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THE MOAT as it stood at 27 October 2026, 21:33 Brussels time · Archive · Today’s page

The Fed Is Off Its Own Reaction Function. It Should Tell Us Why.

Jason Furman / Peterson Institute (PIIE) /

Also: The Business Times Hike or hold: Fed chief Warsh faces another tough choice on rate decision, Bloomberg Fed Faces a Different Kind of Inflation Problem, Says Kaplan, The New York Times The Fed Is Expected to Hold Rates Steady. Warsh Will Have to Explain Why.

In other languages: Børsen Ny prøve venter Fed-chef onsdag – kan han overbevise markedet? (da), Valor Econômico Ouro avança com demanda em meio aos preços descontados e antes da decisão do Fed (pt)

  1. Meta Boosts Equity Offering to $98 Billion, Raising Its AI Bet

    Bloomberg /

    In other languages: Valor Econômico Meta planeja captar US$ 95 bi para reforçar o caixa e investir em IA (pt)

  2. Infineon to Invest €1.1 Billion in Key Austrian Chip Factory

    Shona Ghosh / Bloomberg /

    In other languages: Valor Econômico Infineon investe 1,1 bi de euros em expansão de fábrica de chips de IA na Áustria (pt), Handelsblatt Technologie: Infineon investiert mehr als eine Milliarde Euro in Österreich (de), Frankfurter Allgemeine Zukunftstechnologie: Infineon investiert 1,1 Milliarden Euro in Villach (de), Der Standard Infineon will 1,1 Milliarden Euro in Chip-Fabrik in Villach investieren (de), Jornal de Negócios Infineon investe 1,1 mil milhões na Áustria para aumentar produção de chips para o mercado elétrico (pt) · see all

  3. DoorDash Is Said to Near $17B Takeover of Instacart

    Bloomberg /

    In other languages: Expansión DoorDash ultima la compra de su rival de 'delivery' Instacart por 15.200 millones (es)

  4. RAF Fairford Incident Was Coordinated By Man Acting for Iran, UK Prosecutors Say

    Megan Specia / The New York Times /

    Also: The Guardian RAF Fairford plot ‘coordinated by handler working on behalf of Iran’

  5. Boeing shares plummet on slower 737 production and free cash flow growth outlook

    The Business Times /

    Also: Financial Times Boeing shares slump as planemaker cuts 737 jet delivery target, The Globe and Mail Boeing shares fall sharply on production challenges, slower free-cash-flow growth

  6. OpenAI’s Sam Altman urges companies to focus on AI security threat as GPT-6 adoption soars

    Aarti Nagraj / The National /

  7. What we learnt from Anthropic's 240,000-word IPO filing | FT #shorts

    Financial Times /

    Also: The Globe and Mail Anthropic files for potentially biggest IPO ever as CEO warns of risk to humanity from AI, Semafor Anthropic IPO filing discloses first-of-its-kind governance structure, Bloomberg Anthropic’s IPO Sets Up Defining Moment for Wall Street and AI Boom, Financial Times Anthropic details ‘existential risks to humanity’ in IPO filing, Exponential View 🔮 Anthropic’s S-1 in charts, The Japan Times Anthropic’s IPO sets up defining moment for Wall Street and AI boom, France 24 Anthropic's IPO filing shows soaring sales and steep losses, The Economist Act of Claude: Anthropic’s IPO bid, The New York Times Who Stands to Gain From an Anthropic I.P.O., The Guardian Four takeaways from Anthropic’s potentially record-breaking stock market filing, South China Morning Post How China ‘risk factors’ loom over Anthropic’s hotly anticipated IPO filing, The Business Times Anthropic’s IPO filing shows explosive growth, risks and staggering costs, Le Monde Anthropic files for stock market listing, revealing soaring sales and a long list of risks · see all

    In other languages: El País Anthropic y sus rivales en la IA desatan la mayor avalancha financiera de la historia (es), Het Financieele Dagblad Anthropic geeft beleggers wel economische voordelen maar geen inspraak (nl), Der Standard Crash chinesischer KI-Aktien verunsichert vor Anthropic-Börsengang (de), Dagens industri Analytiker pekar ut storvinnare på Anthropic-IPO (sv) · see all

