Walter Bloomberg
05.05.202512:49
🔸 GOLDMAN SACHS EXPECTS THREE FED RATE CUTS
Goldman Sachs forecasts 25bp rate cuts in July, September, and October, citing recession risks from tariffs and trade uncertainty. Chief economist Jan Hatzius notes the Fed remains more cautious than markets expect. While the Fed has a higher bar for cuts than in 2019, Goldman believes rising unemployment could still prompt action—even with high inflation.
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Goldman Sachs forecasts 25bp rate cuts in July, September, and October, citing recession risks from tariffs and trade uncertainty. Chief economist Jan Hatzius notes the Fed remains more cautious than markets expect. While the Fed has a higher bar for cuts than in 2019, Goldman believes rising unemployment could still prompt action—even with high inflation.
(@WalterBloomberg)
02.05.202513:30
MIRAN: THERE CAN BE SOME VOLATILITY IN THE ECONOMIC DATA
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02.05.202513:07
STEADY HIRING IN APRIL WILL REINFORCE FED'S "PATIENT" STANCE -- NICK TIMIRAOS
Federal Reserve officials have broadly indicated that interest-rate cuts will likely require clear signs of rising unemployment.
Because April's employment report offers very few indications of a broad-based decline in hiring, Fed officials can easily maintain their wait-and-see posture at their policy meeting next week-including by saying little that would offer any sign the central bank is prepared to lower interest rates at its subsequent meeting in mid-June.
(@WalterBloomberg)
Federal Reserve officials have broadly indicated that interest-rate cuts will likely require clear signs of rising unemployment.
Because April's employment report offers very few indications of a broad-based decline in hiring, Fed officials can easily maintain their wait-and-see posture at their policy meeting next week-including by saying little that would offer any sign the central bank is prepared to lower interest rates at its subsequent meeting in mid-June.
(@WalterBloomberg)
02.05.202512:47
🚨 *TRUMP REPEATS: THE FED SHOULD LOWER ITS RATE
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02.05.202512:32
🔸 US Labor Apr Nonfarm Payrolls +177K; Consensus +133K
🔸 US Apr Unemployment Rate 4.2%; Consensus 4.2%
🔸 US Apr Average Hourly Earnings +0.17%, or +$0.06 to $36.06; Over Year +3.77%
🔸 US Apr Private Sector Payrolls +167K and Government Payrolls +10K
🔸 US Apr Average Workweek Unchanged at 34.3 Hours
🔸 US Apr Labor-Force Participation Rate 62.6%
🔸 US Mar Payrolls Revised to +185K; Feb Revised to +102K
🔸 US Mar Unemployment Unrevised at 4.2%
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🔸 US Apr Unemployment Rate 4.2%; Consensus 4.2%
🔸 US Apr Average Hourly Earnings +0.17%, or +$0.06 to $36.06; Over Year +3.77%
🔸 US Apr Private Sector Payrolls +167K and Government Payrolls +10K
🔸 US Apr Average Workweek Unchanged at 34.3 Hours
🔸 US Apr Labor-Force Participation Rate 62.6%
🔸 US Mar Payrolls Revised to +185K; Feb Revised to +102K
🔸 US Mar Unemployment Unrevised at 4.2%
(@WalterBloomberg)
02.05.202511:35
*TAKE-TWO DELAYING GTA VI RELEASE TO 2026 FROM 2025
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02.05.202513:34
*S&P 500 RISES 1.2%, SET TO ERASE LOSSES SINCE APRIL 2
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02.05.202513:27
🚨 *CANADA'S CARNEY, TRUMP SET TO MEET AT WHITE HOUSE ON TUESDAY
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02.05.202513:04
NVIDIA SHARES EXTEND PREMARKET GAIN TO 2.5%
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02.05.202512:47
🚨 TRUMP ON ECONOMY: WE’RE ONLY IN A TRANSITION STAGE
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02.05.202512:30
U.S. APRIL NONFARM PAYROLLS +177,000 (CONSENSUS +130,000)
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02.05.202511:34
$TTWO - *TAKE-TWO SINKS 16% AFTER DELAYING GRAND THEFT AUTO VI TO 2026
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02.05.202513:32
$AAPL - APPLE SHARES FALL 4% AT THE OPEN AFTER DISAPPOINTING RESULTS
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02.05.202513:09
🚨🚨 MIRAN: TRUMP HAS BEEN CLEAR THERE WILL BE A DEAL WITH CHINA
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02.05.202513:04
$NVDA - *NVIDIA TWEAKING AI CHIPS TO BE SOLD TO CHINA COS.: INFORMATION
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02.05.202512:33
🚨 TRUMP TEAM HAS PREPPED OPTIONS FOR PRESSURING RUSSIA TO END WAR
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(@WalterBloomberg)
02.05.202511:58
$MSTR - MICROSTRATEGY HAS A PLAN TO BUY EVEN MORE BITCOIN.
