China Rebounds And Cash Beats The 60/40 Portfolio

China Rebounds And Cash Beats The 60/40 Portfolio

Your morning briefing. The news you need in just 15 minutes.

On today's podcast:

(1) Chinese stocks soar as manufacturing hits a decade high

(2) Goldman's investor day fizzles on consumer banking questions.

(3) UK shop inflation hits a record high with little relief ahead.

(4) US treasuries yield more than a 60/40 portfolio for the first time since 2001.

See omnystudio.com/listener for privacy information.

Episoder(1105)

Indefinite Truce Extension, Europe’s Energy Pain, Audi Loses China Edge

Indefinite Truce Extension, Europe’s Energy Pain, Audi Loses China Edge

Your morning briefing. All the news you need to start your day.On today's podcast:(1) President Donald Trump announced he was extending a ceasefire with Iran indefinitely a day before it was set to ex...

22 Apr 21min

Apple Names New CEO, Starmer’s Political Fate, Germany Slams ‘Hostile’ Bid

Apple Names New CEO, Starmer’s Political Fate, Germany Slams ‘Hostile’ Bid

Your morning briefing. All the news you need to start your day.On today's podcast:(1) Apple Chief Executive Officer Tim Cook will hand the reins to hardware boss John Ternus later this year, capping a...

21 Apr 17min

US Seizes Iranian Ship, Energy Price Crisis Talks, Banks Emerge From Scandal

US Seizes Iranian Ship, Energy Price Crisis Talks, Banks Emerge From Scandal

Your morning briefing. All the news you need to start your day.On today's podcast:(1) President Donald Trump and Iranian officials offered disparate views on the next stage of the war, casting uncerta...

20 Apr 19min

Daybreak Weekend: Tesla Earnings, European Headwinds, Japanese Inflation

Daybreak Weekend: Tesla Earnings, European Headwinds, Japanese Inflation

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – we preview Tesla earnings and Kevin Warsh's trip to Capitol Hill...

18 Apr 38min

Iran Deal ‘6 Months Away’, Starmer Faces Crisis, Netflix Fails To Thrill

Iran Deal ‘6 Months Away’, Starmer Faces Crisis, Netflix Fails To Thrill

Your morning briefing. All the news you need to start your day.On today's podcast:(1) Some Gulf Arab and European leaders believe that a US-Iran peace deal will take about six months to be agreed and ...

17 Apr 16min

Stocks Surge On Talks Hope, Europe Social Media Curbs, Spain’s $90B Data Center Pain

Stocks Surge On Talks Hope, Europe Social Media Curbs, Spain’s $90B Data Center Pain

Your morning briefing. All the news you need to start your day.On today's podcast:(1) The US and Iran are considering a two-week ceasefire extension to allow more time to negotiate a peace deal, accor...

16 Apr 22min

Europe Economy War Pain, US Tariffs Coming Back, Flawed AI Medical Advice

Europe Economy War Pain, US Tariffs Coming Back, Flawed AI Medical Advice

Your morning briefing. All the news you need to start your day.On today's podcast:(1) The US and Iran are looking to arrange a second round of peace talks in the coming days as a standoff in the Strai...

15 Apr 19min

‘Economic Terrorism’ Warning, Trump Vs The Pope, Ukraine’s Power Broker

‘Economic Terrorism’ Warning, Trump Vs The Pope, Ukraine’s Power Broker

Your morning briefing. All the news you need to start your day.On today's podcast:(1) President Donald Trump began a US naval blockade of the Strait of Hormuz, a move intended to raise pressure on Teh...

14 Apr 22min

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