Business
Bond Market Knows Something Is Broken, Yardeni Says
Yardeni Research President and Chief Investment Strategist Ed Yardeni says the bond market is stating that the Federal Reserve has done enough during an interview with Vonnie Quinn on Bloomberg Television.
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Dan Ives, partner and senior managing director at Yorkville Ives & Co., discusses concerns about Anthropic’s upcoming IPO. He examines capital raised by hyperscalers, calling it the “start of winners and losers” in the AI trade and says chip stocks have about another 10% – 12% to fall. He speaks on “Bloomberg Surveillance.”
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Brent crude and European gas fell after President Trump signalled new strikes on Iran won’t be necessary. European stocks headed for a record high, boosted by a resurgence in tech shares and banks along with a decline in energy prices.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won’t find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie.
Chapters:
00:00:00 – The Opening Trade Begins
00:01:40 – Markets Rally as Tech Recovers
00:03:00 – The Agenda: Anthropic IPO Plans and Market Volatility
00:04:14 – SoftBank Posts Surprise Loss
00:04:43 – The Agenda: Oil Slides as Trump Signals No Further Iran Strikes
00:06:52 – The Agenda: Nvidia Faces Growing China Scrutiny
00:09:36 – What to Watch
00:11:42 – Anthropic IPO Timeline and TSMC Growth
00:14:55 – HSBC CIO Willem Sels on Tech Rotation and Market Volatility
00:19:54 – HSBC CIO Willem Sels on Energy Prices, AI and Portfolio Strategy
00:21:20 – Need to Know
00:25:31 – Canadian Foreign Minister Anita Anand on Russia-Ukraine Talks
00:29:06 – Canadian Foreign Minister Anita Anand on Canada-US Relations After the Midterms
00:32:15 – Canadian Foreign Minister on Iran and Closer EU Ties
00:35:59 – Hensoldt CEO Oliver Dörre on European Defense Growth
00:41:37 – MLIV: Market Outlook After the Tech Selloff
00:46:21 – European Markets Open Higher
00:50:25 – State Street’s Marija Veitmane on Tech Stocks and AI Data Centers
00:58:28 – Stocks on the Move: Infineon, Bayer and Renault
01:01:29 – Anthropic, Nvidia and the AI Trade
01:05:59 – Infineon CFO on Pricing and AI Demand
01:14:25 – French Trade Minister Nicolas Forissier on US-EU Tariffs, Tourism, Investment and Trade, Europe Responds to China’s Trade Surplus
01:24:40 – ECB’s Philip Lane on a December Rate Hike
01:27:32 – Oil Falls as Iran Tensions Ease
01:32:16 – Oil, US CPI and the Market Outlook
01:34:13 – Bank of England and Inflation Outlook
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Supermarkets across Europe were hit by suspected cyberattacks that caused sudden changes in the temperatures of their fridges and freezers, weeks after a similar issue in France. Charlotte Hughes-Morgan explains.
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US equity futures rise after Coreweave’s strong results and robust demand for Anthropic’s IPO. US Treasury futures fall after a hot inflation print fueled Fed rate-hike bets and fueled a spike in yields. Cash Treasury market is closed for Veterans Day holiday. Olaolu Aganga of Citi discusses the sustainability of the AI-driven tech rally.
Maureen Lawlor
Chapters:
00:00:00 – Bloomberg Brief
00:01:01 – Global Markets Rally on AI Optimism
00:03:32 – CoreWeave, Anthropic and OpenAI Drive AI Trade
00:08:38 – Hot CPI Revives Fed Rate Hike Bets
00:12:09 – Hedge Funds Cut Risk and US China Tensions
00:13:40 – Russia Ukraine Peace Talks Resume
00:18:18 – Eimear Bonner, Chevron CFO, on Oil Production
00:20:09 – Front Page News: Hegseth, Bessent and Nvidia
00:23:55 – Olaolu Aganga, Citi Head of Portfolio Construction and Analytics, on AI, Inflation and Markets
00:31:31 – Iran, Consumer Prices and US China Relations
00:35:17 – Washington Politics and Global Affairs
00:41:34 – Day Ahead: Fed Speakers, OPEC and Markets
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Berkshire Hathaway Inc. spent about $9.6 billion to buy back its own shares in the third quarter, a sign the company’s executives viewed the stock as undervalued. But declining insurance underwriting weighed on its operating earnings in a mixed quarter for the company. Bloomberg’s Matthew Palazola joins to discuss.
