Explorez tous les épisodes du podcast Bloomberg Daybreak: Asia Edition

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week.

• In the US – a look ahead to the next monetary policy decision from the Federal Reserve, along with U.S tech earnings.
• In the UK – a look ahead to the UK's annual budget.
• In Asia – a look ahead to the next monetary policy decision from the Bank of Japan.

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Business and finance news from the Asia-Pacific.

The global rout in technology stocks this week deepened as investors rotated out of the hottest trade of the year and sought safety in Treasuries and currencies such as the yen. Crude oil extended its gains. After a sharp drop in chip stocks on Wall Street, the weakness spread across Asia, led by South Korea's Kospi Index — a bellwether for the artificial intelligence trade. The index fell 1.5%, putting it on course for its worst close since April as chip heavyweight Samsung Electronics Co. retreated. MSCI Inc.'s Asia Pacific equities gauge fell 0.7%, hovering around levels last seen in July. The rout in the artificial intelligence trade drove investors toward the safety of bonds. Treasuries held the previous session's gains after staging their biggest rally in more than two years. The benchmark 10-year yield, which fell 17 basis points Thursday, traded at 4.97%. Government debt in Japan and Australia tracked that move and advanced. We speak to Winnie Hsu, Asia Equities Reporter.

And - rising anxiety over catastrophic risks from artificial intelligence has spurred a groundswell of calls in Washington and Silicon Valley for new safeguards on the rapidly evolving technology, yet there's little consensus on next steps. For more on this, Bloomberg's Haidi Stroud-Watts and Paul Allen spoke to FailSafe President and Co-founder Wui Foo.

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Business and finance news from the Asia-Pacific.

Meta Platforms Inc. Chief Executive Officer Mark Zuckerberg told investors that a pricey wager on artificial intelligence is delivering results, setting the stage for the company to bet even more aggressively on the market. During its quarterly earnings report Wednesday, the social-media giant boosted its capital spending plans for the year and announced a new class of nonvoting stock that could ultimately be used to help pay for acquisitions and other expenses.  Meta CEO Mark Zuckerberg said the company's AI investments were "paying off" during its latest quarterly report. The moves show that Meta has confidence that its already-stratospheric spending on AI is bearing fruit. After struggling to persuade investors to accept ballooning costs, Meta has made headway with its technology in recent months, especially with a new AI agent called Muse. Zuckerberg pointed to that progress as reason to keep plowing ahead. 

Tesla Inc. pulled back its spending plans after investment last quarter trailed expectations, clouding Elon Musk's effort to transform the electric vehicle maker into an AI and robotics company. Capital expenditures will be around $20 billion this year, the company said Wednesday after reporting earnings results. That marked a reversal from earlier this year, when Tesla raised the target to more than $25 billion. Tesla had been consistently short of the pace needed to hit its spending goal, particularly after a $4.73 billion outlay in the third quarter. Analysts had expected $7.95 billion on average in estimates compiled by Bloomberg. We speak to Daniel Newman, CEO at the Futurum Group.

And - Barclays hosts its annual Barclays Asia Forum in Singapore. The high-level gathering brings together institutional investors, corporate executives, private wealth clients, and senior Barclays leadership to examine macroeconomic trends, cross-border capital flows, and investment opportunities across the Asia-Pacific region. Bloomberg's Haslinda Amin spoke to Jaideep Khanna, Barclays Asia Pacific CEO.

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Business and finance news from the Asia-Pacific.

Asian stocks rebounded after two days of losses and US equity-index futures advanced as strong earnings from some of the biggest beneficiaries of the artificial intelligence boom revived confidence in the tech trade. Crude oil climbed. The Kospi in South Korea rose 4.2% and the Taiex in Taiwan added 1.9% as the bellwethers for the AI trade rallied after earnings of SpaceX and Super Micro Computer Inc. topped expectations. The gains helped lift the broader MSCI Asia Pacific Index 1.5%, with two shares advancing for every one that fell in the gauge. We speak to Lianting Tu, Bloomberg's Managing Editor for Asia Equities.

South Korean AI computing supplier Elice Inc. surged on Wednesday, recovering much of the ground lost after a 32% slump in its trading debut, as a string of upbeat US tech earnings lifted sentiment. The neocloud firm's stock jumped by the 30% daily limit on Seoul's small-cap Kosdaq index to reach 79,900 won, though it remained below its IPO price of 90,500 won. The Kospi index, the South Korean equity benchmark, gained as much as 4.8%, while the Kosdaq index advanced 2.8%. Largely unknown outside South Korea until this week, Elice sought to tap investor enthusiasm for AI through its IPO. Its record first-day decline indicated growing investor skepticism toward neoclouds, a fast-growing corner of the AI industry. Wednesday's sharp rebound also highlights how fickle market sentiment remains, as strong sector earnings continue to validate growth. Bloomberg's Shery Ahn spoke to Elice Chief Executive Officer Jae Won Kim.

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Business and finance news from the Asia-Pacific.

Asian stocks dropped, diverging from a chip-led rally on Wall Street, as sentiment toward the artificial intelligence trade remained jittery ahead of key earnings this week that will test the strength of gains in the technology sector. The MSCI Asia Pacific Index fell 0.8%, with nine of its 11 subgroups in the red and two shares declining for every one that gained. Regional losses were led by a 2.7% drop in South Korea's Kospi Index — a bellwether for AI investments — as chip heavyweight SK Hynix Inc. headed for its lowest close since April. Also weighing on the mood, data-center infrastructure company Elice Inc. plunged as much as 33% in its trading debut in Seoul. We speak to Paul Dobson, Bloombeg's Executive Editor for Asia Markets.

