Annmarie Hordern
@annmarie
Mornings with @bsurveillance, Chief Political Correspondent @BloombergTV, term member @CFR_org, LDN-DC-NY, friends call me AMH.
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POTUS In NYC
9:55am delivers remarks at the UN
10:40 Trilateral Signing Event with the Prime Ministers of Denmark and Greenland
11:45 Meeting with UK Prime Minister Andy Burnham
12:30 Meeting with Japan’s Sanae Takaichi
1:15pm Meeting with President Zelenskyy
2:15 Shield of the Americas Event
2:45Meeting with the Gulf Cooperation Council
7:15 UNGA Leaders' Reception
7:40 Pull-Aside with Venezuela's Delcy Rodríguez
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Pentagon investigators have discovered that flawed intelligence, outdated imagery and an overreliance on AI contributed to a missile strike that killed 123 children in Minab.
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CENTCOM Commander Brad Cooper says more than one billion barrels of crude have been shipped through the Strait of Hormuz in the last couple of months.
Axios: Ex-Anthropic researcher Jacob Coxon, Sen. Bernie Sanders (I-Vt.) and former Trump White House adviser Steve Bannon will join forces at an event on Tuesday to push for human-controlled AI.
Bessent: “Look, if some of the Bloomberg Terminal bros are unhappy with what I’m doing, well, that’s too bad.”
WSJ: Top White House advisers have raised privately with President Trump the prospect that the Iran war could drag on through the remainder of his term, U.S. officials said, a message at odds with Trump’s public assurances of a swift victory.
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USS George Washington arrives in the Arabian Sea
U.S. Sailors work on the flight deck of USS George Washington (CVN 73), Aug. 20, as the aircraft carrier transits the Arabian Sea. The George Washington Carrier Strike Group is operating in Middle East during a scheduled deployment after arriving in the CENTCOM theater yesterday.
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24 hours later...
*US 30-YEAR TREASURIES ERASE GAINS FROM BUYBACK ANNOUNCEMENT
And— Happy Birthday @elerianm ! 🥳
Now YCC is far from a free lunch. While it can help bring down longer-end yields in the immediate/short term, thus helping mortgage and other borrowing costs, it risks collateral damage and unintended consequences. Morever, the effects of this financial engineering are short dated unless followed by fundamental policy adjustments.
#economy# #yields# #bonds# #markets#
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FT: Iran has weighed attacking US military targets in Europe should Donald Trump escalate the war, according to people close to the regime, as Tehran considers its options to increase the stakes of the conflict. Two regime insiders told the FT that Iranian forces have assessed striking US assets in south-eastern European countries such as Bulgaria, which last month approved the use of its Bezmer air base for US refuelling aircraft.
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“Substantial progress has been made, although there is important work still to be done,” Canada’s Mark Carney said in a statement. “While we continue this work, Canada remains focused on building a stronger, more independent, and more competitive economy at home.”
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WSJ: President Trump is pushing aides for a meeting as soon as this fall with North Korean leader Kim Jong Un, U.S. officials said, seeking to revive a dramatic diplomatic quest from his first term to convince Kim to abandon his country’s nuclear weapons program.
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The upward move in global bond yields is, indeed, global
Trump this morning: “Iran cannot have, in any way, shape, or form, a Nuclear Weapon”
WSJ: Arab intelligence officials have picked up evidence—including communications between Iran and militia allies in countries such as Yemen and Iraq—of a strategic shift inside the country’s hard-line leadership to get their forces ready to widen the war and raise the costs for the U.S., officials familiar with the findings say. Alarming weaker Gulf countries like Kuwait, Iran’s leaders are increasingly talking about offensive operations on enemy territory.
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The 60 day Memorandum of Understanding between the US and Iran officially expires today.
BofA: “Should Trump hold Senate and Abbott hold Texas, expect stocks — especially AI — to rip into bubbly 2027,” Hartnett said. However, should the Democrats take the Senate and unseat Abbott, stocks would face a “big slump” of over 10%, while the dollar and bond yields would also drop into year-end.
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WSJ: Privately, Trump says he and Musk will never be as close as they once were, according to the president’s aides. But they are talking again, roughly once a month, discussing AI, China and world events, people with knowledge of the calls said.
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Trump signed a proclamation imposing various tariffs on certain drones and their components, per White House fact sheet.
