Podcasts about in asia

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 next week’s Fed decision and earnings from Oracle and Adobe. In the UK – a look ahead to the Blackhat cybersecurity conference. In Asia – a look ahead to China consumer and producer price data. See omnystudio.com/listener for privacy information.

3/12 Bitcoin recupera 92.000$, la SEC semplificherà le regole per il mondo cripto da gennaio 2026. Futures a Wall Street in verde, oggi stime ADP sul mercato del lavoro. Big Tech in riscossa, Anthropic verso l'Ipo, la società di prediction market Kalshi raddoppia il suo valore in un mese.In Asia, l'economia cinese perde momentum, listini in rosso. Il Nikkei sale, decennale stabile, Softbank vola. In Europa futures in verde, focus su Stellantis (Antonio Filosa sarà oggi alla Casa Bianca) Saipem e le banche con l'accordo Abi-Mef per escludere aumento Irap. Oggi la presidente Lagarde parla dal Parlamento Europeo. Learn more about your ad choices. Visit megaphone.fm/adchoices

November closed with markets focused on hopes of a Fed rate cut, which overshadowed fears of an AI bubble. The S&P 500 made strong gains in a holiday-shortened week, while technology lagged, leaving the Nasdaq down in November for the first time after seven months of gains. European equities ended the month slightly higher, supported by the strong outperformance of Switzerland's SMI last week. Silver is hitting new highs, while gold is also climbing. In Asia, Chinese PMI data disappointed, while India stood out with 8.2% GDP growth in the third quarter. The head of Japan's central bank hinted at a rate rise during a speech on Monday. Mensur Pocinci, Head of Technical Analysis Research, shares his views on the USD, precious metals, and his outlook for US equities.(00:00) - Introduction: Helen Freer, Product & Investment Content (00:28) - Markets wrap-up: Mike Rauber, Product & Investment Content (06:31) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis (09:51) - Closing remarks: Helen Freer, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

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 earnings from Crowdstrike, Snowflake, and Salesforce. In the UK – a look ahead to the seventh Milken Institute Middle East and Africa Summit. In Asia – a look ahead to whether Asia's Labubu toy has hit its peak. See omnystudio.com/listener for privacy information.

Equity markets and risk assets have had a couple of positive days this week, underwritten by the technology sector and by growing market expectations that the Fed will deliver a rate cut on 10th December. With this in mind, we discuss the Fed outlook and the latest US data, with US data taps turning back on post the government shutdown. In Europe, our focus is on inflation data and the UK budget. In Asia, we focus on the Reserve Bank of India policy meeting next week, India's macro outlook, and key data coming out across the region. Chapters: 01:52, Europe: 09:16, Asia: 14:44.   

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 earnings from Crowdstrike, Snowflake, and Salesforce. In the UK – a look ahead to the seventh Milken Institute Middle East and Africa Summit. In Asia – a look ahead to whether Asia's Labubu toy has hit its peak. See omnystudio.com/listener for privacy information.

28/11 Il CME, Chicago Mercantile Exchange, colonna vertebrale del trading globale, ha sospeso temporaneamente il trading di valute, futures azionari e commodities per un problema di raffreddamento a uno dei suoi data center. In Asia chiusura mista, Kospi più pesante. Il Nikkei chiude il mese a -4%, l'inflazione sale più delle attese. A Wall Street giornata a mezzo servizio, attesa volatilità e focus su retail, Alibaba, Apple e Jefferies. In Europa molti dati macro, DBRS decide su rating sovrano Francia, Germania e spagna. Focus a Piazza affari sulle indagini della procura di Milano sulla scalata di Mps a Mediobanca. Armani, il nuovo Cda. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 earnings from Crowdstrike, Snowflake, and Salesforce. In the UK – a look ahead to the seventh Milken Institute Middle East and Africa Summit. In Asia – a look ahead to whether Asia's Labubu toy has hit its peak. See omnystudio.com/listener for privacy information.

