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Jan 19, 2024
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kriti gupta in london. let's get to the top stories. tech back in the driver's seat after tsmc's outlook drove a 160 $5 billion global rally in chip stocks. u.s. congress passes a temporary spending bill to avert a partial government shutdown this weekend and ensure funding for the next six weeks. the view from davos on interest rates. we hear from the blackstone ceo, the u.k. chancellor, and the german finance minister. as we digest all those headlines, quick check on markets because it's a really interesting dynamic. you are seeing outperformance in europe. you're a stocks higher 0.3%, perhaps following that asian story, the ftse 100 higher by zero .2%. is this the readthrough you see from the overnight session in the united states, having a ripple effect around the world, or perhaps cashing in given that we had risk off sentiment in yesterday's session? nevertheless, s&p futures slightly modest, but again, the tech story is dominating on the other side of the atlantic. a quick check on the cross assets s
kriti gupta in london. let's get to the top stories. tech back in the driver's seat after tsmc's outlook drove a 160 $5 billion global rally in chip stocks. u.s. congress passes a temporary spending bill to avert a partial government shutdown this weekend and ensure funding for the next six weeks. the view from davos on interest rates. we hear from the blackstone ceo, the u.k. chancellor, and the german finance minister. as we digest all those headlines, quick check on markets because it's a...
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Jan 18, 2024
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i'm kriti gupta in london.ir strikes against militants in iran come if retaliation after teheran launched similar attacks the day before to the markets traders wind back bets after strong u.s. retail sales cast doubt on a dovish fed in tornad. we hear from c.e.o.s this hour. the third quarter sales in terms of numbers 5.6 billion. when you take into the currency effect a massive beat on the third quarter sales numbers, the european market opens in about two hours. futures are something to watch in context of geo politics. you're not seeing the major selloff. the major conviction to the downside. you are seeing a lot of buying in as well. investors sitting on the sidelines. stoxx 50 futures unchanged. slight underperformance to have ftse 100. the asset story gets a little bit more interesting here. the geo-political story is getting priced to some extent. you are seeing a bump in brent crude here. monetary policy is where it gets tricky. you have to price in what the fed and ecb are thinking. that is where the 1
i'm kriti gupta in london.ir strikes against militants in iran come if retaliation after teheran launched similar attacks the day before to the markets traders wind back bets after strong u.s. retail sales cast doubt on a dovish fed in tornad. we hear from c.e.o.s this hour. the third quarter sales in terms of numbers 5.6 billion. when you take into the currency effect a massive beat on the third quarter sales numbers, the european market opens in about two hours. futures are something to watch...
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Jan 10, 2024
01/24
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kriti: welcome to "daybreak: europe", i'm kriti gupta in london. bitcoin with saws after sec's social media was hacked showing fake approval of spot etf's. investors weigh the actual decision today. when you look at broader markets ahead of tomorrow's u.s. inflation data. geopolitical developments driving much of the trade. plus, sales of the world's largest chip manufacturer tsmc fell 8% in december but it's not all bad news. we will dive into the numbers throughout the show. let's check markets because you are seeing a mixed picture. muted price action. people taking a step back as we wait for crucial inflation data to send a signal of whether rate cuts that are priced into this market are accurate. what that translates to globally is a risk off tone. euro stoxx 50 futures down zero point 3%, ftse 100 futures down by the same amount. when you look across the atlantic, virtually unchanged. s&p contracts, 47 90 there. not much to say on the equity front because you have had regional divergence the past couple of days. the pullback in european futur
kriti: welcome to "daybreak: europe", i'm kriti gupta in london. bitcoin with saws after sec's social media was hacked showing fake approval of spot etf's. investors weigh the actual decision today. when you look at broader markets ahead of tomorrow's u.s. inflation data. geopolitical developments driving much of the trade. plus, sales of the world's largest chip manufacturer tsmc fell 8% in december but it's not all bad news. we will dive into the numbers throughout the show. let's...
