UNITED AIRLINES: UNITED CONTINUES STARLINK ROLLOUT WITH INSTALLATIONS UNDERWAY ON BOEING 737 MAX 8 FLEET ON GUAM
UNITED AIRLINES: UNITED HAS BEEN RAPIDLY EXPANDING STARLINK, EXPECTS TO COMPLETE INSTALLATIONS THROUGHOUT ITS FLEET BEFORE END OF 2027
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UNITED AIRLINES: UNITED HAS BEEN RAPIDLY EXPANDING STARLINK, EXPECTS TO COMPLETE INSTALLATIONS THROUGHOUT ITS FLEET BEFORE END OF 2027
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*BARKIN: 2% INFLATION NOT SOME UNICORN, SOMETHING WE CAN HIT
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NETANYAHU, TRUMP REPORTEDLY DISCUSS RENEWED STRIKES ON IRAN
Netanyahu reportedly discussed renewed military action against Iran with Trump last week, according to Axios.
U.S. officials believe Netanyahu may seek strikes before Israel's October 27 elections.
No military decision has been confirmed.
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Netanyahu reportedly discussed renewed military action against Iran with Trump last week, according to Axios.
U.S. officials believe Netanyahu may seek strikes before Israel's October 27 elections.
No military decision has been confirmed.
(@WalterBloomberg)
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ZELENSKYY PROPOSES NEW TALKS WITH U.S. IN COMING DAYS
Ukrainian President Zelenskyy says Ukraine has submitted proposals for further negotiations with the United States.
He confirmed sending meeting proposals to Steve Witkoff and Jared Kushner, adding that Ukraine is ready to meet within days.
“On the Ukrainian side, there is always a constructive approach.”
(@WalterBloomberg)
Ukrainian President Zelenskyy says Ukraine has submitted proposals for further negotiations with the United States.
He confirmed sending meeting proposals to Steve Witkoff and Jared Kushner, adding that Ukraine is ready to meet within days.
“On the Ukrainian side, there is always a constructive approach.”
(@WalterBloomberg)
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IRAN THREATENS TO SINK US SHIPS. KALSHI SEES NO QUICK RETURN TO NORMAL.
Iran’s IRGC Navy chief says US warships approaching Hormuz could be sunk, according to Fars.
Kalshi traders price just a 44% chance of shipping traffic normalizing before October 2027.
Even by January 2028, the odds are only 53%.
https://t.co/s99fSRHwIf
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Iran’s IRGC Navy chief says US warships approaching Hormuz could be sunk, according to Fars.
Kalshi traders price just a 44% chance of shipping traffic normalizing before October 2027.
Even by January 2028, the odds are only 53%.
https://t.co/s99fSRHwIf
(@WalterBloomberg)
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BOND EXPERT WARNS OF $110 BILLION SELLING SHOCK IF TREASURY YIELDS HIT 6%
Veteran bond strategist Harley Bassman warns of a “nightmare scenario” in U.S. Treasuries.
If the 20-year Treasury yield rises above 6%, futures-related hedging could trigger selling pressure equivalent to $110 billion in bond issuance.
The 20-year yield currently stands near 5.6%.
Bassman says negative convexity risks have reached levels not seen since 2007, potentially amplifying the Treasury selloff.
(@WalterBloomberg)
Veteran bond strategist Harley Bassman warns of a “nightmare scenario” in U.S. Treasuries.
If the 20-year Treasury yield rises above 6%, futures-related hedging could trigger selling pressure equivalent to $110 billion in bond issuance.
The 20-year yield currently stands near 5.6%.
Bassman says negative convexity risks have reached levels not seen since 2007, potentially amplifying the Treasury selloff.
(@WalterBloomberg)
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SAUDI CIVIL DEFENSE ALERTS OF POTENTIAL DANGER IN EASTERN PROVINCE
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ROSENBERG WARNS U.S. STOCK MARKET IS THE MOST STRETCHED IN 40 YEARS
Veteran strategist David Rosenberg warns that U.S. stock valuations, leverage and investor positioning have reached unprecedented extremes in his four-decade career.
He argues the market is more dependent on AI than stocks were on technology before the dot-com bubble.
Rosenberg is shifting toward U.S. Treasuries and international equities, warning that consumers are increasingly reliant on stock-market gains.
