The risk on force seems to be strong globally for stocks. You've been pretty impressed, I think, by some of the debt buying impulse. Where does that take us, do you think.Yeah, I think the price action's been incredibly positive over the past week. That seems a strange thing to say when we've had the biggest short term kind of dips lower than we've seen in six months. And what I mean by that is that the bounce backs have been very, very quick.Now, the underlying fundamentals are very impressive. We know tha ...

Market Trends & Economic Outlook - The labor market shows downside risks due to declines in both labor supply and demand [1] - Asian stocks rebounded after three days of losses, driven by optimism for a potential Fed rate cut in October [1] - A weakening dollar is expected, with a potential depreciation of 4% to 6% in 2026 [2] - Increased market volatility is expected due to known and unknown factors, including the upcoming apex summit and tariff-related uncertainties [2] Trade War & Geopolitical Tensions - The U S may stop importing Chinese cooking oil in retaliation for Beijing's refusal to buy American soybeans [1] - China's curbs on rare earth exports, materials needed for fighter jets and electric vehicles, are a key negotiation tool [1] - The real conflict between the U S and China will be over the weaponization of artificial intelligence [3] Investment Strategies & Opportunities - Investors are derisking and taking some risk off the table due to factors including 100% official tariffs [1] - Opportunities are being found in Asia, particularly in Korea, related to the AI ecosystem and chip manufacturing [2] - High-tech manufacturing and technology sectors in China are attractive investment areas, driven by the growth of the middle class [4] - Gold is seen as an interesting proposition for portfolio diversification, with potential for higher prices due to bank buying and strong retail demand [2] U S Submarine Industrial Base - The U S is facing a massive issue with its submarine industrial base, with next-generation submarine programs facing delays [6] - The Columbia Class submarines are facing delays of 12-17 months, and Virginia Class attack submarines are facing delays of 24-36 months [6] - The U S Navy needs to hire 140,000 workers over the next decade to meet the growing need for submarine construction and maintenance [6]

That's a France where Prime Minister Sebastian Lecornu has won the crucial backing of the Socialist Party in the National Assembly. The socialists who hold leverage in the lower house say they won't vote to topple the country's fledgling government after the PM promised to suspend President Macron's unpopular pension reform. Cibulkova group.The parliament this fall are opposed to Parliament to suspend the 2023 pension reform until the presidential election. No increase in the retirement age will take place ...

U.S. Submarine Industrial Base Challenges - The U.S submarine industrial base is facing a massive issue, causing concern among U.S officials [1] - Next-generation submarine programs are facing delays, including the Columbia Class submarines delayed by 12-17 months and Virginia Class attack submarines delayed by 24-36 months [2] - The U.S may not be able to produce enough submarines to replace aging fleets, and the Navy has not met its goal of building one Columbia Class and two Virginia Class submarines per year [3] - Shipyards are facing attrition rates as high as 30% for some skilled trades, with not enough new people to replace them [4] - The Navy needs to hire 140,000 workers over the next decade to meet the growing need for submarine construction and repair [5] China's Submarine Capabilities - China is rapidly building its undersea fleet at a rate of 4-6 nuclear-powered submarines per year [6] - China is projected to have 80 submarines by 2035, raising concerns in Washington about China's investment in R&D and shipyards [6] Revitalization Efforts - A 100,000 square foot training facility in Virginia is part of efforts to boost development and hiring [7] - The training program lasts 16 weeks and aims to address the skilled labor shortage by training individuals for jobs in the submarine industrial base [7]

LVMH has unexpectedly returned to growth in the third quarter. For more, let's bring in Bloomberg's Angelina Katz, joining us from Paris with the details on what then has fueled the growth of LVMH this quarter. Is it likely to be sustained.Hi there, Tom. Indeed. What was interesting is that all the divisions beads, including the key fashion, the leather goods one I mean, that one was still negative.But what was interesting, as explained by the CFO of LVMH, was that it was driven by it's improving things to ...

Masahiro, What are your takeaways then from the earnings and the numbers that are come through from ASML. Yes, according to ASML, its revenue in Q3 were around 5.7%. around the, uh, you know, some €6.7% billion.And that was a little bit below the midpoint of that guidance was, but it was not really a surprise. And if we look at that order bookings, it was about €5.4% billion and above the consensus. But it's a quite a similar to the net system revenue of €5.5% billion in the third quarter.So I think that th ...

Production Diversification - Apple is expanding manufacturing in Vietnam as part of its push into the smart home market [1] - This marks the first time Apple is manufacturing a new product category outside of China [3] - The move is part of a larger strategy to shift production away from China due to geopolitical risks, supply chain issues, and tariffs [4] - BYD, a Chinese EV maker, is a partner in this expansion, underscoring Vietnam's importance [3][4] Product Development & Strategy - Apple is working on three new devices for the home: a security camera, a home hub, and a tabletop robot [3] - These devices will reportedly use lower-cost LCD panels supplied by Tianma Microelectronics [1] - Apple aims to reignite consumer enthusiasm with these new products, addressing challenges in the smartphone market and AI integration [5][6][7] Market Impact - The new products, even if made in Vietnam, would still be subject to tariffs under the current regime [5] - The tabletop robot will feature an articulated arm and a display, potentially serving as a home hub for controlling appliances and facilitating communication [7][8] - The market is watching to see how consumers will react to these new product categories [7]

>> THIS IS "BALANCE OF POWER," LIVE FROM WASHINGTON, D.C. >> FROM BLOOMBERG’S WASHINGTON, D.C. STUDIOS TO OUR TV AND RADIO AUDIENCES WORLDWIDE, WELCOME TO "BALANCE OF POWER. " TONIGHT THE PRESIDENTIAL SITDOWN AMID A $20 BILLION LIFELINE. THE STEPS THE PRESIDENT AND THE ADMINISTRATION ARE TAKING TO SHORE UP ARGENTINA’S ECONOMY. DETAILS AROUND THE RESCUE PACKAGE AS THE U.S. TREASURY STARTS BUYING ARGENTINE PESOS. WE’LL HAVE MORE ON THE STORY PLUS THE STATE OF GOVERNMENT SHUTDOWN NOW IN IT’S 14 DAY. SENATOR EL ...

both the supply and demand for for uh labor has declined declined quite sharply. So you know those two those two uh states of affairs for our two variables or two goal variables call for different monetary policy responses. So uh as they come more into balance I think the idea has been that that policy should move from being you know tight to some degree to being more neutral as those two things balance out.It's it is clear though that you know if we move too quickly then we may leave the inflation job unfi ...

Renewed China US trade uncertainty continues to linger unnerving markets today. New US tariffs come into effect on imported timber kitchen cabinets but also upholstered furniture much of which comes from China. Disamoya principa investments joins us now.When you look at US China it's actually unclear what China and the US are playing at. >> Yeah. So I guess I'm fundamentally optimistic that directionally the US and China will continue to engage, will continue to um to forge ties.Um I think obviously it's ve ...