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Walter Bloomberg
24 Sept, 13:06
U.S. WILL CONTINUE TO PROVIDE CRITICAL BUT MORE LIMITED CAPABILITIES TO NATO, GRYNKEWICH SAYS (@WalterBloomberg)Walter Bloomberg
24 Sept, 13:03
A NEW GOOGLE, OPENAI, ANTHROPIC AI SAFETY STANDARDS BODY HAS A TENTATIVE NAME: STANDARDS AUTHORITY FOR FRONTIER AI- THE INFORMATIONGOOGLE, OPENAI AND ANTHROPIC AI SAFETY GROUP PLANS TO OPERATE INDEPENDENTLY, FILLING A GOVERNMENT REGULATORY VACUUM - THE INFORMATION (@WalterBloomberg)Walter Bloomberg
24 Sept, 13:02
GOOGLE, OPENAI AND ANTHROPIC AI SAFETY GROUP TAKES SHAPE- THE INFORMATION (@WalterBloomberg)Walter Bloomberg
24 Sept, 12:54
FED'S HAMMACK: INFLATION RISK TILTED TOWARD UPSIDE (@WalterBloomberg)Walter Bloomberg
24 Sept, 12:51
BARKIN: INFLATION'S PERSISTENCE IS CLEARER THIS SUMMER (@WalterBloomberg)Walter Bloomberg
24 Sept, 12:46
CHINESE CEOS ARRIVE IN WASHINGTON AHEAD OF XI DINNERA small group of Chinese CEOs with U.S. visas has arrived in Washington separately from President Xi Jinping’s official delegation.The executives are still waiting to learn whether they will receive invitations to Thursday’s White House state dinner for Xi.Their attendance remains dependent on the final stages of U.S.-China diplomatic negotiations. (@WalterBloomberg)Walter Bloomberg
24 Sept, 12:45
SMALL GROUP OF CHINESE CEOS ARRIVED IN WASHINGTON: SCMP (@WalterBloomberg)Walter Bloomberg
24 Sept, 12:44
🇺🇸 WHAT TO WATCH TODAY — U.S. MARKETS🔸4:10 AM ET — 🏦 Fed’s John Williams 🔸8:30 AM ET — 🇺🇸 Initial Jobless Claims 🔸10:00 AM ET — 🏠 New Home Sales 🔸10:30 AM ET — 🔥 EIA Natural Gas Storage 🔸1:00 PM ET — 🇺🇸 $44B 7-Year Treasury Auction 🔸After Close — 🛒 Costco Earnings 🔸All Day — 🇺🇸🇨🇳 Trump–Xi Summit / Trade Headlines🔥 TRUMP–XI — KEY EVENT U.S.-China talks are the biggest headline risk today. Markets will watch for developments on tariffs, trade, AI/technology restrictions and rare earths. Any concrete agreement—or escalation—could quickly move semiconductors, commodities, Treasuries and USD/CNH.🇺🇸 JOBLESS CLAIMS Another key read on the U.S. labor market after the Fed’s latest rate move.Strong labor data → yields/USD ↑ Weak labor data → yields/USD ↓🇺🇸 7-YEAR TREASURY AUCTION The $44B auction at 1 PM ET is a key test of Treasury demand.Watch bid-to-cover, indirect demand and stop vs. when-issued yield.🏠 HOUSING August New Home Sales arrive at 10 AM ET, providing another look at demand with mortgage rates elevated.🛒 COSTCO Costco reports after the close.Focus on consumer spending, traffic, margins, membership trends and inflation commentary. (@WalterBloomberg)Walter Bloomberg
22 Sept, 19:43
TRUMP: HOPEFULLY IRAN WILL DO THE RIGHT THING FASTTRUMP ON IRAN: THERE WILL BE A TIME WHEN IT'S TOO LATETRUMP: MAY HAVE TO BLOW UP PICKAXE MOUNTAIN (@WalterBloomberg)Walter Bloomberg
22 Sept, 19:42
TRUMP: WE THINK IRAN WAR COULD END AFTER MIDTERMS, MAYBE BEFORE (@WalterBloomberg)Walter Bloomberg
22 Sept, 12:26
KALSHI ASKS CFTC TO ALLOW MARGIN TRADING ON ITS PLATFORM, LETTING USERS BUY WITH BORROWED FUNDS- CNBC (@WalterBloomberg)Walter Bloomberg
22 Sept, 12:11
TRUMP-XI SUMMIT EXPECTED TO BE LIGHT ON MAJOR DEALSXi Jinping is unlikely to bring a delegation of Chinese CEOs to Washington this week, according to the WSJ, lowering expectations for major business agreements.Trump and Xi are expected to focus on extending the trade truce, AI and rare earths, with incremental tariff progress possible.Xi’s visit will be his first to Washington in 11 years. (@WalterBloomberg)Walter Bloomberg
22 Sept, 12:08
PUTIN HOLDS PHONE CALL WITH SAUDI MBS - RIA (@WalterBloomberg)Walter Bloomberg
22 Sept, 12:03
U.S. HOME PRICES POST FASTEST GROWTH IN A YEARU.S. home prices rose 3.7% year-over-year in August, the strongest annual increase in a year, according to Redfin.Prices increased just 0.25% month-over-month, continuing a gradual slowdown in monthly growth.San Francisco led with a 12% annual gain, while Dallas recorded the largest decline at 1.4%. Redfin says slower monthly growth is giving buyers more room to negotiate. (@WalterBloomberg)3,230Open in TelegramWalter Bloomberg
22 Sept, 11:53
MILEI’S U.S. TRADE DEAL HITS CONGRESSIONAL ROADBLOCKArgentina has reportedly told the Trump administration it lacks the votes to ratify its bilateral trade agreement with the U.S.Milei wants to renegotiate terms following the U.S. Supreme Court’s tariff ruling, but Washington is rejecting renegotiation over concerns it could set a precedent.With Argentina’s legislative year ending in November, the deal now faces a tight political timetable. (@WalterBloomberg)Walter Bloomberg
22 Sept, 11:46
MILEI'S US TRADE DEAL UNDER THREAT ON DEMAND FOR BETTER TERMS (@WalterBloomberg)Walter Bloomberg
22 Sept, 11:41
RUBIO: INTEND TO LIVE UP TO COMMITMENTS WITH SAUDI ARABIA -FOX NEWS INTERVIEW (@WalterBloomberg)Walter Bloomberg
22 Sept, 11:20
CHINA PROBES DEEPSEEK, MOONSHOT OVER POTENTIAL DATA LEAKS TO ANTHROPIC - THE INFORMATIONANTHROPIC ALLEGED DEEPSEEK, MOONSHOT ROUTED SENSITIVE DATA TO CLAUDE- THE INFORMATION (@WalterBloomberg)Walter Bloomberg
22 Sept, 11:19
CATHIE WOOD SHRUGS OFF FED RATE-HIKE FEARSARK Invest CEO Cathie Wood says higher interest rates won’t derail the technology boom, arguing rapid innovation will drive stronger economic growth.Wood expects the current tech revolution to reduce inflation while pushing global growth above its historical 2–3% range.Her comments come as semiconductor stocks cool after helping push the Nasdaq to a record high. (@WalterBloomberg)Walter Bloomberg
22 Sept, 11:16
TRUMP: U.S. HAS “MORE MUNITIONS THAN WE COULD EVER USE”President Trump rejected claims that the U.S. is running low on munitions, calling them false.Trump said the country has more munitions than it could possibly use and is currently expanding stockpiles at levels he says have never been seen before. (@WalterBloomberg)
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