JD Vance Breaks With Trump on Iran and Israel After US Midterms Collapse

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.

The Republican Party’s generational collapse in this week’s midterm elections ushered in a wave of finger-pointing largely aimed at the Oval Office, exposing deep fissures within the party and opening the door for 2028 hopefuls to hone their message.

Brent oil pushed lower after tumbling more than 8% in the previous session as investors bet that a Democratic sweep in the US midterm elections could accelerate efforts to end the war in the Middle East.

And fears over the future of the AI trade push Asian tech stocks and Nasdaq futures lower, as Democrats pledge new guardrails on data center development.

Today’s guests: Bernd Montag, Siemens Healthineers, CEO; Hetal Mehta, St James’s Place, Chief Economist; Melanie Kreis, DHL Group, CFO

Chapters:
00:00:00 – Daybreak Europe
00:00:15 – Democrats’ Warning to ‘Lawyer Up’ Ripples Through Washington
00:02:46 – Asian Stocks Steady as Traders Rotate Out of Tech
00:06:22 – Republican Blame Game Starts as 2028 Hopefuls Angle for Position
00:11:54 – Post-Midterm Rotation Hits Chips, Boosts China
00:16:36 – Siemens Healthineers to Drop Parent’s Name
00:19:07 – Bernd Montag, Siemens Healthineers, CEO
00:23:18 – France Faces Fresh Protest Wave
00:26:12 – Vance Blames War in Iran, Israel Ties for GOP Midterm Loss
00:28:54 – Hetal Mehta, St James’s Place, Chief Economist
00:37:36 – Melanie Kreis, DHL Group, CFO
00:45:16 – Dollar Can’t Shake Off Midterm Blues
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