#China 's #jewelry retail sales this year could grow faster than other luxury goods and other non-subsidized discretionary consumer items as the trade war fuels purchases of #gold as a safe haven, according to BI analyst Catherine Lim. Bloomberg terminal clients can access full

Sectors are out. Thematics are in. 💡 Breanne Dougherty, Head of Thematic Strategy at Bloomberg Intelligence, unpacks how thematic classifications deliver a more nuanced look at the market. 📊 #Thematics #Equities #AIinvesting

US construction faces a split outlook: residential weakness vs. mega-project-driven nonresidential growth. 🚧 🔗bloomberg.zoom.us/webinar/regist… 📅 Sept 10, 2025 | ⏰ 10 am ET #Construction #datacenters #IndustrialOutlook

👇Catch the replay of last week's Bloomberg Intelligence Energy Exchange featuring Eurasia Group's Herbert Crowther alongside Nathan Dean & Patricio Alvarez Orsted's $10B Lifeline; Tariffs; FEOC Rules; Clean Energy Supply Chains; AI-Driven Power Demand & More! youtu.be/E1BYXXv1LrQ

U.S. naval shipbuilding faces a capacity crunch — could tax incentives draw institutional capital into defense infrastructure? ⚓ 🔗 bloomberg.zoom.us/webinar/regist… 📅 Sept 09, 2025 | ⏰10 am ET

🔊 Fed Chair Powell’s Jackson Hole remarks likely to reiterate, not redirect, policy. Markets see a 40% chance of SOFR <3% by end-2026, while 2Y yields show muted post-JH shifts. #FOMC #JacksonHole #rates Full note: blinks.bloomberg.com/news/stories/T…

In the latest episode of Inside Active, Laurent Douillet and I spoke with Baird's Nate Velarde, a PM for $CCWIX about their long-term, high-conviction stock picking approach built around time arbitrage. Bloomberg Intelligence podcasts.apple.com/us/podcast/cha…

Just as the S&P 500 is setting all-time highs, US Strategist Michael Casper, CFA sees a classic red flag that has historically signaled weaker profits for companies -- producer prices are rising faster than consumer inflation. Historically, faster PPI growth has pressured margin

Will M&A reshape U.S. homebuilding as macro challenges mount? 🏗️ Deal activity remains robust, fueled by market expansion ambitions, capital constraints, and rising foreign participation. 🔗 bloomberg.zoom.us/webinar/regist… 📅 Sept 09, 2025 | ⏰ 10 am ET #Homebuilding #Mergers

President Trump's order opening retirement-plan limits could let fund firms bring crypto mutual funds into 401(k)s, tapping a younger generation that dominates US crypto ownership, according to David Cohne, Mutual fund analyst. With $194 billion already in crypto funds and nearly

Does Gold Face a Win-Win vs. the Fed? Bitcoin May Be Driving - Intense pressure on the Federal Reserve to cut rates -- despite stable employment, above-target inflation, rising US Treasury 30-year yields and speculative excesses in risk assets -- may leave gold as a top

Is technology redefining military power? 🛡️ Bloomberg’s Global Modern Defense Equal Weighted Total Return Index (BMDAET) — with 18% exposure to tech — is up 63% YTD, highlighting the powerful convergence of defense and innovation. 🔗bloomberg.zoom.us/webinar/regist… 📅 Sept 16th | ⏰ 10

How much further can AI capex growth run? ⚡💻 Hyperscalers, neo-cloud challengers, and sovereign players are pouring billions into infrastructure — but energy and datacenter constraints may test the durability of this cycle. 🔗bloomberg.zoom.us/webinar/regist… 📅 Sept 30, 2025 | ⏰ 11

Stablecoins could scale rapidly, potentially reaching over $50 trillion in annual payment flows by 2030 and capturing around 10–25% of global consumer transactions, up from less than 1% today, according to BI's Diksha Gera. The clearest gains are likely in cross-border transfers,

Stablecoins pose a long-term risk to bank deposits, with the US Treasury warning up to $6.6 trillion could shift away from banks if yield were allowed, though this looks overstated under the GENIUS Act. Deposit outflows would have negative consequences for bank funding costs and

Hurricane Melissa, a Category 5 storm approaching Jamaica, poses a severe threat to life and property, with potential economic losses estimated in the high-single-digit billions or more—comparable to Hurricane Gilbert in 1998, according to BI's Matthew Palazola. Although

3Q25 S&P 500 is shaping up as one of the strongest in years -- just not in stock reactions, according to Christopher Cain, CQF, CMT, quantitative analyst. With more than 70% of companies now reported, profits are up nearly 13% from a year ago, almost double the preseason

$100,000 Bitcoin - a Speed Bump Toward $56,000? "Look at the chart" has been a mantra from Bitcoin bulls, but the market gods can refresh humility when prices stretch too far. Synonymous with humility is mean reversion, and my look at the chart shows how normal it's been for the

The drivers of the global equity rally — mainly tech and communications names linked to AI — have begun to lose momentum, a particular concern given the concentration risk and narrow leadership structure these sectors have created. US Equity strategist Gillian Wolff, CFA notes