Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins.
On today's show, Federal Reserve chairman Jerome Powell signals a cautious approach in the face of tariff uncertainty, dashing hopes of an early rate cut. President Trump hails 'big progress' on highly-anticipated tariff talks with Japan, as Italy's Prime Minister Georgia Meloni lands in Washington to try and secure a tariff reprieve for the European Union.
Today's Guests: Benjamin Revcolevschi, OVH Groupe CEO; Michael Metcalfe, State Street Global Markets Head of Macro Strategy
Chapters:
00:00:00 - Daybreak Europe
00:00:30 - Powell Signals Caution on Tariffs
00:07:21 - Trump Hails 'Big Progress' With Japan
00:14:49 - Italy's Meloni to Meet Trump
00:18:16 - Trade Fallout Spills Into Earnings
00:22:45 - Automakers Navigate Trump Tariffs
00:26:27 - TSMC Sales Forecast Beat
00:30:33 - Benjamin Revcolevschi, OVH Groupe CEO
00:36:37 - ECB Poised for Seventh Cut
00:43:39 - Michael Metcalfe, State Street Global Markets Head of Macro Strategy
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On today's show, Federal Reserve chairman Jerome Powell signals a cautious approach in the face of tariff uncertainty, dashing hopes of an early rate cut. President Trump hails 'big progress' on highly-anticipated tariff talks with Japan, as Italy's Prime Minister Georgia Meloni lands in Washington to try and secure a tariff reprieve for the European Union.
Today's Guests: Benjamin Revcolevschi, OVH Groupe CEO; Michael Metcalfe, State Street Global Markets Head of Macro Strategy
Chapters:
00:00:00 - Daybreak Europe
00:00:30 - Powell Signals Caution on Tariffs
00:07:21 - Trump Hails 'Big Progress' With Japan
00:14:49 - Italy's Meloni to Meet Trump
00:18:16 - Trade Fallout Spills Into Earnings
00:22:45 - Automakers Navigate Trump Tariffs
00:26:27 - TSMC Sales Forecast Beat
00:30:33 - Benjamin Revcolevschi, OVH Groupe CEO
00:36:37 - ECB Poised for Seventh Cut
00:43:39 - Michael Metcalfe, State Street Global Markets Head of Macro Strategy
--------
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.
Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
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More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio
Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals
Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts