TRUMP: NOT CONSIDERING SENDING TOMAHAWK MISSILES TO UKRAINE
(@WalterBloomberg)
GLOBAL CRUDE OIL FUTURES BRENT, WTI OPEN HIGHER ON MONDAY AFTER OPEC+ AGREE TO PAUSE OUTPUT HIKES IN Q1 2026
(@WalterBloomberg)
TRUMP CALLS MAMDANI ‘FAR WORSE THAN A SOCIALIST’
President Donald Trump described New York City mayoral frontrunner Zohran Mamdani as “far worse than a socialist” during an interview on CBS News’ 60 Minutes.
“Communist, not socialist, communist,” Trump said. When told some compare Mamdani to a “left-wing version” of himself, he joked, “I think I’m a much better-looking person than him.”
(@WalterBloomberg)
BESSENT SAYS HIGH US INTEREST RATES MAY HAVE CAUSED HOUSING RECESSION
(@WalterBloomberg)
OPEC+ AGREES IN PRINCIPLE ON 137K B/D OUTPUT HIKE: DELEGATE
OPEC+ CONSIDERS PAUSING OUTPUT INCREASES FROM JANUARY:DELEGATES
(@WalterBloomberg)
$NVDA - HUANG:TRUMP/XI DEAL ENSURES NVIDIA COMPETES IN CHINA'S MARKET
(@WalterBloomberg)
BESSENT: FED SHOULD CUT RATES IF INFLATION FALLS
U.S. Treasury Secretary Scott Bessent said the Fed should keep cutting rates as inflation declines. After two recent 25-point cuts, PCE inflation is 2.7%. He called the economy “in transition,” urging lower mortgage rates to ease the housing slump.
(@WalterBloomberg)
BESSENT: TRUMP ADMINISTRATION WILL NOT APPEAL JUDGE'S RULING ON SNAP BENEFITS
(@WalterBloomberg)
*OPEC+ TO APPROVE SMALL OUTPUT HIKE FOR DECEMBER, DELEGATES SAY
(@WalterBloomberg)
TRUMP URGES REPUBLICANS TO END FILIBUSTER
Donald Trump urged Republicans to abolish the filibuster, warning Democrats would remove it “at the first chance” to expand power. He told GOP lawmakers not to be “weak and stupid,” calling the fight “about the survival of our country.”
(@WalterBloomberg)
TRUMP: U.S. MAY VERY WELL GO INTO THAT COUNTRY, "GUNS-A-BLAZING,"
(@WalterBloomberg)
RUSSIAN FOREIGN MINISTRY ON REPORTS ABOUT U.S. APPROVAL OF TOMAHAWK SUPPLIES TO UKRAINE: SENDING WEAPONS TO KYIV WILL NOT HELP ACHIEVE ANY SETTLEMENT - RIA
(@WalterBloomberg)
Bank of America believes that emerging economy central banks have more room to increase their gold holdings
This would push Gold even higher.
(@CheddarFlow)
$AAPL Q4 RESULTS & OUTLOOK
Results:
• Revenue: $102.47B vs. $102.24B est.
• EPS: $1.85 vs. $1.77 est.
• iPhone: $49.03B | iPad: $6.95B | Mac: $8.73B
• Services: $28.75B | Wearables: $9.01B
• Greater China: $14.49B vs. $16.24B est.
Outlook (Q1):
• Revenue growth: 10–12% YoY (vs. 6.6% est.)
• iPhone sales: double-digit growth (vs. 9.8% est.)
• Ongoing supply constraints on some iPhone 16/17 models
Notes:
• China Q4 weakness tied to iPhone Air launch delay
• Dividend: $0.26/share
• CEO Cook expects holiday iPhone sales to top forecasts
(@WalterBloomberg)
$AAPL - *APPLE 4Q EPS $1.85, EST. $1.77
*APPLE 4Q REV. $102.47B, EST. $102.19B
*APPLE 4Q SERVICES REV $28.75B, EST. $28.18B
*APPLE 4Q GREATER CHINA REV. $14.49B, EST. $16.43B
(@WalterBloomberg)
TRUMP SAYS 'COULD BE' U.S. TROOPS ON GROUND IN NIGERIA OR AIR STRIKES
(@WalterBloomberg)
TRUMP: ICE RAIDS ‘HAVEN’T GONE FAR ENOUGH’
President Donald Trump said Immigration and Customs Enforcement (ICE) raids “haven’t gone far enough,” blaming “liberal judges” appointed by Joe Biden and Barack Obama for limiting the agency’s actions.
