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, markets reacted positively as President Trump announced exemptions on phones, computers and consumer electronics from his headline tariffs on China. But he warned the reprieve is only temporary. China’s exports surged ahead of US tariffs, with near-record shipments flowing to Southeast Asia in March. Europe’s luxury sector is set to face questions on the potential fallout from US tariffs with LVMH and Moncler reporting earnings this week. Today’s guest: Charlotte Mueller, European Chief Economist at Swiss Re. Chapters: 00:00:00 – Daybreak Europe 00:02:19 – Goldman Cuts Targets on China Stocks for Second Time This Month 00:03:21 – Asia Stocks Pare Gains 00:04:43 – Trump Warns Tariffs Coming for Electronics After Reprieve 00:08:51 – Xi Seeks to Win Over Southeast Asia as Trump Pauses Some Tariffs 00:10:55 – Dollar Drops to Fresh Lows for the Year as Tariff Saga Rolls On 00:17:42 – Euro Zoneβs Weaker Inflation Outlook Bolsters ECB Case to Cut 00:20:17 – Ukraine Says Russian Missile Strike Kills Dozens in Sumy 00:23:31 – New Green Steel Projects Plummet Since 2023 00:27:40 – Dimon Sees ‘Stormy Seas’ Ahead 00:32:15 – European Luxury Brands to Report Earnings 00:37:29 – Traders Brace for New Week of Tariff Turmoil 00:38:51 – Charlotte Mueller, European Chief Economist at Swiss Re ——– More on Bloomberg Television and Markets
