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THE MOAT as it stood at 17 October 2026, 03:46 Brussels time · Archive · Today’s page

Anthropic offers Blackstone double-digit yield in latest chip financing

Financial Times /

Also: Bloomberg Anthropic Pitches AI Safety Bill to Lawmakers, Politico Says, MarketWatch Could an Anthropic IPO put your 401(k) at risk? The AI safety debate hits a new dimension.

In other languages: Cinco Días Anthropic, con el rating de ‘bono basura’ más alto a las puertas de la salida a Bolsa (es), Valor Econômico Anthropic inicia conversas com controlador financeiro de NY após pedido de adiamento de IPO (pt)

  1. US Posts $1.99 Trillion Budget Gap for 2026 on Spending Rise

    Yash Roy / Bloomberg /

    Also: The New York Times U.S. Budget Deficit Nears $2 Trillion, a Reality Check for Trump’s Cost Cutting, MarketWatch The U.S. budget deficit just hit almost $2 trillion — and Washington isn’t doing much about it

    In other languages: Valor Econômico Déficit fiscal dos EUA chega a cerca de US$ 2 tri em 2026, o maior em 5 anos (pt), Jornal de Negócios Défice público dos EUA dispara 12% e atinge dois biliões de dólares. É 6,25% do PIB (pt), Estadão Déficit das contas públicas dos EUA chega a US$ 1,99 trilhão, maior nível em 5 anos (pt)

  2. Starlink access still not fully restored for Ukraine’s military, says Zelenskyy

    Jennifer Rankin and Andrew Rothin Kyiv / The Guardian /

    Also: El País Ukraine needs Starlink satellites to fight the war, but the Pentagon holds the reins, POLITICO Europe EU faces growing pressure to plug Ukraine’s Starlink gap, Ukraine: The Latest ‘Salvation’ as Musk’s Starlink restored to Ukrainian troops | Russia-Ukraine latest war news updates · see all

    In other languages: Valor Econômico Trump diz que nem ele nem Musk são responsáveis por perda de acesso da Ucrânia a Starlink (pt)

  3. France and Germany seal EU car deal

    Financial Times /

    Also: Le Monde France and Germany unveil deal on future of car industry

    In other languages: POLITICO Europe Merz und Macron bestätigen Einigung zum Verbrenner-Aus und „Made in Europe“ (de), Valor Econômico França e Alemanha chegam a acordo sobre emissões de CO2 de veículos e status do Reino Unido (pt), El País Francia y Alemania presionan para permitir la venta de coches de combustión en la UE después de 2035 (es), Le Temps Paris et Berlin sacrifient une partie de leurs ambitions climatiques pour protéger l’industrie automobile (fr), Handelsblatt Automobilindustrie: Deutschland und Frankreich legen Auto-Vorschläge vor (de), Le Figaro Accord avec la France sur l’automobile européenne : l’Allemagne se satisfait de cette «bonne nouvelle» pour sa compétitivité et sa prospérité (fr), Expansión Ofensiva francoalemana para rebajar los límites a la venta de coches de combustión (es) · see all

  4. Nowhere to hide: Tech selloff hits software and chip stocks alike

    Hannah Pedone / MarketWatch /

  5. Brazilian Amazon deforestation falls to lowest on record as pivotal vote looms

    Jonathan Watts / The Guardian /

    In other languages: Valor Econômico Desmatamento na Amazônia é o menor desde 1998, informa Ministério do Meio Ambiente (pt)

  6. A Giant Data Center Offers a Permitting Reform Test Case

    Jael Holzman / Heatmap /

    Also: Latitude Media How permitting reform could boost VPPs

  7. Never let a good crisis go to waste: Term limits and banking reforms

    Orkun Saka / CEPR /

  8. Taiwan to Curb AI Chip Exports to China as Part of US Trade Deal

    Tom Giles / Bloomberg /

    Also: The Wall Street Journal China Proposes Export Controls on AI Technologies, Financial Times China unveils draft export controls on AI technologies and chips, The National China targets AI technology exports with new controls as US trade truce frays, Semafor Taipei restricts China chip sales to appease the US · see all

    In other languages: Le Grand Continent Pékin prépare un contrôle inédit sur l’exportation de ses modèles d’IA (fr), Expansión (México) China busca limitar la exportación de tecnologías de IA en medio de la disputa con EU (es), Asahi Shimbun 中国、AI技術の輸出規制強化 覇権争いや悪用リスク背景に流出阻止 (ja), Valor Econômico UE vai propor novas restrições às importações da China, diz von der Leyen (pt) · see all

