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15.04.26 - 10:30
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US, Iran Seek Second Round of Talks & ASML 2026 Raises Sales Forecast | Daybreak Europe 4/15/2026 (Bloomberg)
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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, 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.
On today's show, the US & Iran look to arrange a second round of peace talks in the coming days. President Trump tells Fox News he believes the war is "close to over." Stocks in Asia follow Wall Street in recouping their post-war losses on optimism for a deal.
Investors now focus on tech and earnings. Europe's most valuable company, ASML, has raised its full-year sales forecast as the surge in global AI spending boosts demand for its advanced chipmaking machines. But its improved outlook was tempered by a weaker-than-expected sales forecast in the second quarter.
Today's guest: Josie Anderson, Nomura, European Economist (Source: Bloomberg)...
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15.04.26 - 10:06
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Oil Market Taking ′Some Comfort′ From Potential Talks, Analyst Says (Bloomberg)
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Emily Ashford, head of energy research at Standard Chartered, discusses the outlook for oil prices as Strait of Hormuz remains largely closed and traders take stock of moves to arrange a second round of peace talks between the US and Iran. Ashford speaks on Bloomberg Television. (Source: Bloomberg)...
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15.04.26 - 10:06
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War in Iran Is Already Reshaping East Asia′s Energy Future (Bloomberg)
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The war in Iran has caused the price of all kinds of commodities to surge, and that has a negative economic impact almost everywhere. But the squeeze is really being felt hard in East Asia, which is the ultimate destination for a lot of oil and gas that come out of the Gulf. And though the Strait of Hormuz may eventually re-open, and the acute pain may pass, this episode may already be reshaping the future. On this episode of the podcast we speak with Alex Turnbull, an investor based in Singapor...
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15.04.26 - 09:54
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Pimco Buys All $400 Mln of Bonds Sold by Blue Owl BDC (Bloomberg)
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Pacific Investment Management Co. bought all $400 million of bonds issued Monday by a Blue Owl Capital Inc. private credit fund, according to people with knowledge of the matter. The deal is a vote of confidence for a private credit industry that's been battered by record redemption requests and deepening concerns over valuations, liquidity and transparency. Bloomberg's Sinead Cruise reports....
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