Walt Disney Co. said Jimmy Kimmel Live! will return to the air on Tuesday, ending a suspension imposed following controversial remarks its ABC late-night host made about the assassination of Republican activist Charlie Kirk. www.bloomberg.com/news/article... via @bloomberg.com Thomas Buckley

#TreasuriesToday will return Sept. 29, rested and ready. Peace

US Treasury Secretary Scott Bessent pledged to provide “all options for stabilization” to Argentine President Javier Milei as the South American country faces a market selloff. www.bloomberg.com/news/article... via @bloomberg.com By Patrick Gillespie

Ecuador set to become world's No. 2 cocoa grower, industry head says reut.rs/42K0bWj

Credit card companies have gained an ally in their fight against Brazil's digital payments platform Pix, with President Donald Trump taking action against the country. www.bloomberg.com/news/article... via @bloomberg.com By Martha Viotti Beck, Andrew Rosati, and Beatriz Amat

Balance of Power Newsletter A Woman as Next UN Head May Come Down to Trump: Balance of Power With the organization’s core values under assault, this week’s General Assembly matters more than ever. www.bloomberg.com/news/newslet... via @bloomberg.com Magdalena Del Valle

Opinion Newsletter | @johnauthers.bsky.social & Richard Abbey, Columnists Does the Small-Cap Rally Have Staying Power? Finally, stocks outside the tech behemoths are closing the gap. But they need more than Fed rate cuts. www.bloomberg.com/opinion/news... via @opinion.bloomberg.com

NEW ODD LOTS: It's the legend Jim Cramer We talk to the Mad Money host about his career, the retail stock trading revolution, the time he was a Trotskyite and led a wildcat strike, and much more. podcasts.apple.com/us/podcast/j...

The CPI fails to capture the cost of living crisis for many Americans, argues a former US comptroller of the currency.

Monday morning. Things no one in the US is sure about: Whether H-1B workers who live in the US will be able to return from abroad Who runs EDVA What arbitrary tariff changes Trump will announce THIS WEEK Whether government will be open in 10 days

President Trump suggested that Fox Corp. Chairman Lachlan Murdoch and his father Rupert Murdoch are involved in the American takeover of the video app TikTok's US operations

Economics | Eco Week Ahead Key US Inflation Metric to Ease as Focus Shifts to Jobs Market www.bloomberg.com/news/article... via @bloomberg.com By Mark Niquette and Craig Stirling, @zschneeweiss.bsky.social Ros Krasny

The Fed's rate cut has fueled a Wall St. rally, with global equities hitting record highs and credit spreads tightening to levels last seen in 1998 www.bloomberg.com/news/article... via @bloomberg.com By Lu Wang and Isabelle Lee

Markets Currencies Down $1 Billion, Milei Detects ‘Panic’ as Argentines Dump Peso www.bloomberg.com/news/article... via @bloomberg.com By Manuela Tobias, Vinicius Andrade, and Ignacio Olivera Doll

Opinion @johnauthers.bsky.social , Columnist How 19th Century US Is Inspiring China’s Xi John Pierpont Morgan is the model for Beijing’s push to limit over-competition. www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com

Europe’s economy is changing. Stockmarkets that investors once considered peripheral, such as those in Greece, Italy and Spain, have begun to far outperform the “core” countries

Major European airports including those in London and Berlin are experiencing delays on Saturday after problems at a service provider

FOIA Files Documents Reveal a Deluge of Threats Directed at FEMA Deadly hurricanes in Florida & North Carolina sparked an influx of online conspiracies, threats vs fed emergency workers, doxxing of govt officials @jasonleopold.bsky.social www.bloomberg.com/news/newslet... via @bloomberg.com

Opinion | @andreaskluth.bsky.social White House Is Noisily Mobilizing Global Far Right Remember Communist International? The Trump admin is trying to forge a “Popintern” — Populist International — w/right-wing parties in democracies. www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com

Opinion | @jpspinetto.bsky.social , Columnist You, Too, Can Manage Your Career Like Leo Messi As Argentina’s football great gets ready to hang up his cleats, he leaves many off-the-field lessons that apply no matter your profession. www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com

Opinion | @jasondashbailey.com , Guest Columnist Jimmy Kimmel’s Cancellation Is Un-American Everyone concerned about free speech should be concerned about his show being pulled from the air. www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com

Opinion Newsletter | Jessica Karl, Columnist The Clear and Present Danger to the First Amendment America's commitment to free speech depends on an understanding of the constitutional provision that protects it. www.bloomberg.com/opinion/news... via @opinion.bloomberg.com

Green Global Water Cycle ‘Erratic’ in 2024, Leading to Floods, Drought www.bloomberg.com/news/article... via @bloomberg.com Olivia Rudgard

Argentina Unemployment Falls in Reprieve for Economy and Milei www.bloomberg.com/news/article... via @bloomberg.com Parick Gillespie

Green | Weather & Science Wildfire Smoke Set to Cause Mounting Deaths and Economic Losses Premature deaths linked to particulate matter will keep increasing as the climate warms, according to a new study www.bloomberg.com/news/article... via @bloomberg.com Aaron Clark @lauramillan.bsky.social

FEMA officials faced harassment and death threats as back-to-back Hurricanes Helene and Milton sparked a torrent of online conspiracies, according to agency emails and documents. www.bloomberg.com/news/article... via @bloomberg.com @zhirji.bsky.social @davey.bsky.social @jasonleopold.bsky.social

US Farmers Are Feeling the Pain of Trump’s Policies Agricultural communities that had expected Trump to have their backs have found themselves flung into a second trade war. If it continues, it could put loyalties at risk www.bloomberg.com/news/article... via @bloomberg.com @ilenapeng.bsky.social

#TreasuriesToday: Yields lower by 3bp-4bp inside yesterday's ranges, which included lowest 10Y since April 7 (3.99%). $19b 10Y TIPS reopening at 1pm has yield near 1.65%, lower than last five 10Y TIPS auction results. Buyback of up to $2b in 10Y-20Y sector closes at 2pm.

