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*Walter Bloomberg@DeItaone1h
Europe
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TRUMP ON ZELENSKYY'S COMMENTS: TIME FOR SOMEONE ELSE TO NEGOTIATE ON BEHALF OF UKRAINE
The safest move right now is to hold onto your gold, silver, and copper, while adding some energy exposure.
Money is only going to get more expensive. There’s no room left for speculative plays.
Preserve capital and wait for the next cycle to begin.
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*Walter Bloomberg@DeItaone3h
Europe
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HEDGE FUNDS DUMP TECH STOCKS AT FASTEST PACE IN A DECADE
Goldman Sachs reports that hedge funds cut technology exposure at the fastest pace since at least 2016 during the five sessions ending October 15.
The Nasdaq 100 plunged 5.5% last week, while semiconductor stocks suffered the largest dollar selling.
Despite the selloff, tech still represents 23.5% of hedge fund portfolios, near historically elevated levels.
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BRICS News@BRICSinfo7h
United States
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JUST IN: 🇨🇳🇮🇷 China says it is ready to strengthen cooperation with Iran.
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FinancialJuice@financialjuice4h
United Kingdom
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Israel's Prime Minister Netanyahu to Trump: We have work to finish - Israel's Hayom News
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First Squawk@FirstSquawk5h
South Asia
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IRAN’S NAVY SAYS US FORCES STRUCK ITS KONARK BASE
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The Hormuz Letter@HormuzLetter4h
Europe
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BREAKING: The US has carried out strikes on Iran's Konarak Naval Base on the southeastern coast, wounding two Iranian soldiers, per Al Jazeera.
It is the first US strike on Iran in nearly 7 weeks.
Iran will likely retaliate tonight.
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*Walter Bloomberg@DeItaone4h
Europe
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*IRAN SAYS IT HAS 'NO CHOICE' BUT TO ASSERT CONTROL OVER HORMUZ
*IRNA CITES IRAN FIRST VICE PRESIDENT AREF ON HORMUZ STRAIT
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*Walter Bloomberg@DeItaone7h
Europe
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GOLDMAN SACHS ON GOLD: ESTIMATES CENTRAL BANK PURCHASES OF 79 TONNES IN AUGUST, WELL ABOVE THE PRE-2022 AVERAGE OF 17 TONNES
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*Walter Bloomberg@DeItaoneOct 18
Europe
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ELON MUSK SAYS "I RECOMMEND GIVING THE SHARES DIRECTLY TO THE PUBLIC" AFTER ANTHROPIC SAYS IT WILL COMMIT 5% STAKE TO NEW PUBLIC BENEFIT FUND- X POST
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*Walter Bloomberg@DeItaone10h
Europe
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BREAKTHROUGH U.S.–IRAN DEAL REPORTEDLY EXPECTED THIS WEEK
Sources familiar with mediation efforts told Al-Araby Al-Jadeed that a breakthrough agreement between Washington and Tehran could be announced this week.
Negotiators are reportedly working to narrow differences and secure mutual concessions to prevent renewed military escalation.
No agreement has been officially confirmed.
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*Walter Bloomberg@DeItaone9h
Europe
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MORGAN STANLEY SAYS U.S. STOCK SELLOFF MAY BE NEARING ITS END
Morgan Stanley strategist Michael Wilson says investors should prepare to buy the dip as the three-month equity correction approaches its final stages.
🔸 Quality stocks: +6% since mid-August
🔸 Equal-weight S&P 500: Nearly -4%
🔸 Cyclical stocks: Nearly -10%
Historically, quality stocks have outperformed by 7.5% over the following year under similar conditions.
The key takeaway: Wilson expects the correction to create buying opportunities rather than signal the end of the economic cycle.
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*Walter Bloomberg@DeItaone8h
Europe
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*HASSETT SAYS PEOPLE 'EUPHORIC' ABOUT STRENGTH OF ECONOMY
*HASSETT SAYS DISCRETIONARY TRAVEL SIGNALS CONSUMER OPTIMISM
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*Walter Bloomberg@DeItaone8h
Europe
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BANK OF AMERICA STILL EXPECTS AN OCTOBER FED RATE HIKE
Bank of America maintains its forecast for a Fed rate hike on October 28, despite markets pricing just a 20% probability.
BofA warns that persistent inflation and strong economic activity could push core PCE inflation to 3.4% by year-end.
The key takeaway: BofA believes inflation risks justify further tightening, even as investors increasingly expect the Fed to hold rates steady.
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Mario Nawfal@MarioNawfal17h
North America!
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🇺🇸🇸🇦🇾🇪 WHAT THE HELL IS HAPPENING IN THE MIDDLE EAST RIGHT NOW?!
The list of U.S. diplomatic missions issuing SECURITY ALERTS now stretches across ELEVEN countries.
Jordan. Lebanon. Qatar. Iran. Iraq. Israel. Bahrain. Oman. Saudi Arabia. UAE. Yemen.
At this point, you could throw a dart at a map of the Middle East and probably hit an American security warning.
And with an actual war raging, this is not exactly the kind of regional coordination anyone wanted to see.
Eleven countries on one security-alert list is ONE HELL of a nervous neighborhood.
Writer: Oliver
$META 🤯
notice..
> Delta is blocking AI agents from booking flights
> JPMorgan Chase and Charles Schwab block agents from accessing accounts
> Yelp requires paid data licensing for agents
> Amazon has blocked Grok bot and other shopping agents.
the internet is starting to block AI agents that were supposed to do everything for us
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*Walter Bloomberg@DeItaone21h
Europe
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*PUTIN ASKS TRUMP AND XI FOR A MEETING: WSJ






