TRUMP ON TARIFFS: FOR NEXT 90 DAYS, UNITED STATES WILL ALLOW UP TO 300,000 METRIC TONS OF PRODUCT FOR GROUND BEEF TO BE IMPORTED WITH NO OUT OF QUOTA TARIFF
(@WalterBloomberg)
(@WalterBloomberg)
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TRUMP ON TARIFFS: HAVE A COMMITMENT THAT THIS BEEF WILL BE SOLD AT 25 PERCENT BELOW CURRENT MARKET PRICES
(@WalterBloomberg)
(@WalterBloomberg)
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$TSLA - TESLA RECALLS NEARLY 3 MILLION VEHICLES IN CHINA
Tesla is recalling up to 2.98 million vehicles in China, its largest-ever recall in the market.
The company will fix emergency door-release safety issues through warning labels and a software update that lowers windows after severe crashes.
Separately, 2.74 million Model 3 and Model Y vehicles will receive an over-the-air update to improve driver-attention monitoring and reduce collision risks when driver-assistance features are active.
(@WalterBloomberg)
Tesla is recalling up to 2.98 million vehicles in China, its largest-ever recall in the market.
The company will fix emergency door-release safety issues through warning labels and a software update that lowers windows after severe crashes.
Separately, 2.74 million Model 3 and Model Y vehicles will receive an over-the-air update to improve driver-attention monitoring and reduce collision risks when driver-assistance features are active.
(@WalterBloomberg)
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BOFA WARNS BOND PLAN FAILURE COULD HIT RISK ASSETS
BofA strategist Michael Hartnett warns risk assets could face selling pressure if the U.S. Treasury fails to push 30-year yields below 5%.
He sees potential weakness in the dollar and increased short bets against AI hyperscalers, private credit and financial stocks.
The warning comes as 30-year yields hover around 5.2% despite Treasury intervention, while rising government debt keeps bond markets under pressure.
(@WalterBloomberg)
BofA strategist Michael Hartnett warns risk assets could face selling pressure if the U.S. Treasury fails to push 30-year yields below 5%.
He sees potential weakness in the dollar and increased short bets against AI hyperscalers, private credit and financial stocks.
The warning comes as 30-year yields hover around 5.2% despite Treasury intervention, while rising government debt keeps bond markets under pressure.
(@WalterBloomberg)
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TRUMP’S IRAN CRACKDOWN RISKS CHINA BACKLASH
Washington is preparing tougher measures to isolate Iran economically, targeting countries that continue trading with Tehran.
China poses the biggest challenge, buying around 90% of Iran’s oil exports.
Targeting major Chinese banks or companies could disrupt Iran’s key revenue source, but risks retaliation from Beijing and renewed U.S.-China tensions ahead of President Xi Jinping’s Washington visit.
Analysts also question whether tougher sanctions can significantly pressure Iran after decades of economic restrictions.
(@WalterBloomberg)
Washington is preparing tougher measures to isolate Iran economically, targeting countries that continue trading with Tehran.
China poses the biggest challenge, buying around 90% of Iran’s oil exports.
Targeting major Chinese banks or companies could disrupt Iran’s key revenue source, but risks retaliation from Beijing and renewed U.S.-China tensions ahead of President Xi Jinping’s Washington visit.
Analysts also question whether tougher sanctions can significantly pressure Iran after decades of economic restrictions.
(@WalterBloomberg)
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PRESIDENT PEZESHKIAN SAYS IRAN SHOULD END WAR NOW THAT IT IS IN A POSITION OF STRENGTH AND WORLD ACKNOWLEDGES ITS VICTORY - ISNA
(@WalterBloomberg)
(@WalterBloomberg)
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WARSH COULD OFFER MARKETS SOME RELIEF AT JACKSON HOLE
Fed Chair Kevin Warsh could provide investors with modest reassurance at next week’s Jackson Hole symposium, according to TD Securities.
Markets will look for clearer signals on his policy approach and a reaffirmation of the Fed’s commitment to fighting inflation.
However, disappointment remains possible if Warsh continues to avoid forward guidance.
TD expects his remarks to signal gradual change rather than a major policy shift.
(@WalterBloomberg)
Fed Chair Kevin Warsh could provide investors with modest reassurance at next week’s Jackson Hole symposium, according to TD Securities.
Markets will look for clearer signals on his policy approach and a reaffirmation of the Fed’s commitment to fighting inflation.
However, disappointment remains possible if Warsh continues to avoid forward guidance.
TD expects his remarks to signal gradual change rather than a major policy shift.
(@WalterBloomberg)
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SILVER47 AND BUNKER HILL ANNOUNCE MERGER. BUNKER HILL TO SEEK NAME CHANGE TO BUNKER HILL SILVER CORP. COMBINED COMPANY ESTABLISHES A NEW 'MADE IN AMERICA' U.S. SILVER & CRITICAL MINERALS CHAMPION.
