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Powered by AI- Earnings Pressure Across Sectors: Companies from logistics (InPost) to EV maker BYD and property developers report profit drops, signaling broader corporate earnings strain.
- Geopolitical Tensions Driving Energy & Commodity Moves: Iran‑U.S. clashes, Venezuela oil deals, and sanctions spur oil price spikes and boost shipping returns, while safe‑haven currencies rally.
- AI‑Centric Market Volatility: DeepSeek news, Nvidia reversals, OpenAI policy shifts, and hyperscaler gains create rapid swings in tech stocks and broader market sentiment.
- Monetary‑Policy Uncertainty: Jackson Hole remarks, Warsh’s hawkish tone, and fluctuating Treasury yields keep rate‑hike expectations high, influencing equities and fixed‑income pricing.
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Markets (8)
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BofA Names Top European Software Stocks for 2026
Why is BYD stock sliding today?
Taiwan stocks lower at close of trade; Taiwan Weighted down 0.76%
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BYD shares drop as H1 profit falls on tough Chinese market
China property stocks slide as new mortgage rules raise funding concerns
Economics (8)
China's factory activity shrinks for second straight month, contracting less than expected
China's manufacturing activity shrank for a second straight month, keeping pressure on Beijing to support the economy as growth loses …
Trump-promoted Freedom Fuel stations sold gas a distributor says went unpaid for
A federal lawsuit claims that fuel distributor KRSM failed to pay for $4 million worth of fuel, some of which …
K, C or E? Why economists can’t agree on the shape of today’s economy
Economists have long viewed the post-pandemic economy as "K"-shaped. That consensus has now evaporated.
I'm a psychologist who studies couples: The happiest couples never fight about this 1 thing (it's not sex or money)
Psychologist and relationship expert Mark Travers says the happiest couples have stopped fighting about who's doing more. Here's how to …
Arabica Coffee Prices Hit Record on U.S., Colombia Tariff Spat
Arabica coffee prices hit a record level, as traders digested the withdrawal of President Trump’s threats to impose tariffs and …
Long-term investors turn to shipping as Middle East conflict boosts returns
Asset managers report interest from institutional investors seeking exposure to hard assets
Ukraine’s ex-defence minister touts ‘new history’ in war against Russia with planned tech fund
Mykhailo Fedorov seeks western capital to build and manage weapons development companies he says will help Kyiv resist Moscow
Solar Has Crossed a Critical Economic Tipping Point
Politics (8)
France is becoming the ‘poster child’ of sovereign debt problems as government borrowing costs hit near 2008 highs
France's debt burden and political gridlock are pushing borrowing costs toward levels not seen since 2008.
Singapore tackles finances and culture to avert a demographic crisis
One challenge for policy makers is that success on many measures won't show up immediately.
The 'choose your own adventure' earnings: Why retailers are handling tariff refunds so differently
Retailers have diverged on how they've reported tariff refunds in their earnings this quarter, with some choosing to lower prices …
China’s super-rich fled Singapore. Now they want to come back
Wealthy Chinese are reconsidering Singapore as Beijing’s offshore wealth scrutiny and geopolitical risks make alternatives less attractive.
Iran trade falls as Supreme Leader Khamenei urges less reliance on the U.S. dollar
Iran's president says sanctions are hitting imports and exports, as its supreme leader urges less reliance on the U.S. dollar.
North Korea says hostile US policy unchanged, nuclear arms to keep growing
North Korea says hostile US policy unchanged, nuclear arms to keep growing Reuters
Toyota and Honda may get stuck with the bill for Trump’s Canada tariffs
Toyota and Honda may get stuck with the bill for Trump’s Canada tariffs Reuters
Bessent expects new US secondary sanctions weekly, aiming to increase pressure on Iran
Bessent expects new US secondary sanctions weekly, aiming to increase pressure on Iran Reuters
Technology (8)
Trump posts AI video of Iran’s Kharg in ’smithereens’, no evidence of attack
He beat Big Tobacco. Will the same playbook work against Meta and social media?
Mike Moore beat Big Tobacco. Will the same playbook work against Meta and social media?
Icelanders reject reopening talks to join the EU despite Trump's Greenland threats
Icelanders voted 52.8% to 47.2% against reopening talks to join the European Union.
OpenAI to end model access to Cursor after acquisition by Elon Musk's SpaceX
OpenAI plans to end model access through Cursor on Nov. 12, citing concerns after SpaceX’s $60 billion acquisition of the …
‘It’s the ultimate regifting’: My mom gave me a house. Should I transfer it back to her to reduce capital gains?
“The property is very old and requires significant ongoing maintenance.”
‘My main goal is to help people’: I’m single, 74, with $10 million burning a hole in my pocket. What should I do?
“I also own my home and an SUV outright, with no outstanding debt.”
DeepSeek Won't Sink U.S. AI Titans
Panic fueling the selloff of Nvidia, Broadcom and other tech giants is overblown.
Now Wanted in Silicon Valley: Ho-Hum Businesses With Thin Profit Margins
Venture-capital firms are bringing AI and dealmaking to accounting, property management and other unglamorous fields.
Industries (2)
Natural-Gas Firm Diversified Energy Strikes Deal for Permian Basin Player
Maverick Natural Resources has operations in Texas and Oklahoma.