Caroline Hyde

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 Hepke 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.

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.

On Apple, Spotify, YouTube or wherever you get your podcasts.

Plus, Paramount enhances its bid for Warner Brothers Discovery, offering billions to cover termination, debt refinancing and ticking fees.

Details this hour.

From private markets to the public market.

Look, on the benchmarks, nothing that exciting.

We're holding on to gains, just eking out 23 points in the green on the NASDAQ 100.

But you go underneath the hood, Ed, and that rotation continues.

But this time, it's the hardware that gets sold off.

The software is being bought for a third straight day.

Software really up about 9%.

as we buy back into that beaten up sector but we're looking also to what the macro picture is painting we've got retail sales that come in less than have been expected what does that mean for a fed cut what does it mean for equities what does it mean for crypto because let's face it that is where the movement's happening today bitcoin off by 1.6 look at eath down almost another five percent as we still question what sort of an asset this really is what are you looking at

It certainly is.