26/11 Wall Street chiusa per Thanksgiving. Si festeggia in anticipo: quarta seduta in verde, Apple da record. S&P e Dow cancellano le perdite di novembre grazie alla FED. Beige Book, le ombre dell'AI sul lavoro. Bitcoin sopra 92.000 dollari, crolla il Vix. In Asia, indici positivi: record per la borsa indiana. Il Pentagono mette in discussione Alibaba, Baidu e BYD. Crolla Cina Vanke. Futures contrastati in Europa, oggi minute Bce sotto i riflettori MFE. Il mercato premia la Reeves. Tether: il downgrade di S&P e la risposta di Paolo Ardoino.  Learn more about your ad choices. Visit megaphone.fm/adchoices

US equities, led by technology, rallied as confidence in artificial intelligence strengthened and rate-cut expectations grew. European defence stocks slipped amid ongoing Ukraine peace talks. Novo Nordisk tumbled, while Bayer surged on positive trial results. In Asia, Taiwan tensions kept trading cautious. Manuel Villegas of Next Generation Research discusses the outlook for digital assets after last week's sharp price drop.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:31) - Markets wrap-up: Mike Rauber, Product & Investment Content (06:19) - Digital assets update: Manuel Villegas, Next Generation Research (10:37) - Closing remarks: Bernadette Anderko, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Bloomberg Daybreak Weekend with Host Nathan Hager takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to earnings from Dell, Kohl’s Abercrombie & Finch, and retail ahead of the holiday season. In the UK – a look ahead to the UK's highly anticipated autumn budget. In Asia – a look ahead to China PMI data. See omnystudio.com/listener for privacy information.

It's been a roller coaster ride in equity markets this week, coinciding with the release of the long-awaited US jobs report. We discuss why we see the US jobs report as mixed, but supportive of our forecast that the Fed will pause in December. All eyes will be on the UK budget and why the fiscal tightening will be modestly backloaded. In Asia, the focus is on Q3 GDP growth in India, and we deep-dive on South Korea to discuss the hawkish hold we expect from the Bank of Korea next week, as well as Korea's two supercycles. 

Bloomberg Daybreak Weekend with Host Nathan Hager takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to earnings from Dell, Kohl’s Abercrombie & Finch, and retail ahead of the holiday season. In the UK – a look ahead to the UK's highly anticipated autumn budget. In Asia – a look ahead to China PMI data. See omnystudio.com/listener for privacy information.

Bloomberg Daybreak Weekend with Host Nathan Hager takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to earnings from Dell, Kohl’s Abercrombie & Finch, and retail ahead of the holiday season. In the UK – a look ahead to the UK's highly anticipated autumn budget. In Asia – a look ahead to China PMI data. See omnystudio.com/listener for privacy information.

In the US overnight, Wall St rebounded after a 4 day losing streak with all 3 major indexes closing in the green. The S&P 500 gained 0.5%, while the Dow Jones edged 0.1% higher, and the Nasdaq advanced 0.8%, driven by a new all time high for Google parent company Alphabet, as well as a 3% gain for Nvidia ahead of its pivotal earnings release this morning. Markets across Europe were mainly down – the broader European Stoxx 600 Index edged less than 0.1% down, while the German DAX fell 0.1%, the French CAC 0.2%, and the British FTSE was the biggest slider, shedding 0.47%.In Asia, China's CSI gained 0.44%, but the other major markets all slid, including Hong Kong's Hang Seng retreating 0.38%, and Japan's Nikkei losing 0.34%.Locally yesterday, the ASX 200 extended Tuesday's rout with a further 0.25% slide, dropping the index to its lowest point in 6 months. Strong gains in materials, which were lead by the gold miners, were offset by a tough day for financials, as major banks including CommBank (ASX:CBA), Westpac (ASX:WBC) and Macquarie (ASX:MQG) all slid more than 1%, while ANZ (ASX:ANZ) fell 2%. In other major stock news, popular defence pick DroneShield (ASX:DRO) continued its tumultuous run from the last few weeks after it was announced that its US chief executive Matt McCrann resigned effective immediately, prompting a further 19% loss. After hitting peaks of over $6.50 per share as recently as October, the stock closed trading at less than $2 per share yesterday.What to watch today:The SPI futures indicate that the ASX will snap its losing streak and regain some of its recent losses, predicting a 0.63% jump at the open. Over to commodities, Crude Oil has dropped over 2% to US$59.50 per barrel, after reports indicated that the US government is renewing its efforts to end the ongoing Russia-Ukraine conflict. In theory, this would reduce supply risks to Russian oil, which in turn caused the price to drop.In precious metals, Gold is trading more or less flat at US$4074 per ounce, while silver has gained just over a percent and is trading at US$52.21 per ounce. And Iron ore remains just about flat at US$104.26 per tonne. Trading ideas:Bell Potter has maintained its Buy rating on agricultural chemicals supplier Nufarm (ASX:NUF), and upgraded its 12-month target price from $3.55 per share to $3.60 per share, after the company reported FY25 underlying EBITDA slightly ahead of expectations, and upgraded its FY26 guidance. And Trading Central have identified a bullish signal in ResMed (ASX:RMD), indicating that the price may rise from the close of $37.98 per share, to the range of $43.50 to $44.75 per share over a period of 29 days, according to the standard principles of technical analysis. 

