U.S. CORE INFLATION FORECAST ALIGNS WITH WALL STREET EXPECTATIONS
The Cleveland Fed's inflation nowcast points to core CPI rising 0.20% month-over-month, nearly matching analysts' median forecast of 0.21%.
Key figures:
* Headline CPI: +0.53% MoM, below analysts' forecast range of 0.55%–0.62%.
* Core CPI: +0.20% MoM vs. +0.21% expected.
The projections suggest core inflation could come in close to expectations, while headline inflation may surprise slightly to the downside.
(@WalterBloomberg)
The Cleveland Fed's inflation nowcast points to core CPI rising 0.20% month-over-month, nearly matching analysts' median forecast of 0.21%.
Key figures:
* Headline CPI: +0.53% MoM, below analysts' forecast range of 0.55%–0.62%.
* Core CPI: +0.20% MoM vs. +0.21% expected.
The projections suggest core inflation could come in close to expectations, while headline inflation may surprise slightly to the downside.
(@WalterBloomberg)
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SERIES OF EXPLOSIONS IN KYIV, NO ADVANCE WARNING OR ALERT GIVEN, REUTERS WITNESSES SAY
(@WalterBloomberg)
(@WalterBloomberg)
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OPENAI DISCOVERS HIDDEN SPYING DEVICE INSIDE ITS OFFICE
OpenAI says it discovered a sophisticated recording device secretly planted inside one of its offices.
The company used its AI models to investigate the device and identified an employee who allegedly installed it days earlier.
Key developments:
FBI notified of the incident.
Employee terminated following the discovery.
No evidence currently of unauthorized access or theft involving model weights, source code or customer data.
OpenAI says the investigation has not identified any data exfiltration at this time.
(@WalterBloomberg)
OpenAI says it discovered a sophisticated recording device secretly planted inside one of its offices.
The company used its AI models to investigate the device and identified an employee who allegedly installed it days earlier.
Key developments:
FBI notified of the incident.
Employee terminated following the discovery.
No evidence currently of unauthorized access or theft involving model weights, source code or customer data.
OpenAI says the investigation has not identified any data exfiltration at this time.
(@WalterBloomberg)
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Morgan Stanley Raises 4Q26 Brent Price Forecast to $105 a Barrel From $100 a Barrel
Morgan Stanley Raises 1Q27 Brent Price Forecast to $100 a Barrel From $95 a Barrel
(@WalterBloomberg)
Morgan Stanley Raises 1Q27 Brent Price Forecast to $100 a Barrel From $95 a Barrel
(@WalterBloomberg)
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CONTAINER SHIP SINKS AFTER HITTING MINE NEAR STRAIT OF HORMUZ
Iran’s Revolutionary Guards say a container ship carrying over 2,500 containers sank after striking a naval mine and catching fire south of the Strait of Hormuz.
The Guards claim the vessel was using an unauthorised route, warning other ships of continued dangers in the area.
(@WalterBloomberg)
Iran’s Revolutionary Guards say a container ship carrying over 2,500 containers sank after striking a naval mine and catching fire south of the Strait of Hormuz.
The Guards claim the vessel was using an unauthorised route, warning other ships of continued dangers in the area.
(@WalterBloomberg)
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TRUMP WEIGHS CUTTING INTELLIGENCE SHARING WITH UKRAINE
The White House is actively discussing restricting intelligence sharing with Kyiv, according to Semafor, despite Trump publicly saying “we help them.”
CIA Director John Ratcliffe reportedly opposes the move, while officials are considering limiting intelligence used for strikes inside Russia.
No decision has been announced.
(@WalterBloomberg)
The White House is actively discussing restricting intelligence sharing with Kyiv, according to Semafor, despite Trump publicly saying “we help them.”
CIA Director John Ratcliffe reportedly opposes the move, while officials are considering limiting intelligence used for strikes inside Russia.
No decision has been announced.
