Financial markets, macroeconomics, and investing commentary by Joe Weisenthal
Anthropic perps outperform OpenAI on Hyperliquid this week, Joe Weisenthal notes
Perpetual swaps linked to Anthropic on the Hyperliquid platform increased by about 5% today and 9.5% over the last five days. In the same period, OpenAI swaps fell 1%. This comparison was reported ...
Joe Weisenthal: Stakeholder alignment in hedge funds seen as particularly interesting
Joe Weisenthal, Joe Weisenthal, executive editor of news for Bloomberg Digital, described discussions about stakeholder alignment within hedge funds as particularly interesting. He referenced a ...
Structured notes market attracts wealthy clients with $300 billion size, Alex Micalizzi states
The structured notes market has reached $300 billion, with rich clients showing increased interest in complex strategies. Joe Weisenthal, executive editor of news for Bloomberg Digital, ...
Joe Weisenthal: Surprised Binancecoin is not down more despite market expectations
Joe Weisenthal, Joe Weisenthal expressed surprise that Binancecoin has not fallen more in price, despite his view of broader market expectations. Weisenthal did not provide specific reasons for ...
Invitation to discuss Fed policy and GOOGL earnings in NYC, Joe Weisenthal writes
People are invited to attend an event at Lucinda's on Avenue A in New York City tonight, with the opportunity to discuss the Federal Reserve and GOOGL earnings. Joe Weisenthal, Executive Editor ...
Joe Weisenthal: Character AI shares experience sharp decline since earlier this summer
Shares of Character AI, the company behind GLM 5.3, have experienced a steep decline since early summer. Joe Weisenthal, executive editor of news for Bloomberg Digital, commented on the ...
Anthropic token on Hyperliquid now values company near $1.88 trillion, Joe Weisenthal notes
The Anthropic token traded on Hyperliquid is currently valuing the company at around $1.88 trillion, according to a post from Joe Weisenthal, executive editor of news for Bloomberg ...
Joe Weisenthal: META projects FY CAPEX in $135B to $145B range
META has updated its full-year capital expenditure guidance to a range of $135 billion to $145 billion, consistent with its previous outlook of $130 billion to $145 billion. Joe Weisenthal, ...
Blockchain technology may be more valuable than previously thought, Joe Weisenthal notes
Joe Weisenthal, executive editor of news for Bloomberg Digital, stated that he is reconsidering his earlier skepticism of blockchain technology. Weisenthal described how he previously mocked those ...
Joe Weisenthal: Le Spread widens and Cac-40 drops 1.11 percent
Le Spread has moved outside its recent range, and the Cac-40 index declined by 1.11 percent today. Joe Weisenthal reported these developments in a recent ...
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 ...
