investingLive Americas FX news wrap 22 Oct: Nasdaq sinks as AI worries bite; Treasury yields tumble
Nasdaq sinks as chip stocks tumble. Mag 7 under pressure: Apple bucks the selling. Bitcoin follows the flows and today that flow is "risk-off" and selling. The evidence mounts that the US dollar is leveraged to the AI…
02Neutral
CoreWeave’s market confidence erodes as bond yields spike and stock sinks
CoreWeave shares are down 36% in October, and the spreads in its credit default swaps are widening.
03Neutral
Meta stock sinks nearly 7% as AI spend pushes free cash flow negative
Prices for the social media giant's five-year credit default swaps are reaching all-time highs as investors signal growing credit concerns.
04Neutral
Brent crude tops $113, highest level since May, after Trump hints at action on Iran
The Middle East conflict could flare up again as the U.S. reportedly plans to resume strikes against Iran.
Gold slides as safe-haven demand shifts to US Treasuries despite lower yields
Gold (XAU/USD) collapses over 2% on Thursday as investors flee to the safety of US Treasuries amid falling yields and US equities. Concerns over technology companies' credit risks are mounting as investors seek evidence…
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How many stories mention each market, and how many read bullish or bearish.
CoreWeave’s market confidence erodes as bond yields spike and stock sinks
CoreWeave shares are down 36% in October, and the spreads in its credit default swaps are widening.
NeutralCNBC
Meta stock sinks nearly 7% as AI spend pushes free cash flow negative
Prices for the social media giant's five-year credit default swaps are reaching all-time highs as investors signal growing credit concerns.
NeutralCNBC
Brent crude tops $113, highest level since May, after Trump hints at action on Iran
The Middle East conflict could flare up again as the U.S. reportedly plans to resume strikes against Iran.
NeutralFXStreet
Gold slides as safe-haven demand shifts to US Treasuries despite lower yields
Gold (XAU/USD) collapses over 2% on Thursday as investors flee to the safety of US Treasuries amid falling yields and US equities. Concerns over technology companies' credit risks are mounting as investors seek evidence…
Bitcoin Slides Towards $81,000 as Oil Above $110 Revives Rate-Hike Bets
Bitcoin is currently in so-called Uptober, a month when the asset is supposed to rally. But it’s being held back — at least for now. This post Bitcoin Slides Towards $81,000 as Oil Above $110 Revives Rate-Hike Bets…
Oil prices jump to five-month high as attacks threaten global supply
Iran’s IRGC says it hit four vessels in the northern Gulf and three more struck mines near the strait of Hormuz. Shipping workers: how is the Middle East conflict affecting you? Oil prices jumped to a five-month high on…
Macro & Markets: 10 selected of 31
NeutralOilPrice.com
Rising Crude Oil Imports Reduce China’s Need to Draw from Stocks
Rising Crude Oil Imports Reduce China’s Need to Draw from Stocks. China has relied on its huge crude oil inventories since the Iran war hiked oil prices to above $100 per barrel.
NeutralCrypto Briefing
Bitcoin ETFs log $525M inflow as Ethereum ETFs attract $14M
The contrasting inflows highlight investor confidence in Bitcoin over Ethereum, potentially influencing future market dynamics and investment strategies.
