TOM: GOOD MORNING. THIS IS BLOOMBERG DAYBREAK. THESE ARE THE STORIES THAT SET YOUR AGENDA. STOCKS IN ASIA FOLLOWED WALL STREET LOWER OVER NEW CONCERNS ON TECH VALUATIONS. TRADERS TURN THEIR CONCERNS TO TODAY’S U.S. INFLATION DATA. THE BANK OF ENGLAND IS SET TO RESUME RATE CUT WITH THE ECB EXPECTED TO HOLD. WE WILL SET YOU UP FOR DECISION DAY. BIG OIL GETS ITS FIRST FEMALE CEO AS BP APPOINTS WOODSIDE’S MEG O’NEILL. LET’S GET TO THE MARKETS. EUROPEAN FUTURES FLAT. STUCK IN SOMETHING OF A RUT. EUROPEAN EQUITY ...

Financial Markets & Economy - Asian stocks fell, tracking Wall Street concerns [1][47] - US 10-year Treasury yield decreased by one basis point to 414.11% [4][49] - Markets anticipate the Bank of England (BOE) to cut interest rates by 25 basis points [5][21][50] - Gold's upward momentum may be tested, but the broader uptrend remains intact [6][51] - US President Trump announced plans to award over 1450 thousand military service members a special $1776 "Warrior Dividend" before Christmas [10] - The market is pricing in around 40 basis points of rate cuts after today's rate cut [60] Central Bank Decisions & Monetary Policy - The White House interviewed Christopher Waller as a potential Fed Chair, who supports more Fed rate cuts [4][49] - The BOE decision is expected, with market sentiment anticipating a 25 basis point cut [5][21][50] - Markets are closely watching the BOJ (Bank of Japan) [8][30] - The ECB (European Central Bank) is likely to hold rates steady, with new economic forecasts expected [84][85] Company News & Industry Specifics - BP appointed Meg O'Neil as CEO, making her the first female CEO in Big Oil [1][31] - Oracle is pulling out of a financing deal for a data center, raising concerns around AI valuations [2][7][53] - Woodside shares slid after Meg O'Neil's move to BP [30] - OpenAI is in talks to raise tens of billions of dollars at a $750 billion valuation [38] - Japan's Kirin Group is buying a majority stake in East African Breweries for $773 million [76][77] - Israel approved a $35 billion deal to supply natural gas to Egypt from 2026-2040 [74][75]

You're just speaking about the story just a few days ago with you. Why is Turkey now looking to give back these four hundreds. Well, the S-400s have been a major thorn in Turkey's ties with the Western alliance, primarily with the US.Jennifer, the the system, the Russian system was acquired at a time of estrangement for Turkey between Turkey and its Western allies, including Washington, about a decade ago. And that feeling of estrangement had deepened in 2016 following a failed coup attempt against Erdogan' ...

Johnny, thank you for coming to the studio. Congratulations on on the race you're raising at Pace. You're seeing a lot of growth.How are you putting this money to work. Well, I mean, this money will be used to fuel our many expansion across various segments that we are aiming for as a company. As you know, right now, we work mostly with the manufacturers.While with this new strategy, we are aiming also to go to consumer side, the cybersecurity and the user side business obviously. So being building the firs ...

Tell us then, David, about what we know about Meg O'Neill and what she's achieved at Woodside. Morning megadeal may be an unfamiliar name to people in Europe, to too many in the market and in London and those around BP. But she's an she's an incredibly well known figure in Asia, and particularly in Australia.Now, a really experienced veteran fossil fuels executive 20 plus years at an X on and a real focus on engineering and operations. She became the CEO of Woodside, Australia's biggest oil and gas company, ...

YVONNE: WE'RE GOING TO TALK ABOUT LABUBUS HERE TODAY. TALKING ABOUT THE WHOLE STOCK OF POP MART ITSELF. CERTAINLY WHEN IT COMES TO THIS 40% SLUMP WE'VE SEEN IN THE SHARES IN THE LAST FEW WEEKS IT CERTAINLY RAISES YES ABOUT THE COMPANY'S LONGER TERM PROSPECTS.THERE'S THIS FEAR THAT LABUBU MANIA MHT BE OVER. THE STOCK IS TRADING NEAR RECORD LOW VALUATION. CERTAINLY IT'S GOING TO BE QUITE INTERESTING.MAYBE IT'S JUST A STOCK STORY. MAYBE PEOPLE ALREADY RUNG THE STOCK UP TOO HIGH. WHEN IT COMES TO THE GROWTH PRO ...

Wizards of the Coast, which produces both Dungeons and Dragons and Magic. The gathering is the growth engine for Hasbro. It's expected to contribute nearly 40% of 2025 sales.I visited Wizards headquarters outside Seattle with Gina Geter to find out what Magic Hasbro is casting to drive the success of these games. This year we launched Final Fantasy, which is the biggest set ever in Magic's history. I think it was the biggest set ever on day one of the launch, but it's not our IP where we're paying someone f ...

The challenge, especially within my supply chain, is now how do you have enough productivity initiatives to offset the the increased cost of of all the products for the industry as a whole. You have more than 80% dependence on China as a sourcing market for some of the bigger players. That exposure is less and they have more nimble, more flexible supply chains to navigate this disruption For the medium sized and smaller players, this has been very, very disruptive.Can you just move your supply chain out of ...

The best way we can frame the US intentions and the rhetoric involved here. A blockade is seen as an act of war. You were making the point that this is something short of that.Yeah, a blockade is an act of war. So I think what we're really seeing is what's doctrinally known as a quarantine. Really what that is, is action taken against a very particular set of vessels, in this case, these sanctioned oil tankers.And a quarantine means you are still enforcing this. You're still using military power, but it isn ...

I realize what happened in the House with that discharge petition involves a unique tool in the House. Will John Thune be compelled to bring a similar extension back to the floor after what we just saw today. Well, I hope so, because what what you're talking about has happened in the House is based on the need of the American public.I think both Democrats and Republicans realize the American public is demanding that they still have affordable health care in this country. That includes those subsidies for en ...