(@WalterBloomberg)
(@WalterBloomberg)
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DEEPSEEK CHALLENGES ANTHROPIC WITH NEW AI MODEL
DeepSeek has unveiled an experimental multimodal AI model capable of analyzing images, screenshots and text while performing autonomous tasks.
Called DeepSeek-V4-Flash-Vision-Exp, the model reportedly approaches Anthropic’s Opus 4.8 in multimodal agent performance while retaining DeepSeek’s latest text, reasoning and agent capabilities.
The release highlights intensifying U.S.-China AI competition, with Chinese developers increasingly offering advanced models at lower costs.
(@WalterBloomberg)
DeepSeek has unveiled an experimental multimodal AI model capable of analyzing images, screenshots and text while performing autonomous tasks.
Called DeepSeek-V4-Flash-Vision-Exp, the model reportedly approaches Anthropic’s Opus 4.8 in multimodal agent performance while retaining DeepSeek’s latest text, reasoning and agent capabilities.
The release highlights intensifying U.S.-China AI competition, with Chinese developers increasingly offering advanced models at lower costs.
(@WalterBloomberg)
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CITI SAYS BUY ANY PRE-MIDTERM MARKET DIP
Citi remains Overweight equities and recommends adding exposure if markets pull back ahead of the U.S. midterm elections.
The bank sees supportive earnings revisions, improving liquidity conditions and limited warning signs despite recent AI-related concerns.
Citi continues to favor U.S. stocks and believes sector rotation could limit downside.
Historically, pre-midterm weakness has often been followed by strong year-end performance, making any dip a potential buying opportunity.
(@WalterBloomberg)
Citi remains Overweight equities and recommends adding exposure if markets pull back ahead of the U.S. midterm elections.
The bank sees supportive earnings revisions, improving liquidity conditions and limited warning signs despite recent AI-related concerns.
Citi continues to favor U.S. stocks and believes sector rotation could limit downside.
Historically, pre-midterm weakness has often been followed by strong year-end performance, making any dip a potential buying opportunity.
(@WalterBloomberg)
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UBS SEES S&P 500 BULL RUN EXTENDING
UBS raised its S&P 500 targets to 8,100 for December 2026 and 8,400 for June 2027, citing stronger earnings and resilient growth.
The bank now expects EPS of $350 in 2026 and $400 in 2027, driven by strength in technology, semiconductors and energy.
UBS remains bullish on resilient economic growth, a patient Fed and accelerating AI adoption.
Key risks include higher oil prices, renewed inflation and disappointing AI returns.
(@WalterBloomberg)
UBS raised its S&P 500 targets to 8,100 for December 2026 and 8,400 for June 2027, citing stronger earnings and resilient growth.
The bank now expects EPS of $350 in 2026 and $400 in 2027, driven by strength in technology, semiconductors and energy.
UBS remains bullish on resilient economic growth, a patient Fed and accelerating AI adoption.
Key risks include higher oil prices, renewed inflation and disappointing AI returns.
(@WalterBloomberg)
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📅 FRIDAY, AUGUST 21, 2026 — PRESIDENTIAL SCHEDULE
🔸8:00 AM — Executive Time
📍 White House
🔸9:00 AM — In-Town Pool Call Time
📍 White House
🔸11:00 AM — Photo Opportunities
📍 Oval Office
🔸11:45 AM — Policy Meeting
📍 Oval Office
🔸2:00 PM — Policy Meeting
📍 White House
🔸3:30 PM — Out-of-Town Travel Pool Call Time
📍 Joint Base Andrews
🔸TBD — Depart White House → Myrtle Beach, SC
🔸TBD — Arrive Myrtle Beach, SC
📍 Myrtle Beach Convention Center
🔸7:00 PM — Delivers Remarks
📍 Myrtle Beach Convention Center
🔸TBD — Depart Myrtle Beach → White House
🔸TBD — Arrive White House
(@WalterBloomberg)
🔸8:00 AM — Executive Time
📍 White House
🔸9:00 AM — In-Town Pool Call Time
📍 White House
🔸11:00 AM — Photo Opportunities
📍 Oval Office
🔸11:45 AM — Policy Meeting
📍 Oval Office
🔸2:00 PM — Policy Meeting
📍 White House
🔸3:30 PM — Out-of-Town Travel Pool Call Time
📍 Joint Base Andrews
🔸TBD — Depart White House → Myrtle Beach, SC
🔸TBD — Arrive Myrtle Beach, SC
📍 Myrtle Beach Convention Center
🔸7:00 PM — Delivers Remarks
📍 Myrtle Beach Convention Center
🔸TBD — Depart Myrtle Beach → White House
🔸TBD — Arrive White House
(@WalterBloomberg)
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$NVDA - NVIDIA EYES MAJOR DATA-CENTER POWER INVESTMENT
Nvidia is reportedly in advanced talks to invest several hundred million dollars in data-center power developer Cloverleaf Infrastructure.
Cloverleaf secures reliable electricity and powered land for major data-center projects, with over 10 gigawatts in its pipeline.
The potential deal would expand Nvidia’s push into AI infrastructure, helping secure future data-center capacity for its chips.
