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116 published articles
001ratesKnot and De Cos are the only ECB candidatesIf Knot is chosen, a Dutch member of the ECB board would have to resign.europe378w002GeopoliticsTrump keeps foreign policy power after Democrats take CongressCongress can slow nominees and funding, but presidents still control choices on Iran, Israel, Ukraine and China.americas883w003GeopoliticsHerzog chooses Eisenkot over Netanyahu to form a governmentArab-led and ultra-Orthodox parties could decide whether his mandate becomes a government.middle-east-africa757w004GeopoliticsSpecial votes could overturn National’s narrow majority in New ZealandNational’s coalition partners are in a stronger position to dictate terms in pending coalition talks.asia-pacific691w005GeopoliticsHerzog chooses Eisenkot to try to form Israel’s governmentEisenkot must find enough lawmakers to govern after ruling out a government with Arab-led parties.middle-east-africa729w006ShippingTraffic through Hormuz rises despite reports of mines striking tankersEnergy importers and shipowners face reported attacks along a route that ships continue to use.middle-east-africa1,594w007energyGasoline prices remain high before the midtermsRetailers and fuel users remain exposed because supply shortages and slow retail price cuts can outlast oil-price relief.global401w008EquitiesAI stocks came under pressure after Democrats’ victoriesThe wider market rallied first, but AI-linked stocks and data-center companies now face questions about regulation and local limits.global1,015w009RatesStrong jobs data pushes Treasury yields higherHigher Treasury yields put pressure on bond holders and stock buyers as investors consider another Federal Reserve rate increase.americas845w010EquitiesTrump blames voters after stocks fall sharplyHis claim to market credit is exposed because reports say shares linked to artificial intelligence were hit hardest.americas681w011GeopoliticsHerzog will name Israel’s coalition candidate on SundayEisenkot has the larger endorsement count, but vetoes expose Netanyahu and Arab-led parties to a harder coalition bargain.middle-east-africa917w012ratesSpain and the Netherlands nominate candidates to lead the European Central BankThe next ECB president must reach agreement with central bank governors from economies facing different financial conditions, while interest-rate decisions remain tied to economic data.europe921w013EquitiesBeijing has not shown markets a support leverEquity investors are exposed to a gap between policy language and any public measure they can price.asia-pacific745w014ratesSpain puts De Cos forward for the ECB presidencySpain and the Netherlands have nominated candidates for the European Central Bank presidency, leaving euro-area governments to weigh their choices.europe722w015GeopoliticsTrump floats a vague Ukraine deal for EuropeA proposal made after a meeting with Putin's envoy gives Ukraine and European capitals few details to judge.americas692w016jurisdictionAI fears hit Wall Street hardest since tariffsChipmakers and companies tied to planned data centers sold off as volatility reached a seven-month high.americas470w017RatesGold rises as the dollar weakens before jobs dataLower Treasury yields have supported bullion, while stronger employment data could limit gains for holders.americas690w018EquitiesInvestors question AI spending during the stock market rallyData center operators and semiconductor stocks face pressure as traders weigh whether regulation could slow the expansion of data centers.global706w019IndustrialsThe euro holds firm against the Swiss francLower oil and Swiss inflation leave fuel buyers and currency hedgers exposed to the next move in the franc.Switzerland1,031w020RatesTreasury yields fall as traders await jobless claimsBond buyers and borrowers face uncertainty over jobless claims and the fiscal outlook after the election.americas385w021IndustrialsGerman factory orders rise but miss forecastsGerman manufacturers face a test of whether the rise in car orders can lead to steadier demand after quarterly orders barely increased.Germany864w022RatesLower yields help gold after the midterm voteGold holders face a test from US jobs data because stronger hiring could lift yields and the dollar, putting pressure on bullion.global883w023consumer-health-financialsCentral banks accelerate gold buying as jewellery demand weakensThe World Gold Council expects official