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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 look at the potential impact of AI on the labor market In the UK – we preview the upcoming NATO summit in Turkey In Asia – we discuss inflation in China ahead of new economic dataSee omnystudio.com/listener for privacy information.
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Business and finance news from the Asia-Pacific.
It's been a mixed day in equities after two days of tech-led losses in the US that were fueled by concerns the artificial intelligence-driven rally had run ahead of itself. We speak to Charlotte Yang, Bloomberg's Asia Equities reporter.
Plus - Samsung Electronics Co. shares climbed 6.5% following a report that Anthropic PBC is in talks with the Korean company to manufacture a custom artificial intelligence chip. Bloomberg's Shery Ahn speaks to Bob O'Donnell, President and Chief Analyst at TECHnalysis Research.
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Business and finance news from the Asia-Pacific.
In the equity market, a selloff in US chipmakers reignited concerns that the artificial intelligence-driven rally has outpaced fundamentals. We speak to Jeff Buchbinder, Chief Equity Strategist for LPL Financial.
Plus - We go to Japan, where one of its largest startup conferences, IVS 2026 is underway. Investors, major corporations, entrepreneur are gathering up to discuss the renewed strength and competitive ness of Japan's startups. Bloomberg's Haidi Stroud-Watts spoke to Clarey Zhu, a Growth Partner at Headline.
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Business and finance news from the Asia-Pacific.
Chip stocks posted their best quarter ever, extending an extraordinary start to the year driven by insatiable demand for artificial intelligence equipment. But after recent jitters sent the stocks tumbling, investors are wondering how much further the rally can go. "The story of the past six months is the market going all-in on AI infrastructure, but now people are asking if this is sustainable and if we should be worried," said CJ Muse, senior managing director and technology analyst at Cantor Fitzgerald. The Philadelphia Stock Exchange Semiconductor Index jumped 3.9% on Tuesday to bring its second-quarter gain to 88%, its best quarter ever. It soared 101% in the first half, putting it on track for its best year in its history. In contrast, the tech-heavy Nasdaq 100 Index climbed 28% in the second quarter, while the S&P 500 Index rose 15%. It was both of their best quarters since 2020, but the performances were dwarfed by the surge in chip stocks. We speak to Lianting Tu, Bloomberg's Managing Editor for Asia Equities.
Plus - The yen traded around 162.65 per dollar after falling to a 40-year low this week. The currency's slide to a four-decade low against the dollar left traders eyeing Japan's next intervention threshold. After the currency weakened past the 162 per dollar level on Tuesday, strategists increasingly pointed to 163 and beyond, arguing the Finance Ministry may tolerate a weaker yen than it did in 2024. Bloomberg TV hosts Yvonne Man and Avril Hong spoke to Christopher Wong, Executive Director and FX Strategist at OCBC.
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Business and finance news from the Asia-Pacific.
The yen slid to its weakest level against the dollar since 1986, a milestone that will generate unease in Japan and put traders on high alert for authorities wading into the market. The currency depreciated 0.2% to touch 161.98 versus the greenback in New York trading overnight, breaching the 161.95 mark touched in July 2024 during an earlier campaign by Japan to shore up the exchange rate. The last time the yen traded at this level it was barreling in the opposite direction, midway through a massive and years-long rally that followed a currency accord engineered by the US. The world was a different place — Japan's asset bubble was still forming, the Soviet Union was cleaning up after the Chernobyl nuclear disaster and Top Gun had just launched Tom Cruise toward the pinnacle of Hollywood stardom. We speak to David Finnerty, Bloomberg's FX and Rates Strategist.
Plus - China's factory activity improved more than expected in June, as booming exports offset cooling growth in the domestic economy.The official manufacturing purchasing managers' index climbed to 50.3, versus 50 in May, the National Bureau of Statistics said Tuesday. The median estimate of economists surveyed by Bloomberg was 50.1. The non-manufacturing measure of activity in construction and services unexpectedly rose to 50.2 from 50.1 last month. Bloomberg's Yvonne Man and Avril Hong spoke to Helen Qiao, Chief Economist for Greater China at Bank of America Global Research.
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Business and finance news from the Asia-Pacific.
