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What Is the Bond Market Telling the Fed? | Insight with Haslinda Amin 7/30/2026
Bloomberg Television· 2026-07-30 07:04
PAUL: I'M PAUL ALLEN. THIS IS INSIGHT WHERE WE DIVE DEEPER INTO THE STORIES THAT MATTER. >> WE UNDERSTAND THAT THE FIVE PLUS YEARS OF INFLATION ABOVE TARGET CANNOT BE CURED IN NINE WEEKS.OR BUT A SINGLE MONTH OF MODEST PRICE DECREASES. THIS FED WILL NOT WAIVER. -- WAVER.PAUL: A HAWKISH FED LEADS RATES UNCHANGED FOR A SEVENTH STRAIGHT MONTH BUT LONG BOND YIELDS JUMP AS INVESTORS QUESTION FED CHAIR WARSH'S INFLATION FIGHTING RESOLVE. SOUTH KOREAN STOCKS BOUNCE BACK AFTER SAMSUNG EARNINGS. OFFICIALS PLEDGING N ...
Kevin Warsh Sparks Bond Rout After Fed Decision; US Strikes Iran Again | Daybreak Europe 7/30/2026
Bloomberg Television· 2026-07-30 07:01
LIZZY: LIVE FROM LONDON THIS IS BLOOMBERG DAYBREAK: EUROPE. WORRIES OVER WARSH. 38 U.S. YIELDS JUMP TO A 19 YEAR HIGH AND THE DOLLAR SLIDES AS INVESTORS QUESTION THE FED CHAIR'S COMMITMENT TO TACKLING INFLATION.ALSO A PREVIEW OF TODAY'S BANK OF ENGLAND. MICROSOFT SOUNDS THE ALARM OVER META-AI SPENDING AND PROFITS AREN'T ENOUGH TO MOVE SAMSUNG. APPLE AND AMAZON ARE UP NEXT.AND THE U.S. LAUNCHES A NEW WAVE OF STRIKES AGAINST IRAN IN A RETURN TO MIDDLE EAST ESCALATION. BRENT PULLED IN JUST BELOW $90 A BARREL. ...
Jordan Intercepts 5 Iranian Missiles as Iran War Escalates | Horizons Middle East & Africa 7/30/2026
Bloomberg Television· 2026-07-30 06:44
>> GOOD MORNING. THIS IS "HORIZONS: MIDDLE EAST & AFRICA." OUR TOP STORIES THIS MORNING, THE UNITED STATES LAUNCHES FRESH ATTACKS ON IRAN AFTER PRESIDENT TRUMP PROMISED TO HIT BACK FOR STRIKES ON A MILITARY BASE IN JORDAN. OIL IS EDGING LOWER AND BRENT IS HOVERING AT AROUND $90 A BARREL.BOND ROUT. US 30-YEAR YIELDS HIT A 19-YEAR HIGH. AFTER THE FED HELD RATES FOR A SEVENTH STRAIGHT MONTH.INVESTORS ARE CONCERNED CHAIRMAN KEVIN WARSH IS NOT FULLY COMMITTED TO TAMING INFLATION. AND ADNOC DRILLING REPORTS SECON ...
Divided Fed Holds Rates, Samsung 1Q Chip Profit Soars | The Asia Trade 7/30/2026
Bloomberg Television· 2026-07-30 06:10
>> THIS IS THE ASIAN TRADE. I'M SHERY AHN IN TOKYO. THE TOP STORIES.ASIAN STOCKS SET TO EXTEND WALL STREET LOSSES AS THE FED HOLDS RATES DESPITE INFLATION WORRIES WITH THREE DISSENTERS CALLING FOR A HIKE. LONGER DATA TREASURY YIELDS JUMPING TO AN ALMOST TWO DECADE HIGH. >> LET ME REITERATE.THERE IS NO SOFT INFLATION TARGET. THERE IS NO SOFT AND -- ASSAULT IMPLICIT TARGET. NOT ON THIS FED'S WATCH.SHERY: MICROSOFT SHARES GAINING AFTER THE BELL AFTER GROWTH IN ITS CLOUD UNIT ACCELERATES META AND QUALCOMM BEING ...
Zhongji Innolight Stumbles in Hong Kong Debut | The China Show | 7/30/2026
Bloomberg Television· 2026-07-30 04:24
We understand that the five plus years of inflation above target cannot be cured in nine weeks, or by a single month of modest price decreases. This fed will not waver. Fed Chairman Kevin Warsh They're defending the decision to keep rates on hold, with three FOMC members calling for a hike or watching the China show on Yvonne Man with David Ingles.Good morning. We're counting down to the open of markets in Hong Kong, in Shanghai and in Shenzhen. Let's get to our top stories today.Stocks across the region. A ...
X @Bloomberg
Bloomberg· 2026-07-30 01:55
Microsoft reported more than $130 billion in new data center leases in the past quarter, signaling an accelerating pace of spending on AI infrastructure https://t.co/VPr7yHt6IW ...
X @TechCrunch
TechCrunch· 2026-07-30 00:23
Market Dynamics - Microsoft is competing more openly with OpenAI and Anthropic than ever before [1]
X @Bloomberg
Bloomberg· 2026-07-29 23:35
Market Trends & Industry Dynamics - Artificial intelligence infrastructure financing costs are rising due to market bubble concerns [1] - The data center sector is experiencing significant expansion driven by major technology partnerships [1] Investment Opportunities & Risks - Goldman Sachs is assessing investor demand for a potential 5.4 billion US dollars debt offering [1] - The proposed debt offering aims to help fund a Blackstone-backed QTS data center tied to Microsoft [1]
Trump: Will Be Hitting Iran Hard, It’s Our Turn | Balance of Power 07/29/2026
Bloomberg Television· 2026-07-29 23:13
Monetary Policy & Macroeconomic Trends - The Federal Reserve kept interest rates steady in a 9-3 FOMC vote, maintaining the inflation target of 2% while job gains matched the workforce[7][8] - 30-year Treasury yields soared to 5.2% and the S&P 500 dropped 1.5%, pushing the Nasdaq 100 into correction territory[1][3][4] - Energy costs, surging oil prices with Brent topping $90 a barrel, and artificial intelligence spending continue to drive inflation concerns and potential future rate hikes[2][16][36] Big Tech Performance & AI Spending - Meta shares plunged around 10% post-market due to disappointing revenue, higher capital expenditure forecasts, and one-time severance and legal charges impacting operating margins[41][42][43] - Microsoft's Azure cloud computing unit grew 43% year-over-year in the fiscal year ending in June, with annual sales topping $100 million and quarterly sales reaching $41 billion[6][44][45] - Qualcomm reported a weak profit forecast for the current quarter driven by component shortages and rising costs[6] Energy Sector & Geopolitical Impacts - Daily oil production and delivery out of the Arabian Gulf region averaged 13 million barrels per day, operating at about two-thirds of pre-conflict levels[38] - U.S. and Saudi military actions in the Strait of Hormuz and the Suez Canal are actively employing tanker capacity and pipelines to maintain global oil supplies[36][39][40]