Bloomberg Daybreak: Asia Edition
Summary
Bloomberg Daybreak: Asia Edition is hosted by Doug Krizner covering Geopolitics, Semiconductors, Strait of Hormuz, and Inflation. Notable guests include Oil Slips, Sarah Hunter (Assistant Governor and Chief Economist, RBA), Jamieson Greer (US Trade Representative), and Paul Dobson (Executive Editor for Asia Markets, Bloomberg). Episodes span from Apr 2026 to Jun 2026.
The market is in the 'volatile endgame of the AI CapEx bubble,' characterized by extreme price swings and a final potential rally before a significant downturn. A fundamental market shift is underw...
Geopolitical tensions between Israel and Iran, and subsequent de-escalation influenced by Donald Trump's statements, are driving significant volatility in oil prices, with Brent crude fluctuating b...
A tech-led sell-off, triggered by a disappointing Broadcom forecast and strong US jobs data, has spread to Asian markets, particularly impacting chipmakers in South Korea and Taiwan. Geopolitical t...