Nvidia has also recently invested heavily in other power developers, including Lancium and SoftBank’s SB Energy.
(@WalterBloomberg)
Nvidia is reportedly in advanced talks to invest several hundred million dollars in data-center power developer Cloverleaf Infrastructure.
Cloverleaf secures reliable electricity and powered land for major data-center projects, with over 10 gigawatts in its pipeline.
The potential deal would expand Nvidia’s push into AI infrastructure, helping secure future data-center capacity for its chips.
Nvidia has also recently invested heavily in other power developers, including Lancium and SoftBank’s SB Energy.
(@WalterBloomberg)
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CANADIAN MINISTER IN CHARGE OF U.S. TRADE TIES WILL MEET U.S. TRADE REPRESENTATIVE GREER AT 10:30 EDT ON FRIDAY IN WASHINGTON - CANADIAN STATEMENT
(@WalterBloomberg)
(@WalterBloomberg)
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JPMORGAN WARNS OF AUTUMN SELLOFF AS AI ECHOES 2000
JPMorgan sees growing risks of a late-summer or early-autumn market downturn despite major indexes remaining in bullish trends.
The bank points to weakening market internals, defensive rotation and fading conviction in AI stocks.
Strategist Jason Hunter sees similarities between today’s AI trade and the 1999-2000 tech boom, raising concerns about crowded technology exposure.
Rising Treasury yields, Middle East tensions and softer consumer spending add to the risks.
(@WalterBloomberg)
JPMorgan sees growing risks of a late-summer or early-autumn market downturn despite major indexes remaining in bullish trends.
The bank points to weakening market internals, defensive rotation and fading conviction in AI stocks.
Strategist Jason Hunter sees similarities between today’s AI trade and the 1999-2000 tech boom, raising concerns about crowded technology exposure.
Rising Treasury yields, Middle East tensions and softer consumer spending add to the risks.
(@WalterBloomberg)
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PRIVATE EQUITY FIRM APOLLO CONFIRMS DATA BREACH AMID HACKING WAVE TARGETING FINANCIAL GIANTS- TECHCRUNCH
(@WalterBloomberg)
(@WalterBloomberg)
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BITCOIN ETF INFLOWS TOP $1 BILLION IN TWO DAYS
Bitcoin ETFs attracted more than $1 billion in net inflows over the past two days, including $606 million on Thursday.
Four-day inflows have now reached $1.61 billion, signaling renewed investor appetite for crypto.
The rebound comes amid increased attention from the Trump administration and renewed “dollar debasement” trades.
Bitcoin briefly topped $79,000 overnight and was recently up 5.8% near $76,900.
(@WalterBloomberg)
Bitcoin ETFs attracted more than $1 billion in net inflows over the past two days, including $606 million on Thursday.
Four-day inflows have now reached $1.61 billion, signaling renewed investor appetite for crypto.
The rebound comes amid increased attention from the Trump administration and renewed “dollar debasement” trades.
Bitcoin briefly topped $79,000 overnight and was recently up 5.8% near $76,900.
(@WalterBloomberg)
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U.S. S&P GLOBAL AUGUST FLASH COMPOSITE PMI AT 56.0 (VS 54.5 IN JULY)
U.S. S&P GLOBAL AUGUST FLASH SERVICES PMI AT 56.8 (FORECAST 54.0)
U.S. S&P GLOBAL AUGUST FLASH MANUFACTURING PMI AT 53.2 (FORECAST 53.9)
(@WalterBloomberg)
U.S. S&P GLOBAL AUGUST FLASH SERVICES PMI AT 56.8 (FORECAST 54.0)
U.S. S&P GLOBAL AUGUST FLASH MANUFACTURING PMI AT 53.2 (FORECAST 53.9)
(@WalterBloomberg)
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🇺🇸🇮🇷 US-IRAN NUCLEAR DEAL ODDS SLIDE
Prediction markets are turning increasingly skeptical about a near-term U.S.-Iran nuclear agreement.
Kalshi currently prices the chances of a deal at:
• 11% before March 1, 2027
• 22% before January 1, 2028
• 35% before January 20, 2029
https://t.co/kb5NlKl3b8
(@WalterBloomberg)
Prediction markets are turning increasingly skeptical about a near-term U.S.-Iran nuclear agreement.
Kalshi currently prices the chances of a deal at:
• 11% before March 1, 2027
• 22% before January 1, 2028
• 35% before January 20, 2029
https://t.co/kb5NlKl3b8
(@WalterBloomberg)
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TRUMP ADMIN TAPS FORMER JPMORGAN CHASE EXEC MATT ZAMES TO ADVISE SOCIAL SECURITY AGENCY - CNBC
(@WalterBloomberg)
(@WalterBloomberg)
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CITADEL HAS SHED OVER 80% OF AGGREGATE RISK FROM SITUATIONAL AWARENESS PORTFOLIO - CNBC CITING LETTER
(@WalterBloomberg)
(@WalterBloomberg)
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