purchases to match last year as jewellery demand weakens and gold-backed fund holdings reach a record.global691w024GeopoliticsHerzog starts talks on Israel’s next governmentNetanyahu and Eisenkot face weeks of talks, with a unity government or a new election now possible.middle-east-africa874w025RatesMeta Tests Europe as AI Borrowing Costs RiseThe sale tests whether investors will keep funding data-center spending after wider spreads and a negative credit outlook.europe1,710w026GeopoliticsOil falls as hopes for US-Iran talks ease supply fearsOil supplies are still leaving the Middle East, but traders exposed to a supply shock face lower prices if talks progress and shipments continue.middle-east-africa1,003w027GeopoliticsArab parties could help decide who governs IsraelNetanyahu lacks a majority, while his opponents face resistance to relying on Arab lawmakers to form a government.middle-east-africa908w028equitiesTech stocks fall as Wall Street questions AI returnsCompanies tied to AI data centers face the pressure as high rates threaten the build-out and profit misses draw harsher punishment.americas705w029ratesThe Fed holds interest rates steady ahead of its December meetingHouseholds and businesses facing tighter credit must wait for the Fed’s December decision to see whether rates rise.americas882w030IndustrialsChina’s factory activity weakens as export orders fallManufacturers face a demand test because foreign orders cooled while weak domestic demand still pushes goods abroad.China737w031energyExxon refining earnings rise while drivers get little reliefHouseholds face gasoline prices that do not track crude oil alone, although crude generally makes up most of the per-gallon cost.global768w032GeopoliticsNorth Korea says sanctions cannot change its nuclear statusUN member states are being pressed to enforce bans on workers and military cooperation with Pyongyang.asia-pacific933w033RatesStocks avoided a broad retreat as Treasury yields moved in opposite directionsWall Street traders pared back bets on Fed rate increases while higher longer-term Treasury yields and oil prices pressured stocks.americas938w034ShippingSuez traffic remains below normal as carriers returnShipping lines and ports face a stop-start recovery because some services still avoid the canal on return voyages.middle-east-africa1,398w035GeopoliticsIsrael’s final vote count brings weeks of uncertaintyCoalition talks will decide whether Benjamin Netanyahu’s rivals can turn a divided parliament into a government.middle-east-africa768w036ShippingShipping companies push voyages around the CapeLonger voyages tie up capacity, lift freight rates, and leave coffee exporters and Mediterranean ports exposed.global1,600w037RatesThe dollar fell with Treasury yields as AI shares sold offForeign money chasing AI returns could face a weaker dollar if the trade unwinds and Treasury yields fall.americas1,132w038GeopoliticsTrump’s foreign policy could hurt Republicans in the midtermsPolls show disapproval of Trump’s handling of the war, but few voters expect to think about foreign policy when they cast their ballots.americas973w039FXBank of Japan keeps rates unchanged and the dollar weakensThe yen and dollar are exposed to a Bank of Japan rate signal and demand for safety as Treasury yields fall.asia-pacific708w040RatesTreasury yields fell after strong U.S. growth dataLower Treasury yields could ease pressure on borrowers, while French bond buyers remained exposed to a wide yield gap with German bonds.americas949w041RatesLagarde hands her successor a harder ECB testMarkets have priced more tightening while Europe’s bond markets and ECB appointments put the next president under pressure.europe913w042ratesLagarde triggers a contest for one of Europe’s top jobsGovernments must choose the next ECB chief while weak growth, inflation and bond rates already expose borrowers and lenders.europe879w043consumer-health-financialsLagarde will leave the ECB before her term endsLagarde’s early departure allows European Union leaders to choose her successor and other top officials whose terms end next year.europe748w044ratesThe ECB held rates steady as energy raised inflation risksHouseholds and businesses face higher borrowing costs as government bond yields rise, especially in France.europe777w045GeopoliticsUnited States sanctions Rwanda over alleged Congo rebel supportThe order puts banks and companies with US links at risk if they deal with the blocked ministry or