When this meeting showed up on the calendar. Let's just say I think a lot of us, to be fair, were expecting something a lot more contentious. What actually got into the water with these two men today.Oh, I think the crisis of affordability was going to be the thing that brought them together. And that's what bore out in this Oval Office meeting. They agreed on getting housing built in New York City and bringing down prices.Anything I'm going to do, the president said, is going to be good for New York if tho ...

We've just had a great meeting, a really good, very productive meeting. We have one thing in common. We want this city of ours that we love to do very well.And I wanted to congratulate the mayor. He really ran an incredible race against, you know, a lot of smart people, starting with the early primaries against some very tough people, very smart people. And he beat them and he beat them easily.And I congratulated him and we talked about some things in very strong common like housing and getting housing buil ...

У нас этот текст есть. Мы получили его по имеющимся каналам взаимодействия с американской администрацией. Полагаю, что и он может быть положен в основу окончательного мирного урегулирования.Но предметно, предметно с нами этот текст не обсуждается. И могу предположить, почему. Причина, полагаю, та же самая.администрации США не удаётся до сих пор заручиться согласием украинской стороны. Украина против. ...

The H 200. Remind us. Where does this chip fall in invidious current lineup.Yeah. So this is the prior generation. The generations most powerful chip are significantly more powerful and faster than the H20, which today they are allowed to ship, but buyers are not lining up to buy that chip.Significantly higher ASP than the H20, almost 1.5% to 2 x higher. So a license for this chip would be huge for Nvidia, as you pointed out. Not the Blackwell, though.And I'm just curious about how how powerful this is, rig ...

Federal Reserve Policy & Economic Outlook - The debate heats up as doves sound off on potential rate cuts, with policymakers awaiting the October CPR (Consumer Price Report) and jobs report [1] - Market pricing for a December Fed rate cut initially fell to 30%, then spiked to almost 66%, settling at 63%, indicating high volatility and uncertainty [4][11] - There's a stark division among Fed officials regarding the need for further easing versus holding rates steady to assess the impact of current policy [7][10][15] - The unemployment rate is a key data point that could settle the debate on rate cuts, but the Fed will not have it when they vote [3] - The market is pricing in potential rate cuts, but the timing and extent of these cuts remain uncertain due to mixed economic signals and geopolitical shocks [11][12][13] Bond Market & Investment Strategies - The two-year Treasury yield is at its lowest level since October 28, reflecting market expectations of potential rate cuts [4] - High-quality bonds are seen as a great value opportunity and a hedge against equity risk, with manageable inflation upside risk [21] - The state of the labor market is front and center for bond investors, with the unemployment rate influencing duration and interest rate risk [21] - Investors are keying off the labor market as a catalyst for the bond market, with the unemployment rate being a key indicator [19][21] Credit Market Dynamics - Hyperscalers have raised a combined $108 billion in debt this year, three times the average over the previous nine years, signaling a significant increase in debt issuance [29] - Oracle's credit default swaps have become a barometer for AI risk, with price and volume jumping in recent weeks, potentially indicating defensive positioning or bets against the AI boom [32] - While overall credit stats are improving, there are signs of operational deterioration in some high-yield companies, potentially leading to higher default activity [27][37][38][39]

Jen, the meeting about to get underway. As Carol mentioned, we have the Bloomberg Next Africa newsletter and we noted in that newsletter that the summit this year risks being a dud. What's going on.Why is that. Yeah. Tim, I think it depends on who you're speaking to.Really. Right. Because throughout this whole G20 presidency that South Africa has had.There's been quite a bit of overshadowing, which has primarily come from the US President and the delegation really adamantly and, you know, vehemently denying ...

I'm sure there are people that wouldn't fit in our culture, but I think that's what makes McLaren so special is we've created a culture that we all buy into. We're all like-minded. Uh I have no yes people on the team. You know, everyone can speak up. I get upset if they don't and they know they can. I get upset if they don't challenge me. It takes some time for people to get comfortable. kind of challenging the CEO, but I I get upset if they don't. So, they know they're not allowed to hold back. I'll get ve ...

Talk to us first about how prices compare to this time last year. Obviously, you have a very unique seat here. So what sort of trends are you seeing when it comes to food inflation.Well, the good news is that we're seeing prices the same or in some cases lower than what they were last year for turkeys for Thanksgiving. As you as you mentioned, we've seen retailers coming out with a lot of very strong pricing to help the consumers out there in the lead on that is Turkey. The consumers are telling us they do ...

Market Analysis & Potential Risks - The report suggests the stock market might follow Bitcoin's path, indicating a potential bursting bubble scenario [1] - A significant drop in the Bitcoin to gold ratio signals potential problems for the market [2][6] - Low stock market volatility coupled with gold outperforming other assets and crude oil collapsing by 20% suggests a global recessionary trajectory [2][3] - Bitcoin has hit a lower low for 11 straight sessions, a record streak, highlighting its technical weakness [3] - The cryptocurrency space is undergoing a correction, with Bitcoin down more than 4% and a sea of red across altcoins [9][10] Technical Indicators & Oversold Conditions - Bitcoin is significantly oversold for a bear market, suggesting a potential bounce [4] - The relative strength index (RSI) for Bitcoin has broken through the 50-day and 200-day moving averages, reaching an index of 22, indicating oversold conditions [7] - A key level for Bitcoin is around 84, with a potential bounce back to 100,000, but the ultimate key level is around 70 [8] Cryptocurrency Market Concerns - The cryptocurrency space needs a purge, especially with joke coins like Dogecoin reaching a market cap of nearly 60 billion USD at its peak [11] - The unlimited supply of cryptocurrencies is causing people to realize that speculative markets need corrections [9][10] - De-risking in the U S stock market could trickle down to the stock market, posing a key risk for the end of the year [12]

I wonder if you think the UK is on its way to being uninvestable. >> The simple answer is yes. Um, no.So, I have a particular perspective. I invest in real in in the business. I'm I'm not a financial investor. I'm a investor in operating businesses.and to operate in the UK. I mean, I was just I I don't particularly like the guy, but I was watching a video by Dominic Cummings about uh the A66 in North England, and there they've got a this is an uh 18 mile stretch of road where they want to move it from singl ...