THE MOAT

The business of the world.

THE MOAT Daily with the world's top business stories. Subscribe

THE MOAT as it stood at 27 October 2026, 23:17 Brussels time · Archive · Today’s page

Bullish Treasury Bets Face Reversal Risk From Hawkish Fed

Edward Bolingbroke and Greg Ritchie / Bloomberg /

Also: The Business Times US stocks: S&P 500, Nasdaq open higher as oil pulls back ahead of Fed decision

In other languages: Le Figaro Dette, inflation, intelligence artificielle… La Fed et la BCE sous la pression des marchés (fr), Jornal de Negócios Tecnológicas e petróleo mais barato dão força a Wall Street na véspera de Fed (pt), Valor Econômico Ouro avança com demanda em meio aos preços descontados e antes da decisão do Fed (pt)

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

    Ben Aris / bne IntelliNews /

    Also: 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 siguió en el valor más alto en un año (es) · see all

  2. Trump Explores Lifting Sanctions on Russia’s Flagship Investment Fund

    Anton Troianovski / The New York Times /

    Also: The Kyiv Independent Trump reportedly considering lifting sanctions against Russia's investment fund, Kyiv Post Trump Administration Weighs Lifting Sanctions on Kremlin’s Investment Fund – NYT

  3. 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)

  4. 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

  5. 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’

  6. Anthropic files for potentially biggest IPO ever as CEO warns of risk to humanity from AI

    The Globe and Mail /

    Also: Financial Times What we learnt from Anthropic's 240,000-word IPO filing | FT #shorts, 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, 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, Sky News Anthropic is on a path it may not be able to stop, 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 Spiegel Anthropic-Börsengang und Microsoft-Jobabbau befeuern Angst vor KI-Blase (de), Der Standard Crash chinesischer KI-Aktien verunsichert vor Anthropic-Börsengang (de), Dagens industri Analytiker pekar ut storvinnare på Anthropic-IPO (sv) · see all

  7. OpenAI's $25bn Argentina data centre still stuck at letter of intent a year on

    bne IntelliNews /

  8. Canada, UAE sign trade pact as Ottawa seeks to diversify beyond US

    Samuel Wendel / Al-Monitor /

    Also: The Globe and Mail Canada, UAE sign trade deal as Carney pushes to expand investment ties

  9. Cohere catches Alibaba AI model trying to upload file to Beijing server

    Alexandra Posadzki / The Globe and Mail /

  10. Is the Russia-Ukraine war entering a new phase? | FT #Russia #Ukraine #russiaukrainewar

    Financial Times /

  11. 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

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

    Aarti Nagraj / The National /

  13. Iran threatens South Korean shipping group over Hormuz transits

    Financial Times /

    Also: Bloomberg Iran Says It Will Take Action Against Sinokor Ships in Hormuz

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

  14. AGRICULTURAL SECTOR: SA farmers swap maize for sunflower as ‘Godzilla’ El Niño threatens harvests

    Ed Stoddard / Daily Maverick /

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

    Arthur Lam / The Globe and Mail /

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

    bne IntelliNews /

    Also: Semafor Africa Finance Corporation names Lobito Corridor builders

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

    Financial Times /

  18. 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

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

    Flevian Bonareri Machoka and Kholwani Simelane / Daily Maverick /

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

    Jason Furman / Peterson Institute (PIIE) /

  21. As Trump touts energy companies’ fortunes, U.S. consumers face the most expensive year for gas prices ever

    Myra P. Saefong / MarketWatch /

  22. The rest of the market is leaving Big Tech behind after a historic comeback

    Joseph Adinolfi / MarketWatch /

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

    Joy Wiltermuth / MarketWatch /

  24. FORBIDDEN STORIES: Killed while livestreaming — the blogger who exposed Mozambique’s toxic chromium mining corridor

    Alexander Abdelilah / Daily Maverick /

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 /