Now in its 18th year, the Citi Australia & New Zealand Investment Conference is underway. Bloomberg's Haidi Stroud-Watts spoke to Citi Australia CEO + Head Australia and New Zealand Mark Woodruff.

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Business and finance news from the Asia-Pacific.

US equity-index futures rebounded from last week's chip rout, offering some respite ahead of key earnings that may set the market's direction amid mounting pressure on the artificial intelligence trade. Oil slipped. Asian shares, reacted to that move and fell with MSCI Inc.'s regional equities gauge dropping 0.5%, with losses in Japan and in South Korea. Bloomberg's Yvonne Man and David Ingles spoke to Natixis Investment Managers Head of Global Market Strategy Mabrouk Chetouane.

And - The annual Bund summit began in Shangahi, bringing together policymakers, academics, and senior financial executives to discuss the latest global macroeconomic and policy trends. Bloomberg's Stephen Engle spoke to Cornell University Professor and Former World Bank Chief Economist Kaushik Basu.

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Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week.

• In the US – a look ahead to US housing data, with a focus on 3 stocks for the week ahead.
• In the UK – a look ahead to a key summit in Berlin.
• In Asia – a look ahead to a monetary policy decision from the Bank of Korea.

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Business and finance news from the Asia-Pacific.

Asian equities rose as dip buyers stepped in following a chip-stock selloff fueled by concerns about the artificial intelligence trade. Crude oil edged lower. MSCI Inc.'s Asia Pacific equities gauge climbed 1%, with five shares advancing for every one that declined. Samsung Electronics Co. and SK Hynix Inc. gained in Seoul, helping South Korea's Kospi Index rise almost 3% after slumping on Thursday to its lowest level since April. Bloomberg's Paul Allen and Haidi Stroud-Watts spoke to Vantage Markets Senior Market Analyst Hebe Chen.

And -  The situation in euro-area bond markets is contained and far from requiring intervention from the bloc's rescue fund, according to European Stability Mechanism Managing Director Pierre Gramegna. "We have a full range of instruments that can be used, and obviously we monitor the situation all the time," he told Bloomberg Television in Bangkok. "But we are not at all at the stage where the ESM has to jump in." He spoke to Bloomberg's Avril Hong from the sidelines of the IMF-World Bank's annual meetings. 

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Business and finance news from the Asia-Pacific.

A selloff in equities spread to Asia after chip stocks tumbled on Wall Street, as hotter-than-expected US inflation fueled bets on more aggressive Federal Reserve rate hikes. Treasuries rallied.
MSCI Inc.'s Asia Pacific equities gauge dropped 1.5%, heading for a fourth straight decline, led by losses in South Korea, a bellwether for artificial intelligence investment. The Kospi Index slumped as much as 6.5% to its lowest since late July, with chip heavyweights Samsung Electronics Co. and SK Hynix Inc. tumbling at least 7%. Tech sentiment remained weak, with Nasdaq 100 Index futures falling as much as 1%. Earlier, the Russell 2000 entered a correction and a closely watched gauge of US semiconductor stocks had its longest losing streak since May 2025. CoreWeave Inc. shares plunged as much as 17%. Its debt due in 2032, which investors bought at par four months ago, traded at less than 78 cents on the dollar. Bloomberg's Paul Allen and Haidi Stroud-Watts spoke to  Goldman Sachs Chief APAC Regional Equity Strategist Timothy Moe.

Plus - US consumer prices advanced in September at the fastest pace in five months and a gauge of underlying price pressures rose by more than expected, keeping the squeeze on household budgets ahead of November's midterm elections. The hot inflation data lit up expectations that the Federal Reserve may raise interest rates this month, a prospect that appeared unlikely after policymakers in recent weeks signaled they had time to wait. Bloomberg's Haidi Stroud-Watts and Paul Allen spoke to  Robertson Stephens Chief Economist Jeanette Garretty.

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Business and finance news from the Asia-Pacific.

Asian stocks rebounded from two days of losses on expectations the Federal Reserve may not need to raise interest rates aggressively next year. The shift in sentiment for stocks came after New York Fed President John Williams said he saw no need for further tightening in 2027, while continuing to view one more rate hike as appropriate this year. Meantime, earnings season is underway in the US, kicked off by big banks. Bloomberg TV hosts Paul Allen and Haidi Stroud-Watts spoke to Dilin Wu, Research Strategist at Pepperstone.

The Bloomberg New Economy Forum makes its debut in India, convening global public and private sector leaders in New Delhi. Bloomberg's Yvonne Man speaks to Former Australian Prime Minister/Asia Society Global President & CEO Kevin Rudd.

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Business and finance news from the Asia-Pacific.

Asian stocks declined as the artificial intelligence trade, one of the hottest corners of the market this year, came under renewed pressure ahead of a key earnings season. Elsewhere, Brent crude oil dropped 0.8% to around $105.80 a barrel. A Bloomberg gauge of the dollar's strength broadly held its gains from the previous session, when it climbed to its highest since mid-May 2025. Bloomberg TV hosts Paul Allen and Haidi Stroud-Watts spoke to KCM Trade Chief Market Analyst Tim Waterer.

