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THE MOAT as it stood at 28 October 2026, 02:02 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

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

    Brendan Ruberry / Semafor /

    Also: Bloomberg China Stock Premium Over Hong Kong Widens on State Intervention

  2. Brazilian markets tumble on Lula's election victory

    Jeronimo Gonzalez / Semafor /

    Also: bne IntelliNews Debt, rates and a hostile Congress box in Lula’s fourth term - IntelliNews Lambda, Bloomberg Lula’s Win Isn’t as Bad as Markets Think

    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. Anthropic details ‘existential risks to humanity’ in IPO filing

    Financial Times /

    Also: Financial Times What we learnt from Anthropic's 240,000-word IPO filing | FT #shorts, Sky News Anthropic building the very thing it warns about, Exponential View 🔮 Anthropic’s S-1 in charts, The Economist Act of Claude: Anthropic’s IPO bid, 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, 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 · see all

    In other languages: 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), Bloomberg Cinco claves para entender los próximos pasos de la salida a bolsa de Anthropic (es) · see all

  4. France 2030: Macron's ambitious investment plan faces a 'budget wall,' Court of Auditors warns

    Le Monde /

    In other languages: Le Figaro France 2030 : la Cour des comptes pointe les « effets d’aubaine » liés au plan à 54 milliards d’euros (fr)

  5. 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

  6. SK Hynix Unveils $45 Billion Shareholder Returns From AI Profits

    Yoolim Lee / Bloomberg /

    Also: The Business Times SK Hynix posts 7-fold jump in Q3 profit, unveils shareholder return plan worth US$75 billion

  7. Ambani’s Jio to make Mumbai trading debut after record US$3.2 billion India IPO

    The Business Times /

  8. 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), Jornal de Negócios Infineon investe 1,1 mil milhões na Áustria para aumentar produção de chips para o mercado elétrico (pt) · see all

  9. Plan for multibillion-pound Sizewell nuclear plant a ‘terrible deal’ for UK taxpayers, MPs say

    The Guardian /

  10. Powerful pacifism and currency dominance: What 150 years of international monetary system regime switches say about the US dollar’s future

    Michael Bordo and Cécile Bastidon / CEPR /

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

    Financial Times /

  12. Not your average firm: Heterogeneous cross-border financial allocations

    Juan Carluccio and Liliana Varela / CEPR /

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

    Daniel Ren / South China Morning Post /

  14. 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)

  15. China's families are now supporting more old people than kids

    BBC /

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

    The Economist /

  17. 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’

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

    Sifted /

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

    Julian Borger / The Guardian /

  20. The AI stock selloff hits clean energy

    Stephen Lacey / Latitude Media /

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

    Financial Times /

  22. Sebi may ease extra disclosure rules for foreign portfolio investors

    The Economic Times /

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

    Al-Monitor /

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

    bne IntelliNews /

Earlier today

  1. IMF Strikes Preliminary Argentina Deal As Market Return Dims

    Patrick Gillespie / Bloomberg /

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

    Samuel Wendel / Al-Monitor /

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

    Alexandra Posadzki / The Globe and Mail /

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

    Financial Times /

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

    The Business Times /