“I'm looking at stuff I haven't seen before.”
(@WalterBloomberg)
Veteran strategist David Rosenberg warns that U.S. stock valuations, leverage and investor positioning have reached unprecedented extremes in his four-decade career.
He argues the market is more dependent on AI than stocks were on technology before the dot-com bubble.
Rosenberg is shifting toward U.S. Treasuries and international equities, warning that consumers are increasingly reliant on stock-market gains.
“I'm looking at stuff I haven't seen before.”
(@WalterBloomberg)
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*FED'S WILLIAMS SEES NO NEED FOR RATE HIKE IN 2027 AT THIS TIME
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*FED'S WILLIAMS SAYS ECONOMY NOT OVERHEATING
*FED'S WILLIAMS SEES NO LABOR MARKET INFLATION PRESSURE
*FED'S WILLIAMS SAYS DISINFLATIONARY FORCES STILL AT PLAY
*FED'S BARKIN SAYS ECONOMIC SHOCKS CONTINUE
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*FED'S WILLIAMS SEES NO LABOR MARKET INFLATION PRESSURE
*FED'S WILLIAMS SAYS DISINFLATIONARY FORCES STILL AT PLAY
*FED'S BARKIN SAYS ECONOMIC SHOCKS CONTINUE
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WILLIAMS: ONE MORE INTEREST-RATE HIKE APPROPRIATE THIS YEAR
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FED'S WILLIAMS SEES ONE MORE RATE HIKE IN 2026, NONE IN 2027
New York Fed President John Williams says one additional rate hike may be appropriate this year, but he currently sees no need for further increases in 2027.
Williams expects inflation to move closer to the Fed's 2% target next year as tariff and energy shocks fade.
He acknowledged AI-driven inflation pressures but said the broader economy is not overheating.
Markets currently price in a December hike and two more in 2027, making Williams' outlook notably less hawkish.
(@WalterBloomberg)
New York Fed President John Williams says one additional rate hike may be appropriate this year, but he currently sees no need for further increases in 2027.
Williams expects inflation to move closer to the Fed's 2% target next year as tariff and energy shocks fade.
He acknowledged AI-driven inflation pressures but said the broader economy is not overheating.
Markets currently price in a December hike and two more in 2027, making Williams' outlook notably less hawkish.
(@WalterBloomberg)
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U.S. TREASURY YIELDS FALL FOLLOWING FED'S WILLIAMS COMMENTS
U.S. Treasury yields moved lower after New York Fed President John Williams signaled one more rate hike in 2026 may be sufficient, with no further increases currently anticipated in 2027.
30-year yield: 5.565% (-3.42 bps)
10-year yield: 5.219% (-2.51 bps)
2-year yield: 4.795% (unchanged)
Long-term bonds rallied as Williams' comments eased expectations for additional Fed tightening.
(@WalterBloomberg)
U.S. Treasury yields moved lower after New York Fed President John Williams signaled one more rate hike in 2026 may be sufficient, with no further increases currently anticipated in 2027.
30-year yield: 5.565% (-3.42 bps)
10-year yield: 5.219% (-2.51 bps)
2-year yield: 4.795% (unchanged)
Long-term bonds rallied as Williams' comments eased expectations for additional Fed tightening.
(@WalterBloomberg)
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FED'S WILLIAMS: AI BOOM IS FUELING INFLATION, BUT ECONOMY IS NOT OVERHEATING
New York Fed President John Williams says AI infrastructure demand is pushing up chip prices, construction costs and inflation, with supply unlikely to catch up for several years.
Key takeaways:
* Rates: One more hike in 2026 may be appropriate; no additional hikes currently expected in 2027.
* Inflation: Expected to approach 2% in 2027.
* AI: Strong demand could keep chip prices elevated.
* Economy: Labor markets remain stable, with no broad overheating.
* Treasuries: Higher long-term yields are tightening borrowing conditions.
Williams expects AI productivity gains to eventually help reduce inflation.
(@WalterBloomberg)
New York Fed President John Williams says AI infrastructure demand is pushing up chip prices, construction costs and inflation, with supply unlikely to catch up for several years.
Key takeaways:
* Rates: One more hike in 2026 may be appropriate; no additional hikes currently expected in 2027.
* Inflation: Expected to approach 2% in 2027.
* AI: Strong demand could keep chip prices elevated.
