iiinova — where your digital self keeps evolving

Reposted by Carl Quintanilla

'We all know at this point that investors have been shunning longer-term US Treasuries (or more precisely, demanding a higher yield to hold them). Now it looks like they’re doing something similar at the short-end.' www.bloomberg.com/news/newslet...

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Eamon Javers @eamonjavers.bsky.social · 4h

I’ve got a story coming tomorrow about espionage in Washington that we have been working on for a few months. I think it’s fascinating and important, and I hope you will get a chance to see it. Keep an eye on cnbc.com in the morning!

cnbc.com

US Top News and Analysis

CNBC is the world leader in business news and real-time financial market coverage. Find fast, actionable information.

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Reposted by Carl Quintanilla

Jesse Felder @jessefelder.com · 5h

'Four companies in different sectors, all aiming to raise at least $50 million, announced postponements or pulled their IPOs altogether in the past week. That makes seven in the third quarter, up from four in the second quarter and three in the first.' www.cnbc.com/2026/09/29/i...

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Reposted by Carl Quintanilla

FinTwitter @fintwitter.bsky.social · 6h

TRUMP SAYS ON NORTH KOREA'S KIM JONG UN THAT 'HE'S A FRIEND OF MINE, I LIKE HIM' AND THAT 'KIM WILL BE FINE AS LONG AS I AM AROUND'.

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Reposted by Carl Quintanilla

FinTwitter @fintwitter.bsky.social · 6h

TRUMP SAYS ON A MEETING WITH AI LEADERS THAT HE THINKS THE DOCUMENT IS 'MORALLY BINDING' AND THAT HE IS SEEING 'TREMENDOUS SELF-POLICING', WITH AI LEADERS UNDERSTANDING THAT.

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Carl Quintanilla @carlquintanilla.bsky.social · 7h

“.. Oura’s postponement in line with other issuers delaying IPOs is pointing to a weaker market than we had foreseen as recently as a few weeks ago. The structural pressures from such rapidly rising yields cannot be overstated.” @barrons.com www.barrons.com/articles/our...

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Carl Quintanilla @carlquintanilla.bsky.social · 7h

BNP PARIBAS: “.. The Fed is likely hiking rates whether oil goes up, down, or sideways. .. .. pricing behavior in non-shelter core services has change versus that prior to the pandemic, and that inflation in this category has become more entrenched and momentum-driven.”

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Carl Quintanilla @carlquintanilla.bsky.social · 7h

BTIG: “.. Are Bulls Starting to Lose the Standoff? So far neither side had been proven right, or wrong, and we remain in a standoff of weak breadth vs. strong SPX. Yet even within the SPX, over the last 5 weeks the index is dead-flat while the median stock is -4.5%.”

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Carl Quintanilla @carlquintanilla.bsky.social · 7h

Three-byline alert: “.. shifting greater resources to states they see as more competitive. The party now is spending heavily to defend reliably Republican Texas ..” @apnews.com #GAsen #NCsen apnews.com/article/sena...

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Carl Quintanilla @carlquintanilla.bsky.social · 8h

A good reminder from Ed that not everyone will be able to afford a personal agent — even as the Internet is re-wired around them. @edmundlee.bsky.social #Muse

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Reposted by Carl Quintanilla

FinTwitter @fintwitter.bsky.social · 8h

FEDS' GOOLSBEE SAYS 'NOTHING IN THE FEDERAL RESERVE ACT SAYS MAKE SURE THE BOND MARKET IS HAPPY OR STOCK MARKETS AREN'T SURPRISED'.

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Reposted by Carl Quintanilla

Mohamed A. El-Erian @elerianm.bsky.social · 8h

This is not the first trading session where sovereign bond yields and oil prices have decoupled. In fact, it is happening with greater frequency—a reminder that: • The protracted surge in yields is driven by forces far beyond energy markets; and 1 of 2.