lender.americas874w046IndustrialsIndia’s factories hide a mining dragManufacturers and power producers carry the expansion while miners and buyers of industrial goods face the weaker side.global687w047RatesTreasury yields fall after the Federal Reserve holds rates steadyTreasury holders face uncertainty as traders still expect a December rate increase but are less convinced that more increases will follow.americas846w048ratesWarsh says politics played no role in the Fed’s decision to hold ratesWarsh said credit conditions had tightened for some businesses and households as the Fed held rates steady to gather more information on inflation.americas756w049GeopoliticsTreasury sanctions workers in fraud case tied to PyongyangCompanies in the United States and elsewhere face payroll risk when North Korean IT workers can turn wages into revenue for weapons programs.americas778w050IndustrialsChina’s factory profits show a narrower recoveryElectronics and high-tech factories are lifting the data while suppliers, lenders and consumer-facing manufacturers still face slower cash collection.China715w051GeopoliticsNetanyahu fights for survival as Israel votesA blocked majority would turn the race from a verdict on Netanyahu into a bargaining contest that exposes parties, voters and the army.middle-east-africa766w052ratesGold steadies as investors wait for the FedGold holders face uncertainty as the Fed is expected to hold rates this week, while further increases remain possible.americas706w053ShippingYemen fighting pushes ships away from Bab el-MandebEuropean factories and energy buyers face longer routes until attacks stop and navigation guarantees become measurable.middle-east-africa1,382w054ratesThe ECB is expected to pause as higher bond yields complicate another rate riseEurozone borrowers and bondholders face a policy path shaped by energy prices, inflation and France.europe848w055ratesOil prices add to pressure on gold before the Fed meetsHigher energy costs have raised expectations of prolonged high interest rates, putting people who hold gold and traders in silver under pressure.americas705w056IndustrialsApple shifts more iPhone parts to American suppliersTitanium, camera films and chips now sit with named U.S. suppliers, while final assembly remains outside the United States.americas734w057RatesBond losses hit Norway’s wealth fund despite a gain in stocksNorway’s wealth fund lost money as bonds fell and the krone strengthened, exposing a risk for pension savers and institutions that rely on bonds to cushion portfolios.global936w058energyOil price jump exposes the risk in small energy stocksBaker Hughes, Cheniere Energy and European utilities are exposed if crude weakens or physical supply stays tight.global941w059GeopoliticsIran raises oil risks with a tanker report in HormuzOil tankers and US bases are exposed if an unconfirmed attack report becomes the basis for retaliation.middle-east-africa726w060EquitiesApple faces pressure on iPhone profits as supplier doubts growA company earnings release will test whether guided growth can offset weaker refund support and rising memory costs for Apple equity holders.Global802w061FertilizerLegumes reduce the need for fertilizer, but farmers must plant them in advanceMost farmers in an American Farm Bureau Federation survey could not afford all the fertilizer they needed this year, and the saving from a legume goes to the crop grown after it.global1,189w062Construction materialsCement prices in the UAE have outrun the forecast for building costsBuyers of construction work carry more of the risk of rising prices when a quoted price for some materials may be guaranteed for only about a month, and one cement producer says its average selling price is higher than a year ago.middle-east-africa1,106w063GeopoliticsChina stopped shipping two rare earth metals to Japan but kept exporting magnets worldwideJapan's magnet makers rely on those metals to make magnets that withstand heat, and an Australian miner has agreed to reserve a share of what it produces for Japan.asia-pacific1,240w064ShippingAsian port congestion leaves container lines a steep climb back onto scheduleSea-Intelligence's August reading, expected within days, will show whether July's sharp drop in on-time vessel arrivals was a passing jam or a longer slide, and whether carriers and the cargo owners waiting on their ships face more months of late arrivals.global1,778w065GeopoliticsIran offers to reopen