Google’s 400MW Power Deal: A New Way to Fuel the AI Boom Cleanly Google just changed the AI energy game — signing a first-of-its-kind 400MW power deal tied to carbon-capture technology (CCS) in Illinois. This massive agreement will supply Google’s expanding AI data centers with

Google & Anthropic’s 1M TPU Deal: The Next Big AI Infrastructure Power Play Google just made its biggest AI move yet — a landmark deal with Anthropic granting access to one million Tensor Processing Units (TPUs) and over 1 gigawatt of compute power starting in 2026. This massive

ELON MUSK: MY APOLOGIES FOR FRUSTRATIONS WITH THE 𝕏 ALGORITHM. WE ARE WORKING HARD TO FIX THE PROBLEM

*JEFFRIES WILL ENDORSE MAMDANI FOR NEW YORK MAYOR: POLITICO

US-CHINA CYBER TALKS SIGNAL ATTEMPT TO EASE DIGITAL TENSIONS Beijing’s call for urgent dialogue with Washington follows accusations of U.S. cyberattacks on its National Time Service Center. With Trump-era tariffs and rare earth disputes escalating, these talks—alongside Malaysia

US LAUNCHES SECTION 301 PROBE INTO CHINA PHASE ONE COMPLIANCE The USTR opened a Section 301 review into China’s shortfalls under the 2020 Phase One deal—especially in IP, agriculture, and goods purchases, with China meeting just 58% of targets by 2021. The probe may trigger

US-COLOMBIA TRADE TENSIONS EASE AMID “FLUID” TALKS Colombia’s envoy described tariff talks with the U.S. as “fluid,” hinting at a thaw after diplomatic strains peaked with Trump’s threats of higher tariffs and aid cuts tied to drug policy. The $30B trade relationship—centered on

GOVERNMENT SHUTDOWN GRINDS ON AS FUNDING STALEMATE DEEPENS Hakeem Jeffries reaffirmed Democratic opposition to the GOP’s stopgap bill, now blocked 11 times over cuts to health care and lack of disaster aid. As the shutdown enters week four, over 2M federal workers face furloughs

LETITIA JAMES INDICTED AMID SHARPENING POLITICAL DIVIDE New York AG Letitia James pleaded not guilty to federal bank fraud charges over a 2020 mortgage, accused of misrepresenting income to secure better terms. Her team calls it political payback tied to Trump’s $454M civil

FED POISED FOR ANOTHER CUT AS MARKETS PRICE IN EASING CYCLE Wells Fargo expects the Fed to trim rates by 25 bps on October 29, bringing the target to 3.75%-4.00%, with CME odds above 97%. Powell’s remarks will likely stress data dependence and neutral-rate balance amid 2.4%

SHUTDOWN STALEMATE THREATENS HEALTHCARE SUBSIDIES As the U.S. shutdown stretches into week four, the White House refuses to extend enhanced Obamacare premium credits, calling them insurer bailouts. The lapse risks doubling premiums for 5M and cutting 340K jobs in 2026. With 18M

MEXICO ADOPTS CAUTIOUS STANCE AMID NORTH AMERICAN TRADE RIFT President Claudia Sheinbaum’s “wait-and-see” response to Trump’s abrupt end of U.S.-Canada trade talks underscores Mexico’s preference for stability amid renewed protectionism. The fallout clouds USMCA review talks and

US-VENEZUELA TENSIONS ESCALATE AMID FLIGHT DENIAL Trump denied reports of U.S. B-1 bombers near Venezuela’s coast, countering claims confirmed by multiple outlets. The denial comes as U.S. anti-narcotics missions intensify—nine strikes and expanded Caribbean deployments slashing

TRUMP TEAM REVISES WHITE HOUSE TIMELINE WITH ‘DRUG USER’ HUNTER BIDEN, CLINTON EMBRACING MONICA AND OBAMA IN A TURBAN

FED FACES POLICY BLIND SPOT AS CPI DELAY LOOMS The White House warned the November CPI report may be postponed if the federal shutdown persists, leaving the Fed short of fresh data before its November 6–7 meeting. With September inflation at 3.1% year-over-year but easing

ENERGY DATA FUELS CPI SKEPTICISM The BLS report showed electricity prices down 0.5% monthly even as the broader energy index rose 1.5% on a 4.1% gasoline surge. Year-over-year, electricity costs climbed 5.1%, consistent with EIA data showing residential rates at 17.47¢/kWh

WHITE HOUSE: LIKELY NOT BE AN INFLATION RELEASE NEXT MONTH

COOLER CPI KEEPS FED ON TRACK FOR OCTOBER CUT September’s 3.0% inflation print, just under forecasts, reinforces the Fed’s path toward gradual easing. Core CPI matched the headline, signaling moderation despite tariff headwinds. Goldman Sachs sees no policy shift, with 25 bp

CHANDRA ASRI EXPANDS REGIONAL FOOTPRINT WITH ESSO DEAL Chandra Asri’s purchase of ExxonMobil’s Esso stations in Singapore signals a bold downstream expansion amid record M&A activity. Retaining the Esso brand and staff, the move deepens regional fuel exposure as oil