https://infornkn.com/ Independent coverage of US and European markets, rates, commodities, digital assets and central-bank policy. Named bylines, primary sources, daily. en-us CapitalWire 2026 Fri, 30 Oct 2026 13:00:00 GMT CapitalWire build https://infornkn.com/logo.pnghttps://infornkn.com/ https://infornkn.com/news/eurozone-inflation-october-flash/ https://infornkn.com/news/eurozone-inflation-october-flash/ Fri, 30 Oct 2026 13:00:00 GMT Tomas Herrera Economy ECB Inflation Eurozone Eurostat's flash estimate puts October headline HICP at 2.1% from 2.3%, the lowest since 2021, while services inflation eased only to 3.2%. That split is why the ECB is expected to hold in December rather than declare the job done. https://infornkn.com/news/opec-plus-december-preview/ https://infornkn.com/news/opec-plus-december-preview/ Fri, 30 Oct 2026 13:00:00 GMT Priya Raghavan Markets Oil OPEC Commodities Brent closed the week at $113.40 with WTI near $100.50, and the group meets on December 1 with roughly 2.1 million barrels a day of effective spare capacity — most of it in two countries. The decision is no longer about demand. https://infornkn.com/news/big-tech-capex-earnings-week/ https://infornkn.com/news/big-tech-capex-earnings-week/ Fri, 30 Oct 2026 13:00:00 GMT Nathan Brooks Business AI Big Tech Earnings Combined hyperscaler capital spending is running above $400 billion annualised, and this week's results will be read for one line only: whether the 2027 number goes up. The constraint has shifted from chips to power. https://infornkn.com/news/gilts-hawkish-hold-fiscal-squeeze/ https://infornkn.com/news/gilts-hawkish-hold-fiscal-squeeze/ Fri, 30 Oct 2026 13:00:00 GMT Sofia Lindqvist Economy UK Gilts Fiscal Policy The Bank of England is expected to hold Bank Rate next week while the 10-year gilt sits near 4.58% and the 30-year near 5.31%. With an energy shock lifting the spending bill and a fiscal event due this month, duration is the trade that carries the risk. https://infornkn.com/news/fed-december-preview/ https://infornkn.com/news/fed-december-preview/ Fri, 30 Oct 2026 13:00:00 GMT Helena Marsh Economy Fed Monetary Policy Rates Fed funds futures assign about a 68% probability to a quarter-point hike on December 9-10, down from roughly 78% before payrolls — and three prints before the meeting, starting with ISM services on November 4, will decide whether the Committee tightens into an oil-driven inflation pulse. https://infornkn.com/news/dollar-post-jobs-week/ https://infornkn.com/news/dollar-post-jobs-week/ Fri, 30 Oct 2026 13:00:00 GMT Daniel Osei Markets FX Dollar Rates The dollar index slipped about 0.4% Friday to end near 101.3, down roughly 0.8% on the week, as cooler October hiring cut implied December Fed hike odds from 78% to about 68% and front-end Treasury yields led the move lower. https://infornkn.com/news/silver-rally-35/ https://infornkn.com/news/silver-rally-35/ Fri, 30 Oct 2026 13:00:00 GMT Sofia Lindqvist Markets Silver Commodities Precious Metals Silver changed hands near $35.10 on Friday, holding a fourth consecutive weekly gain alongside gold's record $2,852 session, as falling real yields, a softer dollar and a widening physical deficit pulled the precious-metal complex higher. https://infornkn.com/news/treasury-curve-jobs-steepening/ https://infornkn.com/news/treasury-curve-jobs-steepening/ Fri, 30 Oct 2026 13:00:00 GMT Daniel Okafor Markets Treasuries Rates Fed Two-year Treasury yields fell seven basis points to 3.64% and ten-year yields slipped three to about 3.54% after October payrolls undershot, steepening 2s10s modestly off its most inverted level of the month as December Fed hike odds eased from 78% to roughly 68%. https://infornkn.com/news/stablecoin-market-structure/ https://infornkn.com/news/stablecoin-market-structure/ Fri, 30 Oct 2026 13:00:00 GMT Kenji Watanabe Markets Crypto Stablecoins Regulation The aggregate stablecoin supply crossed $310 billion this week for the first time since the 2022 contraction, as MiCA-compliant issuers captured share in Europe and U.S. lawmakers edged closer to a payment-stablecoin framework — reshaping who collects the yield on a 