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THE MOAT as it stood at 28 October 2026, 04:02 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 Fed Seen Holding Rates With Nod to December: Decision-Day Guide

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. SK Hynix profits soar amid roaring AI chip demand

    Financial Times /

    Also: Bloomberg SK Hynix Posts Record Profit Amid AI Rush

    In other languages: The Korea Economic Daily (Hankyung) SK하닉, 분기 매출 첫 100조 돌파…100원 팔아 80원 남겼다 [종합] (ko), Handelsblatt Chip-Hersteller: Nvidia-Zulieferer SK Hynix vervielfacht Gewinn – KI-Boom treibt an (de)

  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

    In other languages: 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

  3. 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’

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

    The Business Times /

    Also: Bloomberg Jio Looks to Break India Mega-IPO Jinx With a Blockbuster Stock-Market Debut

  5. 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

  6. Wealthsimple raises funds at $13.8-billion valuation as it seeks to rival banks

    Murad Hemmadi / The Globe and Mail /

    Also: Bloomberg Canada’s Wealthsimple Raises Funds at $9.8 Billion Valuation

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

    Brendan Ruberry / Semafor /

  8. ‘Winner’ to patsy: what the radical insurance reforms could mean for the patient

    Sudeshna Ray / The Ken /

  9. India, Azerbaijan move to reset ties, boost energy investments and connectivity

    The Economic Times /

  10. US costs of Iran war rise to over $47 billion, according to Pentagon estimate

    Al-Monitor /

  11. OpenAI Plans to Buy Google’s Chips as Part of Its AI Build-Out

    Dina Bass / Bloomberg /

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

    Davide Barbuscia and Paula Seligson / Bloomberg /

    Also: Sky News Anthropic building the very thing it warns about, 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, 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: Het Financieele Dagblad Anthropic geeft beleggers wel economische voordelen maar geen inspraak (nl)

  13. Nvidia-Backed Firm Launches $3.1 Billion GPU Loan into Market

    Sheryl Tian Tong Lee and Kari Lindberg / Bloomberg /

  14. 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

  15. 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)

  16. India’s record bank cash surplus fades as RBI curbs rupee bets

    The Economic Times /

    Also: Bloomberg India’s Record Bank Cash Surplus Fades as RBI Curbs Rupee Bets

  17. Anthropic said to pick JPMorgan to lead IPO’s US retail offering

    The Business Times /

    Also: Bloomberg Anthropic Said to Pick JPMorgan to Lead IPO’s US Retail Offering

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

    Le Monde /

  19. 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 /

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

    Juan Carluccio and Liliana Varela / CEPR /

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

    Daniel Ren / South China Morning Post /

  22. Meta rolls out consumer AI agent in Singapore amid global safety, retail pushback

    Leonard Lai / The Business Times /

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

    BBC /

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

    The Japan Times /

Earlier today

  1. IMF Strikes Preliminary Argentina Deal As Market Return Dims

    Patrick Gillespie / Bloomberg /

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

    Financial Times /

  3. Infineon to Invest €1.1 Billion in Key Austrian Chip Factory

    Shona Ghosh / Bloomberg /

  4. RAF Fairford Incident Was Coordinated By Man Acting for Iran, UK Prosecutors Say

    Megan Specia / The New York Times /

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

    Yoolim Lee / Bloomberg /