Bloomberg Daybreak Europe: AI Trade Caution, Merz Interview, and France Protests

Bloomberg Daybreak Europe covers the morning’s cross-asset market moves and top political and corporate stories. It focuses on Asia’s AI-related selloff, an exclusive interview with German Chancellor Friedrich Merz, and the economic and market impact of protests in France. The program also reviews earnings previews and corporate headlines shaping the session.

■ Markets and AI
- Asia equities slip; Korean data-center operator Elice falls sharply on debut
- Nscale-Anthropic compute deal discussed
- Treasury yields, oil, euro, and French-German spread in focus

■ Politics and policy
- Merz warns on Russia threat and discusses China trade tools
- French curfews and protest costs; fiscal and ECB implications
- Ukraine intelligence-sharing dispute; Italy security measures; US sanctions on tankers

■ Corporate and tech
- Netflix and SpaceX earnings preview
- DeepSeek restrictions, Australia social-media legal action, Musk donation report
- Schneider Electric/PTC, Roche/Hansoh, Natixis/Sangyo Sosei, Nvidia CEO comments

Viewers seeking a concise briefing on global markets, European politics, and corporate news will find a structured overview. It is suited to investors, analysts, and readers tracking AI trade sentiment and France’s fiscal and social risks. Use it as a starting point for monitoring the mentioned earnings, policy comments, and market levels.