18/11 Sell-off generalizzato: equity, bond, oro. Il Bitcoin scende sotto 90mila dollari. Nel mondo cripto liquidato un miliardo di euro in 24 ore. Nvidia scende in vista dei conti, Alphabet rompe il record grazie agli acquisti di Buffett. In Asia cali fino al 3% per Nikkei e Kospi. Rendimento del ventennale giapponese al massimo storico. Oggi i conti di Home Depot. Fed: mercato al 54% per una pausa. Jeffrey Gundlach (Doubleline): la prossima crisi sarà nel mercato privato.  Oggi Credit Agricole presenta il piano strategico. Learn more about your ad choices. Visit megaphone.fm/adchoices

17/11 Futures a Wall Street in verde. Rally al test con i conti di Nvidia mercoledì sera. Giovedì il job report di settembre, per il mercato al 55% la Fed non taglierà a dicembre. In Asia riscossa del Kospi con il Tech, male Cina e Giappone su disputa diplomatica. Il Pil giapponese frena nel 3Q. Eurozona: per gli Usa accordo su dazi a un punto critico, oggi le stime d'autunno della Commissione, venerdì Moody's su rating Italia. Bitcoin, tutti orsi? JPM aggiorna il target price al 2026. E Michael Sailor annuncia grandi acquisti.  Learn more about your ad choices. Visit megaphone.fm/adchoices

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 earnings from Nvidia, Walmart, and Target. In the UK – a look ahead to the European Business Summit. In Asia – a look ahead to Japan’s upcoming GDP report. See omnystudio.com/listener for privacy information.

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 earnings from Nvidia, Walmart, and Target. In the UK – a look ahead to the European Business Summit. In Asia – a look ahead to Japan’s upcoming GDP report. See omnystudio.com/listener for privacy information.

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 earnings from Nvidia, Walmart, and Target. In the UK – a look ahead to the European Business Summit. In Asia – a look ahead to Japan’s upcoming GDP report. See omnystudio.com/listener for privacy information.

Markets staged a broad-based rebound yesterday, driven by optimism that the US government shutdown may soon be resolved. Equities rallied, led by tech, while both Bitcoin and gold also moved higher. In Asia, early gains faded after China signalled potential restrictions on rare earth exports, and Japan's bond auction underwhelmed. We also cover Fed Governor Miran's dovish comments, ongoing delays in US economic data, and what to watch during today's Veterans Day trading session. Joining us is Manuel Villegas from Next Generation Research, who shares his thoughts on Bitcoin's Q4 performance so far, which has been overshadowed by broader economic uncertainty.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:31) - Markets wrap-up: Lucija Caculovic, Product & Investment Content (06:22) - Crypto assets update: Manuel Villegas, Next Generation Research (11:17) - Closing remarks: Bernadette Anderko, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

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 earnings from Walt Disney and Paramount-Skydance. In the UK – a look ahead to Portugal’s Web Summit. In Asia – a look ahead to China Singles’ day. See omnystudio.com/listener for privacy information.

With equity markets and tech stocks wobbling, we welcome guest speaker, Charlie McElligott, Cross-Asset Macro Strategist at Nomura, to discuss what is driving equity markets and what to watch in terms of "bubble risk". In the week ahead, politics is still front and center in the US. We discuss the impact of the ongoing shutdown and tariffs. In Europe, we explain how we are viewing the next steps in the UK following the Bank of England's decision, and look briefly at Scandinavian divergence. In Asia, we explore how the region's trade deals with the US are evolving. Chapters: Markets Special: 01:56, US: 17:06, Europe: 23:36, Asia: 29:51.

