*BESSENT: WILL BE MEETING WITH HE LIFENG THIS WEEKEND
*BESSENT: HAVE HAD GOOD, PRIVATE, TALKS WITH CHINA ON IRAN
*BESSENT: TALKS WITH CHINA ON IRAN WILL CONTINUE WITH HE LIFENG
(@WalterBloomberg)
*BESSENT: HAVE HAD GOOD, PRIVATE, TALKS WITH CHINA ON IRAN
*BESSENT: TALKS WITH CHINA ON IRAN WILL CONTINUE WITH HE LIFENG
(@WalterBloomberg)
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BESSENT SAYS U.S. BOND MARKET IS THE BEST-PERFORMING IN THE WORLD
(@WalterBloomberg)
(@WalterBloomberg)
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BESSENT: TRUMP ADMINISTRATION IS AT FOREFRONT OF EXAMINING AI MODELS
(@WalterBloomberg)
(@WalterBloomberg)
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*BESSENT SAYS WILL MEET CHINA'S HE LIFENG THIS WEEKEND
(@WalterBloomberg)
(@WalterBloomberg)
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BESSENT: DECREASE IN RESERVE HOLDINGS OF DOLLARS IS MAINLY FROM RUSSIA AND CHINA
(@WalterBloomberg)
(@WalterBloomberg)
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OIL LOADINGS SUSPENDED AT TOP SAUDI RED SEA PORT OF YANBU AFTER PREVIOUS ATTACK ON EAST-WEST PIPELINE - SHIPPING SOURCES
(@WalterBloomberg)
(@WalterBloomberg)
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JOHNSON SAYS AI MORATORIUM WILL LOSE COMPETITIVE EDGE TO CHINA
(@WalterBloomberg)
(@WalterBloomberg)
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BESSENT: TRUMP COMPLETELY ALIGNED WITH NVIDIA'S JENSEN HUANG
(@WalterBloomberg)
(@WalterBloomberg)
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BRENT, US CRUDE FUTURES RISE BY MORE THAN $3 AFTER SHIPPING SOURCES TELL REUTERS OIL LOADINGS AT SAUDI ARABIA'S RED SEA PORT OF YANBU HAVE BEEN SUSPENDED
(@WalterBloomberg)
(@WalterBloomberg)
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WALL STREET OVERWHELMINGLY EXPECTS FED HIKE
Nearly every major Wall Street bank now expects the Federal Reserve to raise rates in September, according to a WSJ survey.
Most forecast 50 basis points of total tightening in 2026, while Bank of America, Deutsche Bank and RBC see 75bps.
Market angle: expectations are shifting beyond this week’s hike toward another increase before year-end.
(@WalterBloomberg)
Nearly every major Wall Street bank now expects the Federal Reserve to raise rates in September, according to a WSJ survey.
Most forecast 50 basis points of total tightening in 2026, while Bank of America, Deutsche Bank and RBC see 75bps.
Market angle: expectations are shifting beyond this week’s hike toward another increase before year-end.
(@WalterBloomberg)
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MORGAN STANLEY'S DAN SIMKOWITZ SAYS WE ARE IN RELATIVELY EARLY TO MIDDLE INNINGS OF AI FINANCING
(@WalterBloomberg)
(@WalterBloomberg)
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*BESSENT: EXAMINING $5,000 CHECK PROPOSAL AT TREASURY
(@WalterBloomberg)
(@WalterBloomberg)
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BESSENT: TREASURY'S BOND BUYBACK INTERVENTION WAS SUCCESSFUL
(@WalterBloomberg)
(@WalterBloomberg)
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RUSSIAN OIL PREMIUMS SURGE AS MIDDLE EAST SUPPLY TIGHTENS
Russian Urals crude premiums in India jumped to $8/barrel over Brent, up from around $1 in August and the highest since May.
Middle East supply disruptions are pushing Indian and Chinese refiners toward Russian barrels, while Novorossiysk exports remain constrained.
Market angle: shrinking alternative supplies are dramatically strengthening Russia’s pricing power in Asia.
(@WalterBloomberg)
Russian Urals crude premiums in India jumped to $8/barrel over Brent, up from around $1 in August and the highest since May.
