Nov 2 at 2:20 PM EST

Top News

The Business TimesNov 2 at 4:16 AM PSTEvent pageMarkets

Greenback pulls back ahead of US midterms; Bitcoin stabilises after crypto heist

The American currency is down 0.5% against a basket of other major currencies

Prediction markets:

KalshiWill BTC trimmed mean be below $72500.00 by 11:59 PM ET on Nov 30, 2026?

Bitcoin below $72,500.00: 57% · up 3 percentage points from 54% quoted Nov 2, 2026, 6:07 PM UTC · Closes Dec 1, 2026, 4:59 AM UTC · Quote captured Nov 2, 2026, 6:47 PM UTC

More: Seoul Economic Dailyopen, Investing.comopen

Separate development

Park Si-jinSeoul Economic DailyNov 1 at 6:23 PM PSTEvent pageMarkets

North Korean Hackers' Bitcoin Haul From Binance Tops Tesla's Holdings

On the map → North Korea

More: Investing.com

ReutersNov 1 at 9:06 PM PSTEvent pageMarkets

Apple’s new CEO Ternus to face first earnings test as memory costs surge

More: MarketWatch, CNBC, Euronews, Investing.com

The Wall Street JournalNov 1 at 11:46 PM PSTEvent pageGrowth

Saudi Arabia’s Economy Shrinks 3.8% as Oil Output Falls

On the map → Red Sea · Houthi activity · Saudi energy infrastructure

More: Investing.comopen

ReutersNov 1 at 9:48 PM PSTEvent pageGrowth

India factory growth slows in October, export orders jump, PMI shows

More: Business Standard, S&P Global Market Intelligence, ANI via The Hindu BusinessLine

Spencer Kimball, Justina LeeCNBCNov 2 at 8:37 AM PSTEvent pageGeopolitics

Crude oil prices sell off more than 7% on Iran peace talk hopes ahead of U.S. midterms

On the map → Strait of Hormuz · Eastern Mediterranean

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 January 1, 2028?

Hormuz traffic normal before Jan 1, 2028: 50% · Closes Jan 1, 2028, 2:59 PM UTC · Quote captured Nov 2, 2026, 7:07 PM UTC

PolymarketStrait of Hormuz traffic returns to normal by December 31

12% · down 1 percentage point from 13% quoted Nov 2, 2026, 6:47 PM UTC · Closes Jan 1, 2027, 4:59 AM UTC · Quote captured Nov 2, 2026, 7:07 PM UTC

More: Euronews

Social commentary: Rory JohnstonBluesky

Separate development

Giuseppe DellamottainvestingLiveNov 2 at 5:51 AM PSTEvent pageGeopolitics

Oil prices sink as Iran's President says Supreme Leader granted certain authorities regarding negotiations

On the map → Strait of Hormuz

More: Anadolu Agency

Tuba OngunAnadolu AgencyNov 1 at 11:19 PM PSTEvent pageGrowth

Japan factory PMI slips to 53.3, a seven-month low, as cost pressures pick up

More: Investing.com, S&P Global Market Intelligence

South Korea

ReutersNov 1 at 7:30 PM PSTEvent pageGrowth

South Korea factory activity growth slows to 8-month low, PMI shows

More: Investing.com, S&P Global Market Intelligence

ReutersNov 1 at 9:00 PM PSTEvent pageFiscal

South Korea's Lee vows to make bold AI investment in record budget push

More: CNBC

ReutersNov 1 at 5:54 PM PSTEvent pageGrowth

China factory growth slows in October as export orders ease, private PMI shows

More: FXStreet, S&P Global Market Intelligence, Investing.com

Subhash NarayanMintNov 1 at 10:41 PM PSTEvent pageInflation

India’s manufacturing growth stays strong as price pressures ease: PMI Manufacturing survey

More: The Economic Times

ReutersNov 1 at 2:36 PM PSTEvent pageMonetary Policy

Australian home prices fall for seventh month, looming rate hike adds to pain

More: The Business Times, The Guardian

Financial TimesNov 1 at 9:00 PM PSTEvent pageMonetary Policy

BoE set to raise rates to 4% in fight against inflation

More: Reutersopen, Investing.comopen

BloombergNov 1 at 5:58 PM PSTEvent pageAI & Capex

Singapore’s STTGDC Eyes $2.4 Billion Loan, Adds to AI Debt Binge

Separate development

Focus Taiwan (CNA)Nov 1 at 10:17 PM PSTEvent pageAI & Capex

AI spending concerns to have only short-term impact on Taiex: NDC head

On the map → Taiwan Strait

More: Mint

Social commentary: Conor SenBluesky, Carl QuintanillaBluesky

investingLiveNov 1 at 5:16 PM PSTEvent pageMonetary Policy

PBOC sets USD/CNY at 6.7146 versus Reuters’ 6.6625 estimate, signaling a markedly weaker official yuan bias

