Caroline Hepka

Asian stocks, though, shrugging off.

The Middle East tensions and they are climbing.

The AI trade in focus.

MSCI Asia-Pacific Index is up 0.6% of 1%.

The KOSPI has also surged 5.2% this morning.

Treasury yields, 10-year yields are up 3.5 basis points at 439.

You've got the US Treasury Secretary Scott Besant in Japan.

Stock futures.

for Europe are currently flat.

S&P 500, E-mini futures are in the red this morning and the pound is down at the moment against the dollar, three-tenths of one percent.

Those are the markets, Stephen.

I'm Caroline Hepka and this is Bloomberg.

And I'm Caroline Hepka in London with the hosts of the Bloomberg Daybreak Europe podcast.

We do it early so the news is fresh, not recycled, and so you know what actually matters as the day gets going.

And from London, I'm looking at what all that means for markets, money and the wider economy.

So whether it's geopolitics, energy, tech or markets, you're hearing it while it happens.

And it fits into your morning.

And I'm Caroline Hepka in London.

We're the hosts of the Bloomberg Daybreak Europe podcast.

We do it early so the news is fresh, not recycled, and so you know what actually matters as the day gets going.