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Jan 16, 2024
01/24
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kriti: good morning and welcome to "daybreak: europe" i'm kriti gupta in london. let's get to the top stories. a shakeup at the iowa caucus. former president donald trump wins by a record of, ron desantis comes in second and vivek ramaswamy dropping out of the race altogether. houthi militants hit a u.s.-owned commercial vessel with a ballistic missile, as shippers warned the red sea is still too dangerous to navigate. we're live at the world economic orem in davos switzerland, we speak to the south african finance minister later this hour. the future of not only the united states, but europe, and what does it look like in an environment where we're still navigating rate cuts getting priced into this market. nevertheless, when you look at markets on an intraday basis, you are seeing red across the screen. euro stoxx 50 futures down about 0.6%. the 5100 down 0.3%. that geopolitical risk seems to get more priced in lately. we're seeing risk off sentiment. january is known to be seasonally weak on both sides of the atlantic you are seeing that. s&p futures down about
kriti: good morning and welcome to "daybreak: europe" i'm kriti gupta in london. let's get to the top stories. a shakeup at the iowa caucus. former president donald trump wins by a record of, ron desantis comes in second and vivek ramaswamy dropping out of the race altogether. houthi militants hit a u.s.-owned commercial vessel with a ballistic missile, as shippers warned the red sea is still too dangerous to navigate. we're live at the world economic orem in davos switzerland, we...
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Jan 3, 2024
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i am kriti gupta in london. year hangover continues. it's one of the weakest starts to a year for stocks and bonds in over a decade. minutes out of the fed could give us some indication as to whether last year's rally was indeed overdone. hamas saying israel has killed one of its senior leaders in a beirut explosion raising concern about what escalation in the region might look like. tesla loses a top spot for global ev sales to byd, failing to outsell the chinese automaker in the fourth quarter. there is crosscurrents from the corporate to the monetary policy. must get a quick check on markets. it is a sea of red which tells you risk sentiment is indeed off. you can see that underperformance particularly and euro stoxx 50 futures. europe did outperform yesterday so it's normal to see a technical pullback amid the holiday volumin -- thin holiday volume. japan in particular is closed when it comes to treasury trading so you are not seeing the immediate bits put out until you media traders make that first trade bu
i am kriti gupta in london. year hangover continues. it's one of the weakest starts to a year for stocks and bonds in over a decade. minutes out of the fed could give us some indication as to whether last year's rally was indeed overdone. hamas saying israel has killed one of its senior leaders in a beirut explosion raising concern about what escalation in the region might look like. tesla loses a top spot for global ev sales to byd, failing to outsell the chinese automaker in the fourth...
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Jan 11, 2024
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. ♪ kriti: welcome back to "daybreak: europe" i'm kriti gupta in london.he audit states is weighing options for retaliation against escalating attacks in the red sea by houthi militants. the iran-backed group launched its largest attack to date on ships on tuesday. the white house has considered military strikes on yemen, despite the risk of regional escalation. >> if these attacks continue, as they did yesterday, there will be consequences. again, this represents a player threat to the interests of countries around the world, and it's important that the international community come together and respond to them. kriti: u.s. secretary of state antony blinken speaking on his tour through a lot of the gulf countries. on the middle east to africa, in particular. somali ministers as militant group al-shabaab has killed one person and is holding five others hostage, after a united nations helicopter was forced to land in the region. the u.n. charter was carrying soldiers and medics on an evacuation mission when mechanical failure caused an emergency landing into
. ♪ kriti: welcome back to "daybreak: europe" i'm kriti gupta in london.he audit states is weighing options for retaliation against escalating attacks in the red sea by houthi militants. the iran-backed group launched its largest attack to date on ships on tuesday. the white house has considered military strikes on yemen, despite the risk of regional escalation. >> if these attacks continue, as they did yesterday, there will be consequences. again, this represents a player...
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Jan 17, 2024
01/24
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i am kriti gupta in london.s something across asia for fresh data re-couples concerns about china's economy. bonds on the move after christopher wallace had cuts don't need to come as fast as they have in the past. plus, we are live in davos from the world economic forum and in a few moments we will be hearing from daniel pinto and hong kong's financial secretary. we are digesting some of the political news coming from around the world. we are seeing risk off sentiment here. 1% now at session lows. 100 futures down .7%. the ftse 100 falling somewhere in the middle. 4777 is what we are watching there. the fed cuts are actually going to materialize this year. when you look at the bond market right now, you are seeing a 10-year yield that is at 406. it was higher overnight. somewhere between five and seven basis points. that is the strength of the dollar which is having ripple effects into the european currency. cable speaks to some of that losing dollar momentum you are seeing being flipped on its head. brent crud
i am kriti gupta in london.s something across asia for fresh data re-couples concerns about china's economy. bonds on the move after christopher wallace had cuts don't need to come as fast as they have in the past. plus, we are live in davos from the world economic forum and in a few moments we will be hearing from daniel pinto and hong kong's financial secretary. we are digesting some of the political news coming from around the world. we are seeing risk off sentiment here. 1% now at session...
