Stocks Hit Record on Iran Ceasefire Hopes & TSMC Raises 2026 Outlook | Daybreak Europe 4/16/2026

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, global equities hit all-time highs as investors pile back into stocks on signs that Iran and the US may extend their ceasefire. Bloomberg understands they're considering a two-week extension to allow more time to negotiate a peace deal. The initial truce is due to expire next week.

China's economy expanded at its fastest pace in three quarters, suggesting limited spillover so far from war in the Middle East. First quarter GDP expanded 5% from a year ago, powered by strong manufacturing and exports.

And the world's top chipmaker TSMC has raised its revenue outlook for 2026. Its upbeat forecast underscores the resilience of AI chip demand, despite concerns about the economic impact of the Iran war. The main chipmaker to Nvidia and Apple is expecting revenue growth of more than 30% this year. TSMC also reported a surprisingly strong 58% surge in profit.

Correct: This video has been edited to remove erroneous images from a story about a probe of suspicious oil trading, which was aired at 17:01. The incorrect pictures showed the logo of a company that in no way is related to the oil trading investigation. We apologize for the error.

Chapters:
00:00:00 - Daybreak Europe - 4/16/2026
00:02:18 - APAC Markets Update
00:05:14 - US, Iran Mull More Talks
00:10:36 - Central Bankers In No Rush To Raise Rates
00:13:39 - China Growth Rebounds
00:16:56 - Other Top Stories: CFTC / Saudi PIF
00:18:34 - IMF Managing Director Georgieva
00:21:10 - Other Top Stories: Private Credit / Musk / Alphabet
00:25:11 - Front Page News
00:28:35 - Impact of War on Consumers
00:32:32 - TSMC Earnings Analysis
00:38:15 - Monte Paschi To Chart New Future
00:41:34 - Pope Leo Africa Tour
00:45:12 - Chart Talk
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