FRENCH PM: IF DECLARING A STATE OF EMERGENCY IS DEEMED NECESSARY, WE WOULD DO SO
(@WalterBloomberg)
(@WalterBloomberg)
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🇫🇷 FRENCH BOND YIELDS SURGE AMID VIOLENT PROTESTS
France's 10-year yield jumped 10 basis points, approaching 5%, a two-decade high.
The spread over German bonds widened to 145 basis points, while the euro fell 0.3% and French bank stocks declined.
The key takeaway: Political unrest and fiscal concerns are intensifying pressure on French assets.
(@WalterBloomberg)
France's 10-year yield jumped 10 basis points, approaching 5%, a two-decade high.
The spread over German bonds widened to 145 basis points, while the euro fell 0.3% and French bank stocks declined.
The key takeaway: Political unrest and fiscal concerns are intensifying pressure on French assets.
(@WalterBloomberg)
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$SPCX - ELON MUSK PLEDGES $10 BILLION IN SPACEX SHARES TO U.S. CHILDREN
Elon Musk says he will give one SpaceX share to every American child next year.
With approximately 73 million children and shares valued at $146.03, the pledge could total $10.7 billion.
(@WalterBloomberg)
Elon Musk says he will give one SpaceX share to every American child next year.
With approximately 73 million children and shares valued at $146.03, the pledge could total $10.7 billion.
(@WalterBloomberg)
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FRENCH PM: INTELLIGENCE AGENCIES HAVE BRIEFED OF RISK THAT EXTREME-LEFT COULD SEEK TO DISRUPT PRESIDENTIAL ELECTION
(@WalterBloomberg)
(@WalterBloomberg)
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*TRUMP SAYS MIGRANTS HAVE 'TAKEN OVER' FRANCE
*TRUMP URGES FRANCE TO CLOSE BORDERS QUICKLY
(@WalterBloomberg)
*TRUMP URGES FRANCE TO CLOSE BORDERS QUICKLY
(@WalterBloomberg)
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$CRWV - *COREWEAVE RAISED TO BUY FROM NEUTRAL AT GOLDMAN; PT $106
(@WalterBloomberg)
(@WalterBloomberg)
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GOLDMAN SACHS UPGRADES COREWEAVE ($CRWV ) TO BUY, SEES 73% UPSIDE
Monday, October 19, 2026, at 7:43 AM ET — Goldman Sachs analyst Gabriela Borges upgraded CoreWeave from Neutral to Buy, setting a $106 price target, down from $139.
The stock has plunged 43% since August 11 and 24% over the past five trading sessions, amid concerns over credit-market volatility, financing costs and AI demand.
Borges argues investors are overestimating CoreWeave's future cost of capital while underestimating potential improvements in investment returns, creating an attractive buying opportunity after the selloff.
(@WalterBloomberg)
Monday, October 19, 2026, at 7:43 AM ET — Goldman Sachs analyst Gabriela Borges upgraded CoreWeave from Neutral to Buy, setting a $106 price target, down from $139.
The stock has plunged 43% since August 11 and 24% over the past five trading sessions, amid concerns over credit-market volatility, financing costs and AI demand.
Borges argues investors are overestimating CoreWeave's future cost of capital while underestimating potential improvements in investment returns, creating an attractive buying opportunity after the selloff.
(@WalterBloomberg)
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GOLDMAN SACHS WARNS MARKETS FACE HIGHER VOLATILITY
Goldman Sachs says investor positioning has turned increasingly defensive, with its sentiment indicator falling to the 46th percentile, the lowest since April.
Investors are shifting toward bonds, gold and the yen, while momentum ETFs saw $5.1 billion in September outflows.
The key takeaway: Strong investor conviction, combined with risk-off positioning, could amplify market swings if sentiment shifts.
(@WalterBloomberg)
Goldman Sachs says investor positioning has turned increasingly defensive, with its sentiment indicator falling to the 46th percentile, the lowest since April.
Investors are shifting toward bonds, gold and the yen, while momentum ETFs saw $5.1 billion in September outflows.
The key takeaway: Strong investor conviction, combined with risk-off positioning, could amplify market swings if sentiment shifts.
(@WalterBloomberg)
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JPMORGAN CEO JAMIE DIMON SAYS U.S. ECONOMY IS BOOMING
JPMorgan CEO Jamie Dimon says the U.S. economy is booming, supported by strong corporate profits, low unemployment and massive AI infrastructure spending.
Dimon believes AI could eventually have a deflationary effect, despite near-term price pressures.
The key risk: Geopolitical conflicts, persistent inflation and rising interest rates could threaten economic growth.
(@WalterBloomberg)
JPMorgan CEO Jamie Dimon says the U.S. economy is booming, supported by strong corporate profits, low unemployment and massive AI infrastructure spending.
Dimon believes AI could eventually have a deflationary effect, despite near-term price pressures.
The key risk: Geopolitical conflicts, persistent inflation and rising interest rates could threaten economic growth.
(@WalterBloomberg)
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MORGAN STANLEY SAYS U.S. STOCK SELLOFF MAY BE NEARING ITS END
Morgan Stanley strategist Michael Wilson says investors should prepare to buy the dip as the three-month equity correction approaches its final stages.
🔸 Quality stocks: +6% since mid-August
🔸 Equal-weight S&P 500: Nearly -4%
🔸 Cyclical stocks: Nearly -10%
Historically, quality stocks have outperformed by 7.5% over the following year under similar conditions.
