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THE MOAT as it stood at 28 October 2026, 01:03 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: Bloomberg Bullish Treasury Bets Face Reversal Risk From Hawkish Fed, Euronews What to expect from the Fed as Warsh weighs hot inflation, oil and US midterms, 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), The Korea Economic Daily (Hankyung) [밤 사이 해외뉴스 영상] Fed '금리 동결' 전망에 사모펀드 3000억달러 빚 폭탄 경고 (ko), Børsen Ny prøve venter Fed-chef onsdag – kan han overbevise markedet? (da), 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) · see all

  1. Anthropic Mum on Investment Grade as It Warns of More Debt

    Davide Barbuscia and Paula Seligson / Bloomberg /

    Also: Exponential View 🔮 Anthropic’s S-1 in charts, Financial Times Anthropic and the AI cluster effect in fundraising, The Economist Act of Claude: Anthropic’s IPO bid, The New York Times Who Stands to Gain From an Anthropic I.P.O., Sky News Anthropic is on a path it may not be able to stop, Semafor Anthropic prospectus cheers investors ahead of IPO, The Business Times Anthropic mum on investment grade as it warns of more debt · 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)

  2. Brazilian markets tumble on Lula's election victory

    Jeronimo Gonzalez / Semafor /

    Also: 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. Healey puts UK energy reform at centre of his ‘do no harm’ Budget

    Financial Times /

    Also: Bloomberg Healey to Unveil Budget to Buy Breathing Room for UK and Labour

  6. Global carmakers search for new China strategy as market share slips below 30%

    Daniel Ren / South China Morning Post /

  7. 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)

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

    Brendan Ruberry / Semafor /

  9. In an AI blow-up, would insurance pay out?

    The Economist /

  10. 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’

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

    Sifted /

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

    Julian Borger / The Guardian /

  13. The AI stock selloff hits clean energy

    Stephen Lacey / Latitude Media /

  14. UK aims to establish if Poundland owners are trying to force its collapse

    Financial Times /

  15. Hegseth likely to face questions on US role in Indo-Pacific at ASEAN summit

    Al-Monitor /

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

    bne IntelliNews /

  17. 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

  18. Anthropic files for stock market listing, revealing soaring sales and a long list of risks

    Le Monde /

    Also: Bloomberg Breaking Down Anthropic's S1 Filing, Financial Times What we learnt from Anthropic's 240,000-word IPO filing | FT #shorts, 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, Financial Times Anthropic details ‘existential risks to humanity’ in IPO filing, Stratechery Anthropic S-1, The Cost of Compute, Who Is Paying?, 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 · see all

    In other languages: Der Standard Crash chinesischer KI-Aktien verunsichert vor Anthropic-Börsengang (de), Dagens industri Analytiker pekar ut storvinnare på Anthropic-IPO (sv)

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

    Alexandra Posadzki / The Globe and Mail /

  20. Agentic AI linked to rise in cyberattacks, Canada’s cybersecurity agency says

    Alexandra Posadzki / The Globe and Mail /

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

    Financial Times /

  22. 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

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

    Aarti Nagraj / The National /

  24. Ontario government announces reforms for electricity distributors with rising demand in mind

    Matthew McClearn / The Globe and Mail /

Earlier today

  1. IMF Strikes Preliminary Argentina Deal As Market Return Dims

    Patrick Gillespie / Bloomberg /

  2. Iran threatens South Korean shipping group over Hormuz transits

    Financial Times /

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

    Ed Stoddard / Daily Maverick /

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

    Arthur Lam / The Globe and Mail /

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

    Alexander Abdelilah / Daily Maverick /