*WRIGHT SAYS CHINA LIKELY TO RESUME DIESEL EXPORTS
(@WalterBloomberg)
(@WalterBloomberg)
👎5👍2
*WRIGHT SAYS RUSSIA BENEFITS FROM DIESEL EXPORTS ONLY IF WAR ENDS
(@WalterBloomberg)
(@WalterBloomberg)
👎8👍2
IRAN'S FOREIGN MINISTER: WHILE OUR BRAVE ARMED FORCES ARE FULLY PREPARED TO DEFEND THE HOMELAND, IRAN CONTINUES TO GIVE DIPLOMACY A CHANCE TO SUCCEED
(@WalterBloomberg)
(@WalterBloomberg)
👍7👏4👎1
IRAN'S FOREIGN MINISTER: WE REMAIN IN CLOSE AND ONGOING CONTACT WITH INTERMEDIARIES TO REVIEW IDEAS THAT CAN ENSURE IMPLEMENTATION OF OUR 7-DAY PLAN IN EVEN LESS THAN A WEEK
(@WalterBloomberg)
(@WalterBloomberg)
👍8👎1
BITCOIN FACES SELLING PRESSURE AS LONG-TERM HOLDERS SIT ON LOSSES
Long-term Bitcoin holders own approximately 4 million BTC purchased between $85,000 and $118,000, according to Glassnode analysts.
With Bitcoin trading near $80,000, more than half of long-term holders' coins were reportedly acquired above current prices.
Glassnode warns that a recovery toward $85,000 could trigger selling from investors seeking to break even. Meanwhile, Bitcoin ETF demand has weakened, although losses realized during successive price declines have become smaller.
(@WalterBloomberg)
Long-term Bitcoin holders own approximately 4 million BTC purchased between $85,000 and $118,000, according to Glassnode analysts.
With Bitcoin trading near $80,000, more than half of long-term holders' coins were reportedly acquired above current prices.
Glassnode warns that a recovery toward $85,000 could trigger selling from investors seeking to break even. Meanwhile, Bitcoin ETF demand has weakened, although losses realized during successive price declines have become smaller.
(@WalterBloomberg)
👍3
FED EXPECTED TO HOLD RATES AS WALL STREET WATCHES HAWKISH SIGNALS
The Federal Reserve is widely expected to leave interest rates unchanged at 3.75%–4.00%, with markets focused on potential dissent and changes to the FOMC statement.
Analysts anticipate two or three officials could favor a rate hike, including Beth Hammack and Lorie Logan, with Neel Kashkari or Christopher Waller also possible.
Goldman Sachs, Deutsche Bank, JPMorgan, Morgan Stanley and UBS expect possible revisions to language emphasizing a timelier return to the 2% inflation target.
(@WalterBloomberg)
The Federal Reserve is widely expected to leave interest rates unchanged at 3.75%–4.00%, with markets focused on potential dissent and changes to the FOMC statement.
Analysts anticipate two or three officials could favor a rate hike, including Beth Hammack and Lorie Logan, with Neel Kashkari or Christopher Waller also possible.
Goldman Sachs, Deutsche Bank, JPMorgan, Morgan Stanley and UBS expect possible revisions to language emphasizing a timelier return to the 2% inflation target.
(@WalterBloomberg)
👍2👎2
FED HOLDS RATES AT 3.75%–4.00% AS TWO OFFICIALS PUSH FOR HIKE
The Federal Reserve kept interest rates unchanged at 3.75%–4.00%, voting 10–2 to maintain its current policy stance.
Governor Lisa Cook and Cleveland Fed President Beth Hammack dissented, favoring a 25-basis-point rate increase.
The Fed described economic growth as strong, supported by robust capital investment, productivity gains and resilient consumer spending.
However, inflation remains elevated, and policymakers emphasized that additional economic data will help determine the appropriate path for interest rates.
(@WalterBloomberg)
The Federal Reserve kept interest rates unchanged at 3.75%–4.00%, voting 10–2 to maintain its current policy stance.
Governor Lisa Cook and Cleveland Fed President Beth Hammack dissented, favoring a 25-basis-point rate increase.
The Fed described economic growth as strong, supported by robust capital investment, productivity gains and resilient consumer spending.
However, inflation remains elevated, and policymakers emphasized that additional economic data will help determine the appropriate path for interest rates.
