>> IT IS 5:00 A. M. IN NEW YORK CITY.GOOD MORNING. HERE IS WHAT YOU NEED TO KNOW. JAPAN’S RULING COMMISSION COLLAPSE.A MAJOR SETBACK FOR THE NEW LDP LEADER. ISRAEL’S CABINET BACKS THE GAZA DEAL PAVING THE WAY FOR THE RELEASE OF HOSTAGES IN GAZA. ALESS THAN ENTHUSIASTIC WEEK, THE DOLLAR IS SNAPPING ITS FOUR-DAY RALLY.LET’S TAKE A LOOK AT WHERE THEY ARE. WE HAD TWO UPDAYS AND TWO DOWN DAYS. LOOKS LIKE WE’RE HEAD FOR ANOTHER UPDAY.WITHOUT TODAY, WE ARE STILL HIGHER FOR THE WEEK. PERHAPS THE SITUATION IN THE U. ...

Government Shutdown Impact - US government shutdown enters its 10th day, leading to potential missed paychecks for government workers [1] - Senate adjourns until Tuesday, one day before potential missed military paychecks on October 15th [3] - Bloomberg Economics analysts project US unemployment rate could rise from 43% to 47% if shutdown extends into a third week [4] - Approximately 750000 federal workers are expected to be furloughed during the shutdown [4] Political Standoff - Congressional leaders remain at a stalemate with President Trump threatening cuts [1] - Republicans are firm on not negotiating until the government reopens [2] - Informal bipartisan talks are occurring regarding potential structural reforms to the Affordable Care Act, including premium subsidies and income limits [2] - Leadership states no changes will be discussed until the government reopens [3] Economic Data Delay - US Bureau of Labor Statistics is recalling employees to prepare the September CPI report [4] - It is unlikely the September CPI report will meet its original deadline next Wednesday, but is expected before the next FOMC meeting at the end of the month [4]

The Nobel Peace Prize for 2025 goes to a brave and committed champion of peace to a woman who keeps the flame of democracy burning amidst a growing darkness. The Norwegian Nobel Committee has decided to award the Nobel Peace Prize for 2025 to Maria Corina machado. She is receiving the Nobel Peace Prize for her tireless work promoting democratic rights for the people of Venezuela and for our struggle to achieve a just and peaceful transition from dictatorship to democracy.As the leader of the democratic forc ...

I want to start off with this redhead that crossed the terminal just 10 minutes ago about the yen on the move because of a report that perhaps the ruling coalition in Japan could fall apart. Your thoughts on that. Yeah.Hi there, Valerie. So interesting one, we don't know the details yet, but the idea that the ruling LDP won't get the support of his coalition parties leaves it looking pretty vulnerable and certainly opens up a rather uncertain path ahead for Japan. You know, there's still a possibility that ...

India is opening its stock market to millions of new investors with monthly mutual fund plans starting at just 250 rupees or about $3. The initiative, backed by market regulator SEBI and India's mutual funds industry, aims to draw low income families, long reliant on cash and gold, into equities. If it is successful, it could unlock more household savings, something that Goldman Sachs says may channel nearly 0 trillion into financial assets over the next decade.In the industrial town of Durgapur, homemakers ...

Geopolitical & Economic Landscape - Israel approved a deal with Hamas for the release of hostages, with potential involvement of President Trump [1][5] - Concerns exist regarding the sustainability of the ceasefire beyond Phase One and Hamas's disarmament [11][12][13] - The U S Bureau of Labor Statistics recalled staff to prepare the CPI report, potentially impacting the Fed's October meeting and market pricing of Fed cuts [17][18][20] - The US has urged a bailout for Argentina of $20 billion in financing to prop up the Peso [45] Market Trends & Valuations - Caution is creeping into equity markets due to valuation concerns, particularly in the tech sector [2][3] - The dollar is experiencing its best week since November 2024, with the Bloomberg Dollar Spot Index up 12% [20] - Gold has steadied after falling below $4,000 per ounce, with a next year target of $5,500 [5][31][33][41] AI & Tech Industry - AI is reshaping the banking sector, with insights from JPMorgan Chase CEO Jamie Dimon and Goldman Sachs' David Solomon [2][30][43][46] - Microsoft faces data center shortages, impacting its ability to meet customer demand for cloud services, despite a $75 billion revenue generation in fiscal year 2025 from Azure [1][23][24][26] - A massive investment surge of $375 billion has been placed in 2025 in AI, a 57% increase from the previous year, yet cloud providers cannot build it fast enough [25] - Data center capacity constraints are impacting hyper scalers' ability to grow, with potential opportunities in Europe due to power constraints in the US [38][40][41] - SoftBank is in talks to borrow $5 billion from global banks, secured by shares of its chip unit holdings [36][42][43]

ONE STOCKS WE ARE WATCHING I TATA CONSULTANCY. SECOND QUARTER PROFIT MISSING ESTIMATES. INDIA'S FINANCIAL CAPITAL IS IN THE MIDST OF A RAPID TRANSPORTATION, RACING TOWARDS FASTER COMMUTES AND URBAN RENEWAL UNDER A MULTIBILLION-DOLLAR INFRASTRUCTURE BLITZ.WE REPORT FROM MUMBAI. THERE'S SOMETHING DIFFERENT ABOUT MUMBAI NOWADAYS. IT LOOKS A LITTLE BIT MORE MODERN.A SLEEK NEW UNDERGROUND METRO LINE NOW -- TURNING AN HOUR'S LONG COMMUTE INTO MINUTES. SOON TO BE FLANKED BY GARDENS AND PUBLIC SPACES AND INDIA'S LO ...

Ceasefire Agreement & Hostage Release - Both sides have formally signed off on a ceasefire deal, initiated shortly after President Trump's peace plan announcement [2] - The initial phase involves a 24-hour repositioning of Israeli forces within the Gaza Strip, not a full withdrawal, to maintain control and protect against renewed Hamas attacks [3] - Hamas requires time and space to locate and recover hostages, including those killed during the October 7th attack or in captivity [3] - Hostages are expected to be returned to Israel within 72 hours, a move anticipated to be met with relief, albeit tinged with grief [4] Humanitarian Aid & Monitoring - Humanitarian aid to Gaza will be substantially increased, providing relief to Palestinians and allowing for increased movement within the Gaza Strip [6] - A monitoring mechanism will be implemented to ensure the ceasefire remains in place, particularly in the later stages of the peace plan [6] Future Prospects & Challenges - The peace plan aims for broader peace in the Middle East, with potential for Arab Muslim states to normalize relations with Israel [7] - Discrepancies exist regarding the long-term goals, with some aides discussing a permanent ceasefire, while Hamas's disarmament remains a point of contention [8] - The success of the plan hinges on Hamas's willingness to decommission its weapons, a requirement that may face resistance [8]

South African Reserve Bank Governor Lesetja Kganyago says that locking in a lower inflation goal could underpin another drop in bond yields. He also talks about gold after the yellow metal smashed through $4,000 an ounce for the first time earlier this week. "We still have gold in the ground, so if we need it we will just go and dig some more," Kganyago says. He speaks to Bloomberg's Jennifer Zabasajja. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so ...

Geopolitical Stability & Peace Initiatives - Middle East is anticipated to experience a lasting, potentially everlasting peace [1] - Remaining hostages are expected to be released soon [1][2] - An official signing ceremony is planned in Egypt [2] Economic & Reconstruction Prospects - Gaza is slated for a gradual reconstruction [2] - Significant wealth exists in the region, suggesting potential for financial contributions from certain countries [3] - Tremendous spirit observed, indicating positive momentum for progress [3]