An artificial-intelligence bust, inflation and fiscal stress are among the most alarming threats to global prosperity at present, the Bank for International Settlements warned. In its annual report published on Sunday, the Basel-based institution cited those on a list of "pressure points" that currently "demand attention," with underlying financial vulnerabilities lurking that could amplify any shock. We speak to Oliver Shale, Investment Specialist at Ruffer.
Plus - South Korea's Samsung Group and SK Group are poised to announce as much as 2,000 trillion won ($1.3 trillion) of investments over the next decade as part of President Lee Jae Myung's flagship industrial strategy, the Korea Economic Daily reported. The two groups are expected to unveil the package when their leaders present the plans at the presidential office on Monday, the newspaper said, without giving details of where it obtained the information. Samsung Electronics Co. and SK Hynix Inc. are each expected to build four to five semiconductor fabs in the Gwangju area, in the country's southwest, the newspaper said. Samsung is also expected to build chip packaging plants in South Chungcheong province while SK Hynix will expand NAND plants in North Chungcheong province, the newspaper added. Bloomberg TV hosts Shery Ahn and Paul Allen speak to Shaun Cochran, CITIC CLSA Head of Research.
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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 U.S June jobs report with a focus on three stocks for the week ahead. In the UK – a look ahead to this year’s Wimbledon tournament. In Asia – a look ahead to key readings on growth and inflation for Vietnam's economy.See omnystudio.com/listener for privacy information.
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Business and finance news from the Asia-Pacific.
Micron Technology, the largest US maker of computer memory chips, surged in late trading after its quarterly sales forecast crushed Wall Street estimates, signaling that an AI-fueled growth run remains strong. Revenue will be approximately $50 billion in the fiscal fourth quarter, which runs through August, the company said in a statement Wednesday. Analysts estimated $43.2 billion on average. Excluding some items, profit will be about $31 a share, compared with a projection of $25.31. For more on the market reaction, we speak to Jed Ellerbroek, Portfolio Manager at Argent Capital Management.
Plus - Canada plans to send warships to the Indo-Pacific in two deployments this year, its defense minister said, part of a move to deepen military ties with regional allies even as Ottawa also endeavors to build closer trade relations with China. Defense Minister David McGuinty speaks to Bloomberg TV host Shery Ahn
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Business and finance news from the Asia-Pacific.
The US issued a 60-day license allowing Iran to sell oil on the international market, giving Tehran an economic lifeline as the two adversaries continued talks for a permanent peace deal. Vice President JD Vance, attending the discussions in Switzerland, described the first round of negotiations as "very, very good" and said Iran had agreed to allow nuclear inspectors back into the country — a claim later backed up by President Donald Trump. But Iranian officials, who also cited progress, challenged that claim, saying Vance's assertion was "false and does not reflect reality." For a closer look at what is going on in the oil market, we speak to Stephen Stapczynski, Bloomberg's Asia Energy Team Leader.
Plus - The World Economic Forum's Annual Meeting of the New Champions, often known as "Summer Davos", will be held this week in the Chinese port city of Dalian. This year's theme is "Innovating at Scale" and will bring together global leaders from government, business and academia, along with innovators and representatives from international organizations, media and civil society. Bloomberg's Stephen Engle sits down with Andre Hoffmann, World Economic Forum Co-Chair.
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Business and finance news from the Asia-Pacific.
Oil gave up early gains and Asian stocks climbed as investors welcomed signs of diplomatic progress between the US and Iran. "Encouraging progress has been made including the creation of a mechanism for further technical talks," mediators Qatar and Pakistan said in a joint statement. The sides also established a communication line to avoid incidents and miscalculation, with the aim of ensuring safe passage for commercial vessels through the Strait of Hormuz. Technical-level discussions will continue this week. We speak to Paul Dobson, Bloomberg's Executive Editor for Asia Markets.
Plus - for more on the market moves, Bloomberg TV hosts Yvonne Man and Avril Hong spoke to Cusson Leung, KGI International Wealth Management.
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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 next U.S PCE and GDP data, along with a focus on 3 stocks for the week ahead. In the UK – a look ahead to London Climate Action Week. In Asia – a look ahead to Australia CPI data.