And - Bangkok plays host to the IMF and World Bank Group Annual Meetings. Finance ministers, central bankers, and economic experts from around the globe converge to discuss global financial stability, debt vulnerabilities, and emerging market growth. Bloomberg's Avril Hong spoke to State Street Investment Management Global CIO Lori Heinel.

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Business and finance news from the Asia-Pacific.

Saudi Arabia's main airport came under renewed attack from Houthi rebels, a day after a strike on the facility killed 12 people and heaped pressure on the Middle East's biggest economy as it prepares to host major events that seek to boost foreign investment. An unidentified projectile hit a passenger terminal at King Khalid International Airport in Riyadh on Sunday, with authorities tackling a blaze, the Saudi-led coalition that's fighting Iranian-backed Houthi militants in Yemen, said in a statement. The Houthis swiftly claimed the attacks, saying they were a response to "Saudi aggression," including a strike on the airport in the Yemeni capital of Sanaa. The Saudi civil aviation authority said that the attack killed one person and injured 11. The coalition also said air defenses had intercepted a missile near the same location in the Saudi capital. The incident follows the strike on King Khalid airport on Saturday that also injured more than 300 people and marked the deadliest single event in Saudi Arabia since the Iran war began in late February. A projectile also fell near the King Fahd International Airport in Saudi Arabia's Dammam, which the Houthis also claimed as one of their attacks. Bloomberg's David Ingles and Stephen Engle spoke to National University of Singapore Middle East Institute Senior Research Fellow Jean-Loup Samaan.

And -  Higher gasoline prices probably led to quicker overall US inflation in September even as underlying price pressures moderated, supporting views that the Federal Reserve will refrain from raising interest rates this month. The closely-watched consumer price index is seen rising 0.6% after a 0.4% increase a month earlier, based on the median projection in a Bloomberg survey of economists ahead of Wednesday's Bureau of Labor Statistics release. That would mark the largest advance in five months. Bloomberg's Haidi Stroud-Watts spoke to Westpac Head of Business and Industry Economics Sian Fenner.

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Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week.

• In the US – a look ahead to U.S CPI and PPI data, along with U.S bank earnings.
• In the UK – a look ahead to European leaders meeting in Brussels.
• In Asia – a look ahead to Japan's Sports Day.

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Business and finance news from the Asia-Pacific.

Asian stocks dropped, tracking declines on Wall Street, as speculation about OpenAI's revenue revived concerns over the sustainability of the artificial-intelligence spending boom. Oil edged lower. The MSCI Asia Pacific equities index edged 0.1% lower early Friday. Japan's Nikkei fell over 1%, with Softbank Group Corp. declining more than 5%. The regional moves came after the Nasdaq 100 Index sank 1.4%, its worst day in seven weeks, while a US gauge of chipmakers slumped 3.4%. The S&P 500 Index dropped 0.5%. Markets are closed in South Korea and Taiwan.  The declines in the US followed a Financial Times report that OpenAI's annualized revenue was $20 billion below previously signaled levels. The ChatGPT maker is on track for roughly $50 billion, according to people familiar with the matter. Also, Firmus Grid Ltd., an Australian data center company backed by Nvidia Corp., is set to postpone its initial public offering, according to people familiar with the matter. We speak to Paul Dobson, Bloomberg's Executive Editor for Asia Markets.

And for more analysis on the market reaction towards the OpenAI report and the outlook on the AI trade, Bloomberg's Avril Hong spoke to Seema Shah, Principal Global Investors Chief Global Strategist.

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Business and finance news from the Asia-Pacific.

Asian stocks retreated for a second day and Treasuries edged lower as rising oil prices fueled concerns that inflation may stay elevated and nudge central banks to raise interest rates. MSCI's Asia Pacific equities index fell 0.9%, with nine of its 11 industry groups in the red. Benchmarks in Japan, South Korea and Singapore declined, along with mainland China as trading resumed after a holiday. We speak to Bloomberg MLIV Strategist Mark Cranfield.

And -  Samsung Electronics Co. reported a nearly nine-fold rise in quarterly operating profit, though that was still just shy of sky-high expectations elevated by relentless spending on the AI infrastructure buildout. The world's largest memory chipmaker posted a record preliminary operating profit of 107.4 trillion won ($80.1 billion) for the quarter through September. But even those record results still fell short of the average analyst's forecast. Revenue came to 195 trillion won, also lower than expectations. Shares were flat during early morning trading in Seoul Thursday.  Bloomberg TV host Haidi Stroud-Watts spoke to Sanjeev Rana, CLSA Head of North Asia Semiconductors Research. 

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Business and finance news from the Asia-Pacific.

Asian stocks failed to join a rally on Wall Street that took it to record highs on optimism over earnings outlook. Treasuries dropped as oil climbed. MSCI's Asia Pacific equities gauge fell 0.4%, with the regional benchmark now about 2% from its peak. Stocks dropped in Japan and South Korea, while they rose in Taiwan. The All Country World Index — a key barometer of global stocks — is about 0.5% away from its peak hit in August. Earlier, the S&P 500 and the Nasdaq 100 Index closed at record highs ahead of the US earnings season next week. Artificial intelligence-related stocks led the advance, with Nvidia Corp.'s market value approaching $6 trillion. Tech remained in focus as Elon Musk's SpaceX was in talks with banks and investors to raise $40 billion of debt to buy chips from Nvidia Corp., people familiar with the matter said. We speak to Lianting Tu, Bloomberg's Managing Editor for Asia Equities.

