Nov 14 at 6:58 PM EST

Top News

Nikkei AsiaNov 13 at 1:24 PM PSTEvent pageMarkets

US Treasury bought nearly $500mn in yen during joint July forex intervention

Later report: Yen Slides Back to 160 Despite Record Intervention Seoul Economic Daily · Nov 13 at 8:51 PM PST

A Federal Reserve Bank of New York report confirmed previous indications that the US Treasury used roughly $500 million worth of euros from its holdings in the July 31 intervention to prop up the yen that was coordinated with Japan.

Eamonn SheridanAnalysisinvestingLiveNov 12 at 3:43 PM PST

US Treasury bought yen in July, its first intervention since 1998, as yen nears 160 again

The report confirms that the US is a willing partner in yen support, not just a bystander.

More: Bloomberg, Investing.comopen, Reuters via Investing.comopen, The Wall Street Journal

BloombergNov 14 at 2:00 AM PSTEvent pageGeopolitics

China, US Discuss Tariffs in First Meeting of Trade Council

More: South China Morning Postopen, Reutersopen, CNBCopen

ReutersNov 13 at 9:48 AM PSTEvent pageInflation

US producer prices rise moderately in October, but inflation broadens out

More: FXStreet, Investing.com, Anadolu Agency

Sarah MinCNBCNov 13 at 1:14 PM PSTEvent pageMarkets

The AI trade faces big tests next week, starting with Nvidia earnings and capped by Anthropic IPO

PodcastOdd LotsNov 14 at 1:00 AM PST36 min

How Wall Street Is Bracing For the Post-Jensen Huang Nvidia Era

Listen Transcript

More: Axios, investingLive, Mint, Reuters, Bloomberg, Investor's Business Daily

United States

MarketWatchNov 13 at 1:05 PM PSTEvent pageMarkets

Nasdaq and S&P 500 end lower as Nvidia, chip stocks fall; Dow books slight gain

More: Investor's Business Daily, The New York Times, Anadolu Agency

Enda CurranBloombergNov 13 at 4:00 PM PSTEvent pageMonetary Policy

Fed’s Jefferson Says Inflation Will Determine Rate Decisions

Adam ButtonAnalysisinvestingLiveNov 12 at 8:21 AM PST

Fed's Goolsbee: Inflation has been well-above target

AI investment looks like a form of stimulus Worth being 'sober minded' about inflation an Fed response Fed is failing on the inflation side of its mandate Does not want to prejudice what happens with monetary policy Plenty of room…

PodcastBloomberg SurveillanceNov 13 at 6:43 AM PST41 min

Stocks Rise as Inflation Data Ease Fed-Hike Worry

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Kalshi: Hike 25bps — the Federal Reserve Hike rates by 25bps at their Dec 2026 meeting · 88% · 23:47 UTC

More: Reutersopen, CNBCopen, The Wall Street Journal, The Overshootopen, Bloomberg

ReutersNov 12 at 8:47 PM PSTEvent pageMarkets

Nvidia CEO Jensen Huang resigns in blow to AI boom he helped foster

PodcastChinaTalkNov 13 at 3:11 PM PST53 min

EMERGENCY POD: Jensen Out, MATCH Act In? With Dylan Patel

More: The New York Times, Fortune, Investing.com, Euronews, South China Morning Post, WIRED, The Wall Street Journal, Associated Press, The Business Times, CBS News, The Verge, Bloomberg, CNBC, CNN, CNBC TV18, Data Center Dynamics, MarketWatch, TechCrunch, Reuters

Social commentary: Justin WolfersBluesky, George PearkesBluesky

India: currency and inflation

Business StandardNov 13 at 4:34 AM PSTEvent pageMarkets

Rupee weakens to 94.25/$, 10-year bond yield rises as crude prices surge

Later report: Rupee falls 7 paise to close at 94.19 against US dollar Press Trust of India via ThePrint · Nov 13 at 7:16 AM PST

Separate development

ANI via The Hindu BusinessLineNov 12 at 8:11 PM PSTEvent pageInflation

October retail inflation surge may weigh on housing demand, raise rate hike concerns: Knight Frank, PHDCCI

More: investingLive, ANI via The Hindu BusinessLine, Reuters, ThePrint

Omkar GodboleCoinDeskNov 12 at 7:37 PM PSTEvent pageMarkets

Bitcoin dips below $70,000 as Dollar Index hits 19-month high

More: Bloomberg, CNBC TV18, Investing.com, The Block

Valor InternationalNov 13 at 5:06 AM PSTEvent pageInflation

Brazil inflation surprises on downside as food prices surge

More: Reutersopen, Brazilian Institute of Geography and Statisticsopen

The Business TimesNov 13 at 3:51 PM PSTEvent pageMarkets

Oil prices set for second straight weekly drop on signs of growing supply surplus

More: Axiosopen, Reuters via Investing.comopen, Business Standard, Bloombergopen

Social commentary: Rory JohnstonBluesky

Garrett Downs, Justin Papp, Karen James Sloan, Irit SkulnikCNBCNov 13 at 2:54 PM PSTEvent pageAI & Capex

