Israel has warned US intelligence officials that Iran may be preparing to use chemical weapons, but the claims have triggered significant disagreement within the Trump administration.
Some US officials take the threat seriously, while others suspect Netanyahu is attempting to draw Washington back into major military operations. Gulf officials have also questioned the Israeli assessment.
Meanwhile, US Central Command reportedly has plans for strikes as early as November 4, although Trump has not authorized renewed attacks.
Diplomatic efforts to reopen the Strait of Hormuz continue alongside the military buildup.
(@WalterBloomberg)
Some US officials take the threat seriously, while others suspect Netanyahu is attempting to draw Washington back into major military operations. Gulf officials have also questioned the Israeli assessment.
Meanwhile, US Central Command reportedly has plans for strikes as early as November 4, although Trump has not authorized renewed attacks.
Diplomatic efforts to reopen the Strait of Hormuz continue alongside the military buildup.
(@WalterBloomberg)
👎6
US–IRAN: ISRAELI CHEMICAL WEAPONS WARNING DIVIDES WASHINGTON
Israel has warned US intelligence officials that Iran may be preparing to use chemical weapons, but the claims have triggered significant disagreement within the Trump administration.
Some US officials take the threat seriously, while others suspect Netanyahu is attempting to draw Washington back into major military operations. Gulf officials have also questioned the Israeli assessment.
Meanwhile, US Central Command reportedly has plans for strikes as early as November 4, although Trump has not authorized renewed attacks.
Diplomatic efforts to reopen the Strait of Hormuz continue alongside the military buildup.
(@WalterBloomberg)
Israel has warned US intelligence officials that Iran may be preparing to use chemical weapons, but the claims have triggered significant disagreement within the Trump administration.
Some US officials take the threat seriously, while others suspect Netanyahu is attempting to draw Washington back into major military operations. Gulf officials have also questioned the Israeli assessment.
Meanwhile, US Central Command reportedly has plans for strikes as early as November 4, although Trump has not authorized renewed attacks.
Diplomatic efforts to reopen the Strait of Hormuz continue alongside the military buildup.
(@WalterBloomberg)
👍3
ECB'S NAGEL: A RATE HIKE IN DECEMBER IS VERY LIKELY TO BE NECESSARY
ECB'S NAGEL: INFLATIONARY PRESSURES HIGHER THAN EXPECTED IN SEPTEMBER; APPROACHING ADVERSE SCENARIO
ECB'S NAGEL: WE CAN AND MUST PREVENT ENERGY PRICE SPIKE CAUSING BROAD-BASED INFLATION
(@WalterBloomberg)
ECB'S NAGEL: INFLATIONARY PRESSURES HIGHER THAN EXPECTED IN SEPTEMBER; APPROACHING ADVERSE SCENARIO
ECB'S NAGEL: WE CAN AND MUST PREVENT ENERGY PRICE SPIKE CAUSING BROAD-BASED INFLATION
(@WalterBloomberg)
👍3
ECB: DECEMBER RATE HIKE NOW SEEN AS HIGHLY LIKELY
Bundesbank President Joachim Nagel says another ECB interest-rate hike in December is almost unavoidable unless the inflation outlook improves significantly.
The ECB held its deposit rate at 2.50% last week, but policymakers increasingly view the pause as temporary.
Inflation is expected to exceed 4% in the coming months, more than double the ECB's 2% target.
Bulgarian central bank chief Dimitar Radev also warned that the inflation outlook has deteriorated since September.
(@WalterBloomberg)
Bundesbank President Joachim Nagel says another ECB interest-rate hike in December is almost unavoidable unless the inflation outlook improves significantly.
The ECB held its deposit rate at 2.50% last week, but policymakers increasingly view the pause as temporary.
Inflation is expected to exceed 4% in the coming months, more than double the ECB's 2% target.
Bulgarian central bank chief Dimitar Radev also warned that the inflation outlook has deteriorated since September.
(@WalterBloomberg)
👍3
YEMEN WARNS: SAUDI ARAMCO FACILITIES AT RISK
A Yemeni military source warned that Aramco facilities are within strike range, according to Saba News Agency.
The source cautioned that high dividends may conceal security risks and questioned Aramco's reported $10 billion borrowing plans.
(@WalterBloomberg)
A Yemeni military source warned that Aramco facilities are within strike range, according to Saba News Agency.
The source cautioned that high dividends may conceal security risks and questioned Aramco's reported $10 billion borrowing plans.
(@WalterBloomberg)
👍6👎2
AI BOOM: $10 TRILLION SPENDING WAVE RAISES FINANCIAL RISKS
Former New York Fed President Bill Dudley warns that AI infrastructure investment could exceed $10 trillion, potentially creating massive overcapacity.
Dudley estimates that only 2–3 of today's 7–8 aspiring AI hyperscalers may ultimately dominate the market.
AI infrastructure could require over $3 trillion in annual revenue to justify its investment costs.
Opaque private-credit financing, off-balance-sheet obligations and Nvidia's chip-value guarantees add further risks.
(@WalterBloomberg)
Former New York Fed President Bill Dudley warns that AI infrastructure investment could exceed $10 trillion, potentially creating massive overcapacity.
Dudley estimates that only 2–3 of today's 7–8 aspiring AI hyperscalers may ultimately dominate the market.