(@WalterBloomberg)
👍4👎3
*US-ISRAEL STRIKES ON IRAN POSSIBLE AFTER MIDTERMS: AXIOS
*US, ISRAEL ANTICIPATE WEEK OF IRAN STRIKES IF TALKS FAIL: AXIOS
*POTENTIAL STRIKES TO TARGET IRAN LEADERSHIP, ENERGY, NUCLEAR SITES: AXIOS
(@WalterBloomberg)
*US, ISRAEL ANTICIPATE WEEK OF IRAN STRIKES IF TALKS FAIL: AXIOS
*POTENTIAL STRIKES TO TARGET IRAN LEADERSHIP, ENERGY, NUCLEAR SITES: AXIOS
(@WalterBloomberg)
👍6👎6
FED GOVERNOR LISA COOK SURPRISES MARKETS WITH VOTE FOR RATE HIKE
Federal Reserve Governor Lisa Cook unexpectedly voted for a 25-basis-point rate hike, breaking with the Fed's decision to hold rates at 3.75%–4.00%.
Cook joined Cleveland Fed President Beth Hammack, a consistent advocate of tighter monetary policy, in the 10–2 vote.
The dissent marks Cook's first vote against an interest-rate decision since joining the Fed in 2022.
It also comes as President Trump makes a second attempt to remove Cook from the Fed's board, following an earlier effort blocked by the Supreme Court.
(@WalterBloomberg)
Federal Reserve Governor Lisa Cook unexpectedly voted for a 25-basis-point rate hike, breaking with the Fed's decision to hold rates at 3.75%–4.00%.
Cook joined Cleveland Fed President Beth Hammack, a consistent advocate of tighter monetary policy, in the 10–2 vote.
The dissent marks Cook's first vote against an interest-rate decision since joining the Fed in 2022.
It also comes as President Trump makes a second attempt to remove Cook from the Fed's board, following an earlier effort blocked by the Supreme Court.
(@WalterBloomberg)
FITCH WARNS AI BOOM AND RISING YIELDS THREATEN GLOBAL MARKETS
Fitch Ratings warns that global credit risks are deteriorating heading into 2027, citing AI investment uncertainty, elevated energy prices and tighter financing conditions.
Fitch forecasts the Fed policy rate reaching 4.25% and remaining there through 2027, with one additional hike expected this year.
The agency projects the US 10-year Treasury yield at 4.8% by end-2027, but warns that prolonged disruptions in the Strait of Hormuz could push yields higher.
Fitch also highlights the risk that AI infrastructure spending may exceed sustainable demand, potentially triggering a sharp pullback in investment.
(@WalterBloomberg)
Fitch Ratings warns that global credit risks are deteriorating heading into 2027, citing AI investment uncertainty, elevated energy prices and tighter financing conditions.
Fitch forecasts the Fed policy rate reaching 4.25% and remaining there through 2027, with one additional hike expected this year.
The agency projects the US 10-year Treasury yield at 4.8% by end-2027, but warns that prolonged disruptions in the Strait of Hormuz could push yields higher.
Fitch also highlights the risk that AI infrastructure spending may exceed sustainable demand, potentially triggering a sharp pullback in investment.
(@WalterBloomberg)
👍5
TRADERS CONTINUE TO PRICE 80% CHANCE OF FED HIKE IN DECEMBER https://t.co/4QP4f35oNU
(@WalterBloomberg)
(@WalterBloomberg)
👍4
GOLDMAN SACHS EXPECTS FED TO HIKE RATES IN DECEMBER
Goldman Sachs Asset Management expects the Federal Reserve to resume raising interest rates in December, following Wednesday's decision to hold rates at 3.75%–4.00%.
Kay Haigh, the firm's fixed-income chief investment officer, cited stronger-than-expected September inflation as evidence that price pressures remain elevated.
Haigh also warned that further increases in energy prices or stronger economic data could prompt additional monetary tightening in 2027.
(@WalterBloomberg)
Goldman Sachs Asset Management expects the Federal Reserve to resume raising interest rates in December, following Wednesday's decision to hold rates at 3.75%–4.00%.
Kay Haigh, the firm's fixed-income chief investment officer, cited stronger-than-expected September inflation as evidence that price pressures remain elevated.
Haigh also warned that further increases in energy prices or stronger economic data could prompt additional monetary tightening in 2027.
(@WalterBloomberg)
👍5
$ORCL - ORACLE TARGETS $225 BILLION IN REVENUE BY 2030
Oracle forecasts at least $225 billion in revenue by fiscal 2030, implying over 35% annualized growth.
The company targets 40% operating margins, $21 EPS, and $30 billion in free cash flow by fiscal 2029.
Oracle expects AI infrastructure spending to peak in 2027–2028 before transitioning to self-funded growth.
(@WalterBloomberg)
Oracle forecasts at least $225 billion in revenue by fiscal 2030, implying over 35% annualized growth.
The company targets 40% operating margins, $21 EPS, and $30 billion in free cash flow by fiscal 2029.
Oracle expects AI infrastructure spending to peak in 2027–2028 before transitioning to self-funded growth.
(@WalterBloomberg)
$NVDA - US DOJ EXAMINING NVIDIA ACQUISITION OF AI PLATFORM HUGGING FACE, TWO PEOPLE SAY
(@WalterBloomberg)
(@WalterBloomberg)