Edward Harrison
@edwardnh.bsky.social
Macro Strategist at Bloomberg. Ex-diplomat, ex-tech exec, ex-banker. Author of The Everything Risk newsletter. Opinions my own. https://www.bloomberg.com/authors/AVSVN7p8ryM/edward-harrison
SpaceX shares are down on the back of skepticism after their earnings, with the lockup ending and promising to pressure shares further www.bloomberg.com/news/article...
SpaceX’s $101 Billion Unlock Heaps Pressure on Battered Shares
Investors hanging onto SpaceX shares after a plunge below their IPO price are bracing for the next potential hit, when $101 billion worth of stock becomes available for trading on Thursday.
bloomberg.com
1. Would posit that after hundreds of attempts in recent decades, FX traders see interventions as short-term stabilisation tools, not capable of reversing currency trends on a sustained basis. The ‘shock and awe’ 90’s playbook is outdated. 2. Toby’s output is insanely strong and prodigious. Wow.
Toby Nangle@tobyn.bsky.social · 7h ago🚨 Remember when the US Treasury caused that major yen rally in ‘98? Us neither www.ft.com/content/5506...
Blanche’s written update to the slush fund and IRS immunity for Trump is nothing more than a shell game. My thoughts in @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
Trump Still Has That IRS Immunity. Don’t Be Fooled
Acting Attorney General Todd Blanche’s assurance to senators about the $1.8 billion “Anti-Weaponization Fund” and President Trump’s immunity with the Internal Revenue Service is nothing more than a ho...
bloomberg.com
Iran said Monday that there weren’t any talks under way with the U.S. nor were any meetings planned www.wsj.com/world/middle...
Iran Says No Talks With the U.S. on Hormuz Strait
The country’s Foreign Ministry said discussions with Oman are continuing on managing traffic through the critical passage, while President Trump called Tehran “unbelievably duplicitous.”
wsj.com
Trump Chastises Chevron CEO for Failing to Praise Administration www.bloomberg.com/news/article...
Trump Chastises Chevron CEO for Failing to Praise Administration
President Donald Trump criticized Chevron Corp. Chief Executive Officer Mike Wirth for failing to mention his administration’s pro-fossil fuel policies in an interview with Fox Business Network and ca...
bloomberg.com
EKWUEME: “.. Japanese yields are surging despite the combined intervention of Bessent and the BoJ. Bessent is now trying to keep oil prices, the yen and Japanese yields in check at the same time.” $JPY
NEW: Trading frenzy builds in hyperscaler debt and CDS markets A record $127bn of AI-linked corporate bonds changed hands in July, ~15% of total US IG trading volumes (vs 4.5% in 2025) CDS volumes also through the roof Hyperscalers now the driving force in US credit www.ifre.com/topic-codes/...
Trading frenzy builds in hyperscaler debt and CDS markets | IFR
People & Markets Traders report healthy two-way flow as spreads widen
ifre.com
Robinhood now makes more money from prediction markets than it does from stock trades or crypto. This adds weight to my theory that Bitcoin and crypto has crashed due to competition from Polymarket and Kalshi for the online gambler demographic.
Fed focus groups and surveys show inflation is changing consumer behavior and causing households to take on debt. Some companies are even reacting by elevating wages after five years of missed Fed inflation targets
Claudia Sahm @claudia-sahm.bsky.social · 2d agoWarsh has enlisted the "very best minds" to remake the Fed. Missing from every task force: anyone representing regular people or labor. But the Fed doesn't need a new task force to hear from the public—it already listens. My latest for @opinion.bloomberg.com: www.bloomberg.com/opinion/arti...
"A piece of a SpaceX Falcon 9 rocket is expected to slam into the moon on Wednesday, according to scientists. The piece is expected to hit the moon around 2:35 a.m. ET at more than 5,000 miles per hour" www.npr.org/2026/08/02/n...
Defunct part of SpaceX Falcon 9 rocket will slam into the moon
A defunct part of a Falcon 9 rocket could slam into the moon at more than 5,000 miles per hour, according to scientists.
npr.org
UEFA has given FIFA President Gianni Infantino an ultimatum: resign or face a no-confidence vote, The Telegraph reports . It says all 55 members would back it. Only 43 votes are needed.
