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9/24
09:00
Bank of America raised its year-end U.S. 10-year Treasury yield forecast to 5.0% from 4.5%, and its 2-year yield forecast to 5.0%. The bank also lifted its H2 Brent oil forecast to $95 per barrel, citing fiscal concerns, broader market risks, Iran, fiscal pressures, trade tensions, and AI uncertainty.
08:59
BCA Research stated that the S&P 500 has gained during every full Fed tightening cycle since 1980, with returns ranging from 4.4% to 28.4%. The firm expects just one or two more 25bp hikes, arguing much of the rate shock is already priced in, while warning highly leveraged AI plays face greater rate risk.
08:59
The U.S. administration is considering voluntary diesel export cuts instead of a ban or quota, according to the Wall Street Journal. Citi says this could reverse recent energy equity trades, with limited impact on WTI crude prices. The Brent-WTI spread has widened to around $11 a barrel amid global diesel market volatility.
08:58
Simanta Gautam, CEO of Alpen Labs, stated that their AI agents tracked and locally replicated the $320 million Bitcoin exploit on the Liquid sidechain, which occurred on September 6, within approximately one hour. The exploit resulted in the unauthorized withdrawal of about 3,996 Bitcoins. Alpen Labs released a technical report on September 22, detailing the caching flaw in the Elements software. The report also explored whether setting payment limits before authorization or signing could have prevented the withdrawal.
08:58
Goldman Sachs raised its December Brent crude forecast to $85 a barrel as energy prices climb across Asia-Pacific. The bank noted that the Iran war and Strait of Hormuz closure have tightened supplies, pushing LNG and diesel prices to yearly highs. Higher energy costs are also lifting inflation forecasts, though subsidies and regulated prices are limiting the impact on consumers, with core inflation remaining relatively contained.
08:51
The rapid slide in US industrial stocks, which saw a 10% decline, is ringing some alarm bells on Wall Street, with technical indicators now flashing warnings.
08:42
Crypto prediction market Kalshi's AI advertisement has sparked controversy, accused of misappropriating YouTube videos from Asian content creator Elliot Choy and using AI to "whitewash" his image. Choy shared comparison screenshots yesterday, stating that Kalshi used his video for an advertisement.

Kalshi responded that it was an old advertisement and that they no longer use AI-generated ads, but the ad was still being promoted on YouTube this week. Additionally, another Kalshi AI ad has been mocked by users as "disgusting" and "disconnected" due to its "cheating" theme and plot involving "betting on egg prices."

Recently, Kalshi has also faced wash trading allegations, following a Wall Street Journal report that found abnormal patterns in $5 billion worth of ETH perpetual contract trades within a month.
08:40
U.S. Secretary of State Rubio said on Wednesday that the White House has invited Putin to engage with U.S. President Donald Trump and other world leaders at the G20 meeting in Miami in December. Kremlin spokesman Peskov said on Thursday that Russia "truly" appreciates the "goodwill" invitation but has not yet decided whether to accept it. Polish Prime Minister Tusk fears the move will "encourage Russia to continue its aggressive policy," and EU foreign policy chief Kallas also said it was "difficult to understand" such an approach.
08:37
Home improvement retailer Lowe's announced a partnership with delivery platform DoorDash and Wing, Alphabet's drone delivery company, to launch a drone delivery service. This service, a first in the home improvement retail sector, is currently being piloted in North Carolina, where customers can order over 100 products for delivery in as little as 20 minutes. Drones can carry approximately 2.5 pounds per delivery and operate within a 5-mile radius of the store.
08:37
According to CryptoRank, RWA trading volume across perpetual DEXs reached $365 billion in the third quarter of 2026, marking a 32% increase quarter-on-quarter. Perpetual contracts linked to publicly traded stocks generated approximately $175 billion in trading volume, accounting for nearly 48% of total Q3 RWA perpetual DEX volume and making them the largest category.
08:37
The $2 billion digital-asset investment firm is betting that lending tied to the real economy will become one of crypto's largest markets. Its new 'Catapult' program will provide venture funding, product structuring, liquidity, market making, and distribution for tokenized credit products, focusing on areas like trade finance, asset-backed securities, and real estate credit. CEO Viktor Fischer stated the firm expects the market to reach $10 trillion to $20 trillion by 2030, seeking new yield sources of "12% plus, uncorrelated to crypto."
08:34
India’s relationship with the US is in an “uneasy equilibrium” as trade disputes between the partners persist, a senior government official said.
08:32
The U.S. current account deficit, reflecting the nation's international economic transactions, expanded by $33.4 billion, or 15.7%, to $246.0 billion in the second quarter of 2026, according to data released today by the Bureau of Economic Analysis (BEA). The deficit represented 3.0% of current dollar gross domestic product (GDP) in the second quarter, up from 2.7% in the first quarter. At the end of the second quarter of 2026, the U.S. net international investment position (the difference between U.S. residents' foreign financial assets and liabilities) was -$22.42 trillion.
08:32
The European Central Bank (ECB) and its 27 member central banks this week called for a broader ban on crypto platforms offering stablecoin yields, rewards, or returns, arguing that fiat-pegged digital assets are money, not savings accounts.
08:32
Tether, the largest company in the digital asset industry, Pave Bank, and the Global Finance & Technology Network (GFTN) have signed a Memorandum of Understanding (MoU) to explore launching the Georgia–Singapore Fintech Scholars Program. This initiative aims to connect top-performing university students from Georgia with Singapore's fintech ecosystem, offering selected STEM undergraduates from Tbilisi State University a semester at Singapore Management University. The program, set to begin in 2027, will focus on building practical skills and networks to drive innovation in Georgia and beyond, reflecting Tether's commitment to investing in education and future leaders in the global digital economy.
08:31
Africa's richest person Aliko Dangote and Ethiopian Investment Holdings will invest $660 million to build a petroleum-products pipeline to link the Horn of Africa nation to Djibouti’s coast. The pipeline will stretch for 120 kilometers and include two petroleum storage facilities of approximately 375,000 cubic metres at Damerjog and 800,000 cubic metres at Dewele.
08:30
★★★★★Previous 196KForecast 201KActual 197K Below forecast↓
08:27
A team of journalists has leaked data on thousands of casino operators registered in Curacao, including major crypto casinos like Rollbit, 1xBet, Stake, and Roobet. This follows the island nation's gambling regulator revealing last week that it had been hacked. The leaked database contains over 40,000 documents related to the financial plans, audits, business structures, and funding sources of more than 1,000 Curacao-registered casinos and gambling companies. German journalist Lilith Wittmann stated that she collaborated with journalists from NDR, NRK, SVT, and Follow the Money to "extract" nearly 2TB of data from gambling authorities in Curacao and Malta.
08:20
Darden Restaurants reported fiscal first-quarter net income of $233.4 million, or $2.04 per share, and net sales of $3.20 billion, both narrowly missing analysts' expectations. Olive Garden, the company's largest chain, saw its same-store sales increase by only 1.1%, as diners became more selective with their spending. LongHorn Steakhouse was the top performer with 6.2% same-store sales growth.
08:18
Donald Trump and Xi Jinping held a summit at the White House to discuss issues including trade, AI, Iran, and Taiwan. This marks Xi Jinping's first visit to the White House in over a decade, and the meeting comes amidst ongoing disputes between the two sides on trade, AI, the Taiwan issue, and the situation in Iran.
08:08
The two leaders are expected to discuss a trade war truce and the risks of artificial intelligence before a state dinner with U.S. business leaders.

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