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 earnings from Walt Disney and Paramount-Skydance. In the UK – a look ahead to Portugal’s Web Summit. In Asia – a look ahead to China Singles’ day. See omnystudio.com/listener for privacy information.

Outplacement firm Challenger reported over 150,000 job cuts in October – the highest for the month of October in more than 20 years. US Treasury yields fell sharply, raising expectations of a December Fed rate cut, although some officials remain cautious. AI-related stocks dragged markets lower, but the selling was selective. In Europe, German industrial output beat forecasts but remains weak; while the Euro Stoxx 50 fell on disappointing earnings. In Asia, China's exports unexpectedly declined for the first time in eight months. Richard Tang, Head of Research in Hong Kong, discusses the lack of short-term catalysts for China's equity markets and our outlook on the AI investment theme, which is key to markets in Japan, South Korea, and Taiwan.(00:00) - Introduction: Helen Freer, Investment Writing (00:31) - Markets wrap-up: Mike Rauber, Product & Investment Content (07:19) - Asia update – Japan, Korea and China: Richard Tang, Head of Research Hong Kong (13:50) - Closing remarks: Helen Freer, Investment Writing Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

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 earnings from Walt Disney and Paramount-Skydance. In the UK – a look ahead to Portugal’s Web Summit. In Asia – a look ahead to China Singles’ day. See omnystudio.com/listener for privacy information.

You're listening to Burnt Toast! I'm Virginia Sole-Smith. You're listening to Burnt Toast. I'm Virginia Sole-Smith. Today, my conversation is with Kaila Yu. Kaila is an author based in Los Angeles. Her debut memoir, Fetishized: A Reckoning with Yellow Fever, Feminism, and Beauty, came out earlier this fall to a rave review in The New York Times. She's also a luxury travel and culture writer with bylines in The New York Times, Rolling Stone, The LA Times, Condé Nast Traveler and many more. Kaila's memoir grapples with her experience growing up Asian and female in a world that has so many stereotypes and expectations about both those things. We talk about the pressure to perform so many different kinds of specific beauty labor, the experience of being objectified sexually —and we really get into how we all navigate the dual reality of hating beauty standards and often feeling safer and happier complying with them. I learned so much from this book, and this conversation with Kaila. Don't forget that if you've bought Fat Talk from Split Rock Books, you can take 10% off your purchase of Fetishized there too — just use the code FATTALK at checkout. And if you value this conversation, a paid subscription is the best way to support our work!Join Burnt Toast!

Global markets retreated yesterday as investors took a closer look at lofty AI valuations. The US dollar climbed to a three-month high, supported by persistent inflation concerns and the ongoing government shutdown. Commodities came under pressure, with both gold and oil slipping, while crypto markets saw sharp declines amid broader risk-off sentiment. In Asia, tech-led losses weighed on indices, and minutes from the Bank of Japan revealed a growing internal debate over potential rate hikes. Joining the show today are Dario Messi, Head of Fixed Income Research, who discusses the US public debt dynamics, and Mathieu Racheter, Head of Equity Strategy Research, who shares insights on Q3 hyperscaler earnings, the AI bubble, and emerging market equities.(00:00) - Introduction: Helen Freer, Product & Investment Content (00:35) - Markets wrap-up: Lucija Caculovic, Product & Investment Content (07:13) - Bond market update: Dario Messi, Head of Fixed Income Research (11:21) - Q3 earnings season update: Mathieu Racheter, Head of Equity Strategy Research (16:49) - Closing remarks: Helen Freer, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

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 at how earnings are impacting global markets In the UK – we preview the Bank of England rate decision In Asia – looking ahead to the RBA Decision and Chinese economic data See omnystudio.com/listener for privacy information.

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 at how earnings are impacting global markets In the UK – we preview the Bank of England rate decision In Asia – looking ahead to the RBA Decision and Chinese economic data See omnystudio.com/listener for privacy information.