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Jan 24, 2024
01/24
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am kriti gupta in paris this time around. let's get to the top stories that your agenda. donald trump beats nikki haley in the new hampshire primary, putting him on course to win the republican party nomination for president. meanwhile, over in the middle east, israel and hamas have moved closer to an agreement on a 30 day cease fire. that reporting coming out of reuters. netflix urges gaining 13 million subscriptions in the fourth quarter were his biggest jump from the pandemic. as out-earn's crossing the wire right now. all of this as we talk about the big tech company. 9 billion or so. now you are saying then, on top. the ai moves require significant here. this is somewhere between 40 and 49%. the estimate was just shy of 51%. the bookings are not really what matter. 3.6 billion is but they're coming with. this is almost triple what wall street had estimated. 39% of the system sales are coming from china. it is the gross margin taking a little bit of a hit. the triple number of bookings really sets it up for quit a positive open. that will be quiet significant when we
am kriti gupta in paris this time around. let's get to the top stories that your agenda. donald trump beats nikki haley in the new hampshire primary, putting him on course to win the republican party nomination for president. meanwhile, over in the middle east, israel and hamas have moved closer to an agreement on a 30 day cease fire. that reporting coming out of reuters. netflix urges gaining 13 million subscriptions in the fourth quarter were his biggest jump from the pandemic. as out-earn's...
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Jan 4, 2024
01/24
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kriti: morning and welcome to "daybreak: europe". i'm kriti gupta in london. december fed minutes suggesting u.s. rates might stay higher for longer, but clear progress on the inflation front. asian stocks led by china, following wall street lower. oil extending gain after supply constraints in libya and a blast in iran killed nearly 100 people. in europe, inflation in focus, german cpi likely to have risen significantly in 2023. will it move the dial for the ecb? we will break the data live. it is still the first trading day -- week i should say of 2024, so volume is going to be incredibly light. if you look at the futures picture, you are seeing marginal movement. euro stoxx 50 futures are on the back foot, only down 0.1%, the rest of the screen. across asset story is different because the bond market is still repricing. they are going to be digesting cues from the fomc minutes. we will bring that analysis later. 3.92 on the 10-year, pulling back from the 4% level. it stayed sustainably below, even though yesterday you almost retouched that level, neverthele
kriti: morning and welcome to "daybreak: europe". i'm kriti gupta in london. december fed minutes suggesting u.s. rates might stay higher for longer, but clear progress on the inflation front. asian stocks led by china, following wall street lower. oil extending gain after supply constraints in libya and a blast in iran killed nearly 100 people. in europe, inflation in focus, german cpi likely to have risen significantly in 2023. will it move the dial for the ecb? we will break the...
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Jan 22, 2024
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and kriti gupta in london.louds appear to be lifting for the global chip industry promisingly for a and st micro. all of this amid a slowdown in the sector. there is a lot to digest in the european corporate space. maggie is all over the story. let's start with the chip sector in particular. this is a sector that has seen a lot of pain. a lot of volatility. >> quit an exciting earnings season. it is looking like the worst of the downturn. we are seeing a growing use of ai impacting demand pretty positively. we see global chip sales up for the first time every year. asml still has sales expected to slowed to less than a percent in the fourth quarter. it is really looking pretty positive. they are in the week, we will also have electronics reporting. the chipmaker is inspected to post earnings more or less in line with guidance made the driven by its highly automated exposure. >> that is the only one of the segments that are expected to have reported positive growth in the fourth quarter. despite a couple of warn
and kriti gupta in london.louds appear to be lifting for the global chip industry promisingly for a and st micro. all of this amid a slowdown in the sector. there is a lot to digest in the european corporate space. maggie is all over the story. let's start with the chip sector in particular. this is a sector that has seen a lot of pain. a lot of volatility. >> quit an exciting earnings season. it is looking like the worst of the downturn. we are seeing a growing use of ai impacting demand...
