Bloomberg Economics

Europe will miss contracted Saudi oil deliveries, says Bloomberg's statecraft lead

4 takeaways: The pipeline attack that closed a Hormuz bypass, why Europe's shortfall pulls on US crude, diesel at a record high, and what the Greenland…

10 hrs ago • The Scuttlebutt

Tom Orlik: 380M jobs worldwide are exposed if AI hits its full potential

6 takeaways: The 50% task test that decides whether a job is at risk, why the hairdresser is safer than the coder, and the dot-com pattern he says AI is…

Sep 15 • The Scuttlebutt

James McIntyre: Australia's developer collapse is a private credit problem

5 takeaways: Why floating-rate mortgages make Australia the fastest transmission of rate rises, what a 30 June valuation now misses, and why this will…

Sep 15 • The Scuttlebutt

Warsh Turns Hawkish: Orlik says September hike odds moved up, Keene hears nothing dovish at Jackson Hole, and Brightline nears a $5 billion…

Why hiking before the midterms puts the Fed back on a collision course with Trump, how AI data-center capex offset the war in Iran, and the high-yield…

Aug 29 • The Scuttlebutt

Richard Clarida: What he would put in Warsh's Jackson Hole speech, why five years above 2% is the Fed's real problem, and why he is not in…

AlphaSimplex's Katie Kaminski on sugar, wheat and a possible gold breakout, TS Lombard's Freya Beamish on a 10-year that hasn't priced the new regime…

Aug 29 • The Scuttlebutt

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