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THE MOAT as it stood at 28 October 2026, 02:47 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 Fed Seen Holding Rates With Nod to December: Decision-Day Guide, 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 Bolsas de NY avançam com ‘techs’ e queda no petróleo, à espera do Fed (pt) · see all

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

    Financial Times /

    Also: Sky News The Budget | Chancellor John Healey announces economic plans, The Guardian Chancellor targets cost of living crisis in budget for a ‘difficult moment’, Bloomberg Healey to Unveil Budget to Buy Breathing Room for UK and Labour

  2. SK Hynix profits soar amid roaring AI chip demand

    Financial Times /

    Also: Bloomberg SK Hynix Posts Record Profit Amid AI Rush

    In other languages: Handelsblatt Chip-Hersteller: Nvidia-Zulieferer SK Hynix vervielfacht Gewinn – KI-Boom treibt an (de)

  3. Brazilian markets tumble on Lula's election victory

    Jeronimo Gonzalez / Semafor /

    In other languages: The Korea Economic Daily (Hankyung) 브라질 경제 '룰라 쇼크'…증시 14% 폭락하고 헤알화 가치 급락 (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), Estadão O Brasil e o cenário fiscal: a situação das contas demanda imediato tratamento pelo governo eleito (pt) · see all

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

    The Guardian /

    Also: Financial Times Sizewell nuclear plant is ‘terrible deal’ for British taxpayers, MPs conclude

  5. 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

  6. 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, Bloomberg Anthropic Gives Traders a Pure-Play Bet on Frontier AI, The Economist Act of Claude: Anthropic’s IPO bid, The New York Times Who Stands to Gain From an Anthropic I.P.O., Semafor Anthropic prospectus cheers investors ahead of IPO, 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, The Globe and Mail Anthropic files for potentially biggest IPO ever as CEO warns of risk to humanity from AI · see all

    In other languages: 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 Plans to Buy Google’s Chips as Part of Its AI Build-Out

    Dina Bass / Bloomberg /

  8. 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)

  9. 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

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

    The Business Times /

  11. How Chinese 'toxic loans' fueled Zambia's debt spiral

    Le Monde /

  12. 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 /

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

    Juan Carluccio and Liliana Varela / CEPR /

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

    Daniel Ren / South China Morning Post /

  15. 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)

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

    BBC /

  17. Hedge funds gear up for Japan’s $60 billion Topix revamp trade

    The Japan Times /

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

    The Economist /

  19. 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

  20. 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’

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

    Sifted /

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

    Julian Borger / The Guardian /

  23. The AI stock selloff hits clean energy

    Stephen Lacey / Latitude Media /

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

    The Economic Times /

Earlier today

  1. IMF Strikes Preliminary Argentina Deal As Market Return Dims

    Patrick Gillespie / Bloomberg /

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

    Yoolim Lee / Bloomberg /

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

    bne IntelliNews /

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

    Samuel Wendel / Al-Monitor /

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

    Alexandra Posadzki / The Globe and Mail /