Responding to reports of forceful raids, Trump defended ICE, saying many targets were “murderers” or “criminals.” He added, “If you came into the country illegally, you’re going out — and you can come back legally.”
(@WalterBloomberg)
F.D.A. DRUG UNIT CHIEF PLACED ON LEAVE -NEW YORK TIMES
(@WalterBloomberg)
The US housing market is frozen:
Only 28 out of every 1,000 homes, or 2.8%, changed hands in the first 9 months of 2025, the least in at least 30 years.
The turnover rate has declined -38% since the 2021 peak, when 44 out of every 1,000 homes were sold.
By comparison, the rate stood at 40 per 1,000, or 44% higher, in 2019 before the 2020 pandemic.
The market is frozen due to a rate lock-in effect, where over 70% of homeowners hold mortgages with rates below 5%.
These owners refuse to sell into a 6%+ rate environment, while elevated home prices and borrowing costs have pushed potential buyers to the sidelines.
The housing market has stalled.
(@TheKobeissiLetter)
*TRUMP:XI 'UNDERSTANDS' WHAT US WOULD DO IF CHINA INVADED TAIWAN
*TRUMP: CHINA'S XI NEVER BROUGHT UP TAIWAN IN MEETING
(@WalterBloomberg)
PRESIDENT TRUMP ON 60 MINUTES TONIGHT 🇺🇸
Tonight at 7:30 p.m. ET/PT on CBS and Paramount+, 60 Minutes airs an exclusive interview with President Donald Trump, recorded October 31 at Mar-a-Lago with correspondent @NorahODonnell.
In the conversation, Trump says Taiwan “never even came up” during his recent talks with Chinese President Xi Jinping. When asked what he would do if China invaded Taiwan, he responded:
“I can’t give away my secrets.”
(@WalterBloomberg)
BESSENT: IF INFLATION IS DROPPING FED SHOULD BE CUTTING RATES
(@WalterBloomberg)
BESSENT: "WE'LL SEE" IF 10% TARIFF WILL BE ENACTED ON CANADA AFTER REAGAN ADD -CNN INTERVIEW
(@WalterBloomberg)
US DEFENSE SECRETARY HEGSETH: U.S. MILITARY CARRIED OUT A LETHAL KINETIC STRIKE ON A VESSEL IN THE CARIBBEAN
(@WalterBloomberg)
TRUMP: I AM HEREBY INSTRUCTING OUR DEPARTMENT OF WAR TO PREPARE FOR POSSIBLE ACTION
(@WalterBloomberg)
TRUMP: IF NIGERIAN GOVERNMENT CONTINUES TO ALLOW KILLING OF CHRISTIANS, U.S.A. WILL IMMEDIATELY STOP ALL AID AND ASSISTANCE TO NIGERIA
(@WalterBloomberg)
CARNEY APOLOGIZES TO TRUMP OVER TARIFF AD
Canadian Prime Minister Mark Carney said he personally apologized to U.S. President Donald Trump for a political ad aired by Ontario Premier Doug Ford. The ad, which cited Ronald Reagan to criticize tariffs, was broadcast despite Carney’s objections.
Carney offered the apology during a dinner at the Asia-Pacific summit in Gyeongju, South Korea. He confirmed Trump’s account, saying he had reviewed the ad beforehand and urged Ford not to air it.
(@WalterBloomberg)
US BANK RESERVES FALL TO $2.8 TLN, LOWEST SINCE 2020
(@WalterBloomberg)
$AAPL Q4 RESULTS
• EPS: $1.85 vs. est. $1.77
• Revenue: $102.47B vs. est. $102.24B
• iPhone: $49.03B (miss) | Services: $28.75B (beat)
• Mac: $8.73B | iPad: $6.95B | Wearables: $9.01B
• Greater China: $14.49B vs. est. $16.24B
• Dividend: $0.26/share
(@WalterBloomberg)
STRATEGY GUIDANCE ASSUMES YEAR-END 2025 BITCOIN PRICE OF $150K
(@WalterBloomberg)
