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· Midday Alpha · by Buzzberg Research
Who was talking 36 videos · 10 channels
Hawkish Fed
2 videos · 7mWaller called inflation too high and broadening, and a Pimco economist on Bloomberg expects the Fed to be displeased with the October CPI report.
Waller signals support for a quarter-point December hike
Fed Governor Christopher Waller signaled support for a quarter-point December rate increase and left the door open to a larger move if inflation surprises to the upside. He called inflation too high and broadening across core goods and services.
October CPI rose 0.4% with core up 0.3%, driven by food, fuel and electricity
Price pressure fanned out beyond energy into core goods, transport, delivery, insurance and medical services. A Pimco economist points to the broadening of core goods strength and expects the Fed to be displeased.
House China committee chair seeks a closed-door briefing with Nvidia's CEO
Rep. John Moolenaar is seeking a closed-door briefing over allegations involving a Chinese national and possible exposure of sensitive information. He also wants clarity on Nvidia's lobbying against advanced-chip export restrictions and whether China received preferential chip allocation.
Goldman survey: 56% of limited partners say they are underweight private credit
Goldman's 2026 alternatives survey shows 56% of limited partners underweight private credit versus 43% a year earlier. Redemption pressure has been concentrated in wealth-channel vehicles marketed around partial liquidity.