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01.09.26 - 15:06
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Bond Selloff Sends Yields to 2008 High; Hormuz Attacks Escalate | Bloomberg Brief 09/01/2026 (Bloomberg)
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US equity futures and global bonds fall as higher oil prices fuel inflation concerns and bets that central banks will raise interest rates in September. Two oil supertankers were struck by projectiles while attempting to exit the Strait of Hormuz. US Army Secretary Dan Driscoll resigns after clashing with Defense Secretary Hegseth. Anthropic agrees to a $35 billion computing deal with Lambda, a cloud provider backed by Nvidia. Wei Li of BlackRock discusses the risks and income opportunities within the fixed income market. (Source: Bloomberg)...
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28.08.26 - 15:42
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Futures Flat, Bonds Drop Ahead Of Warsh Jackson Hole Speech (ZeroHedge)
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Futures Flat, Bonds Drop Ahead Of Warsh Jackson Hole Speech
US stock futures are flat and rates rise ahead of today's main event: Fed chief Kevin Warsh's Jackson Hole speech at 10am ET (full preview here) as traders seek clarity on his economic outlook and his strategy for lowering inflation back to the Fed's 2% target. As of 8:00am ET, S&P futures are little changed and Nasdaq 100 futures are lower following the Nvidia-driven rally for the index in the prior session, when however only 30% of the S&P and 1 of 11 sectors closed green as the index continues to be carried by a handful of AI names while the median stock goes nowhere. Pre-market, Mag 7 stocks are mostly higher led by TSLA (+0.6%) and AMZN (+0.3%); NVDA is the laggard (-0.5%). PayPal slumped 16% in premarket trading after Advent and Stripe abandoned their pursuit of the firm. Overnight, headlines were largely quiet with WTI dropping further as the Iran conflict remains quiet. Bond yields are 1-2bps higher (10Y 4.69% and 3Y rates...
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28.08.26 - 14:01
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Stocks, Bonds Waver Ahead of Warsh Speech | Bloomberg Brief 08/28/2026 (Bloomberg)
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US equity futures drag as investors await Fed Chair Kevin Warsh's speech at the Jackson Hole Economic Symposium to look for clues on the central bank's outlook and strategy on inflation. Shares of Nvidia drag in pre-market trading after adding $442 billion in value in a day, its second-biggest daily gain on record. Paypal extends its decline as Advent and Stripe are said to have pulled out their $50 billion buyout bid. Venezuela is reportedly weighing an exit from OPEC in discussions with US officials. Sitara Sundar of JPM Private Bank looks ahead to Chair Warsh's remarks. (Source: Bloomberg)...
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26.08.26 - 14:42
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Stocks Waver, Treasuries Dip Ahead of Nvidia Earnings, PCE Data | Bloomberg Brief 08/26/2026 (Bloomberg)
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US equity futures waver and Treasuries fall ahead of quarterly results from Nvidia and July's PCE data, the Federal Reserve's preferred inflation gauge. The Trump administration mulls additional trade measures against Canada after Prime Minister Mark Carney unveiled dollar-for-dollar retaliation to new tariffs imposed by the US. Matt Maley of Miller Tabak looks ahead to the inflation data and earnings. (Source: Bloomberg)...
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18.08.26 - 15:42
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"Sea Of Red": Futures Slide As Market Wakes Up To Soaring Bond Yields And Diesel Prices (ZeroHedge)
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"Sea Of Red": Futures Slide As Market Wakes Up To Soaring Bond Yields And Diesel Prices
US futures are a "sea of red" (as Bloomberg describes it) in early trading as thin summer volumes persist, with the wrong kind of inflation coming to the fore and Monday's tech selloff weighing on sentiment despite bullish AI news. The recent stock-bonds disconnect is finally being reappraised with US futures lower across the board. As of 8:00am ET, S&P 500 futures fell 0.4% with Nasdaq 100 contracts down 1.1% with Semis, Mag7, and Memory all under pressure, while Software is bid. Nvidia dropped 1.8% as the cost of protecting its debt against default closed in on a high reached last month. Defensives and Energy are leading as investors continue to de-gross / de-lever. Tech stocks drove declines across global markets equities as long-dated bond yields pushed further into multidecade highs and oil prices extended their climb, draining traders' appetite for risky assets. Yields...
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14.08.26 - 07:06
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AMD reportedly to issue up to US$5B in bonds amid tech debt sale wave (Digitimes)
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Advanced Micro Devices (AMD) is launching up to US$5 billion in debt offerings, part of a wave of tech companies reaching for capital markets to fund investments in AI-driven technologies. The move comes as the company is competing with both Intel and Nvidia to capture enormous opportunities from data center development and agentic AI....
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11.08.26 - 14:36
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Bonds Slide Amid Inflation Concerns as Oil Rises on Hormuz Deal Outlook | Bloomberg Brief 08/11/2026 (Bloomberg)
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Treasuries fall and US equity futures waver as rising oil prices stoke inflation fears. President Trump hardens his stance toward Iran with new demands, clouding the prospect of an immediate agreement on the Strait of Hormuz. AI financing picks up as Nvidia taps investment giants including Apollo and Blackstone to source $500 billion for AI infrastructure. Intel raises $20 billion in an upsized share sale. Laura Cooper of Nuveen discusses the rise in real yields. (Source: Bloomberg)...
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