In this week's Macro Mondays James Todd is joined by Ed Hayden-Briffett and Will Cunliffe to unpack another turbulent week across global markets. US equities hit fresh all-time highs as lower-than-expected CPI data fuels optimism - yet the rally is increasingly narrow, driven by speculative tech names with little to no earnings. Meanwhile, recession risks are flashing red, with UBS warning of a 93% probability and nearly a third of US states already contracting. In Asia, China's deflation deepens to its worst levels since 2004, while GDP growth slips below target and fixed-asset investment turns negative, underscoring the fragility of its recovery.Commodities told a very different story: gold suffered its biggest single-day fall since 2013, silver followed suit, and the dollar rebounded as traders priced out rate cuts. Oil surged on renewed Russian sanctions, and volatility returned to precious metals markets. Key highlights include:✅ U.S. equites make new all-time highs S&P500 and Nasdaq✅ While Gold & Silver come crashing down to earth✅ Brent spikes on fresh Russian sanctions✅ US CPI come in lower than expected 

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 Fed meeting and earnings from U.S tech giants. In the UK – a look ahead to European defense earnings. In Asia – a look at top interviews from the APEC Finance Ministers' Meeting in South Korea. See omnystudio.com/listener for privacy information.

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 Fed meeting and earnings from U.S tech giants. In the UK – a look ahead to European defense earnings. In Asia – a look at top interviews from the APEC Finance Ministers' Meeting in South Korea. See omnystudio.com/listener for privacy information.

Oil prices spiked over 5% after the US imposed fresh sanctions on Russia's top crude producers. Meanwhile, equity markets rallied on strong corporate earnings, with European luxury and US tech stocks leading the charge. The Swiss National Bank released its first-ever policy minutes, offering insights into its current stance. In Asia, markets gained ahead of President Trump's upcoming visit to the region, where trade and security talks with China's President Xi are in focus. Richard Tang, Head of Research Hong Kong, joins us to share his views on China, Japan, and Singapore.(00:00) - Introduction: Helen Freer, Product & Investment Content (00:31) - Markets wrap-up: Lucija Caculovic, Product & Investment Content (06:28) - Asia update: Richard Tang, Head of Research Hong Kong (11:41) - Closing remarks: Helen Freer, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

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 earnings from Tesla and Netflix. In the UK – a look ahead to European bank earnings. In Asia – a look ahead to a meeting between President Donald Trump and Australia Prime Minister Anthony Albanese. See omnystudio.com/listener for privacy information.

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 earnings from Tesla and Netflix. In the UK – a look ahead to European bank earnings. In Asia – a look ahead to a meeting between President Donald Trump and Australia Prime Minister Anthony Albanese. See omnystudio.com/listener for privacy information.

After a strong rally, US and European markets paused, with major indices closing lower amid a more cautious mood. In Europe, Ferrari's downward revision to guidance and HSBC's restructuring in Hong Kong weighed on sentiment, even as Germany's DAX reached a fresh intra-day high. Geopolitical developments dominated headlines, with Israel and Hamas agreeing to a ceasefire. Gold and oil prices retreated on the news. Meanwhile, silver surged past USD 50 an ounce for the first time ever yesterday. China's expanded restrictions on rare earth exports triggered a rally in US mining stocks, underscoring strategic tensions in global tech supply chains. In fixed income, US Treasury yields edged slightly higher amid ongoing uncertainty around a potential government shutdown, and Fed Governor Barr cautioned against premature rate cuts. In Asia, South Korea's Kospi outperformed, buoyed by strong performances from AI-driven chipmakers. Joining us today is Tim Gagie, Head of FX & PM Solutions in Geneva, who shares insights on precious metals, the US dollar, and the Japanese yen.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:27) - Markets wrap-up: Lucija Caculovic, Product & Investment Content (06:20) - FX and metals markets: Tim Gagie, Head of FX Advisory Geneva (10:00) - Closing remarks: Bernadette Anderko, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

The road to the 2026 FIFA World Cup takes center stage this week as Asia and Africa enter their final rounds of qualifying. In Asia, powerhouse hosts Qatar and Saudi Arabia look to fend off surprise challengers Oman, Iraq, and Indonesia — with only two automatic tickets up for grabs. Across Africa, the drama is just as intense as Cape Verde, Egypt, Algeria, and Nigeria battle for a place on the world's biggest stage.Plus: Fabio Cannavaro takes charge of Uzbekistan ahead of their first World Cup appearance, Barcelona and Spain clash again over Lamine Yamal's fitness, Arsenal's injury woes grow, and UEFA makes a controversial leap — approving league matches in the U.S. and Australia.Your global soccer wake-up call is here — from qualifiers to controversies, from Doha to Dakar. ☕⚽

Bloomberg Daybreak Weekend with Host Tom Busby take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to the impact of lumber and timber tariffs on housing, and President Donald Trump’s Pfizer deal on drugmakers. In the UK – a look ahead to the Nobel Prize decisions. In Asia – a look ahead to the impact of the Golden Week holiday. See omnystudio.com/listener for privacy information.