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Reposted by Carl Quintanilla

Jesse Felder @jessefelder.com · 8h

‘Independent security researchers said they found bugs in recent months that allowed them to view the internal communications of OpenAI employees, the company’s internal computer code and view the chat logs of ChatGPT users.‘ www.nytimes.com/2026/09/29/t...

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Carl Quintanilla @carlquintanilla.bsky.social · 8h

GS DESK: “.. a chart of 10-year TIPS that goes back a quarter century. It’s not good news .. At the same time, it also demonstrates that a good dose of risk premium is now in the price of real rates .. This only serves to up the ante for Corporate America to sustain the remarkable run of earnings..”

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Reposted by Carl Quintanilla

Jesse Felder @jessefelder.com · 9h

Sheila Blair: ‘With its September rate decision, the Fed is correcting for its past misjudgments. In 2022, it was too hesitant to raise rates, despite persistent inflation, and in 2024, it was too quick to lower them with inflation still above target.’ www.ft.com/content/4339...

ft.com

For once, the Fed has put Main Street before Wall Street

Rather than criticising the central bank’s rate increase, Republicans should be praising Warsh for putting American families first

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Carl Quintanilla @carlquintanilla.bsky.social · 9h

Hi, yield. 👀 (via junkbondinvestor.com)

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Carl Quintanilla @carlquintanilla.bsky.social · 9h

“.. the third round this year under recently appointed CEO Josh D’Amaro ..” @variety.com $DIS variety.com/2026/film/ne...

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 9h

$XLF now red on the year tr

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Reposted by Carl Quintanilla

Dave Lee @davelee.me · 9h

OpenAI announces "Dots" .. it's answer to Meta's Muse (and Grok Bots). As could be expected -- they've gone the cuddly and customizable route

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Reposted by Carl Quintanilla

Helen Kennedy @helenkennedy.com · 10h

They are shutting this down by the end of the day.

Can the president build a giant triumphal arch in Washington
DC without congressional authorization?

No. Not on federal park or public grounds in the District of Columbia without express authority of Congress. I

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Reposted by Carl Quintanilla

The Denver Post @denverpost.com · 9h

With talk of a Super El Niño in the forecast, powderhounds are hoping for a long and snowy winter. Here’s when the chairlifts will start spinning.

denverpost.com

Colorado ski resort opening dates for the 2026-27 season

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Reposted by Carl Quintanilla

LiveSquawk @livesquawknews.bsky.social · 9h

Pepsi flagged higher prices this week. The 2021 to 2022 pattern is repeating, where companies raised prices despite flattish volumes. What looked like a one-off tied to the Iran war two months ago now looks structural. Companies are already telling markets they are raising prices into 2027.

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Reposted by Carl Quintanilla

FinTwitter @fintwitter.bsky.social · 9h

Fed's Barr: We should be prepared for serious short-term disruptions in the labor market from AI.

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Reposted by Carl Quintanilla

FinTwitter @fintwitter.bsky.social · 9h

Fed's Barr: I do not see a clear trend toward a timely return to 2% inflation.

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Carl Quintanilla @carlquintanilla.bsky.social · 9h

While facing the threat of an export ban?

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Carl Quintanilla @carlquintanilla.bsky.social · 10h

“.. Share of consumers expecting higher interest rates over the next year climbed to 68.4% in August, an increase of over five percentage points.” - Schwab #ConferenceBoard

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Reposted by Carl Quintanilla

Jesse Felder @jessefelder.com · 10h

‘Oura is the highest profile firm to date to delay its offering in the US. Nuclear power services firm Holtec and CVC Capital Partners-backed Bamboo Insurance Services both postponed their IPOs in recent days, citing market conditions.’ www.bloomberg.com/news/article...

