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21.08.25 - 21:01
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Walmart Sinks on Rare Profit Miss | Open Interest 8/21/2025 (Bloomberg)
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Get a jump start on the US trading day with Matt Miller and Katie Greifeld on "Bloomberg Open Interest." Boeing is in talks to sell 500 planes to China in a deal that hinges on easing trade hostilities between the two countries. The Fed's Jackson Hole symposium kicks off today, and while much of the market is already pricing in on a rate cut, the fed is still divided on inflation and the possibility of a rate cut. And CEO of the biggest recreational boat maker, Brunswick, tells Open Interest that demand is high for its premium brands but there is more pressure on its value line from higher interest rates. (Source: Bloomberg)...
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25.07.25 - 15:06
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Durable Goods Orders (Ex-Transports) Beat Expectations In June (ZeroHedge)
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Durable Goods Orders (Ex-Transports) Beat Expectations In June
After surging higher in May, on the back of huge Boeing aircraft orders, US durable goods orders were expected to tumble back to earth in preliminary June data... and they did.
Durable Goods Orders plunged 9.3% MoM (slightly better than the -10.7% MoM expected) - the biggest drop since the COVID lockdowns. But as the chart below shows, it is a wildly noisy time series, almost entirely due to the lumpiness of aircraft orders...
Source: Bloomberg
Thanks to a swing from a 230% MoM rise to a 50% MoM decline in non-defense aircraft orders...
Source: Bloomberg
Excluding the noise of Boeing orders, the data was actually solid with a 0.25% MoM increase (better than the 0.1% rise expected) in durable goods orders (ex-Transports), pushing YoY orders uo 2.23%
Source: Bloomberg
Adding to the confusion, the value of core capital goods orders, a proxy for investment in equipment excluding aircraft and military hardware, decreased 0.7% last month...
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15.07.25 - 13:06
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Nvidia Prepares China Sales Resumption; EU Eyes Tariff Retaliation | Bloomberg Brief 7/15/2025 (Bloomberg)
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US equity futures gain as Nvidia rises in the pre-market after the chip giant said the US would approve sales of it's H20 AI chips to Chinese customers. The EU eyes Boeing, bourbon and US autos in a potential retaliation against US tariffs. JPMorgan, Citi and Wells Fargo kick off earnings season. Peter Oppenheimer of Goldman Sachs says the US stock market is still very concentrated with big tech distorting the overall S&P 500 index. James Clarke of Blue Owl says investors in private credit are looking to opportunities that can withstand geopolitical shocks or cyclical bumps. France's Minister of European Affairs Benjamin Haddad says the EU finds US tariffs unacceptable and stands ready to retaliate with resolve. “Bloomberg Brief” delivers the market news, data and analysis you need to set your agenda. (Source: Bloomberg)...
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