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@ekwufinance
Geopolitics, macro & commodities. Newsletter coming soon ↓ http://lukasekwueme.substack.com
World & Business
NBC News reported Brent settled at $109.86 as the Nasdaq 100 fell 2.5% amid oil and AI-debt concerns.
World & Business
CNBC reports Asian tech stocks fell as U.S. semiconductor losses spread, amid worries about AI financing and competition.
World & Business
Another post says oil-price upside risk grows the longer Hormuz remains closed and puts energy at 3.5% of the S&P 500.
World & Business
The Hill, citing The New York Times, reports that two groups behind the deal have done business with US negotiators Kushner and Witkoff.
World & Business
The September payrolls report came in well below expectations of roughly 84,000 to 90,000 jobs, and prior months were revised down by 60,000. Reuters and market pricing indicated traders shifted toward expecting the Fed to hold rates steady in October.
YouTubeWorld & Business
A post shares a World in Brief headline it attributes to The Economist about AI bosses meeting Trump. Separately, a video announcement criticizes US tech giants’ AI ambitions.
World & Business
One post says Trump promoted a Fox News “best employment numbers in history” line. Another argues that high US debt and deficits would make rate hikes add to inflationary pressure.
World & Business
Al Jazeera reports Brent rose more than 3%, while Bloomberg says a selloff in US Treasuries resumed as the oil rally intensified inflation concerns.
World & Business
A post argues that energy-related inflation fears are pushing Japanese government bond yields higher and predicts a return to bond buying or yield controls.
World & Business
Reuters reports that the White House denied Politico’s report of a planned 90-day ban. Bloomberg says Energy Secretary Chris Wright warned oil executives to brace for possible diesel export curbs.
World & Business
OilHeadlineNews, citing remarks by Iran's SNSC chief Rezaei to IRIB, says the warning also rules out further talks unless the US meets Iran's demands.
World & Business
A post linked lower oil prices to reports of higher Saudi exports via Oman, while warning of shipping risks in the Strait of Hormuz and inflation ahead.