More: FXStreet

Financial TimesNov 1 at 9:17 AM PSTEvent pageMarkets

Binance users pull $5bn as crypto exchange restarts services after heist

On the map → North Korea

More: Bloomberg, CNBCopen, Mintopen, The Guardianopen, Axiosopen, The Block

More News

BOE Expected to Join Peers in Raising Key Rate

The Wall Street Journal · Nov 1 at 11:31 PM PST

Westpac CEO’s Pay Surges, Profit Misses Analyst Estimates

Bloomberg · Nov 1 at 12:41 PM PST

PBOC Conducts Overnight Reverse Repo as Policy Anchor Shifts

Bloomberg · Nov 1 at 5:39 PM PST

US federal debt held by the public reaches 100.6% of GDP in fiscal 2026, leaving third-quarter growth

Bloomberg · Nov 2 at 3:15 AM PST

Australia Set for Fifth Rate Hike as Inflation Fight Intensifies

Bloomberg · Nov 1 at 12:00 PM PST

China’s 5,000-Ton Digging Machines Are a Trade War Risk to India

Bloomberg · Nov 1 at 6:30 PM PST

Earlier

The Fed held interest rates steady, but these officials see more hikes coming soon

MarketWatch · Oct 30 at 12:44 PM PDT

India’s MCX gold falls 2.5% in a week

Mint · Oct 31 at 12:29 AM PDT

French banks’ rising profits fail to reverse sell-off as political fears bite

Financial Times · Oct 31 at 3:10 AM PDT

Gulf braced for escalation of war between US-Israel alliance and Iran

Financial Times · Nov 1 at 10:08 AM PST

Coming soon

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We're building a native app for topic clusters, markets and saved reading.

Podcasts

Hidden ForcesNov 2 at 12:00 AM PST52 min

How to Hedge the AI Boom and the Unrest in France | Robert Armstrong

NewshourNov 1 at 2:51 PM PST38 min

Longest truce of Ukraine war ends

Patrick Boyle On FinanceNov 1 at 5:02 AM PST37 min

What Anthropic’s IPO Filing Actually Says

Forward GuidanceOct 31 at 3:00 AM PDT59 min

The Fed Is A Sideshow While The AI Trade Implodes | Weekly Roundup

ChinaTalkOct 30 at 5:41 PM PDT1 hr 9 min

WarTalk: Pressing the War Button: Iran, Cuba, and Rubio 2028

Bloomberg SurveillanceOct 30 at 6:44 AM PDT30 min

Markets Price in Tech Spending and Midterm Elections

Listen Transcript

Ones and ToozeOct 29 at 12:04 PM PDT

A New War on Iran Would Deal a Death Blow to U.S. Leadership in the Mideast

One DecisionOct 29 at 7:00 AM PDT53 min

Trump Will Hit Iran After the Midterms. It's His Way Out | Ian Bremmer

Macro HiveOct 29 at 1:00 AM PDT40 min

Ep. 382: Shahin Vallée on French Political Risk, Le Pen's Rise, and European Bond Spreads

Odd LotsOct 29 at 1:00 AM PDT41 min

What Wall Street Really Thinks About the AI Trade Now

Listen Transcript

Macro MusingsOct 26 at 2:00 AM PDT56 min

Patrick Harker on Real-Time Payments and the Future of the Federal Reserve

Listen Transcript

All-InOct 23 at 4:08 PM PDT1 hr 43 min

AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France?

The Economics ShowOct 22 at 9:00 PM PDT29 min

Why oil hasn’t ruined the global economy. With Rory Johnston

Listen Transcript

Conferences

Nov 2-4, 2026 · InvestorsGlobal Financial Leaders' Investment Summit

Hong Kong · Hong Kong Monetary Authority

Nov 16-17, 2026 · AI & RiskMomentum AI Finance

New York · Reuters Events

Nov 16-19, 2026 · AI & RiskIAPP Europe Congress

Brussels · International Association of Privacy Professionals

Nov 18-20, 2026 · Digital AssetsSingapore FinTech Festival

Singapore · Global Finance & Technology Network

Dec 1-2, 2026 · InvestorsReuters NEXT New York

New York · Reuters

Dec 2-3, 2026 · InvestorsBloomberg Invest Tokyo

Tokyo · Bloomberg