Hormuz, but Trump points to a post-midterm dealTehran ties a phased reopening of the strait to lifting the US blockade, leaving Gulf states and shippers waiting on a Washington that is publicly pressing for isolation.Middle East845w066GeopoliticsChina builds Antelope Reef into an island big enough for a runwayVietnam and a busy shipping corridor would sit within reach of any airfield built on the new ground, and satellite images will show first whether one comes.Asia-Pacific840w067GeopoliticsBritain and the EU pursue Russia's A7 network as its token fadesThe token's slump does not settle whether sanctions have reached the Kremlin-blessed payment network behind it, and banks linked to that network remain in the firing line.Global832w068EnergyRussia's fuel exports nearly stop after Ukraine intensifies refinery strikesRussia's earnings from refined fuel and its own domestic supply are both exposed, while diesel importers abroad face a shortfall as combined Gulf and Russian flows shrink.Europe811w069ManufacturingChina's factories speed up while home shoppers stall, widening a demand gapFaster output is leaning on export orders, leaving Chinese manufacturers exposed if overseas buyers pull back before households at home start spending more.China861w070SemiconductorsAXT plans Beijing indium-phosphide wafer expansion while U.S. approvals remain unresolvedAXT’s unresolved August approvals make the next filing window decisive for whether funded capacity becomes usable supply for U.S. buyers.China-US814w071Grid equipment · ArchiveChina’s transformer shipments outpaced all published U.S. grid-capacity projectionsThe Trump administration banned key grid equipment as China’s exports surged, leaving American utilities exposed to global delivery delays documented in customs data.Global992w072Shipping · ArchivePanama Canal auction bids now shape shipping costs more than tollsWith official rates held flat, the canal’s open auction for scarce transit slots now determines real prices for ships in passage, reflecting peak demand and urgency.Panama1,081w073Container shipping · ArchiveA Chinese carrier opened a weekly Arctic lane that skips Suez entirelyThe shortcut over Russia only works because a war closed the long way round, and the carrier betting on it is too small to matter until suddenly it isn't.Arctic865w074Energy · ArchiveRussia is importing fuel while its old customers queue at Iran's doorThe world's largest discount fuel station has run dry at the pump just as the buyers who abandoned it come knocking again, and both shortages are feeding each other.Russia1,060w075Energy · ArchiveIran supplies fuel to Central Asia as Russia starts importing from abroadRussia, after decades as the region's main exporter, is seeking imports from Kazakhstan, Belarus, India and Morocco while Iran is asked to ship fuel north.Central Asia1,000w076Container shipping · ArchiveSea Legend starts weekly Arctic container line as Suez traffic rebounds and shippers returnThe Chinese carrier launched the Ice Silk Road route in August, shortening transit times as southern routes recover.Arctic / Asia-Europe1,003w077Copper · ArchiveChina bans sulphuric acid exports, halting copper production in Chile and CongoA fertilizer-driven acid embargo in China has forced copper mines in Chile and the Congo to curtail output, raising costs and halting supply to Chinese smelters.Global897w078Energy · ArchiveEurope banned Russian LNG for 2027 and bought a record amount this yearThe ban made every Russian cargo cheaper to refuse and more useful than ever, so Europe bought them anyway and called it a bridge.Europe1,043w079Energy shipping · ArchiveTankers hesitate despite open Strait of Hormuz as war insurance drives decisions in LondonRising war-risk premiums keep most shipowners from using the U.S. Navy’s night corridor, leaving London underwriters to determine which vessels move.Persian Gulf1,105w080Energy shipping · ArchiveChina voices support for Iranian oil as its own ships turn awayBeijing insists on backing Iran in public even as its state tankers reroute and direct imports from Iran fall amid renewed sanctions and blockades.Gulf / East Asia1,113w081Energy · ArchiveChinese refiners lose access to Iranian crude as prices surgeBeijing continues to justify its oil trade with Iran even as supply evaporates and discounted barrels are replaced by costly alternatives this autumn.Asia-Pacific976w082Shipping insurance · ArchiveTanker war-risk insurance in Hormuz