Bloomberg Daybreak: Europe Edition21 Aug

Stock Bubble Warning, France Deficit Blowout Risk, Poland’s $1T Problem

Your morning briefing. All the news you need to start your day.

On today's podcast:

(1) The US equity market is in bubble territory, with metrics such as the Shiller cyclically adjusted price-to-earnings ratio, the real equity risk premium, and the Buffett Indicator pointing to overvaluation.

(2) Anthropic expects to match or beat the size of SpaceX’s record-setting initial public offering, according to people familiar with the matter, in the latest sign of overwhelming demand from investors looking to profit from the artificial intelligence boom.

(3) Treasury Secretary Scott Bessent said that he’s prepared to expand efforts to buy back costlier debt and that the administration will be unveiling a new fiscal initiative to address the highest borrowing costs in year

(4) Oil headed for a substantial weekly gain, as a US push to isolate Iran’s economy raised the specter of further market disruption.

(5) France’s fiscal deficit would widen by at least 0.5% of economic output if political divisions prevent the adoption of a 2027 budget before presidential elections, the state’s finance auditing body cautioned.

(6) British consumers are more confident than at any point since Labour took power two years ago, further evidence that the national mood has improved since Andy Burnham took over as prime minister in July.

Podcast Conversation: How Dachshunds Became One of the World's Hottest Breeds

See omnystudio.com/listener for privacy information.

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(1203)

China’s Cheap AI Edge, Bessent’s High-Stakes Fix, Iran ‘Economic Warfare’

Your morning briefing. All the news you need to start your day.On today's podcast:(1) A spate of compelling releases at budget prices have made China the frontrunner in the race for global adoption.(2...

20 Aug 20min

‘AI Tentacle’ Market Risk, Swiss Neutrality Vote, 150% Bond Return

Your morning briefing. All the news you need to start your day.On today's podcast:(1) A global selloff in semiconductor stocks deepened as investors retreated from one of the year’s hottest trades ami...

19 Aug 14min

Global Bond Rout, Meta’s Trillion-Dollar Threat, Mike Ashley's Property Empire

Your morning briefing. All the news you need to start your day.On today's podcast:(1) Longer-maturity bonds are at the epicenter of investor angst about everything from inflation to the debt-laden art...

18 Aug 17min

Banks Fight Back, Trump Cuts Korea Drills, France Tax Cyberattack

Your morning briefing. All the news you need to start your day.On today's podcast:(1) JPMorgan Chase's Jamie Dimon warned UK Chancellor of the Exchequer John Healey in a call last week against higher ...

17 Aug 19min

Daybreak Weekend: US Housing, Europe Data, Yen Intervention

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 S housing data, along with a focus on 3 stocks f...

14 Aug 39min

Farage Beats Binface, 2001 US Debt Cost Record, Weather Forecasting Drones

Your morning briefing. All the news you need to start your day.On today's podcast:(1) Nigel Farage is returning to Parliament after winning an election designed to turn the page on questions over his ...

14 Aug 19min

Russia Eyes Europe Sabotage, US Borrowing Costs Surge, Stock-Shy Europeans

Your morning briefing. All the news you need to start your day.On today's podcast:(1) Russia may escalate attacks against the Baltic States and Poland, a European intelligence official said, amid risi...

13 Aug 19min