(@WalterBloomberg)
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KREMLIN: EUROPEANS ARE DOING EVERYTHING FOR THE WAR IN UKRAINE TO CONTINUE WHILE US NEGOTIATORS ARE MAKING EFFORTS AIMED AT PEACEFUL SETTLEMENT
(@WalterBloomberg)
(@WalterBloomberg)
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KREMLIN ON ENERGY CEASIFERE PROPOSED BY TRUMP: THE PROVISIONS OF THE CEASEFIRE WERE NOT SPECIFIED, WORK IS CONTINUING
(@WalterBloomberg)
(@WalterBloomberg)
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PUTIN CONVENES TOP OFFICIALS OVER GROWING CYBER THREATS
Russian President Vladimir Putin will hold high-level cybersecurity talks on Wednesday, as Moscow warns of escalating digital threats.
The Kremlin says countries are increasingly weaponizing cyber technologies, stressing that Russia must be prepared to respond.
(@WalterBloomberg)
Russian President Vladimir Putin will hold high-level cybersecurity talks on Wednesday, as Moscow warns of escalating digital threats.
The Kremlin says countries are increasingly weaponizing cyber technologies, stressing that Russia must be prepared to respond.
(@WalterBloomberg)
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*BOWMAN: DO NOT SEE URGENCY FOR FURTHER FED ACTION ON RATES
(@WalterBloomberg)
(@WalterBloomberg)
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BOWMAN SAYS CAN WAIT, ASSESS CONDITIONS BEFORE MORE ACTION
(@WalterBloomberg)
(@WalterBloomberg)
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$SPCX - MORGAN STANLEY SEES MAJOR AI UPSIDE IN SPACEX
Morgan Stanley's Adam Jonas reiterates Overweight on SpaceX with a $300 price target.
Jonas argues investors are overlooking SpaceX's biggest potential growth driver: Distributed Inference Cloud, a network enabling billions of AI agents and robots to share computing power.
He expects distributed AI and intelligent robotic swarms to become a major investment theme over the coming year.
(@WalterBloomberg)
Morgan Stanley's Adam Jonas reiterates Overweight on SpaceX with a $300 price target.
Jonas argues investors are overlooking SpaceX's biggest potential growth driver: Distributed Inference Cloud, a network enabling billions of AI agents and robots to share computing power.
He expects distributed AI and intelligent robotic swarms to become a major investment theme over the coming year.
(@WalterBloomberg)
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IRAN WARNS U.S. COULD LAUNCH NEW STRIKES BEFORE MIDTERMS
IRGC spokesman Hossein Mohebbi warns Washington could restart attacks on Iran ahead of the November 3 elections, despite Trump's pledge not to strike.
Iran says it has developed more advanced weapons and threatens a stronger response to renewed U.S. attacks.
The warning comes amid escalating attacks on shipping in the Strait of Hormuz.
(@WalterBloomberg)
IRGC spokesman Hossein Mohebbi warns Washington could restart attacks on Iran ahead of the November 3 elections, despite Trump's pledge not to strike.
Iran says it has developed more advanced weapons and threatens a stronger response to renewed U.S. attacks.
The warning comes amid escalating attacks on shipping in the Strait of Hormuz.
(@WalterBloomberg)
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BLACKROCK ($BLK ) Q3 EARNINGS BEAT — EPS & REVENUE TOP ESTIMATES
Results
🔸 Adjusted EPS: $15.93 vs. $14.30 est. (+11.4% beat)
🔸 🔸 Revenue: $7.75B vs. $7.43B est. (+4.3% beat)
🔸 GAAP EPS: $10.57 vs. $8.43 YoY
🔸 Net Income: $1.66B, up 25.7% YoY
🔸 Adjusted Operating Income: $3.33B
🔸 Adjusted Operating Margin: 47.8%
Assets & Flows
🔸 AUM: $15.49T, up 15% YoY
🔸 Net Inflows: $205.47B
🔸 Organic Base Fee Growth: +10%
Strategic Highlights
🔸 Private Markets: $68B raised over the last 12 months
🔸 AI Infrastructure: First investment deployed this quarter
(@WalterBloomberg)
Results
🔸 Adjusted EPS: $15.93 vs. $14.30 est. (+11.4% beat)
🔸 🔸 Revenue: $7.75B vs. $7.43B est. (+4.3% beat)
🔸 GAAP EPS: $10.57 vs. $8.43 YoY
🔸 Net Income: $1.66B, up 25.7% YoY
🔸 Adjusted Operating Income: $3.33B
🔸 Adjusted Operating Margin: 47.8%
Assets & Flows
🔸 AUM: $15.49T, up 15% YoY
🔸 Net Inflows: $205.47B
🔸 Organic Base Fee Growth: +10%
Strategic Highlights
🔸 Private Markets: $68B raised over the last 12 months
🔸 AI Infrastructure: First investment deployed this quarter
(@WalterBloomberg)
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RUSSIA RESUMES DIESEL EXPORTS FOLLOWING TRUMP DEAL
Russia has resumed diesel shipments from its Baltic port of Primorsk after Washington temporarily eased sanctions.