For financial markets and economists, the main near-term challenge of the US government shutdown is a lack of data. The longer the shutdown rumbles on, the larger the potential negative economic consequences. In Europe, we are moving firmly into budget season, putting fiscal policies at the top of the agenda. In Asia, it is all about central bank meetings, with the Philippines, Thailand and New Zealand all set for rate cuts in the week ahead. Chapters: US: 02:13, Europe: 08:06, Asia: 13:34. 

Bloomberg Daybreak Weekend with Host Tom Busby take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to the impact of lumber and timber tariffs on housing, and President Donald Trump’s Pfizer deal on drugmakers. In the UK – a look ahead to the Nobel Prize decisions. In Asia – a look ahead to the impact of the Golden Week holiday. See omnystudio.com/listener for privacy information.

Bloomberg Daybreak Weekend with Host Tom Busby 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 jobs report and the Electric vehicle sector. In the UK – a look ahead to the Bloomberg Women, Money, Power conference in London. In Asia – a look ahead to the China PMI data. See omnystudio.com/listener for privacy information.

Bloomberg Daybreak Weekend with Host Tom Busby 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 jobs report and the Electric vehicle sector. In the UK – a look ahead to the Bloomberg Women, Money, Power conference in London. In Asia – a look ahead to the China PMI data. See omnystudio.com/listener for privacy information.

A record-breaking rally in US equities came to a halt on Tuesday as interest-rate sensitive technology stocks extended an early decline after Federal Reserve Chair Jerome Powell gave no signs he would support a cut at the central bank’s October meeting. Micron Technology, the largest US maker of computer memory chips, gave an upbeat forecast for the current quarter after the market closed, which could offer fresh support to tech stocks when traders return. For more, we spoke to Rob Haworth, Senior Investment Strategy Director, U.S. Bank Asset Management Group. In Asia, stocks retreated after a drop in big tech halted the S&P 500’s three-day rally, while mixed signals from Federal Reserve policymakers clouded the path for interest-rate cuts. We heard from John Authers, Senior Editor for Markets and Bloomberg Opinion columnist. He speaks with Bloomberg’s Avril Hong on the Asia Trade.See omnystudio.com/listener for privacy information.

Following the Fed's decision to cut by 25bp, we discuss why we now expect substantially more rate cuts in 2025-26, and the impact of the appointment of a new Fed chair in coming months. In Europe, we preview the on-hold decisions we expect from both Swiss National Bank and Riksbank next week. In Asia, we put a spotlight on Indonesia. In this episode, we also speak with Yusuke Miyairi, our G10 FX strategist, who explains why he sees USD/JPY lower in the near-term, amid the latest political developments in Japan. Chapters: US: 01:59, Europe: 10:23, Asia: 15:51, Japan: 17:24.

America's most prominent young conservative was assassinated while conducting one of his signature campus events. His death might only widen political divides. In Asia a broad trend of deflation points to lower prices but unhealthy economies. And what happens when spiritual leaders are given hallucinogens.Get a world of insights by subscribing to Economist Podcasts+. For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account. Hosted on Acast. See acast.com/privacy for more information.

America's most prominent young conservative was assassinated while conducting one of his signature campus events. His death might only widen political divides. In Asia a broad trend of deflation points to lower prices but unhealthy economies. And what happens when spiritual leaders are given hallucinogens.Get a world of insights by subscribing to Economist Podcasts+. For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account. Hosted on Acast. See acast.com/privacy for more information.

