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Traders Are at Odds With ECB and BOE on How Far Rates Will Rise
Traders are increasingly diverging from central bankers on the outlook for interest-rate hikes in Europe.
French Evening Power Price Nears €300 as Nuclear Output Falls
France’s energy system is facing a tight period this evening as low nuclear availability drives up power prices.
SocGen Says Higher Yields May Put AI Debt Capex at Risk
Kokou Agbo-Bloua, global head of economics, cross-asset and quant research at Societe Generale Corporate and Investment Banking, discusses the rising 10-year Treasury yield and its impact on debt-fueled artificial intelligence capex. "If it goes to let's say 5.5% to 6% and growth doesn't pick up, because it's there simply reflecting higher nominal GDP, then you can sort of break the whole economics of AI debt capex," Agbo-Bloua tells Bloomberg Television. (Source: Bloomberg)
Essity Said to Prep for Tissue Exit With Sale, Listing on Table
Essity AB is preparing to kick off the sales process for its consumer tissue business as soon as next month, according to people familiar with the matter, after activist investor Cevian Capital took a minority stake in the Swedish company.
Flows Will Return to Private Credit, Blackstone’s Gray Tells NZZ
Blackstone Inc. is working through a backlog of investors who’ve asked to pull cash out of the firm’s flagship private credit fund and is confident the asset class will recover, President and Chief Operating Officer Jon Gray told Swiss newspaper NZZ.
BofA Says Risk of Disorderly Bond Move Trims Excess Bullishness
Exuberance around risk assets is fading as investors worry about a chaotic rise in bond yields and the results of US midterm elections, according to a survey by Bank of America Corp.
Home Sales in Canada Decline as Trade War With the US Escalates
Momentum in Canada’s housing market stalled in August as trade talks with the US broke down and the countries levied new tariffs on each other’s goods.
Marsh Raises Treasury Allocation to Neutral on Elevated Yields
US investment consultancy Marsh is raising its Treasury allocation in some portfolios recommended to clients, a sign that large investors aim to take advantage of elevated yields.
Gabon Bonds Surge After Government Audit Finds Lower Debt Stock
Gabon’s bonds surged after the government announced that an audit found the OPEC member’s debt stock stood at $16.7 billion, almost a fifth below an initial estimate.
UK Payrolls Drop More Than Expected
Britain’s employers shed workers at the fastest rate in nine months, with the number of employees on company payrolls slipping 26,000 in August, according to the Office for National Statistics. The drop was worse than the 5,000 drop that economists expected, though the provisional estimates are often revised. Bloomberg's Sam Unsted breaks down the situation. (Source: Bloomberg)
Russia’s Nornickel Seeks New Partner to Process Copper in China
Russia’s MMC Norilsk Nickel PJSC is talking with a new Chinese partner about a copper processing deal that would enable it to shut down a heavily polluting plant in the Arctic city of Norilsk.
Singapore’s Air Quality Reaches Worst Since 2019
Singapore is shrouded in haze, with smoke from wildfires in neighboring Indonesia raising islandwide pollution to levels that pose a health risk. Gabrielle Ng has more. (Source: Bloomberg)
BofA Sees Chance of $150 Oil on Critical Infrastructure Risk
Francisco Blanch, commodities and derivatives research head at BofA Securities, says Brent oil prices could climb as high as $150 a barrel if critical infrastructure, like Saudi Arabia's East-West pipeline, "is hit on a more permanent basis." Blanch speaks on Bloomberg Television. (Source: Bloomberg)
Bullish Treasuries View Is Contrarian: Markets Analysis
Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." (Source: Bloomberg)
S&P Warns of Credit, Earnings Risks at Indonesian State Lenders
Indonesia’s state-owned banks face rising credit and earnings risks after government-driven lending pushed loan growth to more than twice the industry pace, according to S&P Global Ratings.
Asian PE Firms Circle €1 Billion Racing Brand Alpinestars
Alpinestars, the Italian maker of protection gear used by motorcycle racers, is attracting takeover interest from Asian private equity firms including FountainVest and HSG, people familiar with the matter said.
Hong Kong Set To Unveil First Five-Year Plan
Hong Kong is preparing to unveil its first five-year development blueprint on Wednesday, as it seeks to align its priorities with those of mainland China. “Bloomberg: The China Show” co-anchor Yvonne Man reports on what's expected in the master plan and what it could mean for the city's future. (Source: Bloomberg)
Innovation or Guardrails? The Debate Over AI's Future Heats Up
Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture. (Source: Bloomberg)
Axa to Focus on Organic Growth, CEO Buberl Says
Axa Chief Executive Officer Thomas Buberl says the insurer will prioritize efficiency and shareholder returns over acquisitions after raising its profitability and growth targets for the next three years. “We will deploy and employ the policy as we've always done," Buberl tells Bloomberg Television. "We look at what is interesting when we talk about bolt-ons, but the focus is really organic growth." (Source: Bloomberg)
Saudi Pipeline Stays Offline; Trump Clashes With AI Bosses
Horizons Middle East & Africa is your daily spotlight on one of the world's fastest-growing regions. Live from Dubai, we bring you the latest global markets and analysis, plus news-making interviews, with a special focus on MEA. All that and more, as you head to the office in the Gulf, pause for lunch in Hong Kong, or start your day in London or Johannesburg. (Source: Bloomberg)
China Thaw Could Give Indian Manufacturing a Boost, Oxford Says
The thaw in India-China relations presents New Delhi with an opportunity to further ease restrictions on Chinese investment and attract a larger share of global capital, according to Oxford Economics.
Europe IPOs Must Raise $5 Billion This Fall to Beat 2025’s Haul
European stock exchanges must raise a further $5 billion from initial public offerings before the year is out to surpass last year’s haul, a challenge in a market where deals have been prone to delays.
China’s Benchmark Crude Oil Futures Have Never Been So Expensive
Yuan-priced crude futures in China rallied to the highest level on record, as the shutdown of an oil pipeline in Saudi Arabia hurt global supplies and refiners in the largest importer bought more cargoes.
FTSE Live: UK Stock Futures, Pound Slip as Oil Extends Climb
FTSE Live: UK Stock Futures, Pound Slip as Oil Extends Climb