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Bloomberg

Why Fed Cuts Beat Rate Hikes

Markets may be pricing yesterday's economy. iCapital's Dan Suzuki joined Bloomberg Open Interest to explain why slowing job growth and cooling inflation make Fed rate cuts more likely than hikes, why higher Treasury yields haven't broken the stock rally, and why AI leadership may be shifting away from chipmakers toward hyperscalers that can actually monetize their massive investments.

Leia mais: Why Fed Cuts Beat Rate Hikes
Bloomberg

Oil Edges Lower as Traders Assess Renewed US-Iran Hostilities

Oil edged lower as traders assessed renewed US strikes against Iran, with the limited scope of the hostilities prompting bets that energy shipments through the Persian Gulf will resume their recent recovery. Leslie Palti-Guzman, founder at Energy Vista, discusses the outlook for energy as tensions ramp up in the Middle East.

Leia mais: Oil Edges Lower as Traders Assess Renewed US-Iran Hostilities
Bloomberg

Flexport CEO Warns Shipping Risks Remain

Flexport CEO Ryan Petersen joins Bloomberg Open Interest to explain why the biggest threat to global shipping isn't the Strait of Hormuz it's still the Red Sea. He breaks down the surge in imports driven by tariff uncertainty, why companies are stockpiling inventory after the COVID supply chain crisis, and how Panama Canal drought risks could create the next bottleneck.

Leia mais: Flexport CEO Warns Shipping Risks Remain
Bloomberg

Exclusive: Zuckerberg on Meta's AI Push

Meta is making its biggest AI monetization move yet. Bloomberg's Kurt Wagner had an exclusive interview with Mark Zuckerberg. They talked about why the company is betting on ultra-low API pricing to win developers, how Meta plans to turn massive AI investments into real revenue, and what the AI transformation means for employees, investors, and the race against OpenAI and Google.

Leia mais: Exclusive: Zuckerberg on Meta's AI Push
Bloomberg

SEC's Semiannual Reporting Plan Prompts Accounting Board Review

The US accounting board is examining if any changes to its rulebook are necessary should the Securities and Exchange Commission scale back how often publicly traded companies need to report their earnings to investors. Sandy Peters, Senior Head of Global Advocacy at CFA Institute, discusses sentiment around a potential move to semi-annual reporting.

Leia mais: SEC's Semiannual Reporting Plan Prompts Accounting Board Review
Bloomberg

PepsiCo Up on Earnings; Costco Moves on Comparable Sales Miss | Stock Movers

On this episode of Stock Movers: - PepsiCo (PEP) shares are higher as it reported core earnings per share for the second quarter that beat the average analyst estimate. - Levi Strauss (LEVI) shares are lower as its full-year forecast boost underwhelmed, despite its earnings beating the average analyst estimate. - Costco (COST) shares are moving as reported total comparable sales for June that missed the average analyst estimate.

Leia mais: PepsiCo Up on Earnings; Costco Moves on Comparable Sales Miss | Stock Movers
Bloomberg

JPMorgan Says Investors Adapt to `Everywhere' AI Trade

David Lebovitz, global market strategist at JPMorgan Asset Management, says artificial intelligence is becoming an "everywhere'' trade and investors are getting better at distinguishing opportunities. "AI is everywhere. And so it's how you play it, not whether or not you play it,'' he says on Bloomberg Television's "Surveillance.'"

Leia mais: JPMorgan Says Investors Adapt to `Everywhere' AI Trade