Nvidia is done with Jensen Huang. The fallout in Washington is just beginning

More: The New York Times, Investing.com

Social commentary: Justin WolfersBluesky

Separate development

Reuters via Investing.comNov 13 at 11:06 AM PSTEvent pageAI & Capex

Nvidia’s Huang turns to Paul Weiss, law firm that inked deal with Trump

More: The New York Times

Matthew ChanceCNNNov 13 at 10:24 AM PSTEvent pageGeopolitics

Europe and Ukraine get a boost in peace talks, but Putin is playing for time

On the map → Ukraine · Black Sea

More: Reutersopen, The Washington Postopen, Associated Pressopen

Kitco NewsWireKitcoNov 12 at 2:16 PM PSTEvent pageMarkets

Gold, silver slide as Treasury yields surge, Fed hike concerns intensify

More: Investing.com, Mint, The Business Times, Anadolu Agency, Bloomberg

Markets

S&P 5007,562-0.4%

Brent95.84Unchanged

U.S. 10Y5.14%+0.7%

U.S. 30Y5.47%+0.7%

Bitcoin63,422-7.9%

What's Moving

Semiconductors10,146-3.4%The AI trade faces big tests next week, starting with Nvidia earnings and capped by Anthropic IPO

Silver48.65-2.8%Gold, silver slide as Treasury yields surge, Fed hike concerns intensify

Source: CNBC

Ahead

Mon, Nov 16 at 5:00 AM ESTGovernor Michael S. Barr: Artificial Intelligence and Financial Stability

Federal Reserve · At the 7th ACM International Conference on AI in Finance, Milan, Italy

Mon, Nov 16 at 12:00 PM ESTChairman Kevin Warsh: Opening Remarks

Federal Reserve · At the Federal Reserve’s Productivity and Jobs Task Force Conference, Federal Reserve Bank of San Francisco, San Francisco, Calif.

Tue, Nov 17 at 9:10 AM ESTGovernor Christopher J. Waller: Payments

Federal Reserve · At The Clearing House (TCH) Annual Conference, New York, N.Y.

Tue, Nov 17 at 4:15 PM ESTEarningsNVIDIA earnings and investor call

NVIDIA investor relations · Oct/2026 · After U.S. close

Wed, Nov 18 at 1:35 PM ESTGovernor Michael S. Barr: Community Development Investments

Federal Reserve · At Making Missing Markets: Catalyzing Capital and Igniting Innovation, Federal Reserve Bank of New York, New York, N.Y.

Thu, Nov 19 at 7:00 AM ESTEarningsWalmart earnings and investor call

Walmart investor relations · Oct/2026 · Before U.S. open

Fri, Nov 20 at 8:25 AM ESTGovernor Christopher J. Waller: Welcoming Remarks

Federal Reserve · At the College Fed Challenge Finals

Open full calendar

Weekend Reading

2026 Q3 US Business-to-Business Labor Market Update

Analysis / Opinion · ltheissen · Indeed Hiring Lab · Nov 12 at 2:30 PM PST

More News

Big Tech faces renewed scrutiny after Jensen Huang’s reported downfall, focusing attention

The Wall Street Journal · Nov 14 at 4:50 AM PST

South African rand steady as investors focus on next week's inflation data, rate decision

Reuters · Nov 13 at 1:50 AM PST

India's trade deficit at 12-month high as October imports hit record

Business Standard · Nov 13 at 2:02 AM PST

‘Colossal mistake’: Gov. Newsom tells Iranian filmmaker about Iran war

CNN · Nov 13 at 5:16 AM PST

Cerebras pops after beating on quarterly revenue and announcing Microsoft deal

CNBC · Nov 13 at 7:23 AM PST

Earlier

US starts 2027 fiscal year with record October budget deficit of $404 billion

Reuters · Nov 12 at 3:30 PM PST

Alphabet's debut Hong Kong, Singapore bond sales draw about $5 billion in early orders

Reuters · Nov 11 at 9:50 PM PST

Coming soon

MacroDigest for iPhone

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

Podcasts

The Business Times markets and economyNov 13 at 1:46 AM PST

AI stocks after Nvidia’s CEO exit: Where investors are looking next

Ones and ToozeNov 12 at 10:51 AM PST

Russia’s Cheapest Weapon in Its Hybrid War Is Fear

NewshourNov 11 at 7:12 AM PST47 min

General strike in Spain over cost of housing

Reuters first-party headlinesNov 8 at 9:00 AM PST

PODCAST: Israel government talks, Poland shooting and AI shopping

Forward GuidanceNov 6 at 5:00 AM PST48 min

Long Gold And Short Semis Into Year-End? | Weekly Roundup

Odd LotsNov 6 at 1:00 AM PST37 min

The Macro Implications of the Blue Tsunami

Listen Transcript

Macro HiveNov 6 at 12:00 AM PST53 min

Ep. 383: Jesper Koll on Japan's Capitalist Renaissance, Takaichinomics, and BOJ Rate Hikes

TechCrunch AINov 4 at 10:44 AM PST

Building on open source AI? Hugging Face’s policy chief on the costs, risks, and trade-offs

Euro MattersNov 2 at 8:21 AM PST21 min

Financing the AI boom – In Conversation with Imène Rahmouni-Rousseau

Hidden ForcesNov 2 at 12:00 AM PST52 min

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

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

What Anthropic’s IPO Filing Actually Says

Conferences

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