Bloom Capital Review

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Macro

12 articles

Warsh Points the Fed Toward a Rate Hike, and Traders Reprice Fast

Published: August 30, 2026 | Category: Markets Kevin Warsh is steering the Federal Reserve toward its first interest-rate increase in years, and the bond market spent Friday getting ahead of him. The 2-year Treasury yield, the maturity most sensitive to policy bets, jumped about 6 basis points to 4.298% after the Fed chair told the…

A Record Fundraising Quarter Collides With a Fed Rethink

Published: August 9, 2026 | Category: Private Capital / Deals Private capital just had one of its best quarters on record, and the Federal Reserve is looking at meeting less often. Ares Management raised $36.4 billion in the second quarter, its largest quarterly haul ever, pushing total assets under management to $671 billion, up 17…

The Hardware Buffer: Luxshare’s $3.1 Billion Hong Kong Play as a Geopolitical Apple Proxy

Published: July 5, 2026 | Category: Global Supply Chain Logistics & Cross-Border Capital | Focus: Dual-Listing Arbitrage, Supply Chain Near-Shoring, and Tariff Insulation Chinese electronics manufacturing giant Luxshare, the premier assembly partner behind Apple’s global AirPods supply chain, is moving aggressively to secure up to $3.1 billion via a landmark public listing on the Hong…

Why a Soft Jobs Report Was Good News for Financial Markets

Vintage: June 27, 2026 | Market Pricing: Macro metrics following the Bureau of Labor Statistics (BLS) June release | Reporting Currency: US Dollar (USD) Executive Summary In an era of macro-driven asset pricing, poor economic data often serves as the ultimate catalyst for equity and fixed-income rallies. The Bureau of Labor Statistics (BLS) June jobs…

What Pakistan’s Real Interest Rate Actually Tells You Right Now

Two numbers define Pakistan’s monetary moment. The State Bank of Pakistan’s policy rate stands at 11.5% following a 100 basis point hike in April 2026. CPI inflation, as measured by the Pakistan Bureau of Statistics, was 11.7% in May 2026. The arithmetic is simple: Pakistan’s real interest rate is approximately −0.2%. Essentially zero. For an…