- Stuart Paul, US Economist with Bloomberg Economics, previews U.S PCE and GDP data.
- Avalon Pernell, Bloomberg Equities Reporter, focuses on 3 stocks for the week ahead.
- Joe Wertz, Bloomberg Weather and Climate Reporter, to preview London Climate Action Week.
- Olivia Rudgard, Bloomberg Green reporter, to preview London Climate Action Week.
- James McIntyre- Bloomberg Economist Covering Australia and New Zealand, previews Australia CPI data.See omnystudio.com/listener for privacy information.
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Business and finance news from the Asia-Pacific.
Asian stocks hovered near record highs in holiday-thinned trading as optimism that the reopening of the Strait of Hormuz will restore oil flows and curb inflation pressures buoyed risk appetite. The MSCI Asia Pacific Index was little changed after five straight days of gains, while the chip-heavy Kospi was the top performer in the region, jumping 2.6%. A gauge of the sector in the US surged more than 6% to an all-time high, led by Intel Corp., after President Donald Trump said the company would work with Apple Inc. to design and manufacture semiconductors in the country. We speak to Lianting Tu, Bloomberg's Managing Editor for Asia Equities.
Plus - The US-Iran interim peace deal took effect and shipping started returning to the Strait of Hormuz as the US declared an end to its blockade and a complex negotiating period over Tehran's nuclear program began in earnest. US Vice President JD Vance told reporters Thursday at the White House that the 60-day clock for working out the contentious details in the so-called memorandum of understanding signed late Wednesday had started ticking. He downplayed concerns Iran could eventually impose tolls on traffic through the Strait of Hormuz, a move that would turn the crucial transport chokepoint — widely considered international waters — into a moneymaker for Tehran. Bloomberg TV hosts Haidi Stroud-Watts and Shery Ahn speaks to Jessie Moritz, Senior Lecturer in Political Economy -- ANU Centre for Arab and Islamic Studies.
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Business and finance news from the Asia-Pacific.
Federal Reserve Chairman Kevin Warsh vowed to restore price stability following his first policy meeting since taking the helm of the US central bank, after officials left interest rates unchanged and signaled growing support for rate hikes this year. "Persistently high prices are a burden for the American people, but the recent past need not be prologue," Warsh said in his debut press conference as chairman. Officials "are unambiguous and unanimous. This committee will deliver price stability." At the same time Warsh played down somewhat the projections from his colleagues showing nine officials foresee at least one quarter-point hike this year, with six anticipating at least two. Another nine expected no move or a cut. We speak to Jeffrey Roach, Chief Economist for LPL Financial..
And for more analysis on the Fed's decision, Bloomberg TV host Avril Hong spoke to Homin Lee, Senior Macro Strategist at Lombard Odier.
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Business and finance news from the Asia-Pacific.
Bonds advanced ahead of the Federal Reserve's policy decision, as a slide in oil prices to a three-month low helped ease concerns of a renewed inflation shock.
Investors are also reassessing the global interest-rate outlook as the Fed meets for the first time under Chairman Kevin Warsh, with some expecting no changes this week and a shift in how the Fed communicates with markets. We speak to David Finnerty, Bloomberg's FX and Rates Strategist.
Plus - the US and Iran are preparing to formally sign an interim peace deal that's left both sides claiming victory, with details of the accord still emerging and leaving many European governments, energy investors and shipping companies with reservations about how fast the Strait of Hormuz can return to pre-war conditions. Bloomberg TV Hosts Haidi Stroud-Watts and Shery Ahn spoke to Parash Jain, HSBC Global Head of Transport and Logistics Research about his outlook on shipping ahead of Hormuz reopening.
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Business and finance news from the Asia-Pacific.
Global stocks and bonds climbed on Monday as the US-Iran deal spurred a decline in oil prices and raised hopes that the war that has jolted markets since the end of February may be close to an end. Investors continue to monitor developments in the Middle East, watching for signs whether shipping traffic through the Strait of Hormuz is returning to normal and assessing if the peace accord will hold. We spoke to Stephen Stapczynski, Asia Energy Team Leader for Bloomberg News.Plus for the market reaction in the Asia Pacific, Bloomberg TV hosts David Ingles and Yvonne Man spoke to Tai Hui, JPMorgan Asset Management APAC Chief Strategist
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Business and finance news from the Asia-Pacific.
