Business
Markets Should Not Price in Rate Cuts Next Year: Xu
Mandy Xu of Credit Suisse Securities says markets should not be pricing in Federal Reserve rate cuts next year. She’s on “Bloomberg Markets: The Close.”
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Business
Commodities Bull Market Is Underpriced: 3-Minutes MLIV
Anna Edwards, Tom Mackenzie and Mark Cudmore break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”
Chapters:
00:00:00 – MLIV
00:00:08 – I am the House: Scott Bessent on Betting Against the Japanese Yen
00:01:40 – Commodity Bull Run
00:02:53 – Brent Crude Price Nearing $100/Barrel
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Business
Big Pharma Needs New Drugs. China Has Them
Big Pharma is betting on China for its next blockbuster drugs β what that shift means for patients and the future of US biotech dominance.
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Business
Paramount Settles Lawsuits, Allowing for Warner Bros Deal
Paramount Skydance Corp. has settled lawsuits brought by 12 state attorneys general and the Writers Guild trade union, allowing the company to close its acquisition of Warner Bros. Discovery Inc. #news #business #usa
The settlement includes protections to limit the market power and ensure the editorial independence of the media giant, and requires Paramount to release 30 movies a year at the combined studios.
Paramount has agreed to various terms, including investing $1.5 billion in domestic film and TV production, and not selling or closing its big studio lots in the Los Angeles area, in a bid to appease politicians and unions.
Read more: https://www.bloomberg.com/news/articles/2026-09-21/paramount-settles-lawsuits-allowing-for-warner-bros-acquisition
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Business
Nvidia To Move Markets More Than Warsh: 3-Minute MLIV
Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”
Chapters:
00:00:17 – Nvidia Expectations
00:02:15 – Warsh
——–
More on Bloomberg Television and Markets
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Business
AI Capex, Gamble or Jackpot?: Market Snapshot
This week started with a striking warning from the Broadcom CEO, who likened the artificial intelligence market to a “casino.” The statement was followed by strong earnings from ASML and a better-than-expected outlook from TSMC, though neither was enough to stem a global tech stock rout. Bloomberg’s “The Opening Trade” spoke to analysts and experts about what this tells us about the state of expenditure within the booming trade and whether its becoming an increasingly riskier bet.
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@yulee9990
January 3, 2024 at 1:49 pm
FED Pursuit mission impossible
@petermerelis
January 3, 2024 at 1:49 pm
the reason the market is pricing in cuts in '23 is because the fed is over tightening us into a deep recession that they'll ultimately have to try to rescue us from.
@gomachanLovely
January 3, 2024 at 1:49 pm
Talor cute πππ
@unknown36187
January 3, 2024 at 1:49 pm
All the reason retail, institutions and hedge funds should invest heavily in $GOTU. Gauto Techedu, The Value of the company is extraordinary and profitable right now! Especially once removed from the US audit list. Which won't take much investigation at all.
@rahfx5485
January 3, 2024 at 1:49 pm
If breakevens are correctly priced, then equities are bottoming now
@MrYatesj1
January 3, 2024 at 1:49 pm
.30 for next year sounds nominal. Last time I heard the Fed said there will be Pain and we will hike higher and for longer until we know for sure inflation is dead. Sounds like Mandy has her own ideas but last I heard DON'T FIGHT THE FED. You all sound the the sport commentators just spouting off this or that just so you can hear yourself talk, yet its all irrelevant.