AI infrastructure could require over $3 trillion in annual revenue to justify its investment costs.
Opaque private-credit financing, off-balance-sheet obligations and Nvidia's chip-value guarantees add further risks.
(@WalterBloomberg)
👍5
US IN TALKS WITH VENEZUELA FOR LONG-TERM MILITARY PRESENCE: NYT
(@WalterBloomberg)
(@WalterBloomberg)
👎6👍3
U.S. STOCK INDEXES EXTEND GAINS; S&P 500 UP 0.70%, NASDAQ UP 1.2%
(@WalterBloomberg)
(@WalterBloomberg)
👍5
BILL ACKMAN: STOCK MARKET IS "BROKEN" BY SPECULATIVE TRADING
Pershing Square founder Bill Ackman warns that excessive leverage and speculation are driving irrational stock-price swings.
Ackman compared today's trading environment to casino-style markets, criticizing leveraged products and perpetual futures.
However, he said the volatility has created buying opportunities for Pershing Square, including Microsoft, Amazon and Alphabet.
He also praised Visa and Mastercard as two of the world's greatest businesses and highlighted Netflix as a portfolio holding.
(@WalterBloomberg)
Pershing Square founder Bill Ackman warns that excessive leverage and speculation are driving irrational stock-price swings.
Ackman compared today's trading environment to casino-style markets, criticizing leveraged products and perpetual futures.
However, he said the volatility has created buying opportunities for Pershing Square, including Microsoft, Amazon and Alphabet.
He also praised Visa and Mastercard as two of the world's greatest businesses and highlighted Netflix as a portfolio holding.
(@WalterBloomberg)
👍7
US OFFICIALS HAVE HELD UP APPROVAL FOR AMERICAN CHIPMAKING EQUIPMENT NEEDED BY SK HYNIX TO EXPAND PRODUCTION IN CHINA - PEOPLE FAMILIAR SAY
(@WalterBloomberg)
(@WalterBloomberg)
👍6
US MIDTERMS: SCHUMER SAYS DEMOCRATS ARE "NAUSEOUSLY OPTIMISTIC"
Senate Minority Leader Chuck Schumer expressed cautious optimism after voting in Brooklyn, suggesting Democrats have a realistic chance of reclaiming the Senate.
"A year ago, no one thought we'd be even close to taking the Senate back," Schumer said.
Democrats are favored to flip the House, but the Senate remains highly competitive.
Republicans currently hold a 53–47 Senate majority, meaning Democrats must win several Republican-leaning states to secure control.
(@WalterBloomberg)
Senate Minority Leader Chuck Schumer expressed cautious optimism after voting in Brooklyn, suggesting Democrats have a realistic chance of reclaiming the Senate.
"A year ago, no one thought we'd be even close to taking the Senate back," Schumer said.
Democrats are favored to flip the House, but the Senate remains highly competitive.
Republicans currently hold a 53–47 Senate majority, meaning Democrats must win several Republican-leaning states to secure control.
(@WalterBloomberg)
👍12👎7
US HAS NO IMMEDIATE PLAN TO STRIKE IRAN, TRUMP TELLS FT - FT
(@WalterBloomberg)
(@WalterBloomberg)
👍7
TRUMP ON IRAN: “WE SEEM TO BE GETTING EVERYTHING WE WANT” - FT
(@WalterBloomberg)
(@WalterBloomberg)
👍6
TRUMP SAYS POSITION WITH TEHRAN IS ‘BRILLIANT’ - FT
(@WalterBloomberg)
(@WalterBloomberg)
👍6
TRUMP PREPARED TO VETO DEMOCRATIC LEGISLATION IF NECESSARY: CBS
(@WalterBloomberg)
(@WalterBloomberg)
👍6👏5👎2
US MIDTERMS: POLLS CLOSE IN KEY STATES
7:00 PM ET: Polls close across Georgia, Virginia, South Carolina and Vermont, along with remaining locations in Indiana and Kentucky.
Most polls also close in Florida and New Hampshire.
(@WalterBloomberg)
7:00 PM ET: Polls close across Georgia, Virginia, South Carolina and Vermont, along with remaining locations in Indiana and Kentucky.
Most polls also close in Florida and New Hampshire.
(@WalterBloomberg)
👍6
*DEMOCRAT OSSOFF WINS GEORGIA SENATE RACE, DDHQ PROJECTS
(@WalterBloomberg)
(@WalterBloomberg)
👏10👍5👎2
U.S. 10-YEAR TREASURY YIELD DIPS 5BPS TO 4.9167%, 30-YEAR YIELD EASES TO 5.2964%
(@WalterBloomberg)
(@WalterBloomberg)
👍5
DEMOCRATS ON TRACK TO SWEEP BOTH THE HOUSE AND SENATE: MIDTERMS
(@WalterBloomberg)
(@WalterBloomberg)
👍9👎3👏1
DEMOCRAT CHRIS PAPPAS DEFEATS REPUBLICAN JOHN SUNUNU IN RACE FOR DEMOCRATIC-HELD US SENATE SEAT IN NEW HAMPSHIRE - DECISION DESK HQ
(@WalterBloomberg)
(@WalterBloomberg)
👍6👎2👏1