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Jan 12, 2024
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. ♪ kriti: welcome back to daybreak europe, i kriti gupta.tz plans to sell 100 thousand electric vehicles and reinvest in gasoline powered cars. they're blaming weak demand and high repair costs for the move. sales began last month and will continue throughout the year. the decision highlights waning demand for evey's in the u.s. joining us for details is bloomberg's any of head of mobility. this is an interesting moment. didn't hertz -- the tom brady commercial coming to mind -- really doubt their move into ev. they were rewarded by it in the stock market. talk about the rationale behind this move. >> about 3% of the global fleets are electric vehicles. hertz has been ahead of their competitors with 11% on their fleet having a plug. this has created issues. they are learning as they go and really pioneering away in a lot of these cases. one of the factors that they have really been hit with is this staggering drop in the residual values of electric vehicles that they purchase, and then they have to resell to the used vehicle market. just ove
. ♪ kriti: welcome back to daybreak europe, i kriti gupta.tz plans to sell 100 thousand electric vehicles and reinvest in gasoline powered cars. they're blaming weak demand and high repair costs for the move. sales began last month and will continue throughout the year. the decision highlights waning demand for evey's in the u.s. joining us for details is bloomberg's any of head of mobility. this is an interesting moment. didn't hertz -- the tom brady commercial coming to mind -- really doubt...
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Jan 29, 2024
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gupta k-swiss -- singapore putting out its first policy decision. paul: the monetary authority during quarterly meetings, but we are not expecting any change today. we will have the decision immediately. one area we are seeing movement is in the oil space on the increasing tensions in the middle east and energy start sketching a bit today. annabelle: certainly going to be expected to watch and track the demand we are seeing for havens this morning, we are getting the mas decision, no change coming through to the center of the currency bed. mas saying it will retain the slope of the policy band, core inflation at 2.5% to 3.5% over the course of this year, so let's get more of this decision. it is the first policy decision we have under the new managing director. avril hong is joining us for more on this. talk us through the headline in the readout on it so far. avril: nobody was expecting a change in monetary policy from the mas in the first of it floor decisions this year. this is on the back of all 19 economists pretty much expecting it to stand pa
gupta k-swiss -- singapore putting out its first policy decision. paul: the monetary authority during quarterly meetings, but we are not expecting any change today. we will have the decision immediately. one area we are seeing movement is in the oil space on the increasing tensions in the middle east and energy start sketching a bit today. annabelle: certainly going to be expected to watch and track the demand we are seeing for havens this morning, we are getting the mas decision, no change...
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Jan 29, 2024
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gupta k-swiss -- singapore putting out its first policy decision.netary authority during quarterly meetings, but we are not expecting any change today. we will have the decision immediately. one area we are seeing movement is in the oil space on the increasing tensions in the middle east and energy start sketching a bit today. annabelle: certainly going to be expected to watch and track the demand we are seeing for havens this morning, we are getting the
gupta k-swiss -- singapore putting out its first policy decision.netary authority during quarterly meetings, but we are not expecting any change today. we will have the decision immediately. one area we are seeing movement is in the oil space on the increasing tensions in the middle east and energy start sketching a bit today. annabelle: certainly going to be expected to watch and track the demand we are seeing for havens this morning, we are getting the
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Jan 15, 2024
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book now. ♪ kriti: welcome back to bloomberg markets. i am kriti gupta in london.zerland. -- davos, switzerland. haslinda, over to you. >> axis bank is one of the biggest private-sector banks in india. first off, i want to talk about india, it's going gangbusters. they have become the darling of investors. can momentum continue if china gets its act together? >> given the current disposition and how they are embracing this and how they have gone about it from a geopolitical perspective to how they manage the economy and how they engage with the business partners globally, india is in a better place than before to get this right. we expect the current government to come back to power. given all of the factors aligning in favor for india, it should be helpful. >> what kind of growth can we see in india? sustainable? >> maybe next year, it could come down depending on how factors play out. india has reached a zone of 6% to 7% growth. can we sustain it? things are aligning in favor of india. china is struggling. i'm sure china will take the necessary action to ensure t
book now. ♪ kriti: welcome back to bloomberg markets. i am kriti gupta in london.zerland. -- davos, switzerland. haslinda, over to you. >> axis bank is one of the biggest private-sector banks in india. first off, i want to talk about india, it's going gangbusters. they have become the darling of investors. can momentum continue if china gets its act together? >> given the current disposition and how they are embracing this and how they have gone about it from a geopolitical...