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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from Brussels, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins.
Risks spanning credit markets, elevated commodity prices and French political turmoil boosted demand for safer government bonds, snapping a prolonged decline fueled by persistent inflation concerns.
The Pentagon is deploying an additional aircraft carrier and 10,000 sailors and Marines to the Persian Gulf, according to a US official, a move that gives American commanders more options if President Donald Trump chooses to escalate attacks on Iran.
And Anthropic is seeking to go public as soon as the middle of November, according to people familiar with the matter, after the artificial intelligence model maker pushed back plans to list.
Today guests: Anne-Laure Kiechel, Global Sovereign Advisory, CEO.
Chapters:
00:00:00 - Daybreak Europe
00:04:57 - France’s Crisis Is Deepening as Investors Head for the Exit
00:08:18 - US Adds Carrier and 10,000 Troops to Mideast, Official Says
00:12:10 - High Energy Prices Loom Over Midterms Campaign
00:15:35 - EU to Discuss Emergency Diesel Stockpiles
00:18:52 - Bond Traders Lash Out at BofA, Citi as Paramount’s Debt Craters
00:21:11 - Anthropic Targets Mega-IPO Before Thanksgiving Holiday
00:25:22 - Treasuries Hold Gains After Rally
00:27:45 - French Bond Pressures Continue
00:31:53 - Anne-Laure Kiechel, Global Sovereign Advisory, CEO
00:36:27 - Nike Warns Sales Slump to Deepen
00:40:30 - Poll Shows Lula, Bolsonaro Neck and Deck
00:43:01 - Brazil Govt Extends Fuel Price Relief
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day than "Bloomberg Surveillance."
Chapters:
00:00:00 - Bloomberg Surveillance | 10/01/2026
00:04:44 - Julian Emanuel, Evercore
00:17:13 - Fed Mismanaged HQ Reno, No Criminal Wrongdoing
00:33:54 - Angelo Zino, CFRA
00:42:01 - Kelsey Berro, JPMorgan
00:53:30 - Stuart Kaiser, Citi
01:06:53 - Libby Cantrill, PIMCO
01:16:04 - Neel Kashkari, Minneapolis Fed President
01:30:11 - Jamison Greer, US Trade Representative
01:41:58 - Tracie McMillion, Wells Fargo Investment Institute
01:53:10 - Cristina Fernandez, Telsey Advisory Group
02:02:00 - Nela Richardson, ADP
02:17:47 - Liz Ann Sonders, Schwab
After years of recession and stagnation, the German economy has a heartbeat again. A full-fledged recovery remains over the horizon, however. Economist Clemens Fuest puts the current moment in perspective and explains what job-seekers can expect in the years ahead.
#germany#economy#stockmarket#recovery#dwbusiness
Chapters:
00:47 - What kind of recovery?
03:03 - Germany's "lost decade" of investment
06:08 - Expropriating real estate to solve Berlin's housing crisis?
08:10 - Solutions to the fuel crisis?
10:23 - Populist economics
