# Tariff Shocks, Fed Holds, and AI Privacy Backlash

**Podcast:** Bloomberg Daybreak: US Edition
**Published:** 2026-02-11

## Transcript

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 with the hosts of the Bluebeg 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.
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Bloomberg Audio Studios.
Good morning.
I'm Nathan Hager.
And I'm Karen Mosgow.
Here are the stories we're following today.
Karen, we begin in Arizona this morning.
The latest in the search for Savannah Guthrie's mother, Nancy.
Authorities have apparently released a man who was detained in connection with her disappearance.
The man who only wanted to be identified as Carlos said he was detained after a traffic stop.
He spoke with reporters outside his home in Rio Rico, Arizona.
I hope they get the suspect.
I'm not it.
They better do their job and find the suspect they did it so they can clear my name.
I'm done.
Carlos added he doesn't know who Nancy Guthrie is or why law enforcement thought he might be connected to her kidnapping.
The case has attracted international attention.
It took a dramatic turn when the FBI released photos and video images of a possible suspect outside Guthrie's home near Tucson.
A video posted on X showed a masked individual wearing gloves approaching a front door with what appeared to be a handgun in a holster carrying a large backpath.
Nancy Guthrie is the mother of today's show anchor Savannah Guthrie.
She was reported missing February 1st.
Authorities think she was taken against her will with the suspect disconnecting the camera doorbell.
This is after a mass shooting in a remote town in Western Canada.
Eight people died after shots were fired at a school in Tumblr Ridge, British Columbia, including a woman whom police believe to be the shooter.
British Columbia Premier David E.B.
noted that authorities are not yet releasing the identity of the suspected attacker.
In a statement on social media, Canadian Prime Minister Mark Carney said that he was devastated by the mass shooting, which is Canada's deadliest since 2020.
The House is set to vote today on whether to reject some of the President's tariff policies, starting with a resolution to repeal his duties on Canadian goods.
If you're using tariffs to negotiate with other countries, that's good.
I mean, if we're going to just put tariffs in place for, you know, in perpetuity, I think that's a whole different conversation.
Indiana Republican Marlon Stutzman appeared on Bloomberg's balance of power.
Netanyahu is likely to push President Trump to demand more concessions from Iran in their White House meeting.
Turning to the markets now, Karen traders are looking to today's delayed January jobs report for clues on whether the Federal Reserve will speed up interest rate cuts.
Let's get a preview now from Bloomberg's John Tucker.
John.
And Nate, several government officials, including the National Economic Council Director Kevin Hassett, have warned that the investors should expect lower jobs numbers going forward.
Today's report delayed because of the uh partial government shutdown.
That's going to include an annual revision.
Now these changes may make the January payrolls appear very weak.
Kathy Jones at Charles Schwab meantime sees a drag on the broader economy.
Now is probably leaked through to people's confidence in terms of spending and activity.
Now, while a lower jobs number may pressure the Fed to lower rates, Federal Reserve Bank of Cleveland President Beth Hammock was among those speaking yesterday.
She said she thinks interest rates could be on an extended hold.
In New York, I'm John Tucker, Bloomberg Radio.
The company said the headcount reduction will come over two years as it tries to cut costs.
And Heineken's shares, they're up three and a half percent.
And Ford expects its profit to jump this year, Karen.
Eve after a surprise 900 million dollar tariff bill at the end of last year, dented the car makers' earnings.
Trump administration informed Ford in December the company could only apply a measure to trim tariffs paid on imported auto parts dating back to November rather than May.
That char that change effectively doubled Ford's tariff toll to two billion dollars in 2025.
Checking Ford's shares in the pre-market, they're up eight tenths of one percent.
Nathan, the Seattle Seahawks resounding defeat of the New England Patriots in Sunday's Super Bowl attracted a TV audience of one hundred and twenty-four point nine million viewers.
Host MBC is saying, and that's a two point two percent decline from last year's record.
Comcast NBC, Telemundo, and Universo Networks, as well as its Peacock streaming platform, broadcast the game, which was the second most watched U.S.
program ever.
Unlike last year, the Super Bowl competed for viewers with the 2026 Winter Olympics, which are also being broadcast by Comcast Outlets as part of the company's legendary February sports extravaganza.
Time now for a look at some of the other stories making news in New York and around the world.
And for that, we're joined by Bloomberg's Michael Barr.
Michael, good morning.
Good morning, Karen.
The National Park Service removed the rainbow flag that flew at the Stonewall National Monument in New York City, designated as the first federal monument dedicated to LGBTQ rights.
