Bloomberg Daybreak: Europe Edition

Your morning briefing. All the news you need to start your day.

On today's podcast:

(1) Iran stepped up attacks on energy infrastructure around the Persian Gulf and set a massive gas field ablaze, adding more pressure to an increasingly fraught global fuel supply situation.

(2) President Donald Trump reiterated his appeals for other nations to help secure the Strait of Hormuz, saying Iran was nearly obliterated even as the war keeps roiling oil markets and global shipping.

(3) President Donald Trump requested a delay to his summit with Chinese leader Xi Jinping for about a month, saying it was important for him to remain in Washington to oversee the Iran war.

(4) European natural gas prices will be a whopping 40% higher than previously projected for 2026 and will stay elevated through 2027 as the Iran war and closure of the Strait of Hormuz set off a supply shortfall, according to a report from HSBC.

(5) Default rates in direct lending will climb to 8% as advances in artificial intelligence continue to disrupt the software industry, according to Morgan Stanley.

(6) Nvidia Chief Executive Officer Jensen Huang, addressing crowds at the company’s biggest annual event, unveiled a variety of new products while predicting that its flagship AI processors would help generate $1 trillion in sales through 2027.

Podcast Conversation: Ireland Woos Trump in St. Patrick’s Day Charm Offensive
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Your morning briefing. All the news you need to start your day.

On today's podcast:

(1) US President Donald Trump said he is “demanding” that other countries contribute to the defense of the Strait of Hormuz as it remains effectively closed to oil tankers.

(2) As the US-Israeli war on Iran enters its third week, pressure is growing on the person in the best position to end it: Donald Trump.

(3) About 750 miles (1,200 kilometers) from Tehran, high in the Turkish mountains, lies NATO’s frontline of defense against a Middle East at war.

(4) The Iran war threatens to deal significant blows to the Gulf’s biggest economies, including Saudi Arabia, the United Arab Emirates and Qatar, if it doesn’t end soon.

(5) The UK government is preparing targeted support to help lower-income households with soaring energy bills as oil prices, fueled by the Iran war, exceed $100 a barrel.

(6) Socialist candidate Emmanuel Gregoire topped the first round of the Paris mayoral election Sunday as the left seeks to extend its quarter-century rule over the French capital.

Podcast Conversation: ‘One Battle After Another’ Wins Oscar for Best Picture
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We’re sharing something a little different in the Daybreak Europe feed today, the the latest episode of Here’s Why hosted by Stephen Carroll.

While Daybreak Europe brings you the essential news each morning, Here’s Why takes one major global story each week and explores the deeper context behind it.
In this episode, Stephen is joined by Becca Wasser, Defense Lead at Bloomberg Economics, to examine the Iran war as it shifts into a more sustained military campaign. As strikes continue across the region, they discuss weapons supply, defensive capacity and what the pace of operations could mean for how the conflict unfolds.
If you want more episodes search for Here’s Why and subscribe wherever you get your podcasts.

New episodes are released every week.
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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 next week’s monetary policy decision from the Federal Reserve and a focus on 3 stocks for the week ahead.
In the UK – a look ahead to the Bank of England and European Central Bank decisions.
In Asia – a look ahead to Japanese Prime Minister Sanae Takaichi’s meeting with President Donald Trump in Washington.
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Your morning briefing. All the news you need to start your day.

On today's podcast:

(1) The US has issued its second authorization for buyers to take Russian oil cargoes already at sea, widening a temporary waiver given last week to India alone in an effort to ease pressure on prices as the war in the Middle East continues.

(2) Brent oil traded near $100 a barrel following one of the most volatile trading weeks ever, with investors bracing for more upheaval as Iran pledged to keep the Strait of Hormuz effectively shut.

(3) The number of Iranian missile launchers has held steady after a week of unrelenting airstrikes, according to Israeli and western estimates, indicating the difficulty of finding small, mobile targets without having complete control of the skies.

(4) A KC-135 refueling plane that was part of the American military campaign against Iran crashed over western Iraq after an incident involving another plane, US Central Command said Thursday night.

(5) The basic assumptions that have underpinned hedging strategies for decades are coming undone by the escalating war in Iran.

Podcast Conversation: America’s Decade-Long AI War Efforts Get a Trial by Fire in Iran
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