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@imapseudonym1403
December 12, 2023 at 6:13 am
Once the bond market crashes, the mortgage system will go bankrupt and I'll finally be able to pick up a nice plot of land in Hawaii for a reasonable price. Looking forward to it!
@evelynramos445
December 12, 2023 at 6:13 am
Mixed and depending as the commentator suggests! Shares bonds depending if cast on inflation is lowering?
@yusufozarslan1796
December 12, 2023 at 6:13 am
you can false data but can't fool bond markets.
@ronaldshiffman9171
December 12, 2023 at 6:13 am
I said publicly that our economy was broken longer than 2 years ago. Respect to Yardeni, but he was a Wall Street cheerleader 2 years ago, saying markets were going higher never questioning the federal reserve's VERY WRONG easy money policies. Now we are paying for it. Yeah me. Boo Yardeni.
@Tom-yr6kt
December 12, 2023 at 6:13 am
😂
@charlesgideon2925
December 12, 2023 at 6:13 am
The equity market doesn’t have a clue, and Yardeni remains bullish, so either he’s dumb or he’s lying. Unsure which.
@diamandidimitrov8643
December 12, 2023 at 6:13 am
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@petermerelis
December 12, 2023 at 6:13 am
Yardeni nails it
@jpiratox
December 12, 2023 at 6:13 am
The major challenges investors face may range from controlling impulsiveness to the frail of compulsion , Most newbies , would-be investors often undermine and most often neglect the importance of technical analysis with regards to trading. Technical analysis overly predicts the movement of asset prices regardless of what is happening in the wider or broader market. Essentially, the process involves studying the paths of a particular asset movement in the past so as to establish a sustainable pattern that can be used to predict future movements. Permit me to say that, it’s is best advice you find a working strategy/daily signals that works well in other to accumulate and grow a very strong portfolio ahead. However , i will advice investors and newbies to take full advantage and have total control of the market to buy and not to hodl at this rate but to trade with Benjamin Mason’s strategy/daily signals which has been so profitable and accurate.
@jpiratox
December 12, 2023 at 6:13 am
The major challenges investors face may range from controlling impulsiveness to the frail of compulsion , Most newbies , would-be investors often undermine and most often neglect the importance of technical analysis with regards to trading. Technical analysis overly predicts the movement of asset prices regardless of what is happening in the wider or broader market. Essentially, the process involves studying the paths of a particular asset movement in the past so as to establish a sustainable pattern that can be used to predict future movements. Permit me to say that, it’s is best advice you find a working strategy/daily signals that works well in other to accumulate and grow a very strong portfolio ahead. However , i will advice investors and newbies to take full advantage and have total control of the market to buy and not to hodl at this rate but to trade with Benjamin Mason’s strategy/daily signals which has been so profitable and accurate.
@EatMyOats
December 12, 2023 at 6:13 am
Another useless comment. The FED Trading desk is buying, selling plus generally manipulated the Bond yields. How can any Expert not address the 400 lb gorilla?
@valdomero738
December 12, 2023 at 6:13 am
Yardeni is the most knowledgeable in this issue.
@hangender
December 12, 2023 at 6:13 am
so bond market is dr strange and can tell the future? I think not. They are scrubs just like us.
@pauljenkins6877
December 12, 2023 at 6:13 am
The “something is broken” narrative is tiresome. We might have a recession. Periodic recessions are normal. It’s called the business cycle for a reason.
@wjpeaj8890
December 12, 2023 at 6:13 am
Know what?