Former Canadian Minister of International Trade Mary Ng told Bloomberg TV's Avril Hong Wednesday that Canada must protect its industries from "unjustified" U.S. tariffs before returning to the negotiating table. Speaking at the Milken Institute Asia Summit, Ng highlighted an aggressive pivot to diversify exports toward Asian markets. She pointed to accelerated energy and critical mineral exports, alongside ongoing trade talks with ASEAN and India aimed at doubling market access. Ng also noted an "encouraging" alignment with China to shield Canada's vital agrifood sector.

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Business and finance news from the Asia-Pacific.

Asian shares rose after a tech-led rally sent the Nasdaq 100 Index to a record as equity investors shrugged off concerns about elevated oil prices and multi-decade high bond yields. Treasuries extended losses. MSCI's Asia Pacific equity index added 0.3%, with shares advancing in Hong Kong, Japan and Australia. Earlier, Wall Street benchmarks climbed as gains in large-cap companies including Nvidia Corp. and Microsoft Corp. helped the S&P 500 Index close near an all-time high. US equity-index futures also edged up in Asian trading. We speak to Bloomberg MLIV Strategist David Savage.

Jim Chalmers, Australian Treasurer, says higher global bond yields will put pressure on the Australian budget as the widespread selloff pushes debt refinancing costs higher. He speaks with Haidi Stroud-Watts and Shery Ahn on Bloomberg: The Asia Trade.

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Business and finance news from the Asia-Pacific.

Asian stocks rose after softer US jobs data reduced pressure on the Federal Reserve to keep raising interest rates. Oil erased early gains, while bonds crept higher.

MSCI’s Asia Pacific equities index gained 1.1%, with Japan’s Nikkei 225 Stock Average rallying 2.5% as technology shares advanced. Chip bellwether Taiwan Semiconductor Manufacturing Co. jumped 3% on a potential collaboration with Elon Musk’s Terafab. Tech sentiment remained buoyant, with Nasdaq 100 futures gaining 0.4% after the underlying gauge closed at a record high Friday.

Following Friday's economic data in the US, markets have repriced and the chance for a rate hike has decreased. For an outlook at a potential Fed rate hike, we heard from Qian Wang, Chief APAC Economist at Vanguard Group, and she spoke with Bloomberg's Paul Allen.

Speaking with foreign media for the first time since his appointment, Indonesian Finance Minister Suahasil Nazara signaled that his focus would be on managing the state budget and keeping its deficit within the legal limit of 3% of gross domestic product, and he spoke with Bloomberg's Haslinda Amin.

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Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week.

• In the US – a look ahead to U.S Mortgage data, along with a focus on 3 stocks for the week ahead.
• In the UK – a look ahead to this year’s Nobel Prize decisions.
• In Asia – a look ahead to China’s Golden Week Holiday.

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Business and finance news from the Asia-Pacific.

Under the shadow of Beijing's single-minded focus on artificial intelligence, China's consumer stocks are trapped in a lost decade. The industry is showing a stark contrast with the high-flying tech sector. MSCI China's consumer goods sub-indexes plunged roughly 18% over the past six months to near 10-year lows, while the AI-heavy technology gauge surged to more than double its 2016 level. During the latest earnings season, consumer staples firms in the MSCI gauge missed profit expectations by nearly 50%.  We speak to Winnie Hsu, Asia Equities Reporter.

Plus - Yukio Kani, Global CEO and Chair at Jera, discusses the company's partnership with Dell and UK-based AI infrastructure developer RHAELM on a $15 billion AI infrastructure project in Japan. He speaks with Shery Ahn on Bloomberg: The Asia Trade.

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Business and finance news from the Asia-Pacific.

Confidence among Japan's largest firms remains elevated with sentiment among manufacturers rising to the highest level in more than eight years, a result that suggests the Bank of Japan can continue raising interest rates without buckling corporate optimism. The sentiment index climbed to 24 in September from 22, improving for a sixth straight quarter, the BOJ's quarterly Tankan business survey showed Thursday. Economists in a Bloomberg survey had forecast a rise in the gauge to 25. The survey is one of the bank's most closely watched data sets. We speak to Bloomberg's FX and Rates Strategist David Finnerty.

And - Micron Technology Inc. gave an upbeat forecast for the current quarter, fueled by the AI building frenzy, though the chipmaker warned that rising compensation would weigh on profit margins. Revenue will be about $61.5 billion in the fiscal first quarter, which runs through November, the company said in a statement Wednesday. Analysts estimated $56.8 billion on average. Excluding some items, profit will be about $38.15 a share, compared with a projection of $36.02. Bloomberg's Shery Ahn spoke to Futurum Head of Semiconductors & Infrastructure Rolf Bulk.

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Business and finance news from the Asia-Pacific.

Asian stocks gained for the first time in three sessions and bonds steadied after a bruising selloff as traders awaited a crucial US inflation reading for clues on the path of interest rates. The dollar was set for its best month since June. The MSCI Asia Pacific Index gained 0.8%, led by technology shares after a key gauge of US semiconductor stocks advanced. SoftBank Group Corp., an investor in OpenAI, rose 6% after the artificial intelligence startup aimed to raise at least $30 billion in fresh funding at a $1.4 trillion valuation, according to people familiar with the matter. We spoke to Lianting Tu, Bloomberg's Managing Editor for Asia Equities.