Middle East supply disruptions are pushing Indian and Chinese refiners toward Russian barrels, while Novorossiysk exports remain constrained.
Market angle: shrinking alternative supplies are dramatically strengthening Russia’s pricing power in Asia.
(@WalterBloomberg)
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BESSENT: FOR A NOMINAL AMOUNT, THE U.S. TREASURY WAS ABLE TO SIGNAL SUPPORT FOR JAPANESE POLICIES
(@WalterBloomberg)
(@WalterBloomberg)
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U.S., GULF STATES EXPAND HORMUZ TANKER TRANSITS
The U.S. military and Gulf countries have begun conducting daytime tanker transits through the Strait of Hormuz, according to a U.S. official cited by Axios.
Previously, escorted transits had reportedly been limited mainly to nighttime operations.
Market angle: expanded daytime crossings could improve shipping flows and ease some of the geopolitical risk premium embedded in oil prices.
(@WalterBloomberg)
The U.S. military and Gulf countries have begun conducting daytime tanker transits through the Strait of Hormuz, according to a U.S. official cited by Axios.
Previously, escorted transits had reportedly been limited mainly to nighttime operations.
Market angle: expanded daytime crossings could improve shipping flows and ease some of the geopolitical risk premium embedded in oil prices.
(@WalterBloomberg)
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BESSENT: THE NEED TO ADDRESS DEFICIT IS ONE FACTOR AFFECTING 10-YEAR TREASURY BOND YIELD
(@WalterBloomberg)
(@WalterBloomberg)
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U.S. CONFIRMS WEAPONS IN ORBIT
The Pentagon has made its strongest acknowledgment yet that the U.S. possesses weapons in space, with Air Force Secretary Troy Meink confirming orbital systems capable of defending U.S. forces.
Space Command called the disclosure a “landmark” deterrence moment amid rising tensions with China and Russia.
The U.S. also recently conducted its largest-ever orbital military exercise, involving multiple satellites and international partners.
(@WalterBloomberg)
The Pentagon has made its strongest acknowledgment yet that the U.S. possesses weapons in space, with Air Force Secretary Troy Meink confirming orbital systems capable of defending U.S. forces.
Space Command called the disclosure a “landmark” deterrence moment amid rising tensions with China and Russia.
The U.S. also recently conducted its largest-ever orbital military exercise, involving multiple satellites and international partners.
(@WalterBloomberg)
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BESSENT: GAS PRICES ARE LOWER THAN THEY WERE UNDER BIDEN
(@WalterBloomberg)
(@WalterBloomberg)
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FRANCE BACKS KNOT FOR ECB PRESIDENT
France would support former Dutch central-bank chief Klaas Knot to succeed Christine Lagarde as ECB president, provided a French candidate receives the powerful chief economist role, Reuters reports.
The proposal reportedly has Macron’s backing, with Pablo Hernández de Cos seen as Knot’s main rival.
Market angle: Germany is expected to resist the deal, setting up a major battle over the ECB’s future policy direction.
(@WalterBloomberg)
France would support former Dutch central-bank chief Klaas Knot to succeed Christine Lagarde as ECB president, provided a French candidate receives the powerful chief economist role, Reuters reports.
The proposal reportedly has Macron’s backing, with Pablo Hernández de Cos seen as Knot’s main rival.
Market angle: Germany is expected to resist the deal, setting up a major battle over the ECB’s future policy direction.
(@WalterBloomberg)
SAUDI OIL PIPELINE COULD RESTART WITHIN DAYS
Saudi Arabia’s critical East-West Pipeline could resume crude flows within days, according to U.S. Energy Secretary Chris Wright.
The pipeline had been moving 4–5 million barrels per day, roughly 4–5% of global supply, before attacks forced its shutdown.
Market angle: a rapid restart could ease supply fears and remove some of the geopolitical risk premium supporting oil prices.
(@WalterBloomberg)
Saudi Arabia’s critical East-West Pipeline could resume crude flows within days, according to U.S. Energy Secretary Chris Wright.
The pipeline had been moving 4–5 million barrels per day, roughly 4–5% of global supply, before attacks forced its shutdown.
Market angle: a rapid restart could ease supply fears and remove some of the geopolitical risk premium supporting oil prices.
(@WalterBloomberg)
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