THE MOAT

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THE MOAT as it stood at 26 October 2026, 14:17 Brussels time · Archive · Today’s page

Front page

  1. French Bond Rout Draws Australia Pension Into Market Others Shun

    Ruth Carson and David Finnerty / Bloomberg /

    Also: The Globe and Mail Meta to raise up to $95-billion in equity to fund costly AI expansion, Semafor Meta announces $95B offering to fund AI, The Wall Street Journal ECB Expected to Leave Key Rate Unchanged Amid French Bond Drama, The Guardian Meta announces $95bn fundraising drive to pay for AI expansion – business live · see all

  2. Lula wins Brazil’s presidency for a fourth time with 51.8% of the vote

    MercoPress /

    Also: The Guardian Lula wins historic fourth term as Brazilian president in defeat of far-right Flávio Bolsonaro, The Wall Street Journal Lula Wins Fourth Term in Brazil Election Upset, Daily Maverick Lula, Brazil’s iconic working class president, wins historic fourth term in dramatic comeback, Bloomberg Brazil Markets Set to Dive on Lula Win, EU Plans to Hit China With More Curbs, El País Lula pulls off a historic comeback in Brazil and leads the left to victory over Flávio Bolsonaro, Balkan Insight (BIRN) Serbian Strongman Vucic Concedes Defeat in Snap Elections, Sky News Lula re-elected president in Brazil - as Flavio Bolsonaro calls for result to be annulled, The Kyiv Independent Zelensky says Serbia faces 'new chapter' after Vucic concedes defeat, The Economist From this day, fourth: Lula’s surprise win, Financial Times Lula is re-elected Brazil’s president in knife-edge vote, Semafor Brazil’s Lula wins shock reelection, The New York Times Aleksandar Vucic Concedes Defeat in Serbian Election · see all

    In other languages: La Nación El triunfo sorpresivo de Lula presiona al riesgo país argentino y Mercado Libre se desploma en Wall Street (es), Diario Financiero Sorpresa en Brasil: Lula logra histórica reelección, pero Bolsonaro desconoce resultados y anuncia impugnación (es), Le Temps «Le fascisme a été stoppé en Amérique latine»: Lula reste à la tête du Brésil après un scrutin historique à plus d’un titre (fr), Valor Econômico Ibovespa futuro recua quase 20% após virada de Lula; mercado espera ‘circuit breaker’ na bolsa (pt), Handelsblatt Gegen Rechtsruck in der Region: Brasilien bleibt links: Lula gewinnt Präsidentenwahl (de), Estadão Lula precisará dar forte guinada na economia para evitar que disparada do dólar vire uma recessão (pt), Svenska Dagbladet Brasilien förlänger valet (sv), Aftenposten Brasils høyesterett har besluttet å utvide valglokalenes åpningstider (no), Le Grand Continent Lula : « Le Brésil n’est l’arrière-cour de personne » (fr), NRC Lula verrast en wint presidentsverkiezingen in Brazilië (nl), Dagens Næringsliv Asia faller – Brasil frykter børsfall etter Lulas seier (no), Dagens industri Lula omvald i Brasilien – ifrågasätts av Bolsonaro (sv) · see all

  3. AI Agents Are Already Changing the Price of Goods

    Joe Weisenthal and Tracy Alloway / Bloomberg /

    Also: Odd Lots AI Agents Are Already Changing the Price of Goods

    In other languages: Valor Econômico Agentes de IA começam a transformar as rotinas nas grandes companhias (pt), Handelsblatt Künstliche Intelligenz: „Wir können diese Agenten schon heute nicht kontrollieren“ (de)

  4. What’s Riding on Anthropic Going Public? Nearly Everything.

    Erin Griffith and Lauren Hirsch / The New York Times /

    In other languages: Dagens industri Klart: Anthropic ansöker om börsnotering (sv), Svenska Dagbladet Anthropic ansöker om börsnotering (sv)

  5. Oil plunges more than 6% from near wartime highs as diplomacy over Iran seemingly gathers pace

    Euronews /

    Also: Financial Times Oil price falls back as traders remain focused on Middle East conflict