And - President Donald Trump shot down the idea of new federal regulations on artificial intelligence after meeting at the White House with top industry executives amid growing global concerns over threats posed by the technology. In lieu of new rules, Trump and the executives agreed on a framework where they would partner with outside auditors to conduct safety assessments of models and implement stronger internal controls over their systems, according to a copy of an accord signed by the president and Silicon Valley leaders following a White House lunch on AI risks Tuesday. The luncheon brought together nearly two dozen Silicon Valley leaders, including Anthropic PBC Chief Executive Officer Dario Amodei and Nvidia Corp. CEO Jensen Huang. After the event, Trump said existing laws would be enough to safeguard Americans from AI's potential risks, despite a growing nationwide backlash to the technology. Bloomberg's Avril Hong spoke to Flint Global Partner Ewan Lusty. 

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Business and finance news from the Asia-Pacific.

Bond investors got a respite in Asian trading from a bruising selloff after surging oil prices and mounting bets on further Federal Reserve interest-rate hikes drove Treasury yields to multi-year highs. Asian stocks fell. The US 10-year yield held at 5.23% after climbing as much as 11 basis points Monday to the highest since 2007. Two- and 30-year yields were steady as traders braced for the Fed to keep tightening policy to rein in inflation. We speak to Paul Dobson, Bloomberg's Executive Editor for Asia Markets.

And - Climbing oil prices, stronger US business activity and concerns over elevated government debt have fueled the biggest Treasury selloff since President Donald Trump's April 2025 tariff rollout. Bloomberg TV host Shery Ahn spoke to Capital.com Senior Market Analyst Kyle Rodda.

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Business and finance news from the Asia-Pacific.

Bonds resumed their decline after a brief reprieve as Middle East tensions flared following President Donald Trump's rejection of Iran's latest proposal to reopen the Strait of Hormuz. Oil rose and Asian stocks fell. Oil remains a key driver for markets as elevated energy costs add to inflation pressures and bolster expectations for further rate increases. Bloomberg's Shery Ahn spoke to Nomura International Wealth Management North Asia CIO Julia Wang.

And - Australia's central bank is poised to resume raising interest rates on Tuesday as policymakers lose patience with persistently strong inflation, with debate mounting over whether a follow-up hike will be needed. Bloomberg's Haidi Stroud-Watts spoke to Westpac International Economist Illiana Jain. 

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Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week.

• In the US – a look ahead to the September jobs report with a focus on 3 stocks for the week ahead.
• In the UK – a look ahead to UK Prime Minister Andy Burnham's plans ahead of his first conference as Labour Party leader.
• In Asia – a look ahead to the coming decision from the Reserve Bank of Australia.

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Business and finance news from the Asia-Pacific.

The surge in Treasury yields has pushed yield gaps with emerging Asia bonds toward record levels, raising the risk of capital outflows from the region, according to strategists. A selloff in US government bonds deepened this week, with the 30-year yield surging to its highest level since 2004 on Thursday and the benchmark 10-year yield hitting its highest since 2007. Bloomberg's David Ingles and Rebecca Choong-Wilkins spoke to Quadratic Capital Management Founder and CIO Nancy Davis.

And - Donald Trump and Xi Jinping addressed their intense competition over artificial intelligence on Thursday during a summit aimed at keeping ties between the world's largest economies on track. How the leaders are handling AI is one of the key questions looming over the state visit, with the US president arguing for unfettered development to keep his nation's edge. China, meanwhile, has criticized American export controls on semiconductors and other inputs that it argues constrains its companies. Bloomberg's Stephen Engle spoke to Former US Embassy Deputy Chief of Mission in Beijing Sarah Beran.

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Business and finance news from the Asia-Pacific.

Iranian President Masoud Pezeshkian said his country won't allow freedom of navigation through the Strait of Hormuz while sanctions and a US blockade remain in place, underscoring the difficulty in reaching a peace deal with Washington despite efforts to revive talks this week. Even so, oil fell as the US suggested that major volumes of crude are getting through the Strait of Hormuz despite risks to shipping. We speak to Stephen Stapczynski, Bloomberg's Asia Energy Team Leader.

And - Treasury Secretary Scott Bessent announced the US and China have sealed a two-month extension to their trade truce, as Xi Jinping landed in America for his first state visit in eleven years. Xi and his wife Peng Liyuan, a celebrated soprano, touched down at Joint Base Andrews outside Washington shortly before 6 p.m. local time on Wednesday. Donald Trump shook hands with the couple, becoming the first US president in six decades to receive a foreign counterpart at that airport, excluding visits by the Pope. Bloomberg's Stephen Engle speaks to AmCham Shanghai President Eric Zheng.  

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Business and finance news from the Asia-Pacific.

Asian equities started the day stronger after a rally in US chipmakers drove the Nasdaq 100 Index to its first record since June. Meta Platforms Inc.'s new Muse AI agent was again in the spotlight, with Shopify Inc. shares jumping 7.1% after the companies struck a partnership. Meanwhile, concerns that AI could erode margins and fees at financial brokerages drove US financial stocks lower. We spoke to Sunny Bangia. He covers Asia Equities for Bloomberg.

And - President Trump is set to meet Chinese President Xi Jinping in Washington on Thursday. Trade will be a key focus. Both sides are seeking to extend their tariff truce reached last year. Ahead of the summit, US negotiators are signaling that rare earth flows and critical minerals remain a sticking point. Bloomberg's Shery Ahn spoke to Former US Department of Energy Deputy Director for Batteries and Critical Minerals Ashley Zumwalt-Forbes. 

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Business and finance news from the Asia-Pacific.

