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, gold extended losses, after its biggest plunge in more than a decade on Friday, as silver also sank deeper, reversing a record-breaking rally that appeared to have run too far, too fast.
Technology stocks fell as concerns over stretched valuations and heavy investment in AI drove MSCI’s Asian tech gauge to its steepest decline since November.
Today’s guest: Josie Anderson, Nomura Economist
Chapters:
00:00:00 – Daybreak Europe – 2/2/2026
00:02:18 – Asia Tech Tumbles On AI Funding Fears
00:05:10 – AI Funding Fears Grow
00:06:58 – Gold, Silver Extend Declines
00:09:08 – Warsh Return Renews Tension On Fed’s Balance Sheet
00:14:02 – Oil Drops As Trump Says Talking with Iran
00:21:12 – Precious Metals Key to Energy Transition
00:25:42 – Front Page News
00:27:28 – Euro Rally Is Latest Risk to ECB’s Inflation Outlook
00:38:01 – Lockhart: Warsh Seen as Hawkish, but Data-Driven
00:41:10 – European Earnings Week Ahead
00:44:46 – Markets Price Kevin Warsh | Chart Talk
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