3.75%-4.00% policy rate. https://infornkn.com/news/airlines-fuel-costs-winter/ https://infornkn.com/news/airlines-fuel-costs-winter/ Fri, 30 Oct 2026 13:00:00 GMT Nathan Brooks Business Airlines Energy Business With Brent settling near $113.40 and jet-fuel cracks holding wide into the winter heating cycle, carriers are guiding to fuel bills roughly 18% above last year's fourth quarter — the clearest channel yet through which the oil shock is reaching corporate margins. https://infornkn.com/news/copper-grid-demand/ https://infornkn.com/news/copper-grid-demand/ Fri, 30 Oct 2026 13:00:00 GMT Priya Raghavan Markets Copper Commodities Energy Transition LME three-month copper ended the week near $10,720 a tonne, up about 0.6%, as grid capex and data-center power buildout met a concentrated mine-supply squeeze — with the softer dollar index near 101 adding a tailwind after Friday's jobs data. https://infornkn.com/news/credit-spreads-energy-shock/ https://infornkn.com/news/credit-spreads-energy-shock/ Fri, 30 Oct 2026 13:00:00 GMT Rachel Okonkwo Analysis & Opinion Credit Analysis Inflation Investment-grade spreads held near 88 basis points and high yield near 290 this week even as S&P 500 guidance turned cautious on energy costs — a gap that prices a soft landing the oil market is not yet granting. https://infornkn.com/news/european-banks-french-fiscal/ https://infornkn.com/news/european-banks-french-fiscal/ Fri, 30 Oct 2026 13:00:00 GMT Tomas Herrera Business Banks Europe France European bank shares held up this week as the 10-year OAT touched 4.89% and French spreads tightened three basis points Friday, with lenders reporting resilient net interest income into a December ECB meeting that markets now price as a genuine two-sided decision. https://infornkn.com/news/small-caps-jobs-rebound/ https://infornkn.com/news/small-caps-jobs-rebound/ Fri, 30 Oct 2026 13:00:00 GMT Amelia Chen Markets Equities Small Caps United States The Russell 2000 rose 1.1% Friday against the S&P 500's 0.7% gain as October payrolls cooled December Fed hike odds to about 68%, reviving the rate-sensitive trade that has favoured smaller companies since two-year yields peaked above 3.80% in September. https://infornkn.com/news/stock-market-today-october-30/ https://infornkn.com/news/stock-market-today-october-30/ Fri, 30 Oct 2026 13:00:00 GMT Helena Marsh Markets Daily Brief Equities United States The S&P 500 rose 0.7% Friday to close the week roughly flat and within 2% of its early-October record, after October hiring slowed to 125,000 — below the 140,000 consensus — and wage growth cooled to 3.5%, pulling implied December Fed hike odds from 78% to about 68%. https://infornkn.com/news/gold-prices-today-october-30/ https://infornkn.com/news/gold-prices-today-october-30/ Fri, 30 Oct 2026 13:00:00 GMT Sofia Lindqvist Markets Daily Brief Gold Commodities Spot gold set a record $2,852 on Friday before settling near $2,847, as the October jobs report pulled real yields lower, extended a fourth straight weekly gain and left bullion up more than 30% year to date. https://infornkn.com/news/oil-prices-today-october-30/ https://infornkn.com/news/oil-prices-today-october-30/ Fri, 30 Oct 2026 13:00:00 GMT Daniel Osei Markets Daily Brief Oil Commodities Brent settled near $113.40, down about 0.8% on the day but up roughly 1.1% on the week — a second straight weekly close above $113 — with WTI near $100.50, as disruption risk and disciplined OPEC+ supply offset softer U.S. demand signals. https://infornkn.com/news/bitcoin-today-october-30/ https://infornkn.com/news/bitcoin-today-october-30/ Fri, 30 Oct 2026 13:00:00 GMT Kenji Watanabe Markets Daily Brief Crypto Bitcoin Bitcoin rose back through $82,000 on Friday, reclaiming its 50-day moving average near $81,800 after roughly $11 billion of options expired, while daily spot-ETF outflows slowed to $41 million and cooler jobs data eased December Fed hike odds to about 68%. https://infornkn.com/news/week-ahead-november-3/ https://infornkn.com/news/week-ahead-november-3/ Fri, 30 Oct 2026 13:00:00 GMT Tomas Herrera Economy Week Ahead Fed Economy The November 2-6 week is light on top-tier data but