Bloomberg Daybreak: Asia Edition

Business and finance news from the Asia-Pacific.
Asian stocks rose and oil paused a three-day rally after President Donald Trump played down the prospect of a prolonged conflict with Iran. The yen strengthened, gaining for a second session to trade around 158.44 per dollar, and keeping traders on alert for further intervention by authorities. Gains in Japan and South Korea helped MSCI’s Asia Pacific equities gauge advance 0.7%, with technology shares drawing attention after Broadcom Inc. predicted a boom in artificial intelligence chip sales. For more, we talked to Phil Palumbo, Founder, CEO & CIO of Palumbo Wealth Management.
On Wednesday, President Trump said renewed US attacks on Iran would likely be short-lived and reiterated his claim that the US controls the Strait of Hormuz. Nonetheless, the return to a hot war between the US and Iran has jeopardized shipping through the Strait and continues to impact the global shipping industry for a closer look, Bloomberg TV host Shery Ahn spoke with President and CEO of Mitsui OSK Lines Jotaro Tamura.
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Business and finance news from the Asia-Pacific.

Asian stocks fell with bonds and gold as rising oil prices stoked inflation concerns and expectations for tighter monetary policy. Rising oil prices pressured bonds, pushing global yields to the highest since 2008, as traders increased bets the Federal Reserve will raise interest rates. The renewed surge in energy prices is compounding inflation concerns already fueled by government spending and heavy corporate borrowing to finance the artificial-intelligence buildout. For more, we spoke with Paul Aversano, Managing Director and Global Practice Leader of A&M's Global Transaction Advisory Group

SEMICON Taiwan is underway in Taipei. It's one of the most influential trade show for microelectronic and semiconductor manufacturing. At the event, Bloomberg News Reporter Stephen Engle was able to speak with Hoton Chang, the Chairman and CEO of Grand Process Technology Corp, or GPTC
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Business and finance news from the Asia-Pacific.
Treasuries extended their declines and Asian bonds followed as renewed geopolitical tensions drove oil prices higher, fueling inflation concerns and expectations for further monetary tightening. The yield on the benchmark 10-year Treasury rose three basis points to 4.78% in Asian trading, the highest since January 2025, while Japan’s 10-year government bond yield climbed to 2.985%. For more, we spoke to Chief Investment Officer at Winthrop Capital Management, Adam Coons.
After a big success last year, seeing attendance from major regional and international firms, Goldman Sachs is holding its 2nd annual Asia Leaders Conference. Live from the conference in Hong Kong, Bloomberg TV Host David Ingles spoke with former Dallas Fed President and current Goldman Sachs Vice Chairman, Rob Kaplan.
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Business and finance news from the Asia-Pacific.
Asian stocks and bonds fell after hawkish comments from Chair Kevin Warsh boosted bets on a Federal Reserve interest-rate hike next month. Oil rose as Middle East tensions flared.
MSCI’s Asia Pacific equities gauge dropped 1.1%, snapping a four-day gain, with technology shares leading declines. The Kospi Index — a barometer for artificial intelligence investments — slid 2.5%, with chipmakers Samsung Electronics Co. and SK Hynix Inc. the biggest contributors. US stock-index futures also retreated. For more, Bloomberg TV Host Haidi Stroud-Watts spoke with Kieran Calder, head of Asia Equity Research at UBS.
The big banks in China reported earnings with state owned lenders producing higher first half profits. The results offer fresh evidence of improvements in China's banking industry after a prolonged margin squeeze. For a closer look, Bloomberg TV hosts Yvonne Man and David Ingles caught up with Bloomberg Senior Banking Analyst, Francis Chan.
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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 August jobs report and a focus on 3 stocks for the week ahead.
In the UK – a look ahead to state elections in eastern Germany.
In Asia – a look ahead to South Korea inflation data.
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