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, Israel formally approves the deal to end the war with Hamas. US president Donald Trump says he’ll travel to the region to be on hand for the release of hostages.
Microsoft’s cloud crunch continues. Bloomberg understands the tech giant’s US data centre shortages are set to persist into next year — longer than the company had guided.
Bloomberg understands that the US Bureau of Labor Statistics has recalled staff to prepare the September CPI report by month’s end. Releases have been suspended since the shutdown, but the development opens the door for fresh price data by the Fed’s October meeting.
Today’s guests: Matt Orton, Chief Market Strategist at Raymond James Investment Management
Chapters:
00:00:00 – Daybreak Europe
00:02:55 – Trump Says He’ll Travel to Israel as Hamas Agrees to End War
00:03:36 – Israel Government Approves Gaza Hostage Deal
00:06:16 – UN Lays Out Plan for Gaza Aid, Support After Ceasefire Accord
00:08:16 – BLS Recalls Staff to Ready September CPI Report
00:10:01 – S&P 500 Gets Another Heat Check as Rally Falters
00:11:10 – Microsoft Forecasts Show Data Center Crunch Persisting Into 2026
00:15:56 – Matt Orton, Raymond James Investment Management Chief Market Strategist
00:20:52 – Sunak Takes Microsoft, Anthropic Advisory Jobs
00:21:16 – Softbank Said in Talks For $5B Margin Loan
00:22:18 – NY Attorney General Letitia James Indicted Over Fraud Claims
00:22:42 – DOJ Launches Inquiry Into First Brands Group’s Collapse: FT
00:23:05 – US Launches Financial Rescue of Argentina, Treasury Buys Pesos
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