raised to five percent per crossingInsurers now price each tanker voyage through Hormuz as its own risk, with premiums rising to levels that rival former freight earnings.Persian Gulf1,092w083Energy · ArchiveUS blockade squeezes Iranian oil exports but Chinese imports keep global demand firmWashington’s campaign intensifies pressure on Tehran by restricting oil flows, yet China’s continued buying limits the intended effect on global prices.Middle East1,143w084Energy · ArchiveWashington and allies blockaded Iranian crude before new sanctions announcementU.S. and allied naval forces choked off Iran’s oil exports ahead of public sanctions, shifting to economic pressure aimed at regime collapse through surging prices.Middle East927w085Shipping · ArchiveSomali pirates hijack US-sanctioned tanker Seamull off Gulf of AdenThe Seamull’s sanction status left her unprotected, as patrol gaps and lack of insurance deterred rescue after armed boarding.Gulf of Aden1,057w086Shipping · ArchiveTanker rates surge in Hormuz as Iran and US block trafficMost ships avoid the strait, leaving a handful carrying oil at extreme rates while armed confrontations and blockades disrupt tanker movements in the region.Persian Gulf1,316w087Energy shipping · ArchiveU.S. Navy military corridor keeps oil moving as Iran claims Strait of Hormuz closureAmerican naval escorts ensure tanker traffic continues despite Iran's repeated claims to have shut the strait, turning the standoff into a contest of control.Gulf936w088Energy · ArchiveRussia buys gasoline from India after export ban and refinery attacksRussian pump shortages after Ukrainian drone strikes forced the state to import Indian fuel, even as Rosneft holds a stake in the supplier.Russia1,033w089Shipping / Energy · ArchiveSanctions stripped Iran’s tankers of insurers, leaving Gulf spills with no claimantsThe Gulf’s aging fleet now sails without insurance or names, and three oil slicks spread as war drives ships dark.Persian Gulf1,059w090Energy shipping · ArchiveGulf states' alternative oil routes now targeted as Houthis blockade Red SeaSaudi and Emirati pipelines bypassing the Strait of Hormuz now face attacks near the Red Sea, as Iran and its allies expand the conflict.Gulf / Red Sea970w091Shipping · ArchiveIran's attacks on tankers make the shortest route to China the priciestWhen peace fails on schedule, the ships willing to sail anyway stop being freight and become sovereignty.Middle East1,094w092LNG shipping · ArchiveAsian LNG price climbs as Hormuz crossings halt and buyers scramble for cargoesSpot LNG prices in Asia have risen amid a total stop to Hormuz LNG shipments, with traders bidding on future supply as risks of transit escalate.Asia / Middle East1,093w093Advanced manufacturing · ArchiveChina’s rare earth export ban leaves Japanese factories short of key metalsJapanese manufacturers are meeting only two-thirds of their rare earth needs after Beijing’s export controls cut off terbium and dysprosium shipments.East Asia831w094Energy shipping · ArchiveSaudi Arabian oil moves outside official channels as Hormuz stallsWith official Strait of Hormuz traffic collapsing, Riyadh's rising production and falling exports reveal oil is leaving through means Saudi filings do not capture.Persian Gulf953w095Defense/Shipping · ArchiveChina completes wharf at Antelope Reef as official statements stress scientific useSatellite images show China expanding on Antelope Reef while public messaging describes only research and weather roles, ignoring growing evidence of military construction.South China Sea981w096Energy shipping · ArchiveIran says no ship crosses Hormuz without its blessing; Washington bombsTwo empires claim one narrow water, and the ships that actually sail it answer to neither.Persian Gulf988w097Oil · ArchiveChina stopped oil price spikes by refusing to bid after Hormuz closedWhen the Strait of Hormuz closed, China relied on reserves and halted imports, preventing the price surge the market expected.Gulf-Asia1,129w098Energy · ArchiveRussian government extends fuel export ban after repeated refinery drone strikesMoscow’s official newspaper has renewed the export ban four times, as Ukrainian drone attacks halve refinery capacity and turn a temporary measure into long-term policy.Russia1,013w099Energy · ArchiveWashington’s push to import Venezuelan oil runs into crumbling docks and shipping delaysU.S. sanctions fell in days but Venezuela’s main oil export terminal cannot ship at volume