  8. Iran threatens South Korean shipping group over Hormuz transits

    Financial Times /

    In other languages: Dagens industri Oljetanker uppges ha gått på mina i Hormuzsundet (sv)

  9. The branch-plant economy is breaking in Canada. Now what?

    Arthur Lam / The Globe and Mail /

  10. AFC selects preferred contractors for $5bn Zambia-Angola Lobito railway

    bne IntelliNews /

    Also: Semafor Africa Finance Corporation names Lobito Corridor builders

  11. Washington discusses Russian deals for US oil majors in Ukraine peace talks

    Financial Times /

  12. Nord Stream sabotage suspect under ‘direct command’ of Ukrainian army

    Financial Times /

    Also: Kyiv Post Nord Stream Trial Continues as Court Rejects Defence Bid to Halt Proceedings

  13. East African Crude Oil Pipeline financing: Can Standard Bank’s climate claims survive scrutiny

    Flevian Bonareri Machoka and Kholwani Simelane / Daily Maverick /

  14. Rosebank oilfield would not breach UK emission targets, say government insiders

    Kiran Stacey and Pippa Crerar / The Guardian /

  15. High turnout ousts Vucic’s allies in Serbia and saves Lula in Brazil

    Ben Aris / bne IntelliNews /

    Also: The Guardian How the streets and social media drove Lula to a historic comeback in Brazil, Bloomberg Lula’s Win Isn’t as Bad as Markets Think, Semafor Markets brace for uncertainty after Lula win in Brazil

    In other languages: The Korea Economic Daily (Hankyung) "코로나 이후 최대 낙폭"…룰라 당선에 브라질 금융시장 패닉 (ko), Valor Econômico Ausência de consolidação fiscal pode pressionar perfil de crédito do Brasil, diz Moody's (pt), Expansión Lula afronta una encrucijada fiscal tras el desplome de los mercados brasileños (es), Diario Financiero Lula se enfrenta a un ajuste fiscal tras el desplome del mercado brasileño (es), Rzeczpospolita Lula wygrał wybory, giełda runęła. Brazylia próbuje otrząsnąć się z szoku (pl), La Nación El riesgo país bajó tras el salto que provocó la elección en Brasil, pero sigue en el valor más alto en un año (es) · see all

  16. Putin says EU phase-out of Russian gas will raise costs

    Ben Aris / bne IntelliNews /

  17. How wartime urgency pushed Iran to court Saudi Arabia, Turkey, Pakistan

    Al-Monitor /

  18. Export hurdles and visa waits for Ukrainian companies force Pentagon to slow its drone contest

    Leo Greenberg / The Kyiv Independent /

  19. Yemen's Houthis say they hit Saudi Ras Tanura oil refinery with missile

    Al-Monitor /

    In other languages: Valor Econômico Houthis afirmam ter atacado maior refinaria de petróleo da Arábia Saudita (pt)

  20. Bond investors are starting to say ‘anything but tech.’ What that means for the AI boom.

    Joy Wiltermuth / MarketWatch /

  21. Anthropic IPO Filing Reveals $417 Billion in Future AI Spending

    Rebecca Torrence / Bloomberg /

  22. Ukraine Moves Closer to Its Own Satellite Network as Test Craft Reaches Orbit

    Kyiv Post /

  23. XENOBAROMETER: Ministers’ statements on R5-million visa rule weaponised against foreign traders

    Lucas Nowicki / Daily Maverick /

  24. Mercedes-Benz cuts 2026 profit outlook amid China market struggles

    Euronews /

    In other languages: Neue Zürcher Zeitung Neuer China-Schock für Mercedes: Der Autobauer muss seine Prognose nach unten korrigieren (de), Handelsblatt Autohersteller: Chinaflaute und Irankrieg – Mercedes senkt Gewinnprognose deutlich (de)

Earlier today

  1. Brazil stocks, real nosedive as Lula win ends bullish run

    Rodrigo Campos / The Globe and Mail /

  2. India’s ‘dear friend’ is back in power in Brazil, and a $30 billion trade opportunity is on the table

    The Economic Times /

  3. Brazil’s currency plunges most since 1999 after Lula’s election victory

    Financial Times /

  4. Customers are chasing higher-rate products. That’s bad news for banks like HSBC.

    Steve Goldstein / MarketWatch /

  5. Microsoft offers buyouts to 60,000 staff

    Financial Times /