"MicroStrategy, now focused more on Bitcoin than software, reported a Q1 loss of $4.23B ($16.49/share), far worse than expected. Revenue fell 3.6% to $111.1M, missing forecasts. The company launched a bold new “42/42 Plan” to raise $84B over two years for Bitcoin purchases, following last year’s $42B “21/21 Plan.” Analysts say the stock remains a strong Bitcoin proxy, trading at 2.13x NAV, with solid performance despite market volatility."
(@WalterBloomberg)
"MicroStrategy, now focused more on Bitcoin than software, reported a Q1 loss of $4.23B ($16.49/share), far worse than expected. Revenue fell 3.6% to $111.1M, missing forecasts. The company launched a bold new “42/42 Plan” to raise $84B over two years for Bitcoin purchases, following last year’s $42B “21/21 Plan.” Analysts say the stock remains a strong Bitcoin proxy, trading at 2.13x NAV, with solid performance despite market volatility."
(@WalterBloomberg)
02.05.202511:28
$AAPL: JEFFERIES DOWNGRADES TO UNDERPERFORM FROM HOLD - PT $170.62 (FROM $167.88)
"Apple posted 5% revenue, net profit, and EPS growth in Q2 FY25 — in line with consensus. Management expects low-to-mid single-digit growth next quarter and a $900M tariff hit. iPhone China shipments (~7M) should meet U.S. demand, but margins are under pressure. Tariff risks could grow. Downgrade to Underperform."
(@WalterBloomberg)
"Apple posted 5% revenue, net profit, and EPS growth in Q2 FY25 — in line with consensus. Management expects low-to-mid single-digit growth next quarter and a $900M tariff hit. iPhone China shipments (~7M) should meet U.S. demand, but margins are under pressure. Tariff risks could grow. Downgrade to Underperform."
(@WalterBloomberg)
02.05.202513:31
$AMZN - JEFF BEZOS FILES TO SELL UP TO $5B IN AMAZON STOCK
Bezos, whose net worth is valued at over $200 billion, will sell up to 25 million shares in the company, valued at around $5 billion, Amazon disclosed in a regulatory filing Friday. The value of the shares could change, of course, depending on Amazon’s stock price. If it declines, they would be worth less, if it rises, they would be worth more.
https://t.co/cJKexZP9Uj
(@WalterBloomberg)
Bezos, whose net worth is valued at over $200 billion, will sell up to 25 million shares in the company, valued at around $5 billion, Amazon disclosed in a regulatory filing Friday. The value of the shares could change, of course, depending on Amazon’s stock price. If it declines, they would be worth less, if it rises, they would be worth more.
https://t.co/cJKexZP9Uj
(@WalterBloomberg)
02.05.202513:08
🚨 TRUMP ECONOMIC ADVISER MIRAN: WOULD BE SURPRISED IF TARIFFS DON'T CHANGE IN FEW WEEKS
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(@WalterBloomberg)
02.05.202512:47
🚨 *TRUMP: BILLIONS OF DOLLARS POUR IN FROM TARIFF
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02.05.202512:32
US SHORT-TERM INTEREST-RATE FUTURES DOWN AFTER JOBS DATA, AS TRADERS TRIM BETS ON FED RATE CUTS
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02.05.202511:50
APPLE HAS APPROVED SPOTIFY’S U.S. APP UPDATE - SPOTIFY SPOKESPERSON
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02.05.202511:27
TRUMP: WE ARE GOING TO BE TAKING AWAY HARVARD’S TAX EXEMPT STATUS
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