The surge in new AI debt is potentially crowding out long-end Treasury demand and has played a major role in the rise of bond yields, with some estimates suggesting it has pushed up 10-year rates by about 0.3 percentage point this year. Robert Schiffman of Bloomberg Intelligence has more.
Alphabet is looking to raise about $3.6 billion in what would be its debut bond offering in Australia, according to people familiar with the matter. Initial price guidance on the deal may be provided as early as Tuesday, with the notes potentially pricing the following day. Mandeep Singh of Bloomberg Intelligence has more.
Steven Major, global macro advisor at Tradition Dubai, says, "the focus is Jackson Hole already" for the bond market as he examines the factors he sees contributing to the move higher in the long end of the yield curve.
Ella Gude, BNY Investments Newton Head of Fixed Income & Co-Head of Real Return, joins Bloomberg's Vonnie Quinn on "Bloomberg Brief" to outline her expectations for the Fed's near-term rate policy.
President Donald Trump threatened to bomb Oman if it gets in the way of developments with Iran, according to reports from Fox News. A 60-day truce between the US and Iran already repeatedly violated will expire on Monday without a deal on how the Stair of Hormuz should be managed. Tyler Kendall reports on Bloomberg Television.
Lori Calvasina, head of US equity strategies at RBC, examines US consumer resilience ahead of retail earnings this week and explains why she doesn't see any impediments to the buy America trade.
President Donald Trump told the Pentagon to "substantially reduce" joint military exercises with South Korea. In a social post on Sunday, Trump indicated his frustration that the US ally hadn't provided more support for his war with Iran as a 10-day joint exercise involving some 18,000 South Korean troops was scheduled to begin. Tyler Kendall reports on Bloomberg Television.
Hareendra Dissabandara, Chairman at the Securities and Exchange Commission of Sri Lanka, says the government is "seriously working" on listing state-owned enterprises on the Colombo bourse. He speaks with Haslinda Amin on Insight with Haslinda Amin.
Helen Jewell, CIO of fundamental equities international at BlackRock, says that portfolio diversification is key to riding out the volatile artificial intelligence trade. "It's so important that portfolios are constructed utilizing other parts of the market," Jewell tells Bloomberg Television. "The UK, the European banks, the health care stocks. Not just being really focused on that one sector."
Guy Johnson, Tom Mackenzie and Paul Dobson break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."
Sinclair Gold (ASX:SGC) executed an agreement with Medaro Mining for the Sala Project worth $3.4 million.
Euro Manganese (ASX:EMN) signed a non-binding term sheet with 6K Energy to supply high-purity electrolytic manganese metal from 2028.