heavy on signal: ISM services on Wednesday, November 4 is the marquee print, five FOMC speakers will test the ~68% December hike odds, Treasury refunding lands Wednesday and the Bank of England decides Thursday. https://infornkn.com/news/sp500-q3-earnings-wrap/ https://infornkn.com/news/sp500-q3-earnings-wrap/ Fri, 30 Oct 2026 13:00:00 GMT Helena Marsh Markets Equities Earnings United States Roughly four-fifths of S&P 500 constituents have reported third-quarter results, with blended earnings growth near 7% — but management commentary on 2027 energy and input costs has grown markedly more cautious. https://infornkn.com/news/ecb-december-preview/ https://infornkn.com/news/ecb-december-preview/ Fri, 30 Oct 2026 13:00:00 GMT Tomas Herrera Economy ECB Europe Central Banks The ECB left its deposit rate at 2.50% in October and signalled patience, but with euro-area inflation still above target and French fiscal stress unresolved, the December meeting is shaping up as a live decision rather than a formality. https://infornkn.com/news/european-equities-jobs-reaction/ https://infornkn.com/news/european-equities-jobs-reaction/ Fri, 30 Oct 2026 13:00:00 GMT Sofia Lindqvist Markets Europe Equities Rates The Stoxx 600 added 0.3% and French sovereign spreads tightened three basis points after the October U.S. jobs report trimmed December Fed hike odds, easing a week of global rate stress. https://infornkn.com/news/bank-of-england-hold-november/ https://infornkn.com/news/bank-of-england-hold-november/ Fri, 30 Oct 2026 13:00:00 GMT Tomas Herrera Economy Central Banks Europe Inflation The Bank of England is widely expected to keep Bank Rate at 4.00% in November, as sticky services inflation offsets a cooling labour market — leaving sterling and gilts trading a two-sided policy risk. https://infornkn.com/news/boj-yen-december-hike-odds/ https://infornkn.com/news/boj-yen-december-hike-odds/ Fri, 30 Oct 2026 13:00:00 GMT Sofia Lindqvist Economy BoJ FX Central Banks USD/JPY slipped toward 154 as markets lifted the probability of a December Bank of Japan hike above 55%, with Tokyo CPI holding firm and the yen still historically weak despite the autumn's global rate swings. https://infornkn.com/news/october-jobs-report/ https://infornkn.com/news/october-jobs-report/ Fri, 30 Oct 2026 13:00:00 GMT Marcus Feld Economy Labor Fed Rates Nonfarm payrolls rose by 125,000 in October, below consensus, and average hourly earnings slowed to 0.2% on the month — a report that cools December hike pricing without breaking the Fed's inflation narrative. https://infornkn.com/news/gold-oil-jobs-reaction/ https://infornkn.com/news/gold-oil-jobs-reaction/ Fri, 30 Oct 2026 13:00:00 GMT Amelia Chen Markets Commodities Gold Oil Bullion notched another all-time high above $2,840 an ounce after the October jobs report softened December hike odds, while Brent steadied near $113 as supply risks offset softer demand signals. https://infornkn.com/news/bitcoin-oct30-expiry/ https://infornkn.com/news/bitcoin-oct30-expiry/ Fri, 30 Oct 2026 13:00:00 GMT Kenji Watanabe Markets Crypto Bitcoin Options The largest cryptocurrency climbed back through its 50-day moving average near $81,800 after roughly $11 billion of options expired and the October jobs report trimmed December Fed hike odds. https://infornkn.com/news/ethereum-mica-flows/ https://infornkn.com/news/ethereum-mica-flows/ Fri, 30 Oct 2026 13:00:00 GMT Kenji Watanabe Markets Crypto Ethereum Europe Ether rose above $4,400, outperforming bitcoin for a third straight session, as full MiCA application in Europe and steady ETF creations drew capital back to regulated digital-asset venues. https://infornkn.com/news/natural-gas-winter-premium/ https://infornkn.com/news/natural-gas-winter-premium/ Fri, 30 Oct 2026 13:00:00 GMT Priya Raghavan Markets Energy Commodities Europe European benchmark gas futures rose 4% as storage slipped below 85% and Asian LNG demand pulled cargoes away from the Atlantic basin, rebuilding a winter risk premium that had collapsed in September. https://infornkn.com/news/us-housing-affordability/ https://infornkn.com/news/us-housing-affordability/ Fri, 30 Oct 2026 13:00:00 