Private Credit Fears, All Eyes On Powell, Germans Embrace Stocks

Private Credit Fears, All Eyes On Powell, Germans Embrace Stocks

Your morning briefing, the business news you need in just 15 minutes.


On today's podcast:


(1) Warnings on defaults are starting to pile up in the $1.7 trillion private credit market, prompting at least some analysts to raise concern about underappreciated risks in one of Wall Street’s favorite money spinners.


(2) Bond investors are heading into Friday’s much-anticipated Jerome Powell speech largely expecting the Federal Reserve chair will indicate policymakers will start cutting interest rates next month.


(3) Nvidia has instructed component suppliers including Samsung Electronics Co. and Amkor Technology Inc. to stop production related to the H20 AI chip, The Information reported, citing unidentified sources.


(4) The US and European Union took the next steps to formalize their trade pact, detailing plans that could reduce tariffs on European automobiles within weeks while opening the door to new potential discounts for steel and aluminum.


(5) The UK is bolstering its air defense capabilities with a new contract for missile systems, as European military planners work to map out a post-peace plan for Ukraine that could see its skies protected by western allies.


(6) UK consumers are the most optimistic they’ve been about their household budgets in 12 months, according to a closely watched survey, a sign Britons are starting to feel the benefits of the Bank of England’s interest rate cuts.

Podcast Conversation: AI Slurs Are Just the Start of the Backlash

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Episoder(1078)

Exclusive: Rachel Reeves on Iran Shock, US Trade & Inflation Risks

Exclusive: Rachel Reeves on Iran Shock, US Trade & Inflation Risks

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Iran War Without Timeline, Energy Shock Inflation Threat, Airlines Stranded by War

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Trump Expands Iran War, Conflict Drives Oil Spike, Dubai’s Worst Nightmare

Trump Expands Iran War, Conflict Drives Oil Spike, Dubai’s Worst Nightmare

Your morning briefing. All the news you need to start your day.On today's podcast:(1) President Donald Trump said the bombing campaign against Iran will continue until its objectives are achieved, cal...

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Daybreak Weekend: US Jobs, Made in Europe, China PMI Data

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 – a look ahead to the February jobs report, along with a focus on ...

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Netflix Walks Away, Greens Win UK By-Election, Putin's War Machine Pain

Your morning briefing. All the news you need to start your day.On today's podcast:(1) Netflix dropped out of the fight to buy Warner Bros. Discovery, clearing the way for rival bidder Paramount Skydan...

27 Feb 20min

Nvidia Results Fail To Wow, US Boat Cuba Shootout, Iran Strike Reality Check

Nvidia Results Fail To Wow, US Boat Cuba Shootout, Iran Strike Reality Check

Your morning briefing. All the news you need to start your day.On today's podcast:(1) Nvidia the dominant maker of artificial intelligence processors, failed to impress investors with its latest sales...

26 Feb 17min

Trump Rosy Economy Spin, Private Credit 2008 Fears, Spain’s Broken Housing Market

Trump Rosy Economy Spin, Private Credit 2008 Fears, Spain’s Broken Housing Market

Your morning briefing. All the news you need to start your day.On today's podcast:(1) President Donald Trump offered a strident defense of his administration and economic record, declaring the nation ...

25 Feb 18min

Global 10% US Tariff in Force, AI Scare Trade Roars Back, How Much for AI Ray Bans?

Global 10% US Tariff in Force, AI Scare Trade Roars Back, How Much for AI Ray Bans?

Your morning briefing. All the news you need to start your day.On today's podcast:(1) Donald Trump’s new 10% global tariffs went into effect on Tuesday, kicking off a White House effort to preserve th...

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