meghan Robson, and Pimco Portfolio Manager: Multi-Sector Credit Sonali Pier.

Chapters:
00:00:00 – Bloomberg Real Yield opens
00:02:36 – Bloomberg Economics Payroll Estimate: 95K
00:06:27 – Kelsey Berro on Job Reports, Fed and Inflation
00:08:25 – Deborah Cunningham: There Will Not Be Any Fed Rate Movement in 2026
00:10:02 – Berro: Fed Been Shifting Away From Forward Guidance
00:11:48 – Cunningham on Fed Dissent
00:15:01 – Blackstone’s BCRED Caps Redemptions
00:17:51 – Jason Dillow on Valuation Opportunities
00:19:26 – Dillow: ‘Double Whammy’ Event For Software
00:24:18 – Credit Roundtable: Pimco’s Sonali Pier and BNP Paribas’ Meghan Robson
00:34:50 – Illinois Passes Record-Setting $56B Budget
00:35:55 – Chicago Bears Deal Stalled In Illinois
00:38:05 – Princeton Backs Out of Oil and Gas Divestment Vow
00:41:02 – US Jobless Claims 225K In May 30 Week, Est. .215K
——–
More on Bloomberg Television and Markets

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Bloomberg Global Credit Forum | Live From New York

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After years of expansion, credit markets are facing some fierce headwinds. War, tariffs and higher-for-longer interest rates are straining companies that levered up during the easy-money era. Private credit managers are fending off rising portfolio stress and investor redemptions. Yet borrowing demands have rarely been greater, driven by a rush to develop artificial intelligence, a promised revival in M&A and a shifting world order that is fueling defense spending.

To unpack it all, Bloomberg News’ financial journalists are teaming up with Bloomberg Television to bring the Global Credit Forum to New York. We’re gathering some of the industry’s most influential voices to explore where debt markets go from here. The event starts at 9:15 am ET in New York.

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Will France Be a Top European Hub for AI Infrastructure? | The Pulse 6/1

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SoftBank Group plans to invest as much as €75 billion ($87 billion) to build 5 gigawatts of artificial intelligence data center capacity in France, saying the country is poised to become a top European hub for AI infrastructure. SoftBank founder Masayoshi Son met French President Emmanuel Macron in Paris today to discuss the plan.

Today’s guests:
Ozan Tarman, Deutsche Bank, Global Macro Vice Chair; Jasmine El-Gamal, Averos Strategies, Founder and CEO.

—–

“The Pulse With Francine Lacqua” is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.

Chapters:
00:00:00 – The Pulse with Francine Lacqua
00:01:40 – Nvidia Announces New Superchip
00:05:06 – Softbank Invests in France
00:08:32 – AI Rally Counters Oil Rebound
00:17:26 – BOE’s Andrew Bailey
00:20:32 – The Big Take | SpaceX IPO
00:24:33 – Sticking Points in US-Iran Talks
00:27:47 – US-Iran Deal Remains Uncertain
00:34:30 – German Defense Chief Carsten Breuer
00:38:57 – Oil Rises from 6-Week Low
00:42:28 – EasyJet jumps on possible Castlelake takeover offer
00:45:27 – HSBC CEO pitches Hong Kong clients
——–
More on Bloomberg Television and Markets

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Retail Traders Dive Into Private Markets

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Retail traders are racing to get their hands on shares of SpaceX, OpenAi and Anthropic. Bloomberg’s Charlie Wells explains.
——–
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