Why It's Taking Nine Months to Get Back $164,000 in Tariff Refunds
FedEx, which has released hundreds of millions of dollars already, has taken steps to improve its process for small businesses.
Market News
Musk says he will rename SpaceXAI to SpaceXSI
Donald Trump has been pushing the term "super intelligence" instead of "artificial intelligence."
Kimbell Royalty Partners: 13% Yield And A Cheaper Valuation
Kimbell Royalty Partners is upgraded to Strong Buy after a record quarter, increased distributions, and two strategic acquisitions. KRP's forward yield is 13%, valuation is below historical averages, and recent deals are driving double-digit production growth despite minor dilution. Distribution growth remains robust, with payouts supported even if oil prices fall; debt is manageable but a key risk if commodity prices weaken.
AI Stocks Drive an Divided Market
Schwab Head of Macro Research and Strategy Kevin Gordon tells Bloomberg This Weekend that AI-related technology stocks are supporting the broader market even as many individual companies have suffered significantly larger declines, highlighting increasingly narrow market leadership. Speaking with hosts David Gura and Christina Ruffini, Gordon says a gradual Federal Reserve tightening cycle and a labor market that avoids widespread layoffs could support stocks, while investors are increasingly focused on whether companies sustain their enormous AI capital spending.
America Added Just 29,000 Jobs in September. Did the Fed Just Get Its First Warning That It Went Too Far?
Two weeks after the Federal Reserve raised interest rates, the labor market answered. Employers added just 29,000 jobs in September, missing the Reuters consensus forecast of 90,000.
Taiwan Says US Policy Remains Unchanged
Taiwan's Representative to the US, Alexander Yui, tells Bloomberg This Weekend that Washington has reassured Taipei its Taiwan policy remains unchanged following President Donald Trump's meeting with Chinese President Xi Jinping, even as a $14 billion US arms package remains stalled. Speaking with hosts David Gura and Christina Ruffini, Yui says Taiwan wants faster weapons deliveries and is deepening its economic relationship with the US through major investments in semiconductors and other industries.
Canadian Apartment Properties Now Offers A 4.9% Yield And A 40% Discount To NAV
Canadian Apartment Properties REIT faces headwinds from higher interest rates, muted rent growth, and increased supply in the Canadian rental market. FFO and AFFO are stagnating, with annualized AFFO projected at C$2.21–2.25 per share and only 1–2% growth expected into 2027. LTV ratio stands at 41%, manageable even with a 50 bps cap rate increase, and the payout ratio is a conservative 70% of AFFO.
Stock Funds Cling to a 10.3% Gain for 2026
To use football terminology, the stock market had a solid first half but struggled to move the ball in the third quarter. Nevertheless, fund investors are in line for a win.
Corporate America has never been this upbeat about future profits
As third-quarter earnings kick off this week, more companies than ever have expressed optimism about their bottom lines.
A Global Liquidity Regime Shift May Be Taking Place
The Japanese yen and US dollar are both strengthening globally, signaling shifting liquidity flows and potential risk-off sentiment. Rising Japanese rates may prompt repatriation of capital, reducing the appeal of foreign debt for Japanese investors.
Jobs Slow as Inflation Keeps Fed on Alert
Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey tells Bloomberg This Weekend that softer September jobs data give the Federal Reserve room to hold rates steady in October, but persistent inflation could still lead policymakers to raise rates again in December and early next year. Speaking with hosts David Gura and Christina Ruffini, Jersey says strong economic growth and loose fiscal policy are also contributing to higher global bond yields, keeping pressure on central banks to restrain inflation.
October can be a scary month for stocks. Here's what investors need to watch this year.
If stocks see another big swoon this year, investors already know why.
REITs Hit A Rate Wall
U.S. equity markets were mixed as softer jobs data and cooler-than-expected inflation eased near-term Fed tightening fears but failed to halt another punishing move at the longer end of the curve. The critical BLS payrolls report showed September job growth of 29k - well short of expectations - while wage growth slowed to its weakest pace since 2021. Core PCE - the Fed's preferred inflation gauge - also surprised to the downside, helped in part by benchmark and methodology revisions that lowered previously reported inflation.
White House Moves to Assess Growing AI Risks
Bloomberg Opinion Columnist Gautam Mukunda tells Bloomberg This Weekend that voluntary safeguards may not be enough to manage AI risks because competitive and financial pressures can push companies to prioritize growth over safety. Speaking with hosts David Gura and Christina Ruffini, Mukunda discusses the White House's new AI task force, Anthropic's planned IPO and broader questions about whether increasingly advanced AI systems can be safely governed.
G7 Fuel Release Ease Prices
Bloomberg Mideast Energy Correspondent Anthony Di Paola tells Bloomberg This Weekend that the G7's 100 million-barrel emergency release is already pushing fuel prices lower but is likely to provide only temporary relief as refinery constraints and Middle East disruptions keep diesel supplies tight. Speaking with hosts David Gura and Christina Ruffini, Di Paola says China's oil demand and escalating risks around the Strait of Hormuz and Red Sea will be key factors determining where global energy prices go next.
Kimbell Royalty Partners: The Growth Story Is Just Getting Started
Kimbell Royalty Partners is rated a Buy at ~$14.50, driven by recent acquisitions, increased production guidance, and a compelling 13% dividend yield. Q2 results were strong, but Q4 will better reflect Mesa and Drop Down acquisitions, with production guidance midpoints up 15% versus the prior 2026 outlook. Significant unit issuance funds acquisitions; per-unit cash flow growth is key for long-term value, with 9.7% YoY unit growth requiring close monitoring.
More tankers struck in the Middle East as Iran reiterates conditions for reopening the Strait of Hormuz
Tehran's conditions include a halt to U.S. "acts of aggression," an end to the naval blockade and economic warfare, and the release of Iranian assets.
Can America Break China's Grip on Rare Earths?
China spent decades building a dominant position across rare-earth mining, processing and magnet manufacturing, leaving the US dependent on a foreign supply chain for materials essential to everything from vehicles and wind turbines to electronics and defense systems. MP Materials is now trying to rebuild that chain domestically, moving from its Mountain Pass mine in California into refining.
Mr. Market Can't See The Forest For The Trees (2 Beaten-Down Timber REITs)
Weyerhaeuser and Rayonier present compelling value after recent share price weakness, with compressed valuations and attractive dividend yields. WY offers integrated scale, manufacturing leverage, and embedded land optionality, while RYN provides Southern land exposure and development opportunities post-PotlatchDeltic merger. Intrinsic value analysis and normalized Price-to-EBITDA suggest potential upside, but margin of safety depends on conservative asset, earnings, and leverage assumptions.
Fed minutes coming this week could give markets important clues about future rate hikes
Minutes from the September meeting may provide extra context, as the real fed-funds rate is now surprisingly low.