GMT Marcus Feld Economy Housing United States Rates The NAR affordability index sat near its lowest level since the mid-1980s in September, as 30-year mortgage rates held above 6.5% and national home prices continued to grind higher — locking would-be buyers out of the market. https://infornkn.com/news/semiconductor-ai-supply/ https://infornkn.com/news/semiconductor-ai-supply/ Fri, 30 Oct 2026 13:00:00 GMT Nathan Brooks Business AI Tech Capex Leading foundries and advanced-packaging suppliers say AI accelerator demand still outruns supply into 2027, but grid connection delays and electricity prices — not wafer starts — are increasingly the bottleneck on delivery timelines. https://infornkn.com/news/column-stagflation-or-soft-landing/ https://infornkn.com/news/column-stagflation-or-soft-landing/ Fri, 30 Oct 2026 13:00:00 GMT Rachel Okonkwo Analysis & Opinion Opinion Inflation Growth Markets are treating the post-jobs relief rally as a clean soft-landing signal, but the data increasingly describe an economy where growth is fine, inflation is sticky, and the policy rate stays higher for longer than either bulls or bears currently assume. https://infornkn.com/news/pce-inflation-september/ https://infornkn.com/news/pce-inflation-september/ Thu, 29 Oct 2026 13:00:00 GMT Marcus Feld Economy Fed Inflation Rates The Federal Reserve's preferred inflation gauge held above target for a third straight month, underscoring the energy-driven price pressure that has kept a December rate hike on the table. https://infornkn.com/news/markets-pce-reaction/ https://infornkn.com/news/markets-pce-reaction/ Thu, 29 Oct 2026 13:00:00 GMT Helena Marsh Markets Equities Rates Fed Global equities pulled back from a five-day rally and Treasury yields rose after September PCE inflation came in hotter than expected, lifting the odds of a December Fed hike. https://infornkn.com/news/hyperscaler-power-costs/ https://infornkn.com/news/hyperscaler-power-costs/ Thu, 29 Oct 2026 13:00:00 GMT Nathan Brooks Business AI Capex Tech The biggest cloud providers are slowing or re-sequencing data-center build-outs as electricity prices and grid connection queues reshape the economics of the AI infrastructure boom. https://infornkn.com/news/column-spare-capacity-oil/ https://infornkn.com/news/column-spare-capacity-oil/ Thu, 29 Oct 2026 13:00:00 GMT Rachel Okonkwo Analysis & Opinion Oil Energy Opinion With Brent above $114 the debate has fixated on geopolitics. The structural story is quieter and more durable: the world's buffer of swing supply has thinned to its lowest level in decades — and it is not coming back quickly. https://infornkn.com/news/fomc-decision-market-reaction/ https://infornkn.com/news/fomc-decision-market-reaction/ Wed, 28 Oct 2026 13:00:00 GMT Helena Marsh Markets Fed Equities Rates U.S. equities closed higher after the Federal Reserve held rates at 3.75%-4.00%, but implied odds of a December hike near 78% kept the advance contained and flattened the yield curve. https://infornkn.com/news/global-pmi-october-flash/ https://infornkn.com/news/global-pmi-october-flash/ Wed, 28 Oct 2026 13:00:00 GMT Tomas Herrera Economy PMI Growth Inflation Flash purchasing managers' surveys for October showed an expansion losing momentum across the U.S., euro area and Japan, with input-cost gauges climbing as the oil shock feeds into producer prices. https://infornkn.com/news/energy-majors-capex-114-oil/ https://infornkn.com/news/energy-majors-capex-114-oil/ Wed, 28 Oct 2026 13:00:00 GMT Priya Raghavan Business Oil Capex Energy The world's largest energy producers are lifting 2027 capital budgets for the first time in three years, prioritising upstream oil and gas over buybacks as $114 crude changes the supply calculus. https://infornkn.com/news/column-warsh-reaction-function/ https://infornkn.com/news/column-warsh-reaction-function/ Wed, 28 Oct 2026 13:00:00 GMT Rachel Okonkwo Analysis & Opinion Fed Inflation Opinion The death of the easing narrative this fall is rooted in an energy-driven supply shock, which means the Fed is tightening into an inflation it cannot directly control — a position that carries real risk for the real economy.