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THE MOAT as it stood at 28 October 2026, 00:03 Brussels time · Archive · Today’s page

Bullish Treasury Bets Face Reversal Risk From Hawkish Fed

Edward Bolingbroke and Greg Ritchie / Bloomberg /

Also: Euronews What to expect from the Fed as Warsh weighs hot inflation, oil and US midterms

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. IMF Strikes Preliminary Argentina Deal As Market Return Dims

    Patrick Gillespie / Bloomberg /

    In other languages: La Nación El FMI aprobó la tercera revisión del acuerdo con la Argentina y allana el camino para un nuevo desembolso (es), Diario Financiero FMI da nuevo espaldarazo a Argentina: acuerda desembolso por US$ 900 millones (es)

  2. Brazilian markets tumble on Lula's election victory

    Jeronimo Gonzalez / Semafor /

    Also: bne IntelliNews High turnout ousts Vucic’s allies in Serbia and saves Lula in Brazil, Bloomberg Lula’s Win Isn’t as Bad as Markets Think, Financial Times Brazil’s currency plunges most since 1999 after Lula’s election victory

    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), Diario Financiero Las señales que esperan los inversionistas del nuevo mandato de Lula en Brasil (es), Expansión Lula afronta una encrucijada fiscal tras el desplome de los mercados brasileños (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

  3. 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

  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. China's 'national team' state funds intervene amid market rout

    Brendan Ruberry / Semafor /

  6. 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’

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

    The Globe and Mail /

    Also: Bloomberg Breaking Down Anthropic's S1 Filing, 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, Financial Times Anthropic details ‘existential risks to humanity’ in IPO filing, Exponential View 🔮 Anthropic’s S-1 in charts, The Economist Act of Claude: Anthropic’s IPO bid, The New York Times Who Stands to Gain From an Anthropic I.P.O., Stratechery Anthropic S-1, The Cost of Compute, Who Is Paying?, 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

  8. Revolut faces Bank of England scrutiny over product approval process, reports say

    Sifted /

  9. Rise of Palestinian parties in Knesset will redraw Israel’s political landscape

    Julian Borger / The Guardian /

  10. The AI stock selloff hits clean energy

    Stephen Lacey / Latitude Media /

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

    bne IntelliNews /

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

    Samuel Wendel / Al-Monitor /

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

    Alexandra Posadzki / The Globe and Mail /

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

    Financial Times /

  15. 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

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

    Aarti Nagraj / The National /

  17. 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)

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

    Ed Stoddard / Daily Maverick /

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

    Arthur Lam / The Globe and Mail /

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

    Alexander Abdelilah / Daily Maverick /

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

    bne IntelliNews /

    Also: Semafor Africa Finance Corporation names Lobito Corridor builders

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

    Financial Times /

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

    Bloomberg /

  24. 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