Global AI stocks rallied as early signs of success for Meta Platforms Inc.'s new personal agent revived optimism over chip demand, bolstering the sector after a recent rough patch driven by calls for slower AI development. The rally followed Meta's Muse AI Agent climbing to the top of rankings on Apple Inc.'s free applications list after its launch earlier this month. Lower oil prices, amid hopes for diplomatic progress in the Iran war, further supported risk appetite. The moves are also offering reprieve for the hot AI trade, which had come under pressure from rich valuations and, more recently, concerns among tech leaders over the existential threat posed by advanced models. Muse's early traction is easing some of those fears by offering fresh evidence that AI demand remains robust. We speak to Bloomberg's MLIV Strategist Mark Cranfield

And -  US and Chinese officials offered upbeat assessments of their talks on artificial intelligence, trade and investment, signaling a mutual desire to steady ties ahead of this week's summit between leaders Donald Trump and Xi Jinping. China's top trade negotiator, Li Chenggang, said the talks were held in a "good atmosphere" as he left JPMorgan Chase & Co.'s headquarters in New York on Sunday, while US Treasury Secretary Scott Bessent lauded "very successful" discussions. China's official Xinhua News Agency called the exchange "candid, in-depth and constructive." Bloomberg's Haidi Stroud-Watts spoke to Geoff Raby, Former Australian Ambassador to China for a lookahead.

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Business and finance news from the Asia-Pacific.

Asian equities and Wall Street stock-index futures advanced after the US described talks with China as “very successful” ahead of a summit between Presidents Donald Trump and Xi Jinping this week. Oil fell for a fourth day. In the discussions the two sides agreed to set up a dialogue on AI aimed at reaching a common understanding on goals and threats, Bessent said.

Subsequently, Japanese Prime Minister Sanae Takaichi is scheduled to speak before the United Nations Security Council on Tuesday. For a look ahead at Takaichi's visit, we spoke to Bloomberg's Tokyo Bureau Chief Isabel Reynolds.

For an outlook at how market risks will play out across the Asia-Pacific region, Bloomberg TV Hosts Haidi Stroud-Watts and Paul Allen spoke to Louise Loo, Head of Asia Economics at Oxford Economics.

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Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week.

• In the US – we look at upcoming home building data
• In the UK – we preview elections in Germany
• In Asia – we discuss President Xi's visit to the US this week

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Business and finance news from the Asia-Pacific.

Asian stocks and bonds edged up as a pullback in oil prices eased inflation concerns. MSCI's regional equities gauge advanced 0.5%, with South Korea's Kospi index leading gains. Chipmakers Samsung Electronics Co. and SK Hynix Inc. climbed after a key US semiconductor gauge rallied. Adding to the positive tone, Brent crude declined for a third day, falling 1.2% to $103.56 a barrel as supply concerns eased and traders turned their attention to the next round of diplomacy over the US-Iran war. We speak to Bloomberg's MLIV Strategist David Savage.

And for more on the markets, Bloomberg's David Ingles and Yvonne Man spoke to BNP Paribas Asset Mgmt Senior Market Strategist Ecaterina Bigos.

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Business and finance news from the Asia-Pacific.

The yen's sharp drop after the Federal Reserve's hawkish hike is raising the stakes for the Bank of Japan's policy meeting Friday, with strategists warning the currency could weaken further unless officials convince markets that more tightening is coming. The Fed lifted borrowing costs Wednesday for the first time since 2023 and projected further increases, prompting traders to price three additional hikes by the middle of next year. That threatens to keep the US-Japan rate gap wide even as the BOJ is expected to raise its own policy rate this week. We speak to Bloomberg's FX and Rates Strategist David Finnerty.

And for more reaction to the Fed's decision, Bloomberg's David Ingles spoke to Former St. Louis Fed President James Bullard from the sidelines of the BNP Paribas APAC Global Markets Conference.

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Business and finance news from the Asia-Pacific.

The Federal Reserve is expected to lift interest rates on Wednesday for the first time since 2023 as policymakers lose confidence that inflation will cool sufficiently without at least a nudge from the central bank. Meantime, bond traders have piled into bearish positions ahead of Wednesday's Federal Reserve meeting, betting that the Treasury selloff driving yields to their highest in almost two decades will continue. The benchmark US 10-year yield rose to its highest level since 2007 on Tuesday as traders braced for the Fed to hike interest rates in response to inflation worries. We speak to Lianting Tu, Bloomberg's Managing Editor for Asia Equities.

And for more on the market outlook ahead of the Fed's Decision, Bloomberg's David Ingles and Yvonne Man spoke to BNP Paribas Global Head of Markets 360 and Chief Economist Luigi Speranza.

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Business and finance news from the Asia-Pacific.

Investors are also assessing the outlook for technology shares after global equities retreated Monday following calls from leading AI developers for a slower pace of advances in the field. MSCI's Asia Pacific equities gauge slipped 0.1% on Tuesday after the Philadelphia Semiconductor Index tumbled 5.9% — its biggest drop in more than two months. We speak to Sunny Bangia, he covers Asia Equities for Bloomberg News.

And for more on the debate on AI safety and regulation, Bloomberg's Haidi Stroud-Watts spoke to University of New South Wales Scientia Professor of AI Toby Walsh.

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Business and finance news from the Asia-Pacific.