US equity futures are slightly firmer. Asia ended mixed, and European markets opened mostly firmer. The market focus today is Fed easing expectations strengthened with September cut odds above 95% following weak JOLTS data, while Governor Waller reiterated support for cuts and Bostic and Kashkari flagged tariff-related inflation risks; Markets continued to track bond market stabilization after recent yield volatility, with the US 10-year holding steady following Wednesday's rally; Political focus in the US turned to Fed independence, with Senate GOP signaling opposition to replacing Governor Cook until her legal status is settled; In Asia, regulators were reported to be weighing measures to curb speculation in Chinese markets.Companies Mentioned: Apple, Alphabet, Exxon, DigitalBridge Group

Our analysts Tim Chan and Mayank Maheshwari discuss how nuclear power and natural gas are reshaping Asia's evolving energy mix, and what these trends mean for sustainability and the future of energy. Read more insights from Morgan Stanley.----- Transcript -----Tim Chan: Welcome to Thoughts on the Market. I'm Tim Chan, Morgan Stanley's Head of Asia Sustainability Research.Mayank Maheshwari: And I am Mayank Maheshwari, the Energy Analyst for India and Southeast Asia.Tim Chan: Today – a major shift in global energy. We are talking about nuclear power, gas adoption, and what the future holds.It's Monday, August 18th at 8am in Hong Kong.Mayank Maheshwari: And it's 8am in Singapore.Tim Chan: Nuclear power is no longer niche; it's a megatrend. It was once seen as controversial and capital intensive. But now nuclear power is stepping into the spotlight—not just for decarbonization, but for energy security. Global investment projections in this sector are now topping more than $2 trillion by 2050. This is fueled by a growing appetite from major tech companies for clean, reliable 24/7 energy. More specifically, Asia is emerging as the epicenter of capacity growth, and that's where your coverage comes in, Mayank.With the rising consumption of electricity, how does nuclear energy adoption stack up in your universe?Mayank Maheshwari: Tim, it's a fascinating world on power right now that we are seeing. Now the tight global power markets perspective is key on why there is so much investor and policymaker attention to nuclear power.Nuclear fuels accounted for about a tenth of the power units produced globally. However, they are almost a fifth of the global clean power generation. Now, power consumption is at another tripping point, and this is after tripling since 1980s. To give you a perspective, Tim, 25 trillion units of power were consumed worldwide last year, and we see this growing rapidly at a 25 percent pace in the next five years or so. And if you look at consumption growth outside of China, it's even faster at 2.5x for the rest of the decade when compared to the last decade.Now policy makers need energy security and hence, nuclear is getting a lot more attention. In Asia, while China, Korea, and Japan have been using nuclear energy to power the economy, the rest of Asia, it has been more an ambition – with India being the only country making progress last decade. Southeast Asia still has a lot more coal, and nuclear remains an ambition as technology acceptance by public and regulatory framework remains a key handicap. We do, however, see policy makers in Singapore, Vietnam, and Malaysia looking at nuclear fuels more seriously now, with SMRs also being discussed.Tim Chan: That is a really interesting perspective, Mayank. So, you have been bullish on the Asia gas adoption story. So, how do you think gas and nuclear will intersect in this region?Mayank Maheshwari: I think nuclear and natural gas, like all of the fuel stem, will complement each other. However, the long gestation to put nuclear capacity makes gas a viable alternative for energy security. As I was telling you earlier, policy makers are definitely focusing on it. As you know, the last big increase in focus in nuclear fuels also happened in the 1970s oil shock, again when energy security came into play.Global natural gas consumption has more than doubled in the last three decades, and it's set to surprise again with AsiaPac's consumption pretty much set to rise at twice the pace versus what right now expectations are by the street. In this age of electrification and AI adoption, natural gas is definitely emerging as a dependable and an affordable fuel of the future to power everything from automobiles to humanoids, biogenetics, to AI data centers, and even semiconductor production, which is getting so much focus nowadays.We expect global consumption to rise again after not growing this decade for natural gas. As Asia's natural gas adoption rises and grows at 5 percent CAGR 2024-2030; with consumption for gas surprising in China, India, and Japan. So, all the large economies are seeing this big increases, especially versus expectations.The region will consume 70 percent of the globally traded natural gas by 2030. So that's how important Asia will be for the world. And while global gas glut is well flagged, especially coming out of the U.S., Asia's ability to absorb this glut is not very well appreciated.Tim, having said that, nuclear energy is clearly getting more interest globally and is often debated in sustainability circles. How do you see its role evolving in sustainability frameworks as well as green taxonomies?Tim Chan: On sustainability, one thing to talk about is exclusion. That is really important for many sustainable sustainability investors. And when it comes to exclusion