According to a National Park Service spokesperson, the flag did not conform with guidelines for national monuments.
Manhattan Borough President Brad Holyman Sigal says that the community is sickened, sattened, and distressed after the Trump administration removed the pride flag.
Montefiore and Mount Sinai agreed earlier this week.
About 15,000 nurses at all three hospitals will now vote on whether to ratify the contract.
If agreed to, most nurses would return to work by Saturday.
Amazon's home security company, Ring, is facing backlash.
Its Super Bowl ad promoted an artificial intelligence driven search party feature that turns a homeowner's doorbell into a neighborhood tracking device for lost dogs.
The ad has prompted concerns that ring cameras could eventually be used to track people or for racial profiling.
Ring founder and CEO Jamie Simonoff says the system is meant to help neighbors aid each other.
If there's a dog lost in your neighborhood and it's found in front of your house, we're asking you do you want to help or not?
If you say no, you're not taking part and you're opting out and no one knows, and it's totally fine.
Your privacy is protected.
With Bloomberg News Now, I'm Michael Barr, and this is Bloomberg.
Karen.
Thanks, Michael.
Time now for our Bloomberg sports update.
And for that, we bring in John Stash Hour.
Thanks, Karen.
At the Olympics, the U.S.
won five medals, three silver and two browns.
The women's hockey team had an impressive five to nothing route of Canada.
The figure skating star Elia Mallin moved closer to winning a gold medal, but the skiing star Michaela Schiffrin had another Olympic disappointment.
Justin Verlander began his Hall of Fame career 13 seasons in Detroit, seven years away from the Tigers.
Now he's going back at the age of 43, signed a one year contract.
That's your Bloomberg Sports Update.
Stay with us.
More from Bloomberg Daybreak.
Coming up after this.
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This is Bloomberg Daybreak.
Good morning.
I'm Nathan Hager with the search for Savannah Guthrie's mother Nancy.
Now into an eleventh day.
Overnight authorities in Arizona detained a person for questioning hours after the FBI released surveillance video and photos from Nancy Guthrie's front porch.
Searches caught the world's attention, including the White House, where Press Secretary Caroline Levitt says President Trump is following the latest developments.
He and I were both reviewing the newly released surveillance footage from FBI in the Savannah Guthrie case on just this heartbreaking situation with respect to her mother.
Press Secretary Caroline Levitt at the White House.
For more we're joined by Bloomberg's Laura Davison.
So Laura, get us caught up in the latest on this investigation.
What do we know about this apparent person of interest?
Good morning.
Yeah, so they um have not released a lot of details.
Um we do know that there is one person of interest um who they apprehended and then uh then released.
It's possible there's also a second uh person that they also um have apprehended.
Uh no details um on uh exactly how this person is connected to the case or the identity of this person.
Um this really um kind of goes to show uh just how how difficult um it has been to to find suspects um in this case.
There was a um a slight breakthrough um uh when uh the FBI released a video from a nest camera on um Nancy Guthrie's door um that showed a masked individual with a backpack um trying to dismantle uh the camera there.
Um, but it's unclear, you know, exactly how close they are to to actually um finding uh the perpetrator behind this incident.
And of course, we've seen all the videos, the pleas for help from the public from Nance uh from Savannah Guthrie and her brother and sister as well, uh parent uh communications uh with purported kidnappers as well.
It has led to a lot of speculation about what's going on in this investigation, Laura.
Yes, this is um, you know, uh uh an investigation that, you know, really from the beginning, they suggested uh there would be some sort of um foul play here that Nancy Guthrie was taken from her house um against her will.
Um this, however, is a real blow to the FBI.
Um Cash Patel um has had um several um situations where they've been slow to uh catch a killer um uh or um uh were apprehended someone who ended up being not the right person.
This was also the case in the Charlie Cook shooting um back uh last year.
So this is um, you know, something that is continuing to dog the agency and is called into question um Cash Patel's leadership of the agency.
And I know you're also following the tragedy overnight in Western Canada.
What's the latest on this deadly mass school shooting?
Yes, this is one of the worst uh mass shootings in Canada's history.
Um 10 dead, um 25 um others uh injured um in this remote um town in in uh in British Columbia.
This is a town of just uh about uh 2,500 people.
So uh the the scope of the shooting um is a huge effect on on this community.
Um uh Mark Carney um has already said that he will call off his trip to the Munich Security Conference and in the next couple days to stay at home, focus on the national tragedy.
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I'm Karen Moscow.
And I'm Nathan Hager.
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