Read The Big Take: Top-ranked bonds backed by office towers are on the verge of default, blindsiding investors. The pain may only get worse.
🔗🌊🏢: bloomberg.com/news/features/…
ALT A graphic that shows the commercial mortgage-backed securities tranches for eight buildings in major US cities that are either underwater or not underwater. The buildings start at various heights and a light turquoise background covers the tranches underwater, with the most underwater being 1407 Broadway in New York, that includes 34% of A tranches in underwater, and a note pointing to the underwater section saying “$226.4M appraisal reduction amount (65% of this bond’s balance)”. Other buildings include River North Point 350 N. Orleans Street in Chicago (A tranches 28% underwater) and 725 S. Figueroa Street (B tranches 97% underwater) and 555 W. 5th Street (B tranches 51% underwater), both in Los Angeles.
Trade-tracking data show a little-known Indian drugmaker is selling Dell servers with powerful Nvidia chips to Russia, underscoring holes in western government attempts to shut off Moscow’s access to tech with potential military applications.
🔗🇮🇳➡🇷🇺: bloomberg.com/news/features/…
ALT A graphic showing the quantity, in time, of Dell servers equipped with Nvidia or AMD chips went from Malaysia, to an Indian pharmaceutical company, Shreya Life Sciences, then to Russia. The servers are each represented as small isometric cubed. The amount increases from 1 in January 2024 to 738 in July 2024 (half of its total 2024 orders). On the Russia side, consignees Main Chain Ltd. and I. S LLC get the cubes from Shreya Life Sciences. A note at the top says “More than 1,400 Dell PowerEdge XE9680, one of the most advanced servers, were imported into India by Dell International Services India Jan. — Aug. 2024”. A note in the middle says “Shreya Life Sciences, an Indian pharmaceutical company, then exported more than 1,100 servers to Russia during the same period”. In the end, a note on Russia’s side indicates “Shreya exported 385 servers to Russia in August — the biggest shipment the company has ever made”
A small number of deep-pocketed traders on Polymarket are having an outsized impact on Trump’s odds.
🔗🎰🗳️🇺🇸: bloomberg.com/news/features/…
ALT Two bar charts side by side, arranged vertically, that visualize the contracts bought on Polymarket on the outcome of the election: left for Harris bets and right for Trump bets. The bets are color-coded by top 10 bettors since Sept. 1 in honey, next 200 largest in light yellow and gray for the remaining 101,600 bettors. Market makers that make small frequent bets are marked in light gray. The total of bets are fairly similar, with occasional peaks: two honey users make 54% of bets after Harris–Trump debate on Sept. 12. Bets surge on October 3 and after. The honey colored bars are larger on the Trump side, including exclusively on Trump’s side between October 14 and October 21, with a note saying that whales spend $12M in four days on October 10, and big users make nearly 40% of Trump bets on October 17. A needle visualization is shown on the right margin, noting Trump odds: 50.8% on September 6, down a bit to the end of the month (bottom at 47.4%), but significantly up in October.
🚨NEW: Elon Musk Is Now X’s Biggest Promoter of Anti-Immigrant Conspiracies🚨
🎁bloom.bg/3UiUOJy
We analyzed ~53K X posts from Elon Musk and found he's spreading debunked theories of undocumented voters swaying the US election, and growing his influence in the process.
The billionaire owner of X, Elon Musk, is spreading debunked theories of undocumented voters swaying the US election, and growing his influence in the process.
🔗𝕏🗳️🇺🇸: bloomberg.com/graphics/2024-…
New work! Excited to share my latest data art collection for Intake FHI360’s new report on diet quality! 🌍✨
Visualizing dietary patterns from 23 countries in a circular form evoking the shape of a plate
Check out the report: intake.org/index.php/news/co…#dataviz
Bloomberg Explainer: For decades, Europe’s NATO members curbed their defense budgets to fund other priorities. That’s suddenly looking like a big mistake.
🔗🛡️: bloomberg.com/graphics/2024-…
With less than 3 weeks to go, @ollie and I show why Omaha's vote matters in the US election
Of 128 possible scenarios in 7 swing states (2^7), 4 paths have a difference of only 1 electoral college vote
If Harris wins the blue wall Trump the sunbelt, Nebraska 2 will be pivotal
A White nationalist idea is putting xenophobia on the ballot, an analysis of 3.1 million social media posts shows.
🔗: bloomberg.com/graphics/2024-…
ALT An earth globe on a black background with country boundaries drawn with light pink outline, where small triangle shapes are drawn on major cities, representing the location and numbers of posts made there about remigration (as found by where their IP originated from). Most of the posts seem clustered around western Europe, especially from Germany. A note on Europe says: “607K Social media posts from German IP addresses — the majority of which were posted during January and February 2024”. Another note on the US says “255K Social media posts from US IP addresses — the majority of which were posted in the past month.”
Migrants in swing states are settling in blue counties that saw GDP growth, while fewer settled in red counties that need workers to bolster the economy.
My latest for @BBGVisualData with @sdonnan: bloomberg.com/graphics/2024-…
New SEC data shows that GameStop’s May meme frenzy may not have been fueled by retail traders bloomberg.com/news/articles/…
ALT An annotated line chart that represents the odd lot volume as a percent of total volume since 2019 for GameStop (line in blue), AMC Entertainment (in yellow) and all US common stocks (in black). While the black line oscillates at or within 1-2 percentage points around 19%, the blue and yellow lines see a lot more variation: GameStop hovered around 40-50% in 2021-2022, while AMC was close to 0 in 2020 and after 2022.
My latest with @Han_Miami, @adolfux and Simon Scarr
Since May, North Korea has launched thousands of trash-filled balloons, crossing the border and sparking tensions with South Korea. Check out our latest graphic story for more details.
reuters.com/graphics/NORTHKO…
230 shadow fleet tankers have transported Russian crude oil through the Danish straits 741 times since the start of 2022. More than a third of the ships are beyond the age at which they’d often be sold for scrap
@TomFevrier@JLeeEnergy@OvaskaOvaskabloomberg.com/graphics/2024-…
🛢️🇷🇺🇩🇰 Depuis le début de la guerre en Ukraine, plusieurs centaines de pétroliers russes ont franchi les eaux danoises, parfois en dépit des sanctions.
Une « flotte fantôme » de « vieux tas de ferraille », qui fait peser un risque pour la biodiversité ⤵️
bloomberg.com/graphics/2024-…
ALT Une carte montrant les positions GPS de 230 pétroliers appartenant à la flotte fantôme russe, depuis le 24 février 2022. Lors de leur passage dans la Mer Baltique, ces derniers traversent librement les eaux territoriales danoises, où la profondeur de la mer est parfois inférieure à 30 mètres, augmentant le risque d’accident.