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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins. On today's show, Donald Trump said he had an “amazing” meeting with Xi Jinping in South Korea. The US reduced its tariffs on fentanyl to 10% immediately, and reached a deal on soybeans and agriculture. The US president said he’d discussed Nvidia chips, but that it’s up to Beijing to continue talking to the company about access to China. He plans to visit China in April. Xi said China will cooperate with the US. A rate cut from the Fed, but a warning from chair Jay Powell there's no guarantee of another reduction in December. The Bank of Japan holds steady, while the ECB prepares to deliver its decision later today. Meanwhile, Meta and Microsoft shares have fallen in afterhours trading after the tech giants disclosed huge AI spending plans in their latest earnings reports. Today's guests: ABN Amro Bank Senior Economist Jan-Paul van de Kerke, Diego Di Giorgi, CFO of Standard Chartered & Ana Boata, Head of Economic Research at Allianz Trade Chapters: 00:00:00 - Daybreak Europe 00:01:05 - Credit Agricole 3Q Net Income Beats Estimates 00:02:28 - BBVA 3Q Net Income Meets Estimates 00:03:16 - Lufthansa 3Q Adjusted Ebit Beats Estimates 00:03:57 - AB InBev 3Q Organic Adjusted Ebitda Beats Estimates 00:06:00 - Trump Says He Will Go to China In April 00:08:31 - Semiconductor Sector In Focus For Trump-Xi Talks 00:10:33 - Trump Cuts Fentanyl Tariffs on China to 10% 00:12:03 - Fed Cuts Rates, Powell Signals December Move ‘Far From’ Certain 00:13:33 - Meta, Microsoft Test Investors’ Patience With AI Spending Spree 00:16:55 - Dutch Far-Right Party Falls in Election as Centrists Set to Win 00:17:32 - DIGI: FULL INTV Jan-Paul van de Kerke, ABN AMRO Senior Economist 00:21:47 - China Readout Following Xi-Trump Meeting in Busan 00:25:05 - VW Says Outlook Depends on Chips as Nexperia Fallout Looms 00:26:18 - Remy Cointreau Cuts Outlook After Seeing Weak Global Demand 00:27:06 - France 3Q GDP Rose 0.5% Q/q, Above All Estimates 00:27:32 - BOJ Stands Pat on Rates in Vote That Offers Few Hints on Hike 00:28:24 - Trump and Xi Ease Tension With Truce on Tariffs, Rare Earths 00:30:43 - Diego De Giorgi, Standard Chartered CFO 00:37:44 - Yen Slides as BOJ's Ueda Speaks 00:38:36 - ECB Meets In Florence 00:40:36 - Ana Boata, Allianz Trade Economic Research Head -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: / bloombergtv Facebook: / bloombergtelevision Instagram: / bloombergtv Connect with Bloomberg Business on: X: / business Facebook: / bloombergbusiness Instagram: / bloombergbusiness TikTok: https://www.tiktok.com/@bloombergbusi... Reddit: / bloomberg LinkedIn: / bloomberg-news More from Bloomberg: Bloomberg Radio: / bloombergradio Bloomberg Surveillance: / bsurveillance Bloomberg Politics: / bpolitics Bloomberg Originals: / bbgoriginals Watch more on YouTube: Bloomberg Technology: / @bloombergtechnology Bloomberg Originals: / @business Bloomberg Quicktake: / @bloombergquicktake Bloomberg Espanol: / @bloomberg_espanol Bloomberg Podcasts: / @bloombergpodcasts