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Financial TimesNov 4 at 7:11 PM PSTEvent pageMarkets

US stocks post best day since August after Democrats sweep midterms

Hyperscalers surge and chipmakers fall as investors bet on winners and losers from expected backlash against the AI boom

More: MarketWatchopen, Associated Pressopen, CNN, Anadolu Agencyopen

Neil Jerome Morales, Ditas B LopezBloombergNov 4 at 4:05 PM PSTEvent pageInflation

Philippine October Inflation Accelerates 7.8%, Close to Four-Year High

More: The Business Times

ReutersNov 4 at 4:19 PM PSTEvent pageMonetary Policy

BOJ debated need for more rate hikes, scope for faster moves, September minutes show

Eamonn SheridanAnalysisinvestingLiveNov 4 at 3:58 PM PST

BoJ minutes: board backed further hikes, flagged 50% oil surge as government urged caution

The minutes add a hawkish edge to the yen outlook, with talk of a faster pace and getting closer to neutral “relatively soon” supporting pricing for a December move. Against that, one member’s view that market expectations are running ahead of the economy may cap how far rate pricing extends, particularly at the longer end of the JGB curve. Oil is now an explicit driver of BoJ thinking, so renewed crude strength from the Middle East is likely to feed directly into Japanese rate expectations. The Cabinet Office’s call for caution is a reminder that political resistance to rapid tightening remains a factor. - The BoJ board in September was arguing over how fast to go, not whether to keep going, with oil doing much of the persuading. Summary: Members agreed the BoJ should keep raising rates as underlying inflation approached 2% and financial conditions stayed accommodative Several saw a shi

More: The Business Times

Yoon Kyung-hwanSeoul Economic DailyNov 4 at 1:11 PM PSTEvent pageGrowth

U.S. Trade Deficit Narrows Slightly to $105 Billion in September

More: The New York Times, The Business Times, Anadolu Agency

Social commentary: Carl QuintanillaBluesky

Jason ShubnellThe BlockNov 4 at 12:09 PM PSTEvent pageMarkets

Bitcoin rebounds past $80,000 as markets shrug off midterms and Binance hack

Prediction markets:

KalshiWill BTC trimmed mean be below $75000.00 by 11:59 PM ET on Nov 30, 2026?

Bitcoin below $75,000.00: 50% · Closes Dec 1, 2026, 4:59 AM UTC · Quote captured Nov 5, 2026, 5:27 AM UTC

More: Investor's Business Daily, Investing.comopen, CoinDeskopen, CNBC TV18open

Financial TimesNov 4 at 2:25 AM PSTEvent pageInflation

Eurozone inflation rises to 4% in October

More: CNBCopen, Euronewsopen, FXStreetopen, Daily Sabahopen

Beatriz Reis, Martha BeckBloombergNov 4 at 1:32 PM PSTEvent pageMonetary Policy

Brazil Holds Rates Steady After Election Blurred Policy Outlook

More: Banco Central do Brasilopen, Agencia Brasilopen

Tan Nai LunThe Business TimesNov 4 at 2:43 PM PSTEvent pageMarkets

DBS considers prime brokerage business as Q3 profit falls 5% on weaker trading income

More: The Straits Times

S&P Global Market IntelligenceNov 4 at 4:30 PM PSTEvent pageGrowth

S&P Global Japan Services PMI

More: The Business Times, investingLive

Reuters via Investing.comNov 4 at 5:30 AM PSTEvent pageGrowth

US private payrolls rise in October, ADP says

More: Investing.com, FXStreet, Seoul Economic Daily

Data Center DynamicsNov 4 at 6:00 AM PSTEvent pageAI & Capex

OpenAI to rebrand its data centers as compute campuses as part of broader policy and PR push

More: Semafor

Banikinkar PattanayakMintNov 4 at 1:03 AM PSTEvent pageGrowth

Services sector growth hits a four-month peak in October, PMI survey shows

More: Reuters via The Economic Times, The Hindu BusinessLine, S&P Global Market Intelligence, Business Standard

BloombergNov 4 at 5:30 AM PSTEvent pageAI & Capex

AI Data Center Boom Set for Upheaval After US Election Rout

More: The Business Times, MIT Technology Review

Social commentary: Conor SenBluesky

Financial TimesNov 4 at 9:26 AM PSTEvent pageGeopolitics

Oil prices tumble below $100 on post-election peace hopes

Claressa MonteiroPodcastThe Business Times markets and economyOct 30 at 2:46 AM PDT

AI spending, oil and rate hikes: What is really steering markets

Listen

Prediction markets:

KalshiWill the 7-day moving average of transit calls through the Strait of Hormuz as reported by the IMF PortWatch be above 60 before December 1, 2027?

Hormuz traffic normal before Dec 1, 2027: 49% · up 1 percentage point from 48% quoted Nov 5, 2026, 4:27 AM UTC · Closes Dec 7, 2027, 1:59 PM UTC · Quote captured Nov 5, 2026, 5:47 AM UTC

PolymarketStrait of Hormuz traffic returns to normal by December 31

11% · Closes Jan 1, 2027, 4:59 AM UTC · Quote captured Nov 5, 2026, 5:47 AM UTC

More: CNBCopen, Investing.comopen, Anadolu Agencyopen, Reutersopen, Seoul Economic Dailyopen

Separate development

Investing.comNov 4 at 2:24 AM PSTEvent pageGeopolitics

Oil slips as markets weigh U.S. election outcome, Iran war uncertainty

More: Reuters, investingLive, ANI via The Economic Times, CNBC TV18, Euronews, Gulf News

Katie TarasovCNBCNov 4 at 5:23 AM PSTEvent pageMarkets

AMD's data center revenue nearly doubles in Q3 and CEO Su expects growth to accelerate

More: SiliconANGLE, Investor's Business Daily, Associated Press, MarketWatch

Financial TimesNov 4 at 3:25 AM PSTEvent pageMonetary Policy

October inflation in the Eurozone keeps ECB on course for another tightening

Desmond LachmanAnalysisProject SyndicateNov 4 at 5:02 AM PST

The ECB Must Bail Out France

If France is to avoid default, the European Central Bank will need to buy large amounts of its government’s bonds through the Transmission Protection Instrument. But meeting this need—and preventing a potentially disastrous eurozone sovereign-debt-crisis—will require the ECB to waive its own rules.