Central banks from much of the Group of Seven face a pivotal week as mounting inflation risks heap pressure on them to raise interest rates. The US will be most closely watched in the wake of a higher-than-expected core inflation reading, which stoked investor bets that Fed Chairman Kevin Warsh and his colleagues will raise their benchmark rate. Meantime, the Reserve Bank of Australia is set to have their rate decision later in the month. We speak to James McIntyre, Bloomberg Economist for Australia and New Zealand.

Plus - Asian stocks and US equity-index futures retreated after major artificial intelligence companies called for a slowdown in the technology's development, raising concerns about a sector that has powered this year's rally. Oil rose. Bloomberg's Haidi Stroud-Watts spoke to Vasu Menon, Managing Director, Investment Strategy, OCBC.

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Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week.

• In the US – a look ahead to the next FOMC decision, along with a focus on 3 stocks for the week ahead.
• In the UK – a look ahead to Sweden’s general election.
• In Asia – a look ahead to the next monetary policy decision from the Bank of Japan.

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Business and finance news from the Asia-Pacific.

Asian stocks dropped, tracking losses on Wall Street, as surging oil prices stoked concern that inflation will accelerate. Brent crude held above $101 a barrel. The MSCI Asia Pacific Index slipped 1.3%, with benchmark gauges in Japan, South Korea, Taiwan and Australia all declining. The S&P 500 Index slid 0.5% on Wednesday, while the Nasdaq 100 Index dropped 0.3%, weighed down by losses in Nvidia Corp., Amazon.com Inc. and Alphabet Inc. Brent climbed as high as $101.94 before paring its gains, as Iran vowed it was prepared for a more intense war after hostilities flared across the Middle East. At the same time, the Treasury 10-year yield held near Wednesday's high of 4.85%, a level last seen in late 2023, after the US government's plan to buy up to $6 billion of longer-dated debt disappointed investors who had expected a larger increase. We speak to Lianting Tu, Bloomberg's Managing Editor for Asia Equities.

For more analysis on the markets, Bloomberg's Avril Hong spoke to Eastspring Investments Portfolio Manager Christina Woon.

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Business and finance news from the Asia-Pacific.

Treasury Secretary Scott Bessent challenged traders to counter his efforts to strengthen Japan's currency, saying when he makes market calls these days he's effectively doing so with inside information. Bessent, a former hedge fund executive, was reviewing occasions when he's intervened in markets, including the joint purchases of yen he mounted with Japan's government on July 31. While the yen initially jumped, gains ebbed in subsequent sessions, in part as traders highlighted the Treasury's limited firepower to deploy in foreign-exchange purchases. We spoke to Bloomberg MLIV Strategist Mark Cranfield.

And - One of the largest institutions in South Korea, KB Financial Group, will be holding its KBFG Korea Conference. Bloomberg's Stephen Engle spoke to Gavekal CEO Louis-Vincent Gave.

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Business and finance news from the Asia-Pacific.

The yen extended Monday's rally to reach the strongest level since February, aided by rising expectations of a Bank of Japan interest-rate increase next week. Gains in South Korean chip stocks helped support Asian equities. Japan's currency rose as much as 0.8% to 153.16 per dollar after appreciating 1.2% on Monday. The latest advance suggests the currency's rally set in motion by the intervention push from Treasury Secretary Scott Bessent and Finance Minister Satsuki Katayama may be taking on a life of its own. We speak to Bloomberg's MLIV Strategist David Savage.

And - Sapporo Breweries is shifting some production to the US from Canada due to 50% tariffs imposed on beer exports from the country, Chief Strategy Officer Rieko Shofu said. In an EXCLUSIVE conversation with Bloomberg's Shery Ahn, Shofu discussed how the No. 1 Asian beer brand in the US is impacted by tariffs, as well as the Iran war. 

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Business and finance news from the Asia-Pacific.

Asian stocks rose after US technology shares advanced on Friday. Oil climbed after the US and Iran traded tanker attacks in the Strait of Hormuz. Bloomberg's Paul Allen spoke to Daan Struyven,  Goldman Sachs Co-head of Global Commodities Research.

And - in the US last Friday, yields were marginlly higher, more so at the front-end of the Treasury curve, given a very strong employment report for August. The American economy added 162,000 jobs last month. The data sparked a re-rating of expectations on a Fed rate hike later this month. Up next for investors is this weeks US CPI data. The Fed's September rate decision hinges in part of the data. Bloomberg's Avril Hong spoke to Deepali Bhargava, ING Head of Research and Chief Economist for APAC.

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Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week.

• In the US – a look ahead to the U.S CPI and PPI reports and a focus on 3 stocks for the week ahead.
• In the UK – a look ahead to the next decision from the European Central Bank.
• In Asia – a look ahead to the 18th BRICS Summit in India.

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Business and finance news from the Asia-Pacific.

Asian stocks and currencies rose as investors pared bets on a Federal Reserve interest-rate hike this month, weakening the dollar. The yen strengthened, with traders lifting bets on Bank of Japan rate hikes and remaining vigilant to the risk of official action to further boost the currency.

Fed Governor Christopher Waller said he'd be willing to support holding rates steady if price pressures continue to show signs of easing. Waller said his next decision on rates will be "heavily influenced" by August inflation data due next week. Waller's remarks helped weaken the dollar, but the yen rallied, strengthening against the dollar by 1.9%.

For more, Bloomberg TV Host Shery Ahn spoke with Yujio Goto, head of Japan FX strategy at Nomura and Bloomberg TV Host Haidi Stroud-Watts spoke with Suresh Tantia, CIO of Asia Equity Strategy UBS Global Wealth Management.