Stocks rallied, oil slumped and the dollar fell after the US and Iran said they had reached a deal to reopen the Strait of Hormuz. The Strait of Hormuz will be "opening" on Friday upon the signing of the deal with Iran, President Trump said in a post on Truth Social. The deal announcement came first from Pakistani Prime Minister Shehbaz Sharif, and was followed by Trump and Iranian state media. Neither side released the text of the deal but the broad contours had circulated for days. We spoke to Paul Dobson, Bloomberg's Executive Editor for Asia Markets.
Plus for more on the US-Iran's peace agreement, Bloomberg TV hosts Haidi Stroud-Watts and Shery Ahn spoke to William Roebuck, executive vice president of the Arab Gulf States Institute.
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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 next FOMC decision, along with a focus on 3 stocks for the week ahead. In the UK – a look ahead to a high stakes UK election and Bank of England decision. In Asia – a look ahead to a monetary policy decision from the Bank of Japan.See omnystudio.com/listener for privacy information.
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Business and finance news from the Asia-Pacific.
Bank of Japan Governor Kazuo Ueda's hospitalization is generating uncertainty among investors over the central bank's messaging at its policy meeting next week, even as they remain convinced officials will raise interest rates. Ueda is expected to miss the BOJ's meeting on June 15-16 and will refrain from casting a vote, but will express his views via a statement. Deputy Governor Ryozo Himino will serve as acting chair while another deputy, Shinichi Uchida, will host a post-meeting press conference. Ueda's absence is unlikely to shift expectations of a hike, but uncertainty is growing among market participants about how clearly Uchida will communicate at the press conference. The BOJ's cautious approach to rate hikes has been weighing on the yen due to the large interest rate differential between the US and Japan. We speak to Winnie Hsu, Bloomberg's Asia Equities Reporter
Plus - SpaceX has made history with the biggest-ever IPO, sending it into the top ranks of the largest public companies and putting founder Elon Musk on the verge of becoming the world's first trillionaire. The company raised $75 billion in the IPO, pricing 555.6 million shares at $135 each, according to a statement on its website Thursday. SpaceX's IPO is more than double the size of Saudi Aramco's $29.4 billion listing in 2019. Bloomberg TV hosts Haidi Stroud-Watts and Shery Ahn spoke to Jay Ritter, Warrington College of Business, The IPO Initiative Director & Emeritus Professor.
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Business and finance news from the Asia-Pacific.
Stocks dropped as Middle East tensions flared up with new US attacks on Iran, weighing on markets already grappling with a selloff in richly valued tech stocks. Oil climbed. The latest US strikes have injected more volatility into global financial markets and threaten to further crimp oil supplies. We speak to Mark Cudmore, Global Leader of the Markets Live Team at Bloomberg News.
Plus - The American military launched strikes against "multiple" targets in Iran for the second straight day after President Donald Trump accused the country of dragging out talks on an interim peace deal. US Central Command said on X that it had begun "additional self-defense strikes" at 5:15 p.m. New York time on Wednesday. About four hours later, in another post, Centcom declared the operation complete and that military surveillance systems, air defense sites and communication systems were the targets. Bloomberg TV hosts Haidi Stroud-Watts and Shery Ahn spoke to Lanhee Chen, Fellow in American Public Policy Studies at the Hoover Institution at Stanford University.
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Business and finance news from the Asia-Pacific.
Oil steadied after Israel and Iran agreed to end attacks against each other following an escalation of violence that threatened to derail efforts to end the war in the Middle East. We spoke to Stephen Stapczynski, Bloomberg's Asia Energy Team Leader.Plus - Asian stocks rebounded from their biggest drop since March as tensions in the Middle East eased and a selloff in artificial intelligence shares abated. South Korean shares climbed 3% after investors returned to the AI trade, which sent Wall Street gauges shares of chipmakers including Nvidia Corp. and Intel Corp. higher. Bloomberg TV hosts Haidi Stroud-Watts and Shery Ahn spoke to Marc Franklin, Head of Multi-Asset Solutions at Manulife Investment Management.
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- Visa fler
