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Everything you need to know to start your trading day. Unfiltered markets news and analysis straight from the Reuters newsroom.
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Binance burglary
Alphabet and Amazon shares fall after another quarter of heavy AI spending. Binance races to contain the fallout from a record $6.3 billion crypto hack linked to North Korea. And the Bank of Japan says inflation is finally back at target, p
December hike still in question
The Federal Reserve holds rates steady, but Chair Kevin Warsh keeps the door open to a December hike. Alphabet shares tumble as investors question another quarter of heavy AI spending, while Microsoft and Oracle win praise for a more discip
A hawkish hold?
The Fed is expected to hold rates steady, but investors will be watching closely for signs of more hikes to come. AI stocks find their footing again as strong results from SK Hynix lift sentiment ahead of earnings from Microsoft and Alphabe
The Anthropic IPO
Anthropic files for its long-awaited IPO, revealing the enormous spending, debt and expectations behind the AI boom. Oil prices remain elevated as traders watch diplomatic efforts to ease the Iran conflict. And investors look ahead to the F
Bets on Brazil
Luiz Inacio Lula da Silva defeats Flavio Bolsonaro in Sunday's runoff, catching prediction markets off guard after weeks of gains in Brazilian assets priced around a Bolsonaro win. Stock ETFs, the real, and bonds all look set to reverse sha
The AI reset
AI stocks tumble as investors question how much spending, borrowing and optimism the sector can still sustain. Investors rush back into government bonds as expectations for a December Fed rate hike fade. And oil climbs above $114 a barrel a
Meta's AI bill
Meta shares rise after an earnings beat and excitement around its new Muse AI agent, even as the company burns cash and plans a new share sale. Tesla falls after cutting spending and lowering long-term sales ambitions, adding to questions a
The Tesla-SpaceX question
SpaceX beats earnings estimates as Elon Musk backs discussions over a potential merger with Tesla. Wild swings in oil prices and AI stocks expose growing market nerves over war and tech valuations. And Netflix disappoints with its slowest r
France on edge
Street riots and curfews in Paris rattle investors already worried about France's debt burden and political uncertainty. A failed South Korean data-centre IPO reignites concerns over AI-related stocks ahead of earnings from Netflix and Spac
Mine field
Oil markets open the week on edge after ships hitting mines in the Strait of Hormuz helped drive crude to $110 on Friday, while Ukraine struck a major Russian oil installation near St. Petersburg over the weekend. On Wall Street, Meta's Wed
AI's debt burden
Markets are recovering from the CoreWeave selloff, but investors are still questioning the debt burden behind the AI boom. Fed Chair Kevin Warsh says hotter inflation hasn't changed his view of the economy, prompting markets to dial back ra
Tech stocks sink
Hotter-than-expected inflation revives debate over whether the Fed could raise rates this month. AI-linked stocks stumble as rising borrowing costs heap pressure on indebted companies like CoreWeave and Oracle. And oil markets remain on edg
The CPI test
Investors await September inflation data that could show prices rising at nearly twice the Fed's target, testing whether policymakers can hold off on further rate hikes. Plus China's exports surge again, putting the country on course for an
Cashing in chips
AI stocks slide ahead of earnings season as investors question how much further the chip rally can run. Meanwhile, the IMF lifts its global growth forecasts and points to the AI boom as a key driver of trade and growth. And major US banks o
Diesel diplomacy
The Trump administration's weekend moves to ease diesel prices - including a waiver on Russian fuel imports and claims of an energy ceasefire in Ukraine - have confused allies and surprised Kyiv. Meanwhile, Houthi strikes on Riyadh airport
Open AI's revenue gap
Open AI's annualized revenue for September is less than previously signaled. Oil prices ease after President Trump says no strikes on Iran are planned before the midterms. And investors prepare for big bank earnings as high yields continue
AI on credit
Bond yields climb to 24-year highs as Fed minutes show most policymakers see more rate rises ahead and investors demand more compensation for holding long-term debt. Wall Street grows uneasy about the huge, increasingly interconnected finan
S&P 500's record run
The S&P 500 hits another record as investors look ahead to earnings season and another stronger quarter for corporate profits. Fed minutes due later today could reveal how much support there is for further rate hikes after September's incre
AI runs hot
Nvidia nears a $6 trillion valuation as AI enthusiasm pushes the Nasdaq to another record. The US long-term Treasury yields hit their highest since 2002, and rising Japanese yields raise the prospect of investors bringing money home from US
French connection
France's risk premium blows out to 15-year highs as fractious budget politics in Paris and an approaching presidential election rattle European debt markets. Meanwhile, a soft September payrolls print steadies US Treasuries, and a snap elec
Jobs on the line
Markets look to US job data for the next clue on a possible October Fed rate hike. Nike plans more job cuts as its turnaround stalls. And US President Donald Trump pressures Europe to release diesel reserves as he keeps a US export ban on t
The return of the bond vigilantes?
Treasury yields surge again as the bond selloff takes on a life of its own, despite softer inflation and lower oil prices. Micron's earnings beat lifts global chip stocks on continued AI demand. And UK Prime Minister Andy Burnham opens the
The bond hangover
New York Fed President John Williams cools expectations for an October rate hike, saying there's no urgency to move again. Treasury yields end a bruising quarter higher as investors rethink the path of rates. And weak consumer confidence an
AI, at your own risk
Anthropic warns investors about potentially catastrophic AI risks as it prepares for an IPO that could value more than $2 trillion. Nvidia announces a record-breaking buyback plan. Plus Australia raises rates for the fourth time this year a
Fresh tremors
A shaky Treasury auction sends fresh tremors through the bond market. Oil pushes above $100 a barrel as tensions in the Middle East persist. And Federal Reserve officials speak on Monday as traders watch for signs of further rate hikes. 📲
Yields hit home
The global bond selloff pushes US 30-year yields to their highest in more than two decades, driving mortgage rates about 7% and squeezing borrowers. Reports of a phased US-Iran deal offer some hope that the Strait of Hormuz could reopen. Bu
License to yield
US Treasury yields surge above 5% as a mix of strong economic data, energy pressures and expectations for more rate hikes rattles global bond markets. President Trump and Xi Jinping meet as their extended trade truce disappoints markets. An
Crude hopes
Hopes for a breakthrough in the Iran war push oil back below $100 as U.S. and Iranian officials meet in New York. President Trump says the midterms won't change his agenda, as betting markets point to growing chances of a Democratic sweep.
AI's new Muse
Meta's new Muse assistant reignites enthusiasm for AI, sending its shares soaring and helping the Nasdaq hit a record high. Oil holds above $100 as markets watch for a possible meeting between President Donald Trump and Iran's President Mas
All the presidents meet
As world leaders gather at the UN, markets are watching a highly-anticipated meeting between US President Trump and Chinese President Xi Jinping. Plus, oil prices are falling despite persistent geopolitical tensions, and central banks aroun
