Global Selloff, Fed Rate Bets, TSMC and EU Trade in Focus

Bloomberg Daybreak: Europe reports on a deepening global market selloff after hotter-than-expected U.S. inflation data, with investors repricing rate-hike odds and Asian equities falling sharply. The session also covers major corporate earnings, AI-sector developments, EU-China trade tensions, and interviews with business leaders.

■ Markets and central banks
- Asia selloff: Nikkei, KOSPI, MSCI Asia, European and U.S. futures
- U.S. CPI impact, Treasury yields, oil, euro, Fed officials' comments
- Upcoming U.S. retail sales, jobless claims, PPI

■ AI and tech earnings
- Anthropic Q3 revenue and IPO plans
- TSMC Q3 results, gross margin, guidance and capex focus
- CoreWeave bond/credit concerns and Nvidia CEO remarks on AI safety

■ EU trade and politics
- EU summit in Brussels, Germany's push for limits on Chinese imports
- EU-China trade deficit, auto-industry reaction, Mercedes-Benz CEO interview
- Ukraine-related discussions and U.S.-Europe tensions

■ Corporate strategy and interviews
- Ericsson Q3 earnings beat and CEO interview on margins, Asia strategy, security
- Volkswagen's U.S. market plans and Scout brand
- Valterra Platinum CFO on PGM demand
- Pronto founder on labor markets, robotics, and AI

■ Bloomberg New Economy Forum
- New Delhi discussions on AI, supply chains, energy security
- Mario Draghi closing address

Viewers seeking a concise morning brief on global markets, central bank expectations, tech and AI earnings, EU trade policy, and corporate strategy will find a structured overview. It is best suited to those who want to understand the key developments and themes driving the trading day, rather than detailed investment recommendations.