  9. Chinese Stocks Turn Biggest Losers as Global AI Trade Stumbles

    Bloomberg /

  10. Franco-German auto deal spares Stellantis but leaves Renault exposed

    Le Monde /

  11. EU summit ends without budget deal as Ukraine seeks €40bn for 2027 defence

    Ben Aris / bne IntelliNews /

    Also: POLITICO Europe EU leaders clash over migration, Ukraine and budget in Brussels — but delay big decisions

  12. Top global climate science body suspends meeting without deal on major review timeline

    Al-Monitor /

  13. North Korea gets closer to China and Russia with new bridges

    Financial Times /

  14. Kast and Paz open the way in La Paz to normalising Chile-Bolivia relations

    MercoPress /

    In other languages: Diario Financiero En histórica visita a La Paz, Kast suscribe acuerdos comerciales y mineros pero Bolivia reitera que mantiene aspiración marítima (es)

  15. World Bank sets fivefold minerals goal as Fed chairman Warsh flags financial stability risks

    The National /

    Also: Bloomberg Energy Shock Filtering Through US Economy Complicates Fed’s Job, Euronews Fed’s Warsh sees AI boosting productivity but gives no signal on next rate hike

    In other languages: Le Temps Le patron de la Fed voit dans l'IA le «changement le plus déterminant» de sa vie pour l'économie mondiale (fr), Jornal de Negócios Presidente da Fed diz que IA vai mudar "fundamentalmente" o trabalho dos bancos centrais (pt), Handelsblatt US-Notenbank: Fed-Chef Warsh preist „enorme Investitionswelle“ bei KI und gibt Investoren neue Zuversicht (de), Diario Financiero Aumentan las apuestas a que la Fed mantendrá las tasas en octubre tras comentarios de Warsh (es) · see all

  16. Healey backs pro-growth case for Heathrow third runway after Burnham ducks issue

    Heather Stewart / The Guardian /

    Also: Financial Times Healey says new Heathrow runway would boost ‘growth’ despite Burnham wavering

  17. Have we reached a distributed energy turning point?

    Lisa Martine Jenkins / Latitude Media /

  18. Ukraine's data centre strikes expose the cost of Russia's sovereign internet, Carnegie says

    Ben Aris / bne IntelliNews /

    Also: Kyiv Post Gerasimov Tells Putin Russian Forces Are Targeting Ukraine’s Bridges, Railways, and Data Centers

  19. Zelenskyy warns 20M Ukrainians could flee to Europe if Russia wins war

    Sebastian Starcevic / POLITICO Europe /

    Also: Kyiv Post Millions of Ukrainians Could Flee Again This Winter: UN

    In other languages: NRC Zelensky drukt zijn Europese vrienden aan de borst. ‘Als wij vallen, zullen twintig miljoen Oekraïners naar Europa komen’ (nl)

  20. Fiscal consolidation: Temporary costs versus lasting scars

    Luiz de Mello and Joao Tovar Jalles / CEPR /

  21. Ukraine Hurries to Build Defenses Against Russia’s Jet-Powered Drones

    Alistair MacDonald / The Wall Street Journal /

  22. Tariffs pose a risk to US-India relationship

    Morgan Chalfant / Semafor /

  23. The bond market shrugged off two inflation shocks. Why stock investors should pay attention.

    Robert Ross / MarketWatch /

  24. Ukraine, Hungary Agree to ‘Reset’ Ties, Péter Magyar Says

    Kyiv Post /

    Also: bne IntelliNews Ukraine, Hungary reset ties as Kyiv eyes last EU accession clusters by year-end

Earlier today

  1. Treasuries head for best week since February as AI jitters halt bond rout

    Financial Times /

  2. Wall Street Anxiety Spreads as AI Rout Meets $110 Oil Shock

    Vildana Hajric and Emma Haidar / Bloomberg /

  3. The Falklands dispute threatens Argentina’s bid to join the trans-Pacific trade pact

    MercoPress /

  4. Warsh Vows Price Stability as A.I. Delivers ‘Shock’ to Economy

    Patricia Cohen / The New York Times /

  5. Brazen Russian Attacks Are Testing NATO

    Daniel Michaels / The Wall Street Journal /