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19.10.26 - 19:30
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Markets Brace for Inflation, Tech Earnings (Bloomberg)
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Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Inflation fears rattle markets as Meta leads a massive earnings week. Nvidia-backed Nscale faces a valuation reality check, while Trump-Zelenskyy tensions deepen. Plus, Proofpoint's $6.3 billion Varonis deal; we talk with Thoma Bravo's Seth Boro. And JPMorgan's $230 billion economic-security push with Herman Chan, plus Ed Ludlow on Anthropic's public-good pledge. (Source: Bloomberg)...
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19.10.26 - 16:42
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Inflation Jolt to Fade, Fed to Stay on Sidelines (Bloomberg)
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At first glance, the past week's inflation data look hot enough to change the Fed debate, but the details were less alarming: Inflation breadth narrowed, and traders expect PCE inflation later this month to tell a similar story.
Jennifer Lee, Senior Economist at BMO Capital Markets, discusses global tightening and her outlook for the Fed's inflation fight. (Source: Bloomberg)...
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