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The Wall Street JournalSep 25 at 10:43 AM PDTAI & Capex

A federal appeals court upheld the Defense Department’s decision to designate Anthropic a security risk

Conflicting court rulings over the Pentagon dispute with Anthropic complicate the AI developer’s ties with Trump administration.

PodcastNewshourSep 25 at 2:28 PM PDT48 min

Ethiopia returns to the brink of civil war

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More: CNN, SiliconANGLEopen, WIRED, The New York Times

ReutersSep 25 at 3:15 PM PDTMarkets

Stablecoin firm Circle finance chief Fox-Geen to step down

PodcastMacro VoicesSep 24 at 11:15 AM PDT1 hr 12 min

MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle

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More: The Block, Bloomberg, Investing.com, Investor's Business Daily

Steve Liesman, Matt PetersonCNBCSep 25 at 4:00 PM PDTMonetary Policy

Warsh's regime change at the Fed pushes ahead – and meets resistance

Giuseppe DellamottaAnalysisinvestingLiveSep 25 at 3:13 AM PDT

Fed's Williams: Persistent supply shocks are making the inflation fight harder

PodcastBloomberg SurveillanceSep 23 at 7:00 AM PDT34 min

US Economic Outlook amid Fed Tightening

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More: CBS News, Anadolu Agency, investingLive

Social commentary: Julia CoronadoBluesky

Reuters via Investing.comSep 25 at 11:12 AM PDTGeopolitics

Oil prices drop about 3% as US, Iran explore path out of war

More: Semafor, The Business Times

Social commentary: Ed BradfordBluesky

BloombergSep 24 at 11:53 PM PDTGeopolitics

Oil Declines as US and Iran Explore Agreement to Reopen Hormuz

More: CNBCopen, Investing.comopen, Gulf Newsopen, CBS Newsopen

ReutersSep 25 at 4:05 AM PDTMarkets

Crypto exchange Bitget pauses withdrawals after $350 million stolen in hack

More: Financial Times, Bloomberg, The Straits Times, CoinDesk

ReutersSep 24 at 10:40 PM PDTGeopolitics

EU urges Britain to raise tariffs on Chinese cars, FT says

More: Financial Times, Seoul Economic Daily

CNNSep 24 at 6:25 PM PDTAI & Capex

At the White House, President Trump and Chinese leader Xi Jinping both stress the importance of discussing AI

More: CBS Newsopen, Bloomberg, The Wall Street Journal, Semaforopen, investingLiveopen, The New York Times

Investing.comSep 25 at 12:49 AM PDTGrowth

Spain Q2 GDP holds at 0.7% q/q as domestic demand drives growth

More: investingLive

CNBCSep 24 at 12:40 AM PDTMonetary Policy

Switzerland keeps interest rates at 0%

Justin LowAnalysisinvestingLiveSep 24 at 12:31 AM PDT

SNB leaves policy rate unchanged at 0% in September meeting, as widely expected

More: Investing.com, Swiss National Bank

Charlie DuxburyBloombergSep 24 at 12:34 AM PDTMonetary Policy

Riksbank Holds Rate and Sees Bigger Chance of Hike This Year

More: Investing.comopen

Andrew RosatiBloombergSep 25 at 5:15 AM PDTInflation

Brazil Inflation Accelerates Ahead of Tight Presidential Race

More: Reutersopen

CNBCSep 24 at 6:32 AM PDTAI & Capex

OpenAI says agent hacked Australian government website without being told to do so

Others/chAnalysisChannel NewsAsiaSep 24 at 2:58 PM PDT

An OpenAI agent hacked an Australian government health data portal. Will anyone be held responsible?

More: Nikkei Asia, Financial Times, CBS News, TechCrunch, WIRED, CNN, Reuters, Bloomberg, The Wall Street Journal, The Guardian, Australian Broadcasting Corporation

The Economic TimesSep 22 at 10:00 PM PDTMonetary Policy

Fitch raises India FY27 GDP growth forecast to 6.9% from 6.4%, sees 25 bps RBI rate hike in October

More: Press Trust of India via ThePrint, Business Standard, Mint

ReutersSep 23 at 5:00 AM PDTMonetary Policy

Indonesia's central bank holds rates steady, adds hedging incentives

More: Nikkei Asia, Investing.com

Atmadip RayThe Economic TimesSep 25 at 4:32 AM PDTMarkets

Rupee gains 15 paise to 96.81 against dollar, likely helped by RBI intervention

More: Reuters, Business Standard, Press Trust of India via The Economic Times, FXStreet, Investing.com

Weekend Reading

The Chinese AI Infrastructure Boom: Introducing the SemiAnalysis China Datacenter Model

SemiAnalysis · Sep 25 at 8:58 AM PDT

Analysis: Oil adds to inflation risks; next Selic move stays open

Valor International · Sep 23 at 5:50 AM PDT

How should the government meet its Golden Rule when debt interest increases?

Mainly Macro · Sep 22 at 12:52 AM PDT

Yes. We Loathe Trump. We Really Loathe Trump. For Very Good Reasons. And We Are Many: CHART OF THE DAY

Brad DeLong · Sep 25 at 6:12 AM PDT

More News

Fed Faces Prospect of Another Interest Rate Increase Just Before Midterm Elections

The New York Times · Sep 25 at 8:38 AM PDT

Gulf of Oman ship-to-ship oil transfers reach limit as Saudi exports surge

Reuters · Sep 24 at 11:05 PM PDT

Bitcoin slips, but set for weekly gain as regulatory cheer offsets surging yields

Investing.com · Sep 25 at 6:44 AM PDT

Foreign secretary Vikram Misri flags tariff move in talks with US undersecretary

The Economic Times · Sep 25 at 11:33 AM PDT

Tesla Stock: Tent-Shaped Options Strategy Strives To Surpass $3,700 In Profit

Investor's Business Daily · Sep 25 at 10:50 AM PDT

Earlier

Brexit and Trump’s tariffs push UK’s food and drink trade deficit to £21bn

Financial Times · Sep 24 at 4:17 PM PDT

Japan private-sector growth slows in September as PMI cools to four-month low- S&P

Investing.com · Sep 23 at 5:48 PM PDT

UK banks complete interbank tokenised-deposit transfers, advancing bank-money blockchain use

Reuters · Sep 23 at 4:10 PM PDT