|
21.08.25 - 12:18
|
Vance Says Russia Wants Territory That′s Under Ukraine′s Control | The Pulse 8/21/2025 (Bloomberg)
|
|
Federal Reserve Governor Lisa Cook signaled her intention to remain at the central bank, despite calls for her resignation by President Donald Trump over allegations of mortgage fraud.
Cook said she will gather accurate information to answer any legitimate questions and provide the facts, and that she has no intention of being bullied to step down from her position.
Senator Elizabeth Warren said the Trump administration "should not weaponize the federal government to illegally fire independent Fed Board members", according to her emailed statement.
Meanwhile, Vice President JD Vance said negotiations over ending Russia's war in Ukraine are focused on security guarantees for Ukraine and territory Russia wants to control.
Today's guests: Karen Ward, JPMorgan Asset Management EMEA Chief Market Strategist, Ester Baiget, Novonesis CEO (Source: Bloomberg)...
|
|
19.08.25 - 12:18
|
US and Europe to Work Immediately on Ukraine Security Plan | The Pulse 8/19/2025 (Bloomberg)
|
|
US and European officials started work on bolstering Ukraine's military, part of a package of security guarantees that will open a path to a landmark meeting between presidents Vladimir Putin and Volodymyr Zelenskiy.
It comes after President Trump said he pitched a one-on-one meeting between the Russian and Ukrainian leaders. However, Putin critic Bill Browder said Putin has no desire to stop fighting his war against Kyiv.
Today's guests: Carl Bildt, Co-Chair of the European Council on Foreign Relations and Former Prime Minister of Sweden, Bill Browder, CEO of Hermitage Capital, Giulia Pellegrini, Emerging Markets Portfolio Manager at Allianz Global Investors. (Source: Bloomberg)...
|
|
|
18.08.25 - 12:24
|
Ukraine′s Zelenskiy Set to Meet Trump After Putin Summit | The Pulse 8/18/2025 (Bloomberg)
|
|
Ukraine's Volodymyr Zelenskiy and European leaders look to pin down US security guarantees as they meet with Donald Trump.
The White House is expected to focus on territorial concessions, following President Trump's meeting with Russian's Vladimir Putin on Friday.
Bond traders face an important moment this week when Fed Chair Jerome Powell delivers his key note speech at Jackson Hole.
Today's guests: Jens Eisenschmidt, Chief Europe Economist at Morgan Stanley, Nigel Gould-Davies, senior fellow for Russia and Eurasia at the International Institute of Strategic Studies, and Johnny Taylor, President and Chief Executive of the Society for Human Resource Management and a former member of the White House American Workforce Policy Advisory Board. (Source: Bloomberg)...
|
|
|
|
|
|
07.08.25 - 14:33
|
US Futures, Global Markets Jump On Tariff Exemptions, Renewed Hopes For Ukraine Ceasefire (ZeroHedge)
|
|
US Futures, Global Markets Jump On Tariff Exemptions, Renewed Hopes For Ukraine Ceasefire
US equity futures are - what else - higher, and rapidly approaching a new all time high, boosted by exemptions in Trump's plans for 100% tariffs on chips that are seen as bullish ways for most big tech firms to avoid levies. The mood was also cheered by a report that Trump and Putin are expected to meet for summit talks in the next few days while
hopes for a rate cut rise some more as additional Fed officials have dovish pivots. As of 8:15am ET, S&P futures are up 0.6% and Nasdaq 100 futures gain 0.7% with Mag7 higher led by AAPL while Semis are the global standout. Eli Lilly & shares plunged after the drugmaker reported underwhelming study results for its weight-loss pill. Shares of its main European rival, Novo Nordisk A/S, soared. Cyclicals are poised to rip, although as JPM notes "today appears to be setting up for an 'Everything Rally'." Bond yields are down 1bp across the curve b...
|
|
|
|
|
17.07.25 - 10:24
|
New Seven-Year EU Budget Proposes 100BN Euros For Ukraine (ZeroHedge)
|
|
New Seven-Year EU Budget Proposes 100BN Euros For Ukraine
The European Commission plans to include a whopping €100 billion in funding for Ukraine as part of its proposed seven-year budget for 2028–2034, sources familiar with the discussions first revealed Tuesday.
The following day, Ukrainian Prime Minister Denys Shmyhal hailed the newly proposed €2 trillion ($2.3 trillion) budget for the 2028–2034 period, applauding the allocation of €100 billion specifically for what's been described as Ukraine's recovery, resilience, and progress toward EU membership.
Via AFP
Shmyhal proclaimed it a "strategic investment in Europe's future" and directly thanked European Commission President Ursula von der Leyen for her "visionary leadership and steadfast support."
Von der Leyen, for her part, presented the expansive €2 trillion plan in Brussels, calling it "a budget for a new era that reflects Europe's ambitions."
However, the ambitious proposal still requires ...
|
|
|
|
|
|
|
|
|