A tanker carrying 40,000 tons is heading to Morocco.
Moscow expects exports to reach 3–3.5 million tons per month by year-end.
(@WalterBloomberg)
Russia has resumed diesel shipments from its Baltic port of Primorsk after Washington temporarily eased sanctions.
A tanker carrying 40,000 tons is heading to Morocco.
Moscow expects exports to reach 3–3.5 million tons per month by year-end.
(@WalterBloomberg)
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*EU COMMISSION WARNS OF VERY DIFFICULT WINTER AMID HIGH ENERGY PRICES
*EU COMMISSION SEES AFFORDABILITY CRISIS, VOLATILE OUTLOOK
(@WalterBloomberg)
*EU COMMISSION SEES AFFORDABILITY CRISIS, VOLATILE OUTLOOK
(@WalterBloomberg)
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IEA WARNS DIESEL SHORTAGES COULD LAST INTO 2027
The IEA warns global diesel supplies could remain tight well into next year, as wars in the Middle East and Ukraine disrupt production.
Diesel refining margins hit a record $95 per barrel, while exports from Russia and the Middle East fell 1.3 million barrels per day in September.
Despite a planned 100-million-barrel emergency reserve release, the IEA warns that shrinking inventories could fuel further price volatility.
(@WalterBloomberg)
The IEA warns global diesel supplies could remain tight well into next year, as wars in the Middle East and Ukraine disrupt production.
Diesel refining margins hit a record $95 per barrel, while exports from Russia and the Middle East fell 1.3 million barrels per day in September.
Despite a planned 100-million-barrel emergency reserve release, the IEA warns that shrinking inventories could fuel further price volatility.
(@WalterBloomberg)
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$BAC - BANK OF AMERICA Q3: EPS & REVENUE MISS; TRADING BEATS, NII TOPS ESTIMATES
Results
🔸 Adj. EPS: $1.08 vs. $1.16 est. (-6.9%)
🔸 GAAP EPS: $0.91; includes $1.2B settlement charge ($0.17/share)
🔸 Revenue: $29.96B vs. $30.76B est. (-2.6%)
🔸 Net Income: $6.90B
🔸 NII: $16.45B vs. $16.24B est.
🔸 Trading Rev. ex-DVA: $6.06B vs. $5.41B est.
🔸 Investment Banking: $1.80B vs. $1.77B est.
Credit & Capital
🔸 Credit Loss Provision: $1.27B vs. $1.49B est.
🔸 Loans: $1.25T vs. $1.23T est.
🔸 Deposits: $2.04T, in line.
🔸 CET1 Ratio: 10.9% vs. 11.2% est.
(@WalterBloomberg)
Results
🔸 Adj. EPS: $1.08 vs. $1.16 est. (-6.9%)
🔸 GAAP EPS: $0.91; includes $1.2B settlement charge ($0.17/share)
🔸 Revenue: $29.96B vs. $30.76B est. (-2.6%)
🔸 Net Income: $6.90B
🔸 NII: $16.45B vs. $16.24B est.
🔸 Trading Rev. ex-DVA: $6.06B vs. $5.41B est.
🔸 Investment Banking: $1.80B vs. $1.77B est.
Credit & Capital
🔸 Credit Loss Provision: $1.27B vs. $1.49B est.
🔸 Loans: $1.25T vs. $1.23T est.
🔸 Deposits: $2.04T, in line.
🔸 CET1 Ratio: 10.9% vs. 11.2% est.
(@WalterBloomberg)
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PUTIN’S ENVOY DMITRIEV: RUSSIA WILL CONTINUE ECONOMIC COOPERATION WITH UNITED STATES, NOT ONLY ON DIESEL
(@WalterBloomberg)
(@WalterBloomberg)
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