Bloomberg Daybreak

Federal Reserve Vice Chair for Supervision Michelle Bowman said the Fed will look later this year to update its rules for fixed-dollar asset thresholds in a bid to account for inflation and economic growth. “This will preserve the policy intent at the time the threshold was implemented,” Bowman said Tuesday in remarks to a community banking research conference. (Source: Bloomberg)

Trafigura Group and partners have agreed to build a $300 million high-voltage transmission line linking Zambia’s power grid to the Democratic Republic of Congo’s copperbelt.

As higher rates bite and SEC scrutiny rises, Danielle Poli, a Managing Director and Co-Portfolio Manager at Oaktree, joins Bloomberg Open Interest to break down where credit risk is really building, and where the best opportunities are. From complex data-center deals to looming refinancings and distressed software names, she explains how smart credit investors are positioning. (Source: Bloomberg)

WHP Global is bringing Toys "R" Us back to life with over 120 new US stores despite falling consumer confidence. Yehuda Shmidman, the founder, chairman and CEO of the brand licensing company WHP Global, joins Bloomberg Open Interest to explain why toy demand is surging, the rise of the “kidult” shopper, and how an asset‑light licensing model is powering billions in sales and potential IPO plans. (Corrects spelling of guest Yehuda Shmidman) (Source: Bloomberg)

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day than "Bloomberg Surveillance." (Source: Bloomberg)

After decades of budget deficits and steadily rising debt, markets are putting a new price on French risk.  Investors are charging much more to hold government bonds, the stock market is under pressure and the cost of insuring bank bonds against default has jumped. The euro fell to its weakest level since May 2025 on Monday, reflecting fears that upheaval will spill beyond France’s border. Ozan Tarman, Vice Chair: Global Macro at Deutsche Bank, discusses the growing debt pressures across Europe and contagion risks. (Source: Bloomberg)

President Trump says "threats" forced the US to withdraw its B-1B bombers from RAF Fairford, a UK airbase at the center of a terrorism investigation. Gerry Doyle explains what we know. (Source: Bloomberg)

US liquefied natural gas exporter Venture Global Inc. is in talks to sell the fuel to additional Chinese buyers as the Iran war roils global shipments, spurring China to seek to diversify its sources of supply.

Ares Management Corp is set to lose about half of the hundreds of millions of pounds it invested in TalkTalk, after BT Group Plc agreed to buy the telecommunications firm out of insolvency.

The separatist Parti Québécois won Quebec’s election but fell short of a majority government, a result that’s boosting investor confidence in the province’s bonds.

On this episode of Stock Movers: - Option Care Health (OPCH) shares jumped after the Financial Times reports that McKesson and PE firm Clayton Dubilier & Rice are closing in on a deal to buy the provider of medical infusion services, that would value the business at more than $5b including debt. - Constellation Energy (CEG) shares are higher on news Google and Constellation Energy announced a long-term deal to bring 890 MW of new nuclear capacity on the PJM grid in Illinois, Pennsylvania and New Jersey. - SpaceX (SPCX) shares are the most actively traded in the premarket as NASA is close to announcing a bulk purchase of rocket launches to fuel its $30 billion drive to build a permanent base on the moon for humans to live and work. It also made Elon Musk a trillionaire once again. (Source: Bloomberg)

Google parent Alphabet Inc. agreed to buy nuclear power from Constellation Energy in a 20-year power-purchase agreement that will drive more than $4.3 billion in investments to upgrade systems at 11 Constellation reactors. Ed Ludlow has more on "Bloomberg Open Interest." (Source: Bloomberg)

JPMorgan Chase & Co. Chief Executive Officer Jamie Dimon says investors should get used to the fact that markets go up and down. He says if you try to game the market, you are guaranteed to lose money. He speaks exclusively with Tom Mackenzie at JPMorgan’s Tech Stars Conference in London. (Source: Bloomberg)

Investors are betting Brazil’s election-fueled rally has just begun — a wager that ultimately hinges on a fiscal overhaul markets have long demanded, but still know little about.

New York’s trading and investment-banking firms are poised to deliver record earnings for the industry with profit on pace to exceed $90 billion and bonuses expected to reach an all-time high. Herman Chan of Bloomberg Intelligence has more. (Source: Bloomberg)

JPMorgan Chase Chairman and CEO Jamie Dimon says that recent bond selloffs are a warning to governments during an interview with Tom Mackenzie on "Bloomberg Open Interest." (Source: Bloomberg)

Ford Motor Co. shares have fallen sharply as enthusiasm around its earlier rally fades and a tougher economic backdrop weighs on the auto industry. Analyst price targets, however, remain elevated on hopes that earnings will continue to improve.

After decades of budget deficits and steadily rising debt, markets are putting a new price on French risk.