*US FINAL JULY DURABLE GOODS FALL 2.8% M/M; EST. -2.8%
*US FINAL JULY DURABLE GOODS EX-TRANS RISE 1% M/M; PREV. 0.2%
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*US FINAL JULY DURABLE GOODS EX-TRANS RISE 1% M/M; PREV. 0.2%
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PUTIN: UKRAINE IS NOT CAPABLE TO CONDUCT LARGE-SCALE OFFENSIVE
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$GOOG - ALPHABET SHARES EXTEND GAINS, HIT RECORD INTRADAY HIGH, LAST UP 8.2%
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The US now has more unemployed people than job openings for the first time since April 2021. https://t.co/D82jmvYP4L
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PUTIN ON TRUMP'S CONSPIRACY COMMENT: TRUMP HAS A SENSE OF HUMOUR
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PUTIN: TRUMP IS TRYING TO FIND A PEACEFUL SOLUTION TO THE CONFLICT IN UKRAINE
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PUTIN: NOBODY SAID ANYTHING NEGATIVE ON US ADMIN IN BEIJING
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*TRUMP PLANS TO BLOCK WIND FARM OFF COAST OF MASSACHUSETTS
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RAY DALIO WARNS OF AN 'ECONOMIC HEART ATTACK'—KEY SIGNALS TO WATCH
Ray Dalio, founder of Bridgewater Associates, warns that rising government debt could trigger an economic crisis within three years. On X, he wrote that the U.S. is late in the “big debt cycle,” and without policy changes, debt-service and supply-demand problems could cause a “debt-induced economic heart attack.”
Markets are showing signs: the 30-year U.S. Treasury yield recently rose above 5%, while gold hovers near record highs. Dalio said international investors are reducing dollar-denominated bonds and buying gold amid geopolitical concerns.
He pointed to the growing U.S. debt burden—$1 trillion in annual interest payments and $9 trillion in debt maturing this year—as a key risk. Dalio has called for reducing the deficit to 3% of GDP to stabilize markets.
Dalio also cautioned that political efforts to influence the Federal Reserve, such as pushing for lower interest rates, could backfire. If investors fear rates are being artificially suppressed, the value of money could drop.
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Ray Dalio, founder of Bridgewater Associates, warns that rising government debt could trigger an economic crisis within three years. On X, he wrote that the U.S. is late in the “big debt cycle,” and without policy changes, debt-service and supply-demand problems could cause a “debt-induced economic heart attack.”
Markets are showing signs: the 30-year U.S. Treasury yield recently rose above 5%, while gold hovers near record highs. Dalio said international investors are reducing dollar-denominated bonds and buying gold amid geopolitical concerns.
He pointed to the growing U.S. debt burden—$1 trillion in annual interest payments and $9 trillion in debt maturing this year—as a key risk. Dalio has called for reducing the deficit to 3% of GDP to stabilize markets.
Dalio also cautioned that political efforts to influence the Federal Reserve, such as pushing for lower interest rates, could backfire. If investors fear rates are being artificially suppressed, the value of money could drop.
(@WalterBloomberg)
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US FEDERAL RESERVE ANNOUNCES OCT 21 CONFERENCE ON PAYMENTS INNOVATION
FED SAYS CONFERENCE WILL DISCUSS STABLECOINS, ARTIFICIAL INTELLIGENCE, AND TOKENIZATION OF FINANCIAL PRODUCTS AND SERVICES
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FED SAYS CONFERENCE WILL DISCUSS STABLECOINS, ARTIFICIAL INTELLIGENCE, AND TOKENIZATION OF FINANCIAL PRODUCTS AND SERVICES
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UKRAINE'S FOREIGN MINISTER, ON PUTIN'S OFFER FOR LEADERS MEETING IN MOSCOW: HE MAKES 'UNACCEPTABLE PROPOSALS'
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TRUMP: TELL HAMAS TO IMMEDIATELY GIVE BACK ALL 20 HOSTAGES (NOT 2 OR 5 OR 7!), AND THINGS WILL CHANGE RAPIDLY
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SPOT GOLD EXTENDS GAINS, LAST UP NEARLY 1% TO HIT A RECORD HIGH OF $3,567.16/OZ
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DEUTSCHE BANK: HIGH VALUATIONS COULD WEIGH ON FUTURE RETURNS
Deutsche Bank warned that while U.S. stocks benefit from strong historical performance during non-recessionary rate-cut cycles, high valuations remain a major headwind for medium- to long-term returns. Analysts noted that over the past 150 years, periods of elevated valuations were followed by weak or negative 10-year real returns, while low valuations produced strong gains.
Today’s high market levels are largely driven by the “Mag-7” tech stocks and AI. While this could signal a new paradigm, Deutsche Bank cautioned that taking large positions now carries significant risk, unlike past bubbles. G7 markets have lower valuations but less AI exposure.
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Deutsche Bank warned that while U.S. stocks benefit from strong historical performance during non-recessionary rate-cut cycles, high valuations remain a major headwind for medium- to long-term returns. Analysts noted that over the past 150 years, periods of elevated valuations were followed by weak or negative 10-year real returns, while low valuations produced strong gains.
Today’s high market levels are largely driven by the “Mag-7” tech stocks and AI. While this could signal a new paradigm, Deutsche Bank cautioned that taking large positions now carries significant risk, unlike past bubbles. G7 markets have lower valuations but less AI exposure.
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TRUMP: WILL PUT MORE U.S. SOLDIERS IN POLAND IF THEY WANT
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TRUMP: WILL FIND OUT OVER NEXT WEEK OR TWO HOW GOOD RELATIONSHIP IS WITH RUSSIA
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