Semis are ripping today too, up almost 9%. Is this hedge fund getting bailed out by that move?
Luke Kawa@ljkawa.bsky.social · 6d agoCNBC reporting that Situational Awareness has sold its <entire public equities book> Ho. Lee. Crap.
I have to read the news because my job demands it. But some of this stuff is pretty dark. Recently, I've tried to switch off a lot more.
"Elon Musk’s xAI, now owned by SpaceX, sued Minnesota Attorney General Keith Ellison to challenge a law that would ban so-called nudify apps in the state." www.cnbc.com/2026/07/28/s...
Elon Musk's xAI sues Minnesota over law to ban 'nudify' apps
Elon Musk's xAI, now owned by SpaceX, is challenging a law that would ban so-called nudify apps in Minnesota
cnbc.com
"we are close to creating a genie that can grant any wish" Seriously? People believe this stuff? Don't fall for it.
Dare Obasanjo@carnage4life.bsky.social · last wk.“What we need to explain to the world: Number one, we are close to creating a genie that can grant any wish. Number two, we are going to make sure that our first wishes broadly benefit humanity” - Sam Altman, CEO of OpenAI — This is definitely the opposite of Anthropic’s AI kills all jobs pitch.
Hydroxychloroquine does not inhibit SARS-CoV-2 infection in preclinical models wyss.harvard.edu/news/hydroxy... “The fact that all of these studies in different models produced the same results is really convincing evidence that these drugs are very unlikely to be effective in humans"
Hydroxychloroquine does not inhibit SARS-CoV-2 infection in preclinical models
By Lindsay Brownell (BOSTON) — An international collaboration of researchers across more than 80 countries has come to the conclusion that chloroquine (CQ) and hydroxchloroquine (HCQ) are unlikely to ...
wyss.harvard.edu
Aaron Rupar@atrupar.com · last wk.Peter Navarro: "I had a million doses of hydroxychloroquine in warehouses as the defense policy coordinator that I was trying to distribute to hospitals. And Fauci got the FDA stop me from doing that."
Why are Tesla's shares down 13% now? They're still on track for driverless taxis and humaoid robots so car profit doesn't matter, right? www.ft.com/content/dc5e...
Tesla shares tumble 11% after discounts hit profits
Capital expenditures more than doubled as company accelerates pivot to AI and robots
ft.com
Trump's solution: Hold Iran responsible and bomb them, making it MORE likely the waterways remain blocked
Michael Derby@michaelsderby.bsky.social · 2w agoTrump’s Iran war has now essentially halted maritime traffic in two waterways vital to global trade.
“.. The U.S. is planning for a wider war,” said one U.S. official familiar with internal administration discussions, adding that the Pentagon was increasing the number of military aircraft in the region. @washingtonpost.com www.washingtonpost.com/national-sec...
From 2023: "Fox News agreed Tuesday to pay Dominion Voting Systems nearly $800 million to avert a trial in the voting machine company’s lawsuit that would have exposed how the network promoted lies about the 2020 presidential election." apnews.com/article/fox-...
Fox, Dominion reach $787M settlement over election claims
Fox and Dominion Voting Systems have reached a $787 million settlement in the voting machine company’s defamation lawsuit. The agreement averts a trial in a case that exposed how the top-rated network...
apnews.com
Security camera footage obtained from local businesses showed individuals who are believed to be U.S. Immigration and Customs Enforcement officers surrounding a car and pulling the driver onto the street, in events connected to the fatal shooting of a man in a coastal town in Maine on July 13.
"The three men who were with a 52-year-old Houston man when he was fatally shot by an immigration agent earlier this week said Lorenzo Salgado Araujo never tried to run over anyone and that agents repeatedly fired into the vehicle from the side of the van" www.texastribune.org/2026/07/10/t...
Houston ICE shooting witnesses dispute agents’ claims
The other men in the van with Lorenzo Salgado Araujo said agents fired into the vehicle unprovoked, according to a lawyer for two of the men.
texastribune.org
basically if you do this exercise for every taskforce, it looks like he handpicked people that share his own views. That isnt going to sway the FOMC consensus on big thematic topics that are open to a range of opinions
Dario Perkins @darioperkins.bsky.social · 4w agosounds like the AI taskforce is only going to come up with one answer, which should nicely match Warsh's priors:
