TRUMP ON RUSSIA-UKRAINE: WE'LL KNOW IN ABOUT TWO WEEKS. AFTER TWO WEEKS, WE'LL HAVE TO MAYBE TAKE OTHER TACT
(@WalterBloomberg)
CHINA'S RARE EARTH MAGNET EXPORTS TO US HIT 6-MONTH HIGH - NIKKEI
(@WalterBloomberg)
NAVARRO: INDIA IS 'LAUNDROMAT' FOR THE KREMLIN
(@WalterBloomberg)
NAVARRO: POWELL IS SO ANTI-TRUMP IT'S UNSETTLING
(@WalterBloomberg)
DOJ'S MARTIN SAYS HE INTENDS TO INVESIGATE COOK OVER MORTGAGES
(@WalterBloomberg)
NAVARRO ON EU: WILL IMPOSE 15% TARIFF ON AUTOS, DROP FROM 25%
(@WalterBloomberg)
🚨 HAMMACK: WITH DATA NOW, WOULDN'T SEE CASE FOR SEPTEMBER CUT
(@WalterBloomberg)
*HAMMACK: NOT GOING TO SEE FULL TARIFF EFFECT UNTIL NEXT YEAR
(@WalterBloomberg)
*HAMMACK: IT'S JUST NOW THAT WE'RE STARTING TO SEE TARIFF IMPACT
(@WalterBloomberg)
DOLLAR OUTLOOK — BOFA
🔸 BofA sees euro at $1.20 end-2025, $1.25 end-2026 (vs $1.1620 now).
🔸 Fed seen resuming rate cuts despite sticky inflation, weakening the dollar.
🔸 Weak July jobs data and Fed independence concerns fuel expectations for faster/deeper cuts.
(@WalterBloomberg)
🚨 TRADERS PARE BETS ON TWO FED INTEREST-RATE CUTS THIS YEAR
(@WalterBloomberg)
US TARIFFS ON EU COULD INCREASE WHOLESALE WINE AND SPIRIT PRICES BY OVER 80 CENTS PER GALLON - TRADE GROUP ANALYSIS
LEVIES COULD RAISE $987 MLN IN FEDERAL REVENUE ONCE LOST SALES ARE TAKEN INTO ACCOUNT - TRADE GROUP ANALYSIS
(@WalterBloomberg)
TRUMP: BIDEN WOULD NOT LET UKRAINE FIGHT BACK, ONLY DEFEND
(@WalterBloomberg)
S&P GLOBAL RATINGS ANALYST SAYS ECONOMIC IMPACT OF US TARIFFS WILL BE KEY FOR FUTURE US SOVEREIGN RATING ACTIONS
(@WalterBloomberg)
Is the US housing market starting to crack?
Home prices dropped in 39 of the top 50 metros in July, the highest number on record in data going back to 2012.
This surpasses the previous record of 38 metros in September 2022, when surging mortgage rates hit the market.
The biggest decline was in West Palm Beach, FL at -2.6%, followed by San Diego, at -2.2%, and Austin, TX, at –1.9%.
Nationwide, home prices fell –0.1% last month, the 3rd consecutive monthly decline.
YoY, price growth slowed to +2.9%, the slowest rate recorded in data going back to 2012.
The cracks in housing are becoming harder to ignore.
(@TheKobeissiLetter)
TRUMP: I'M GOING OUT TONIGHT IN DC WITH NATIONAL GUARD, POLICE
(@WalterBloomberg)
*NAVARRO: SEE DOUBLING OF INDIA TARIFFS TAKING PLACE AUGUST 27
(@WalterBloomberg)
🚨 *DOJ OFFICIAL URGES FED'S POWELL TO REMOVE GOVERNOR LISA COOK
(@WalterBloomberg)
NAVARRO: 'NONSENSE' THAT INDIA NEEDS TO BUY RUSSIAN OIL
(@WalterBloomberg)
NAVARRO ON EU: MAINTAIN TARIFFS ON STEEL, ALUMINUM
(@WalterBloomberg)
NAVARRO: NO DEAL MORE IMPORTANT THAN WITH EUROPEAN UNION
(@WalterBloomberg)
Putin's demand to Ukraine: give up Donbas, no NATO and no Western troops, sources say
(@WalterBloomberg)
HAMMACK: BIGGEST CONCERN IS INFLATION TOO HIGH, TRENDING UP
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*TRUMP $464 MILLION NY CIVIL FRAUD PENALTY VACATED ON APPEAL
(@WalterBloomberg)
*US JULY EXISTING HOME SALES AT 4.01M; EST. 3.92M
*US JULY EXISTING HOME SALES RISE 2% M/M; EST. -0.3%
(@WalterBloomberg)
*US S&P AUG. SERVICES PMI AT 55.4; EST. 54.2
*US S&P AUG. MANUFACTURING PMI AT 53.3; EST. 49.5
*US S&P AUG. COMPOSITE PMI AT 55.4; PREV. 55.1
(@WalterBloomberg)
TRUMP: HARD TO WIN A WAR WITHOUT ATTACKING AN INVADERS COUNTRY
(@WalterBloomberg)
$TSLA - U.S. AUTO SAFETY AGENCY OPENING PROBE INTO POTENTIAL DELAYS IN TELSA REPORTING CRASHES INVOLVING ADVANCED DRIVER ASSISTANCE SYSTEMS -- FILING
(@WalterBloomberg)
US CONSUMER WATCHDOG TO REWRITE 'OPEN BANKING' RULE AFTER PRESSURE FROM CRYPTO, FINTECH INDUSTRIES
(@WalterBloomberg)