* Economy: Labor markets remain stable, with no broad overheating.
* Treasuries: Higher long-term yields are tightening borrowing conditions.
Williams expects AI productivity gains to eventually help reduce inflation.
(@WalterBloomberg)
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BITCOIN WHALES RESUME ACCUMULATION AS MARKET ENTERS EARLY BULL PHASE
Large Bitcoin holders are buying again after more than a year of selling, according to CryptoQuant.
Whales now hold 3.03 million BTC, their highest holdings since November 2025.
CryptoQuant says the shift toward accumulation signals an “early bull phase” and improving investor sentiment.
Bitcoin (bitcoin:native ) is trading near $83,045, largely unchanged on the day.
(@WalterBloomberg)
Large Bitcoin holders are buying again after more than a year of selling, according to CryptoQuant.
Whales now hold 3.03 million BTC, their highest holdings since November 2025.
CryptoQuant says the shift toward accumulation signals an “early bull phase” and improving investor sentiment.
Bitcoin (bitcoin:native ) is trading near $83,045, largely unchanged on the day.
(@WalterBloomberg)
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EX-GANG LEADER SENTENCED TO 40 YEARS TO LIFE IN PRISON FOR ORCHESTRATING 1996 MURDER OF RAP STAR TUPAC SHAKUR IN LAS VEGAS
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U.S. DIESEL FUTURES SURGE 4.5% DESPITE TRUMP'S RUSSIAN FUEL DEAL
U.S. diesel futures jumped 4.5% to a two-week high, despite President Trump's agreement to suspend sanctions on Russian diesel exports.
Energy traders warn that the additional Russian supply is insufficient to meaningfully lower fuel prices.
Meanwhile, U.S. retail diesel averages $6.28 per gallon, near September's record of $6.53.
Lawmakers from both parties are also questioning the deal's legality.
(@WalterBloomberg)
U.S. diesel futures jumped 4.5% to a two-week high, despite President Trump's agreement to suspend sanctions on Russian diesel exports.
Energy traders warn that the additional Russian supply is insufficient to meaningfully lower fuel prices.
Meanwhile, U.S. retail diesel averages $6.28 per gallon, near September's record of $6.53.
Lawmakers from both parties are also questioning the deal's legality.
(@WalterBloomberg)
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UKMTO: RECEIVED A REPORT OF AN INCIDENT WITHIN THE STRAIT OF HORMUZ
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CONTAINER SHIP STRUCK BY PROJECTILE IN STRAIT OF HORMUZ
The UK Maritime Trade Operations (UKMTO) reports that a container ship was hit by an unidentified projectile in the Strait of Hormuz.
Authorities are investigating the incident, while vessels have been warned to transit with caution.
The source of the projectile and extent of any damage remain unclear.
(@WalterBloomberg)
The UK Maritime Trade Operations (UKMTO) reports that a container ship was hit by an unidentified projectile in the Strait of Hormuz.
Authorities are investigating the incident, while vessels have been warned to transit with caution.
The source of the projectile and extent of any damage remain unclear.
(@WalterBloomberg)
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MICHAEL SAYLOR PREDICTS BITCOIN WILL SURGE BACK ABOVE $100,000
Strategy ($MSTR ) Chairman Michael Saylor says Bitcoin's bear market is over, predicting a return above $100,000.
Key takeaways:
* Bitcoin: Trading near $83,000.
* Bottom: Saylor believes BTC bottomed just below $60,000.
* Forecast: Expects 20–30% annual growth over the next few years.
* Strategy: Plans to increase Bitcoin purchases and issue more securities.
Meanwhile, MSCI's upcoming index decision could threaten Strategy's inclusion in major benchmarks, potentially affecting billions in investment flows.
(@WalterBloomberg)
Strategy ($MSTR ) Chairman Michael Saylor says Bitcoin's bear market is over, predicting a return above $100,000.
Key takeaways:
* Bitcoin: Trading near $83,000.
* Bottom: Saylor believes BTC bottomed just below $60,000.
* Forecast: Expects 20–30% annual growth over the next few years.
* Strategy: Plans to increase Bitcoin purchases and issue more securities.
Meanwhile, MSCI's upcoming index decision could threaten Strategy's inclusion in major benchmarks, potentially affecting billions in investment flows.
(@WalterBloomberg)
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