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Business and finance news from the Asia-Pacific.

Asian stocks rose and oil paused a three-day rally after President Donald Trump played down the prospect of a prolonged conflict with Iran. The yen strengthened, gaining for a second session to trade around 158.44 per dollar, and keeping traders on alert for further intervention by authorities. Gains in Japan and South Korea helped MSCI’s Asia Pacific equities gauge advance 0.7%, with technology shares drawing attention after Broadcom Inc. predicted a boom in artificial intelligence chip sales. For more, we talked to Phil Palumbo, Founder, CEO & CIO of Palumbo Wealth Management.

On Wednesday, President Trump said renewed US attacks on Iran would likely be short-lived and reiterated his claim that the US controls the Strait of Hormuz. Nonetheless, the return to a hot war between the US and Iran has jeopardized shipping through the Strait and continues to impact the global shipping industry for a closer look, Bloomberg TV host Shery Ahn spoke with President and CEO of Mitsui OSK Lines Jotaro Tamura.

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Business and finance news from the Asia-Pacific.

Asian stocks fell with bonds and gold as rising oil prices stoked inflation concerns and expectations for tighter monetary policy. Rising oil prices pressured bonds, pushing global yields to the highest since 2008, as traders increased bets the Federal Reserve will raise interest rates. The renewed surge in energy prices is compounding inflation concerns already fueled by government spending and heavy corporate borrowing to finance the artificial-intelligence buildout. For more, we spoke with Paul Aversano, Managing Director and Global Practice Leader of A&M's Global Transaction Advisory Group

SEMICON Taiwan is underway in Taipei. It's one of the most influential trade show for microelectronic and semiconductor manufacturing. At the event, Bloomberg News Reporter Stephen Engle was able to speak with Hoton Chang, the Chairman and CEO of Grand Process Technology Corp, or GPTC

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Business and finance news from the Asia-Pacific.

Treasuries extended their declines and Asian bonds followed as renewed geopolitical tensions drove oil prices higher, fueling inflation concerns and expectations for further monetary tightening. The yield on the benchmark 10-year Treasury rose three basis points to 4.78% in Asian trading, the highest since January 2025, while Japan’s 10-year government bond yield climbed to 2.985%. For more, we spoke to Chief Investment Officer at Winthrop Capital Management, Adam Coons.

After a big success last year, seeing attendance from major regional and international firms, Goldman Sachs is holding its 2nd annual Asia Leaders Conference. Live from the conference in Hong Kong, Bloomberg TV Host David Ingles spoke with former Dallas Fed President and current Goldman Sachs Vice Chairman, Rob Kaplan.

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Business and finance news from the Asia-Pacific.

Asian stocks and bonds fell after hawkish comments from Chair Kevin Warsh boosted bets on a Federal Reserve interest-rate hike next month. Oil rose as Middle East tensions flared.

MSCI’s Asia Pacific equities gauge dropped 1.1%, snapping a four-day gain, with technology shares leading declines. The Kospi Index — a barometer for artificial intelligence investments — slid 2.5%, with chipmakers Samsung Electronics Co. and SK Hynix Inc. the biggest contributors. US stock-index futures also retreated. For more, Bloomberg TV Host Haidi Stroud-Watts spoke with Kieran Calder, head of Asia Equity Research at UBS.

The big banks in China reported earnings with state owned lenders producing higher first half profits. The results offer fresh evidence of improvements in China's banking industry after a prolonged margin squeeze. For a closer look, Bloomberg TV hosts Yvonne Man and David Ingles caught up with Bloomberg Senior Banking Analyst, Francis Chan.

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Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week.

• In the US – a look ahead to the August jobs report and a focus on 3 stocks for the week ahead.
• In the UK – a look ahead to state elections in eastern Germany.
• In Asia – a look ahead to South Korea inflation data.

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Business and finance news from the Asia-Pacific.

Nvidia Corp., the chipmaker at the heart of the artificial intelligence boom, projected sales growth of 70% for the next fiscal year, sending its shares on their biggest one-day rally since April 2025. The company's shares rose 8.7% to $227.98 in New York on Thursday, adding about $442 billion in market value. For more on the markers, we spoke to Sunny Bangia. He covers Asia Equities for Bloomberg News.

Plus - Asian shares posted a modest gain, while US stock futures slipped, as traders held back ahead of Federal Reserve Chair Kevin Warsh's Jackson Hole speech for clues on the path of interest rates. Bloomberg's Paul Allen spoke to Betsey Stevenson, Professor of Public Policy and Economics at the University of Michigan

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Business and finance news from the Asia-Pacific.

Nvidia, the chipmaker at the heart of the artificial intelligence boom, gave a bullish sales outlook for fiscal 2028, easing concerns that AI spending is poised to lose momentum. "We expect to grow revenue by approximately 70% in fiscal 2028," Chief Financial Officer Colette Kress said during a post-earnings conference call. Analysts have projected a rise of about 45% for that year, according to data compiled by Bloomberg. Moreover, Nvidia would be growing even faster if it had access to more supplies, she said. "Incredibly, we are seeing demand acceleration even at our scale," she said. "Customers' forecasts point to our growth doubling next year." We spoke to Daniel Newman, CEO of The Futurum Group.

Nvidia's bullish sales outlook boosted stocks and futures, bolstering optimism that this year's rally in artificial intelligence shares has further to run. Bloomberg's Haidi Stroud-Watts spoke to Sean Darby, Asia Managing Director at Mizuho Securities.

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