Financial markets, macroeconomics, and investing commentary by Joe Weisenthal
Hyperliquid Labs CEO outlines ambition to house financial system, Joe Weisenthal notes
Hyperliquid Labs CEO and co-founder Jeff Yan made his podcast debut in an interview discussing his plan to house the world’s entire financial system with the company. Joe Weisenthal, executive ...
Joe Weisenthal: USDC issuance on Hyperliquidid L1 matches Solana supply
The issuance of USDC on the Hyperliquidid L1 network is now equal to its supply on Solana. Joe Weisenthal, executive editor of news for Bloomberg Digital, shared this ...
Skepticism persists about AI trade as stocks reach records, Joe Weisenthal notes
Despite stocks hitting record highs, people continue to express skepticism toward the artificial intelligence trade, according to Joe Weisenthal. Weisenthal, executive editor of news for Bloomberg ...
Joe Weisenthal: American financial assets have outperformed China since 2004
Joe Weisenthal, executive editor of news for Bloomberg Digital at Bloomberg L.P., observes that although the Chinese economy has outgrown the U.S. by nearly any metric since 2004, American ...
Strong AI-driven spending keeps upward price pressure, Joe Weisenthal notes
Joe Weisenthal, executive editor of news for Bloomberg Digital at Bloomberg L.P., argues that recent increased spending, much of it related to artificial intelligence, is putting upward pressure ...
Joe Weisenthal: Bond market signals shifting global power balance
Joe Weisenthal, executive editor of news for Bloomberg Digital at Bloomberg L.P., raises questions about whether the bond market is anticipating a change in global leadership. Weisenthal points to ...
U.S. 30-year bond rally quickly reverses, Joe Weisenthal notes
Joe Weisenthal, executive editor of news for Bloomberg Digital at Bloomberg L.P., observes that the short-lived uptick in markets following the latest PCE report did not persist. Weisenthal ...
Joe Weisenthal: Market expectations for Fed policy jump over 90 basis points since late August
Joe Weisenthal, executive editor of news for Bloomberg Digital, observes a rapid increase in market expectations regarding Federal Reserve policy over the next year. He highlights that there has ...
HSBC model Jev receives attention from Wall Street, Joe Weisenthal notes
Joe Weisenthal, executive editor of news for Bloomberg Digital at Bloomberg L.P., reports that HSBC's head of AI and Data Science Mark Macdonald has released a note on Jev. According to ...
Joe Weisenthal: PIMCO faces 85 percent wipeout on bond tied to AAA office asset
Joe Weisenthal, executive editor of news for Bloomberg Digital at Bloomberg L.P., reports that PIMCO is facing an 85 percent wipeout on a bond connected to a AAA-rated office complex in ...
Diesel futures remain elevated despite export ban discussions, Joe Weisenthal notes
Joe Weisenthal, executive editor of news for Bloomberg Digital at Bloomberg L.P., comments on the continued strength of diesel futures despite growing discussions about a possible diesel export ...
Joe Weisenthal: Odd Lots Discord surpasses 14,000 members for market discussions
Joe Weisenthal, executive editor of news for Bloomberg Digital at Bloomberg L.P., highlights that the Odd Lots Discord group now has over 14,000 members. Weisenthal invites those interested in ...
Economic sentiment falls among Republicans, Joe Weisenthal notes
Joe Weisenthal, executive editor of news for Bloomberg Digital at Bloomberg L.P., highlights a significant decline in economic sentiment among Republicans throughout the year. The steady downturn ...
Joe Weisenthal: SPR releases may offer limited price relief if China increases oil imports
Joe Weisenthal, executive editor of news for Bloomberg Digital, discusses the impact of Strategic Petroleum Reserve (SPR) releases in the oil market. He points out that while SPR deliveries have ...
Brent oil climbs toward $100 after attacks on Saudi facilities, Joe Weisenthal notes
Joe Weisenthal, executive editor of news for Bloomberg Digital at Bloomberg L.P., reports that Brent oil approached $100 a barrel after attacks halted operations at several energy facilities in ...
Joe Weisenthal: Questions rise on sudden rate surge despite Treasury supply concerns
Joe Weisenthal, executive editor of news for Bloomberg Digital, examines the recent surge in interest rates and questions its timing. Weisenthal points out that while the supply of U.S. ...
Legacy of missing inflation target for over 5 years, Joe Weisenthal discusses
Joe Weisenthal, executive editor of news for Bloomberg Digital at Bloomberg L.P., shared insights from a recent conversation with Adam Posen on central banking and the U.S. Federal Reserve. The ...
Joe Weisenthal: Fedlock indicates Warsh's Jackson Hole speech was not notably hawkish
Joe Weisenthal, executive editor of news for Bloomberg Digital, observes that Fedlock did not view Warsh's Jackson Hole speech as particularly hawkish, despite it being his most hawkish public ...
Stable breakevens despite Fed struggles with inflation, Joe Weisenthal points out
Joe Weisenthal, executive editor of news for Bloomberg Digital, raises concerns about the U.S. Federal Reserve's performance regarding its inflation mandate, highlighting that the central bank has ...
Joe Weisenthal: Instagram ads target pre-IPO candy investments as Fed rate hike considered
Joe Weisenthal, executive editor of news for Bloomberg Digital at Bloomberg L.P., observes that Instagram is serving him ads for investing in a gourmet candy company before its IPO. He links this ...
Stocks rising are shares in strong companies, Joe Weisenthal notes
Joe Weisenthal, executive editor of news for Bloomberg Digital at Bloomberg L.P., notes that the best-performing stocks in the market generally reflect companies delivering strong results. He ...