I scored 45 out of 50 points on Dateline, @TheEconomist history game! ⚪️⚪️⚪️🎯🎯 Can you do better? economist.com/dateline

Opinion Newsletter | @johnauthers.bsky.social , Columnist The Dog That Didn’t Bark Holds a Clue to the Fed’s Path It was a good day for central banking independence after one of the oddest FOMC meetings. www.bloomberg.com/opinion/news... via @opinion.bloomberg.com

Opinion | @noahfeldman.bsky.social , Columnist Blaming Violence on Free Speech Is a Very Old Trick Those who express ideas must not be held responsible for the separate actions of people who choose to break the law. www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com

Politics Bessent, Like Fed Governor, Made Contradictory Mortgage Pledges www.bloomberg.com/news/article... via @bloomberg.com @anthonycormier.bsky.social Zachary R Mider

Economics - Central Banks Brazil’s Central Bank Meets With High Interest Rates Just Starting to Work www.bloomberg.com/news/article... via @bloomberg.com By Martha Viotti Beck

Opinion @timobrien.bsky.social Columnist Trump’s $15 Billion NY Times Suit Also Has a Serious Intent The president wants to tear down another vital institution while unwinding legal protections for the media. www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com

Traders Boost Bets on Half-Point Fed Rate Cuts by Year-End www.bloomberg.com/news/article... via @bloomberg.com Edward Bolingbroke

Opinion Newsletter | @johnauthers.bsky.social , Columnist We’ll FOM See How Long the Risks Can Be Ignored Investors say stocks are overvalued and expect inflation. Yet they can’t stop buying. www.bloomberg.com/opinion/news... via @opinion.bloomberg.com

US Short-Term Rate Jumps to Year High as Funding Strains Grow www.bloomberg.com/news/article... via @bloomberg.com By Alex Harris

The first US rate cut since Donald Trump became president again is likely to seize the spotlight in a week that'll determine policy settings for half of the world’s 10 most-traded currencies. www.bloomberg.com/news/article... via @bloomberg.com By Craig Stirling @zschneeweiss.bsky.social Ros Krasny

Tariffs Face Legal Threat That Puts Trump’s Deficit Plan at Risk www.bloomberg.com/news/article... via @bloomberg.com Laura Curtis, Daniel Flatley, Chris Ansty

I scored 50 out of 50 points on @TheEconomist Friday news quiz! 🎯🎯🎯🎯🎯 Can you do better? economist.com/interactive/pint-sized-news-quiz

Trump keeps treating the nation’s allies with such contempt that the consequences will be lasting and ugly GIFT LINK: bloom.bg/4mXdGtL @opinion.bloomberg.com

#TreasuriesToday: Yields slightly higher inside yday's rally ranges, which included sub-4% 10Y & 5Y within 1bp of YTD low. Ahead next week: $13b 20Y reopening (1st) Tues (day earlier than normal to avoid coinciding with FOMC decision), $19b 10Y TIPS reopening Thurs.

Opinion | @johnauthers.bsky.social , Columnist The Fed Is Doing What It’s Been Told It is fulfilling the terms of its mandate not wisely, but too well. www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com

Newsletter | Balance of Power Brazil Braces for Fallout From Historic Bolsonaro Conviction The Supreme Court has plunged the country into the unknown, with massive consequences for Latin America’s biggest economy. www.bloomberg.com/news/newslet... via @bloomberg.com @traviswaldron.bsky.social

Brazil’s Bolsonaro Found Guilty in Coup Case by Majority of Supreme Court Panel www.bloomberg.com/news/article... via @bloomberg.com Daniel Carvalho, Travis Waldron, Walter Brandimarte

#TreasuriesToday: Yields little changed. $22b 30Y reopening (1st) at 1pm. WI yield near 4.70% is lower than 30Y auction results since March. Next week's auction sizes at 11am: $13b 20Y reopening (1st), $19b 10Y TIPS reopening projected.

Newsletter | Balance of Power Russia Brings Rare Political Unity to Poland Incursion results in truce between Poland’s top leaders. www.bloomberg.com/news/newslet... via @bloomberg.com Piotr Skolimowski

Opinion | @marcchampion1.bsky.social , Columnist Five Lessons From Putin’s Reckless Drones in Poland The US and Europe have a lot to learn from Russia’s warning shot. www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com

Opinion Newsletter | @johnauthers.bsky.social , Columnist France Stalls the ECB’s Perfect Landing European banks are doing well and eurozone inflation expectations have been slain. Quel dommage about the French. www.bloomberg.com/opinion/news... via @opinion.bloomberg.com

The incursion into Poland is a warning. If Russia can violate NATO’s borders with impunity, it will try again, more brazenly and dangerously