for nuclear power, only 2.3 percent of global AUM now exclude nuclear power. And then, that percentage is lower than alcohol, military contracting and gambling. And the exclusion rate is also different dependent on the region. Right now, European investors have the highest exclusion rate but have reduced the nuclear exclusion from 10.9 percent to 8.4 percent as of December last year. And North American and Asian exclusion rates are very, very low. Just 0.3 percent and 0.6 percent respectively.So, this exclusion in North America and Asia are minimal. The World Bank has also lifted, its decades long ban on financing nuclear project, which is important because World Bank can provide capital to fund the early stage of nuclear plant project or construction.And finally, on green finance. The EU, China and Japan have incorporated the nuclear power into their green taxonomies. So that means in some circumstances, nuclear project can be considered as green.Mayank Maheshwari: Now we have talked about AI and its need for power on this show. Nuclear power has a significant role to play in that equation, with hyperscalers paying premium for nuclear power. How does this support the investment case for nuclear utilities?Tim Chan: Yeah, so that depends on the region; and then different region we have different dilemmas. So, let's talk about U.S. first. In the U.S. we are seeing nuclear power is commanding a premium of approximately around $30-$50 per megawatt hour – above the market rate. So, when it comes to this price premium, we do think that will support the nuclear utilities in the U.S. And then in the report we highlighted a few names that we believe the current stock price haven't really priced in this premium in the market.And then for other regions, it depends on the region as well. So, Mayank, you have talked about Southeast Asia. Southeast Asia right now, given the lack of nuclear pipeline and then also the favorable economies of gas, we are not seeing that sort of premium yet in the Southeast Asia. We are also not seeing that premium in the Europe and in China as well, given that right now this sort of premium is mainly a U.S. exclusive situation. So dependent on the region, we are seeing different opportunities for nuclear utilities when it comes to the price premium.Mayank Maheshwari: Definitely Tim, I think the price premiums are dependent on how tight these power markets in each of the geographies are. But like, how does nuclear fit into broader energy mix alongside renewables and natural gas for you?Tim Chan: So, all these are really important. For nuclear power, investors really appreciate the clean and reliable, and for the 24x7 nature of the energy supply to support their operations and sustainability goals. And then nuclear is also important to bring the power additionality, which means nuclear is bringing truly new energy generation rather than simply utilizing a system or already planned capacity. We are seeing that sort of additionality in the new nuclear project and also the SMR in future as well.So, for natural gas, that is also important. As Mayank you have mentioned, natural gas money adds as a bridge field to provide flexibility to the grid. And then in the U.S., it is currently the primary near-term solution for powering AI and data center to increase the electricity supply due to its speed to the market and reliability. And natural gas is suspected to meet immediate demand, while longer term solutions like nuclear projects and also SMR are developed.And finally, renewable energy is also important. It represents the fastest growing and increasingly cost competitive energy source. They also dominate the new capacity additions as well. But for renewable energy, it also requires complimentary technology such as battery ESS to adjust intermittency issues.So, Mayank we have talked so much about nuclear, and back to you on natural gas. You are really bullish on natural gas. So how and where do you think are the best way to play it?Mayank Maheshwari: As you were kind of talking about the intersection and diffusion between nuclear, natural gas and the renewable markets, what you're seeing is that our bullishness on consumption of natural gas is basically all about how this diffusion plays out. Consumption on natural gas will rise much quicker than most fuels for the rest of the decade, if you think about numbers – making it more than just a transition fuel.Hence, Morgan Stanley research has a list of 75 equities globally to play the thematic of this diffusion, and it is happening in the power markets. These equities are part of the natural gas adoption and the powering AI thematic as well. So, these include the equipment producers on power, the gas pipeline players who are basically supporting the supply of natural gas to some of these pipelines. Hybrid power generation companies which have a good mix of renewables, natural gas, a bit of nuclear sometimes. And infrastructure providers for energy security.So, all these 75 stocks are effective playing at the intersection of all these three thematics that we are talking about as Morgan Stanley research. It is clear that nuclear renaissance, Tim, isn't just about reactors. It's about rethinking energy systems, sustainability, and geopolitics.Tim Chan: Yes, and the last decade will be defined by how we balance ambition with execution. Nuclear together with gas and renewables will be central to Asia's energy future. Mayank, thanks for taking the time to talk,Mayank Maheshwari: Great speaking to you, Tim.Tim Chan: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.