Walter Bloomberg
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π¨ IRAN'S TOP JOINT MILITARY COMMAND SAYS THEY WILL NOT LEAVE ANY THREAT BY U.S. UNANSWERED - MEHR NEWS AGENCY
@walter_bloomberg | Source
π¨ IRAN'S TOP JOINT MILITARY COMMAND SAYS ANY U.S. ATTEMPT TO IMPLEMENT 'ILLEGAL' MARITIME BLOCKADE IS SEEN AS ESCALATION OF REGIONAL CONFLICT
@walter_bloomberg | Source
π¨ MACQUARIE SEES OIL GLUT ON US-IRAN DEAL
Macquarie expects the oil market to swing into surplus before year-end if the U.S. and Iran de-escalate the conflict ahead of the midterm elections.
The bank says easing tensions could restore Middle East oil flows within weeks, creating
@walter_bloomberg | Source
π¨ JPMORGAN TURNS BULLISH ON STOCKS
JPMorgan said its tactical positioning monitor is flashing a buy signal, pointing to further upside for the S&P 500.
The bank expects lower bond yields, a weaker dollar, steady Fed policy, and strong earnings to support equities, while warning
@walter_bloomberg | Source
π¨ BITCOIN ETF OUTFLOWS RETURN
Bitcoin ETFs posted two straight days of net outflows, totaling more than $465 million, after briefly returning to inflows.
Analysts said the reversal reflects cautious investor sentiment rather than heavy selling. Markets are now focused on this
@walter_bloomberg | Source
π¨ BOFA BACKS ASML AFTER SELLOFF
BofA Securities reiterated its Buy rating and price target on ASML, calling the recent selloff an overreaction.
The bank estimates a Chinese shift to domestic DUV tools would cut next year's sales by only about β¬1.4 billion (2.4%). It said ASML's
@walter_bloomberg | Source
π¨ U.S. CRUDE OIL FUTURES SETTLE AT $82.61/BBL, DOWN $6.70, 7.50 PCT
@walter_bloomberg | Source
π¨ TRADERS DRIVE STRONG DEMAND IN FIRST WEEKEND OF CME GROUP'S 24/7 GOLD FUTURES
@walter_bloomberg | Source
π¨ MORGAN STANLEY RAISES ISM FORECAST
Morgan Stanley lifted its July ISM Manufacturing PMI forecast to 53.8 from 53.3, citing stronger Texas factory activity, rising production, and solid new orders.
The bank said longer delivery times and higher inventories point to stronger
@walter_bloomberg | Source
π¨ MACQUARIE SEES CHINA TAPPING OIL STOCKPILES
Macquarie said China's state-owned refiners could begin accessing commercial oil reserves from Q3 2026, supporting refining margins and benefiting Sinopec.
The firm also expects China to expand its tanker fleet to strengthen energy
@walter_bloomberg | Source
π¨ GOLDMAN WARNS MACRO RISKS RISING
Goldman Sachs said rising oil volatility is shifting investor focus from company earnings to broader macro risks, including inflation and higher interest rates.
The bank expects the Fed to hold rates this week but said markets are pricing a more
@walter_bloomberg | Source
π¨ $F - FORD JOINS ARMY TRUCK BID
Ford is competing for the U.S. Army's next tactical truck contract, marking its biggest military bid in decades.
The company will develop three prototype vehicles based on its F-Series Super Duty pickups, joining General Motors as the Pentagon
@walter_bloomberg | Source
π¨ TRUMP PUSHES FOR LOWER FED RATES
President Trump said the Federal Reserve should cut interest rates and argued the U.S. should have the world's lowest borrowing costs.
He added that Fed board members are "political" and said Fed Governor Kevin Warsh would have to work with the
@walter_bloomberg | Source
π¨ TRUMP ON FED: WE SHOULD HAVE WORLD'S LOWEST INTEREST RATE
@walter_bloomberg | Source
π¨ TRUMP: WILL ASK RUSSIA'S PUTIN ABOUT SATELLITE IMAGERY TO IRAN
@walter_bloomberg | Source
π¨ Trump: Netanyahu and I have a little difference on Iran
@walter_bloomberg | Source
π¨ Trump: A lot of Patriot missiles are being built.
@walter_bloomberg | Source