for years.Latin America1,138w100Shipping · ArchiveWar-risk premiums soar as tankers keep moving through Strait of HormuzTanker owners, exporters and underwriters face costly decisions as insurers price passage through the Strait of Hormuz like a war zone.Gulf1,272w101Energy shipping · ArchiveAbu Dhabi tankers are attacked again as Washington imposes more sanctionsDrone strikes hit ADNOC vessels in the Strait of Hormuz while the US prepares new sanctions that have not reopened the waterway.Persian Gulf1,192w102Energy · ArchiveHengli obeys U.S. sanctions even as Beijing orders firms to defy themChina’s Hengli Petrochemical stopped sanctioned crude purchases despite government opposition, showing U.S. penalties can override official defiance inside major Chinese companies.China-Iran1,043w103Energy and shipping · ArchiveUAE suspends all trade with Iran after missile strikes into Gulf watersWhile Iranian commanders escalate their rhetoric, Abu Dhabi’s trade cutoff severs Tehran’s last economic link to the outside world.Gulf1,125w104Shipping · ArchiveJapan rebuilds shipyards as its LNG carriers sail from Korean docksNamura Shipbuilding builds Japan’s first new dock since 2017, while Japanese energy firms charter Korean-made LNG ships for lack of domestic slots.East Asia1,002w105Energy shipping · ArchiveADNOC ships draw attacks as Iranian strikes target the only functioning Gulf crude exitWhile Iran aims at ADNOC’s tankers, its pipeline out of Fujairah keeps oil moving as hundreds of other vessels wait for Hormuz to reopen.Persian Gulf1,156w106Energy shipping · ArchiveLondon war-risk underwriters decide the price for Hormuz passage amid conflicting US-Iran claimsTankers continue crossing the Strait of Hormuz while Tehran demands compensation and Washington denies negotiations, leaving insurance desks to set practical reopening terms.Persian Gulf939w107Container shipping · ArchiveRecord cargo is moving through ports where the queue says otherwiseThroughput reports measure what got ashore; the anchorage counts measure everything still stuck outside, and only one of those numbers is lying.Global1,002w108Energy · ArchiveEurope set Russian LNG import records after voting for a future banBelgium, France and Spain accelerated purchases from Siberia’s Yamal plant, capitalizing on expiring contracts before the cutoff set for January 2027.Europe1,067w109Energy · ArchiveEurope set an end date for Russian gas and broke import records in 2024European ports took nearly all Russia’s Arctic LNG output this year while a law bans the fuel starting in 2027.Europe1,140w110Energy · ArchiveADNOC's Fujairah pipeline moves crude past Hormuz as Iran sees value in status quoADNOC accelerates its overland export route to bypass Iran's hold on the strait; recent attacks highlight why rerouting Gulf oil exports matters for shippers.Middle East804w111Shipbuilding · ArchiveJapan tries to reclaim LNG shipbuilding as Korea and China dominate ordersTokyo seeks to revive its domestic yards and secure energy supply after years of losing LNG carrier contracts to South Korea and China.East Asia1,119w112Rates and energy · ArchiveWashington steps in as Gulf tanker rates surge amid buyer retreatThe U.S. government absorbs its own long bonds while Gulf shipowners demand combat pay, signaling investors are fleeing both debt and oil risk.United States and Gulf1,257w113Shipping · ArchiveJapan's biggest shipowners now order their LNG fleets from Korean yardsThe country that taught the world to build ships cheaply now sends its own cargo to the country that learned the lesson.East Asia936w114Energy · ArchiveEurope increases Russian LNG imports ahead of 2027 ban as deadline approachesDespite an imminent EU prohibition, France, Belgium, and Spain are accelerating purchases from Yamal, leaving shelves stocked before supply is cut off.Europe875w115Shipbuilding · ArchiveJapan asks Korean shipbuilders to teach it how to relaunch LNG carrier industryAfter losing market dominance, Japan is seeking technical help from HD Hyundai and Samsung Heavy to resume LNG carrier construction and reach government goals.East Asia1,054w116Technology infrastructure · ArchiveSatellite images reveal major data center delays at leading US tech firmsOrbital analysis shows that construction at key AI data center sites is lagging company projections, challenging timelines presented to investors and regulators.United States979w

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