Bloomberg Economics out with a new report. It notes that the U.S. Ukraine policy whiplash is benefiting Moscow. What do we know.So it's been quite the roller coaster over the last few days. What emerged last week was a plan that seemed to be negotiated between the U.S. and Russia, largely favorable to Moscow in terms of, for example, capping Ukraine's military, ensuring that it would never be a part of NATO's in return for pretty ambiguous security guarantees. Since then, there's been a scramble by Ukraine ...

Alphabet, the parent company of Google, is shaking things up among the world's most valuable companies. And it all comes down to AI, to chips, and to potential competitive threat to Nvidia. I'm talking about Google's stock price that is already up a trillion dollars in terms of market capitalization since mid October.And it's leapfrogged Microsoft to become the world's third most valuable company. Now, we see a recognition of strong earnings, of strong large language model. Gemini 3 has rave reviews, but a ...

Trump is just really on the defensive right now. He has not had a good few weeks between the Epstein files and and Republicans defying him on that. Uh Republicans sort of not going along on the hill with his idea of the filibuster.Democrats swept a bunch of elections in early November. And so he is looking for ways to juice the economy ahead of the midterms. And we've seen him do that with the checks idea.We've seen them have to roll back some tariffs on some key agricultural products like um coffee, banana ...

December. >> Yes, definitely in the cards. Um >> on the cards or erasing certainty now.>> Uh given the statement by Waller just now and Marley, it's getting very close to near certain. >> Yeah. >> And one factor to consider is that once the market probabilities are this high, >> yeah, >> Fed follows through >> and December's the blackout, sorry, Friday is the blackout period for the December meeting.>> So they have a few more days to correct course. >> Yeah. Um otherwise if the probability is 70 80 >> let's ...

And now let's go and give gobble waddle. The waddles, by the way, is missing an action. But that's okay.We'll pretend waddle is here. The gift that they've been waiting for. And I'll move over and I will just say very nicely, gobble, your pardon.Come on, let's say it in front of Gobble. >> Like a rather violent bird. >> Are you ready.>> Gobble. >> I just want to tell you this very important. You are hereby unconditionally partnered to harm this beautiful.Thank you very much. ...

Federal Reserve Policy & Leadership - Kevin Hassett 被认为是下任美联储主席的热门人选，他与特朗普总统在经济和货币政策上的观点一致[1][3] - 市场预期 Hassett 可能会推动更快的降息，导致两年期国债收益率下降至 346% 左右，十年期国债收益率低于 4%[33][80] - Hassett 的任命可能会导致美联储内部出现分歧，影响 2026 年及以后的货币政策[38] - 现任美联储主席 Jerome Powell 的任期到 2026 年 5 月结束，但特朗普总统可能希望尽快任命 Hassett [10][11] Market & Economic Outlook - 市场普遍认为，美联储的独立性至关重要，但特朗普政府希望确保所有利率都降低[17][18] - 经济数据喜忧参半，零售销售数据略有疲软，但信用卡追踪数据显示 10 月份有所回升，整体经济表现良好[23] - 预计 12 月或 1 月可能会降息 25 个基点，但 2026 年初的财政刺激可能会给通胀带来上行压力，导致美联储暂停降息[21][25][27] - 劳动力市场正在放缓，但财政刺激可能会稳定劳动力市场，并可能给就业带来上行压力[28][30] Crypto & SPACs - 讨论了加密货币领域的 SPACS（特殊目的收购公司）与数字资产 Treasury 公司的合并，类似于“Turducken”结构[46][48][49] - 几家 SPAC 公司正在与加密货币公司合作，但比特币价格自历史高位下跌 30%，可能影响投资者对这些交易的看法[50][52] - 以太坊的价格自 8 月份高点下跌约 40%，但 Dynamo 仍然看好以太坊的长期发展，并认为其在人工智能发展中扮演重要角色[57][58][62] - Hyperion DEFI 的股价自 7 月份以来下跌了约 75%，该公司正在通过构建新的收入来源来应对数字资产跟踪公司面临的挑战[65][66]

President Trump has been pretty high on Kevin Hasset really since June. They had a bunch of private meetings in June that my sources told me went really well. Um and then you know the process just uh you know petered out a little bit.There have been so many sort of foreign policy challenges that he's been dealing with that that the Fed search just took a little bit of a back seat. Um and so now it is cropping back up now that people are looking to Powell's term ending in 2026 and Hasset really is still the ...

Give us your response, your thoughts on Kevin Hassett as the next potential Fed chair. Yeah. Well, I mean, I think he's he's seen by markets as as the candidate that is closest to the administration in terms of their their views on interest rates.And that is, you know is clearly more dovish than the the central you know, the consensus on the committee right now. You know, just in terms of the outlook for him, you know, it's no guarantee that Powell will step down from the board when his chairmanship chairma ...

Heating Oil Market Overview - Heating oil season officially starts with furnace activation, weather significantly impacts energy expenses [1] - Cold snaps or major storms cause demand spikes, driving up wholesale energy prices [1] Pricing Factors - Crude oil constitutes approximately 41% of heating oil cost, refining 24%, distribution and marketing 19%, and taxes 16% [2] - New York USD futures benchmark averaged 2.2876% per gallon in October, serving as a key indicator [2] Future Outlook - December and January futures show lower prices, suggesting potential relief [3] - US EIA forecasts heating oil users are projected to pay less for the upcoming season [3] - Market conditions like cold snaps, crude oil price movements, or supply disruptions can quickly shift the forecast [3]

During the government shutdown, the commodity markets are deprived of two pivotal reports that serve as crucial tools for traders to assess market movement and direction. The first report, the weekly export sales released on Thursday and the second, the CFTC report released on Friday are both instrumental in understanding market dynamics. Now that the government has reopened, the agencies responsible for collecting and releasing this data have begun to address the significant backlog resulting from the shut ...