Stephen Carroll

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That's the Bloomberg Surveillance Podcast with Tom Keen, Paul Sweeney and me, Alexis Christophorus.

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Hello, I'm Stephen Carroll.

I'm in Brussels, where many of Europe's biggest decisions get made.

And I'm Caroline Hepke in London.

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

We're up early every weekday, keeping an eye on what's happening across Europe and around the world.

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

From Brussels, I'm following the politics, policy and the people shaping the European Union right now.

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

We've got reporters across Europe and around the globe feeding in as stories break.

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

It's smart, calm and to the point.

And it fits into your morning.

You can find new episodes of the Bloomberg Daybreak Europe podcast by 7am in Dublin or 8am in Brussels, Berlin and Paris on Apple, Spotify, YouTube or wherever you get your podcasts.

Perhaps the silver lining here is as we look underneath the surface at the fundamentals, the U.S.

economy is still growing at over 2%, we think, in 2025.

And by the way, we do think earnings growth, S&P broadly, corporate earnings are up about 14% potentially in 2026 as well.

And that's a unicorn.