ECB’s ‘horrible’ prospect is if the Fed doesn’t cut, Ludovic Subran says bloomberg.com/news/articles/… via Craig Stirling Greg Ritchie Dani Burger Manus Cranny

Guess I gotta open a McDonald’s franchise now

Great to be on Bloomberg TV with Manus Cranny and Dani Burger discussing Lyft’s “Ted Striker Airplane Moment” last night 🫣📺👇

bloomberg.com/news/videos/20…

WIll there ever be an F1 street circuit in New York City?

Williams Racing Team Principal James Vowles says he is '100% in support' of the event trib.al/0yQSrS8

“It’s going to be a bit like the Hunger Games”
Williams drivers Alex Albon and Logan Sargaent give me their reaction on Lewis’s move to Ferrari

I asked Williams Team Principal James Vowles about the recent allegations against Red Bull’s Christian Horner, and if F1 has a culture problem. Here’s what he had to say

Growth investor General Atlantic has “a whole list” of European companies that are considering IPOs in the US, where capital markets are more liquid and provide higher valuations bloomberg.com/news/articles/… via Bloomberg Markets Dani Burger Manus Cranny

Bloomberg Television guests discuss private credit and the leveraged loan market on the sidelines of the IPEM private equity conference in Cannes with Dani Burger trib.al/EdiFFH2

Follow our live coverage of IPEM from Cannes this morning with Dani Burger and the best of the private equity world. First on is David Hirschmann Permira Bloomberg Bloomberg TV IPEM

We ask the important questions on Bloomberg Brief

Manus Cranny and Dani Burger discuss the long-awaited launch of Tesla's Cybertruck, but will Manus get it for Dani for Christmas? trib.al/kegCyF4

In which Manus Cranny finally gets to experience the joy of a New York bagel

Dani Burger Dani- just saw your comment on TV on non-competes regarding Altman and Brockman. Employee or officer non-competes are not enforceable in CA -B&P Code 16600- so all the Open AI employees could go to Microsoft if they wish.

🚨🚨🚨
Satya Nadella on LinkedIn: Sam Altman and Greg Brockman will be joining Microsoft

Rapidan Energy Group President Bob McNally says oil prices will rise well into the $90s by the end of the year trib.al/Fgi4XWa

Latest OIS pricing
-December rate hike expectations are now gone
-January has gone from 29% odds of a hike to 4%
-Rate cuts start in May
-100 bps cut by Dec 2024

Less than 50% of companies have beaten revenue in the 3rd quarter -- the lowest share since 2019.

3y yields down 30bp ahead of $48bn supply next week. 10s down 39bp ahead of $40bn and bonds down 36bp ahead of $24bn. This is gonna be exciting!!

Here’s someone who’s probably having a good Friday

Awkward. Financial conditions are almost accommodative again thanks to a rally following on from policy makers saying markets were doing the work of tightening conditions for them.