AustraliaÚltimas notícias

Federal Reserve Bank of San Francisco President Mary Daly downplayed division in the central bank's policy statement, pointing to the agreement by the Fed's rate-setting committee to holding rates steady. Daly says it is too early to tell if the central bank is at the end of its rate-cutting cycle and explains what she is watching for on inflation expectations from consumers and producers.

Wall Street is heading into another big bonus season. Johnson Associates says investment bankers and equity-capital-markets bankers could see payouts jump 20% or more, while traders are also set for meaningful gains. The reason: stronger dealmaking, volatile markets, and what one consultant calls "the year of the bank." Chris Connors, the Managing Director of Johnson Associates, the company behind the Wall Street pay report, joined Bloomberg Open Interest with more details on the report.

Rene Haas, chief executive officer of Arm Holdings Plc, says demand for AI-related products is buoying the company amid a slowdown in its smartphone business. He speaks with Caroline Hyde on "Bloomberg Tech."

MNTN CEO Mark Douglas joins Bloomberg Open Interest to push back on the idea that TV is dying, arguing it remains the most powerful entertainment medium on earth. He explains how streaming is opening TV advertising to new businesses, why AI video tools are lowering production costs, and why the World Cup could be a massive moment for advertisers.

Bernstein Private Wealth CIO Alex Chaloff says the market's explosive earnings growth is being fueled by trillion-dollar AI spending from hyperscalers. But while AI may drive productivity and IPO demand, he warns the labor market could be the weak spot as companies increasingly ask what jobs AI can replace.

Dry bulk shipping is booming again. Genco CEO John Wobensmith joins Bloomberg Open Interest to break down why this is the strongest quarter since 2022, how slower vessel speeds are quietly tightening supply, and why rising energy demand, fueled by AI and global power needs is unexpectedly driving the coal trade higher. (Corrects name of guest in description.)

Dry bulk shipping is booming again. Genco CEO Eric Fabrikant joins Bloomberg Open Interest to break down why this is the strongest quarter since 2022, how slower vessel speeds are quietly tightening supply, and why rising energy demand, fueled by AI and global power needs is unexpectedly driving the coal trade higher.

Citigroup issued new guidance showing it would take the lender more time to catch up to Wall Street peers than some investors hoped for. Sridhar Natarajan reports on Bloomberg Television.

Max Layton, Citigroup Inc.'s global head of commodities research, says oil prices will keep "moving around like crazy" as traders parse the conflicting signals coming out of Washington about if the Iran war is coming to an end. He speaks on Bloomberg Television's Surveillance.

Applications for US unemployment benefits rebounded slightly, rising by 10,000 to 200,000 in the week ended May 2. Continuing claims fell to 1.77 million in the previous week, a new two-year low. Michael McKee reports on Bloomberg Television.

Liz Ann Sonders, chief investment strategist at Charles Schwab, looks at the market takeaways from earnings and the performance of Mag Seven stocks this year and says the market "is fine" if interest rates stay where they are.

"We don't believe hikes are on the table for 2026, definitely on the table for 2027," says Earl Davis, head of fixed income and money markets at BMO Global Asset Management. He sees the Federal Reserve being "a solid two meetings away" from dropping its easing bias and expects markets to be focused on inflation in the fourth quarter of this year.