  6. Centre committed to reducing fiscal deficit, national debt to be capped at 50% of GDP by 2030: FM Sitharaman

    Mint /

    Also: The Economic Times Nirmala Sitharaman reaffirms govt's fiscal discipline push, puts public debt target at 50% of GDP by 2030

  7. Musk says SpaceX raised US$40 billion in debt for GPUs

    The Business Times /

    Also: Bloomberg Musk Says $40 Billion Debt Deal for AI Chips Has Closed

    In other languages: Rzeczpospolita Przełom ws. Starlinków na Ukrainie. „Zaczęły działać przy prędkości 420 km/godz.” (pl), Neue Zürcher Zeitung Die EU will SpaceX aus strategischen Gründen ausbremsen – die USA reagieren mit Drohungen (de), Le Temps SpaceX emprunte 40 milliards de dollars pour financer l’achat de processeurs graphiques utilisés dans l’IA (fr), Valor Econômico Musk diz que SpaceX captou US$ 40 bi em dívida para comprar GPUs (pt), Handelsblatt +++ Ukraine-Krieg +++: Ukraine weist Vorwürfe von Musk zu Starlink-Nutzung für Offensivangriffe zurück (de), Diario Financiero Musk afirma que SpaceX cerró un acuerdo de deuda por US$ 40 mil millones para impulsar su negocio de IA (es) · see all

  8. Anthropic IPO: S-1 Filing Offers First Look at Claude Maker’s Finances

    Bailey Lipschultz / Bloomberg /

    Also: The Guardian Anthropic publicly files for listing on the US stock market

  9. Top officials from Mecca pact countries to meet Iranian officials in Tehran on Monday, two sources say

    Al-Monitor /

    Also: Daily Maverick Officials from Mecca pact countries to meet Iranian officials in Tehran on Monday, Semafor Mecca Pact members meet officials in Tehran

  10. Markets brace for uncertainty after Lula win in Brazil

    Marta Biino / Semafor /

    Also: Bloomberg Brazil Braces for More Market Turbulence: Market Analysis

  11. AI fears add a 200-basis-point premium to SpaceX’s debt

    Liz Hoffman / Semafor /

  12. Federal Reserve expected to tap brakes on rate hikes

    Eleanor Mueller / Semafor /

    Also: The Globe and Mail U.S. Fed signals it will hold rates, but maybe not for long

  13. Russia May Seek NATO Rollback to 1997 in Ukraine Talks

    Kyiv Post /

  14. US holding up air defense missiles for Ukraine for nearly a month, Zelensky says

    Tim Zadorozhnyy / The Kyiv Independent /

  15. Healey to shield low-income pensioners from income tax in the Budget

    BBC /

  16. How Houthi attacks have grounded flights across Saudi Arabia

    Al-Monitor /

  17. Commission launches T-MED Investment Platform with up to €4.5 billion in EU guarantees

    European Commission /

  18. Saudi Arabia to increase electricity and water charges

    Financial Times /

  19. European gas prices soar to four-year high over winter supply fears

    Lauren Almeida / The Guardian /

  20. Chinese carmakers overtake Japan in Europe for first time

    The Business Times /

    Also: The Japan Times Chinese carmakers overtake Japan in Europe for first time

  21. The Specter of an AI-Driven Slowdown

    Dambisa Moyo / Project Syndicate /

  22. In a global first, Hong Kong opens secondary trading for tokenised public funds

    Tim Yuen Lingk / South China Morning Post /

  23. Ukrainian strike reportedly damages chemical plant in Russia's Voronezh

    Asami Terajima / The Kyiv Independent /

  24. Relieving Starlink’s chokehold takes more than good intentions

    Financial Times /

Earlier today

  1. Brazilians vote in presidential election runoff pitting leftist Lula against far-right Bolsonaro

    Tiago Rogero in Rio de Janeiro / The Guardian /

  2. Brazil Extends Voting by Two Hours After Briefly Starting Count

    Daniel Carvalho / Bloomberg /

  3. Meta Seeks Up to $95 Billion in Equity to Fund AI Spending

    David Morris / Bloomberg /

  4. After stunning victory, Lula will face a deep hangover

    Financial Times /

  5. Elon Musk Says Ukraine Violated Starlink’s Rules

    Siobhán O’Grady / The New York Times /