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Reposted by Carl Quintanilla

Michael Santoli @michaelsantoli.bsky.social · 12h

Markets have punished the prudent lately. Prudence here means diversification across asset classes and among equities, rebalancing along the way to keep exposures in line. On a lookback basis, bonds have dragged on returns for a decade. Is this changing? New newsletter, free to read/subscribe.

cnbc.com

Investors who have shunned diversification face maybe the best buying opportunity for bonds in decades

No diversification needed: The 10-year total return stocks minus bonds is near the highest in history.

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Carl Quintanilla @carlquintanilla.bsky.social · 10h

RBADVISERS: “.. For those who don’t think the world is changing, LT Treasury returns are now negative for the 1st time in 40+ years.”

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Carl Quintanilla @carlquintanilla.bsky.social · 11h

B of A DESK earlier this am: ".. Apple can still become an eventual winner of AI at the edge, but the pace of Siri AI innovation has to accelerate beyond just annual software releases." $AAPL

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Reposted by Carl Quintanilla

Jesse Felder @jessefelder.com · 11h

‘Either tech's customers will generate a lot more cash than their analysts expect, or tech's cash flow forecasts are too optimistic, which raises the question of who exactly will be writing all those checks to buy AI services.’ www.apollo.com/wealth/insig...

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Reposted by Carl Quintanilla

Schooley @schooley.bsky.social · 28/09/2026

Wait, was rolling out the red carpet for Xi a Chinese psyop too? I'm really confused about the GOP stance on China.

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Carl Quintanilla @carlquintanilla.bsky.social · 11h

Billy Joel releases “The Stranger” 49 years ago today. “I remember thinking, 'it needs some sort of introduction,’” Joel recalled. I played one for Phil [Ramone, the album's producer] “and whistled along.” “I said, 'What instrument do you think should do that?' Phil said, 'You just did it.'”

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Carl Quintanilla @carlquintanilla.bsky.social · 12h

“.. Here, creative types share the local Chinese dumpling spots they return to again and again.” @nytimes.com www.nytimes.com/2026/09/11/t...

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Reposted by Carl Quintanilla

Jesse Felder @jessefelder.com · 12h

’The bearish divergence in the high yield credit market that we pointed out not long ago has pretty much fallen off a cliff. Rising interest rates are the obvious culprit causing traders to sell more bonds than they’re buying.‘ vixology.substack.com/p/the-weight

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Reposted by Carl Quintanilla

Edmund Lee @edmundlee.bsky.social · 13h

Anthropic says AI may pose 'existential risks to humanity' in IPO filing - www.reuters.com/business/fin...

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Carl Quintanilla @carlquintanilla.bsky.social · 13h

SCHWAB: “.. The last time we had this low of a % of S&P 500 members trading above their 200d moving average, the S&P 500 was down by ~12% … today, it‘s barely off its all-time high.”

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Reposted by Carl Quintanilla

Simon Lester @simonlester.com · 14h

Interesting details on how the Iowa steel deal got done. www.nytimes.com/2026/09/28/u...

Mesabi executives have leaned on a Trump-world insider as the company has sought to expand its footprint in the United States. The company hired Jason Miller, a longtime Trump adviser, as its lobbyist, paying him at least $240,000 through his company SHW Partners, according to lobbying disclosure records. The government of India also hired Mr. Miller’s company, paying $150,000 per month for “strategic counsel, tactical planning and government relations assistance on policy matters before the U.S. government,” according to federal filings under the Foreign Agent Registration Act.

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Carl Quintanilla @carlquintanilla.bsky.social · 14h

METLIFE: “.. . Our CPI forecast is further revised up by 60 basis points to 4.0%, as the conflict in Iran continues, and oil prices, shipping and transportation costs are hit.”

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Reposted by Carl Quintanilla

FinTwitter @fintwitter.bsky.social · 14h

IEA'S BIROL: EUROPE IS GOING TO ENTER A VERY DIFFICULT WINTER.

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 14h

CCC spreads stand out... contained so far Markets @soberlook thedailyshot.com/sub...

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