The key takeaway: Wilson expects the correction to create buying opportunities rather than signal the end of the economic cycle.
(@WalterBloomberg)
Morgan Stanley strategist Michael Wilson says investors should prepare to buy the dip as the three-month equity correction approaches its final stages.
🔸 Quality stocks: +6% since mid-August
🔸 Equal-weight S&P 500: Nearly -4%
🔸 Cyclical stocks: Nearly -10%
Historically, quality stocks have outperformed by 7.5% over the following year under similar conditions.
The key takeaway: Wilson expects the correction to create buying opportunities rather than signal the end of the economic cycle.
(@WalterBloomberg)
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SHARES OF NEOCLOUD FIRMS GAIN PREMARKET
COREWEAVE EXTENDS, LAST UP 6%
NEBIUS UP 7%
IREN ADDS 5.7%
$CRWV $NBIS $IREN
(@WalterBloomberg)
COREWEAVE EXTENDS, LAST UP 6%
NEBIUS UP 7%
IREN ADDS 5.7%
$CRWV $NBIS $IREN
(@WalterBloomberg)
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STRATEGY ($MSTR ) BUYS 267 MORE BITCOIN
Strategy purchased 267 BTC for $22.1 million, bringing total holdings to 848,517 BTC, acquired for $64.02 billion at an average of $75,446 per BTC.
The company also repurchased $193.1 million in preferred shares and expanded its preferred securities buyback authorization to $3 billion.
Source: Strategy SEC Filing, October 19, 2026
(@WalterBloomberg)
Strategy purchased 267 BTC for $22.1 million, bringing total holdings to 848,517 BTC, acquired for $64.02 billion at an average of $75,446 per BTC.
The company also repurchased $193.1 million in preferred shares and expanded its preferred securities buyback authorization to $3 billion.
Source: Strategy SEC Filing, October 19, 2026
(@WalterBloomberg)
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*IRAN, RUSSIA FOREIGN MINISTERS DISCUSS TIES, REGION: TASNIM
(@WalterBloomberg)
(@WalterBloomberg)
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QATAR'S ENERGY MINISTER MEETS IRAN'S ACTING OIL MINISTER IN DOHA, DISCUSSES ENERGY COOPERATION - STATEMENT
(@WalterBloomberg)
(@WalterBloomberg)
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CANADA INFLATION RISES TO 3.1%, BUT CORE PRESSURES EASE
Canada's annual inflation accelerated to 3.1% in September, below the 3.2% forecast, as higher oil prices pushed energy costs up.
Monthly CPI rose 0.1%, also below expectations.
Meanwhile, the Bank of Canada's preferred core inflation measures averaged 1.85%, their lowest level in six years.
The key takeaway: Energy is driving headline inflation higher, while underlying inflation continues to cool.
(@WalterBloomberg)
Canada's annual inflation accelerated to 3.1% in September, below the 3.2% forecast, as higher oil prices pushed energy costs up.
Monthly CPI rose 0.1%, also below expectations.
Meanwhile, the Bank of Canada's preferred core inflation measures averaged 1.85%, their lowest level in six years.
The key takeaway: Energy is driving headline inflation higher, while underlying inflation continues to cool.
(@WalterBloomberg)
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HASSETT: INFLATION LOOKS LIKE IT'S BACK NEEDING SOME WORK
(@WalterBloomberg)
(@WalterBloomberg)
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HOUTHIS ISSUE NEW WARNING OVER SAUDI-LED MILITARY BASES
Yemen's Houthis have urged civilians to leave military bases used by the Saudi-led coalition, raising concerns about renewed attacks.
The warning follows Houthi claims of strikes on forces gathering at Al-Alam base, reportedly causing dozens of casualties.
The key risk: Further military escalation in Yemen could intensify regional tensions.
(@WalterBloomberg)
Yemen's Houthis have urged civilians to leave military bases used by the Saudi-led coalition, raising concerns about renewed attacks.
The warning follows Houthi claims of strikes on forces gathering at Al-Alam base, reportedly causing dozens of casualties.
The key risk: Further military escalation in Yemen could intensify regional tensions.
(@WalterBloomberg)
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*HASSETT SAYS PEOPLE 'EUPHORIC' ABOUT STRENGTH OF ECONOMY
*HASSETT SAYS DISCRETIONARY TRAVEL SIGNALS CONSUMER OPTIMISM
(@WalterBloomberg)
*HASSETT SAYS DISCRETIONARY TRAVEL SIGNALS CONSUMER OPTIMISM
(@WalterBloomberg)
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$AAPL - JEFFERIES WARNS IPHONE 18 DEMAND IS WEAKENING
Jefferies says demand for Apple's iPhone 18 Pro and Pro Max is deteriorating, citing shorter delivery times and falling resale prices.
In China, lead times have dropped to zero, while reported component order cuts reach 10–15%.
Meanwhile, the foldable iPhone Duo has 90+ day wait times.
(@WalterBloomberg)
Jefferies says demand for Apple's iPhone 18 Pro and Pro Max is deteriorating, citing shorter delivery times and falling resale prices.
In China, lead times have dropped to zero, while reported component order cuts reach 10–15%.
Meanwhile, the foldable iPhone Duo has 90+ day wait times.
(@WalterBloomberg)
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