The European Union will shun crude oil and natural gas produced from fields in the Arctic, recommending that these “stay in the ground” under its new Arctic strategy released this week. The reiteration of the EU’s…
NeutralinvestingLive (ForexLive)
Japan CPI preview: core seen at 2.1%, topping BoJ target for first time since December
USD/JPY has held a tight range this month between just under 157 and just under 159, with the 200-day EMA just above 157.50. A firm print would test the lower end of that range, while a soft one would push the pair back…
NeutralinvestingLive (ForexLive)
Economic and event calendar in Asia Friday, October 23, 2026 - Japan inflation data
If you lot are finished trashing the hapless Nasdaq I can give you a heads up on what's ahead in Asia. Main focus is on the data from Japan. I'll post a preview of the September CPI separately. The Tokyo area data for…
NeutralFXStreet
USD/CHF Price Forecast: Bulls defend 50-day SMA near 0.8200
The USD/CHF pair edges lower on Thursday, losing 0.46% and dropping towards 0.8200 as safe-haven currencies like the Swiss Franc (CHF) and the Japanese Yen (JPY) are the only currencies appreciating against the…
Strathcona Pitches 250,000-Bpd Oil Export Route to Asia
Canadian oil producer Strathcona Resources wants to export up to 250,000 barrels per day of crude from British Columbia’s northern coast using rail shipments and a new marine terminal to reach Asian markets. But first…
Silver Price Forecast: XAG/USD breaks $55 as bears target $50
Silver (XAG/USD) price sinks over 5% on Thursday as yield-seeking investors buy US Treasuries. Although this tumbled US Treasury yields, the white metal failed to gain traction due to rising energy prices and a strong…
NeutralOilPrice.com
EU’s Proposed Shipping Subsidies Could Make BioLNG Cheaper Than Fuel Oil
Europe’s carbon market could soon start paying shipowners to switch fuels, but the support on offer is far from equal. In July, the European Commission proposed a revision of the European Union’s Emissions Trading…
NeutralFXStreet
New Zealand Dollar loses ground as inflation eases in third quarter
NZD/USD pauses a five-day winning streak on Thursday following softer-than-expected domestic inflation data. However, the pair lacks follow-through selling as the US Dollar (USD) remains on the back foot amid declining…
Stocks & Earnings: 10 selected of 22
NeutralCNBC
Meta’s deal to keep Zuckerberg in California adds fuel to wealth tax debate ahead of election
Meta’s deal to keep Zuckerberg in California adds fuel to wealth tax debate ahead of election. With less than two weeks before the midterm elections, Meta made clear that Mark Zuckerberg is staying in California if the wealth tax passes.
NeutralCrypto Briefing
OpenAI seeks $30B funding round at $1.25T valuation ahead of potential IPO
OpenAI is reportedly raising up to $30 billion at a $1.25 trillion valuation, led by UAE investors and Coatue, ahead of a potential 2027 IPO.
NeutralCNBC
OpenAI nears up to $30 billion funding round at $1.25 trillion valuation led by UAE investors
OpenAI is close to finalizing a new funding round that is meant to be a bridge to its 2027 IPO, sources familiar with the matter tell CNBC.
NeutralCointelegraph
Dune launches real-time data feeds covering 200 onchain trading venues
The new service aims to bring onchain trading data into institutional financial systems as tokenized stock markets expand and face growing scrutiny.
NeutralCNBC
A lesson from poker tells us not to fold on Meta after its earnings sell-off. Here’s why
Meta's in-house AI lab is not getting enough credit on Wall Street.
NeutralCNBC
Comcast beats earnings expectations as media revenue offsets weakness in connectivity
Comcast is in the process of spinning off its media business into a separate publicly traded company.
NeutralBBC News
Zuckerberg wins Meta deal to help him foot bill for possible California billionaire tax
The Meta boss had said he would exit the state over a wealth tax that has not yet come into force.
NeutralThe Guardian
US judge orders Trump to sit for deposition in $10bn lawsuit against BBC
Judge threatens to dismiss Trump’s BBC lawsuit unless he cooperates with discovery process and sits for deposition. Donald Trump has been ordered by a US judge to cooperate with the discovery process mandated for his…
NeutralCointelegraph
Irish cenbank fines Coinbase arm $3.6M for oversight, safeguard failures
According to the Central Bank of Ireland, Coinbase Ireland had agreed with the facts around the enforcement action and will be subject to fines and sanctions upon approval by a high court.
NeutralCrypto Briefing
Tesla forms special committee to explore merger with SpaceX
A potential Tesla-SpaceX merger could reshape industries, influencing market dynamics and innovation trajectories across sectors.
NeutralOilPrice.com
Electric Giants Say They Already Have the Tools to Fix the AI Power Crunch
Electric Giants Say They Already Have the Tools to Fix the AI Power Crunch. The energy demand boom being driven by the artificial intelligence era is placing unprecedented strain on global energy infrastructure.
NeutralThe Guardian
The Guardian view on AI safety: the push for global regulation must advance | Editorial
The current US administration is an obstacle, but public demand for protection will ultimately prevail. Organisations around the world scrambled on Thursday to fix critical flaws in PHP, the software that powers much of…
NeutralCointelegraph
Bitcoin hashrate hits seven-month high as AI shift fails to ease mining competition
According to BlocksBridge, Bitcoin’s mining difficulty is rising despite the industry’s AI transition, with smaller operators potentially absorbing equipment abandoned by larger competitors.
Barclays cutting 5,000 jobs as it increases reliance on AI
The bank says it is using more AI leading to a 5% reduction in its workforce.
NeutralCointelegraph
SoFi unveils bank-issued tokenized deposit for yield-bearing crypto funds
SoFi Bank launched SoFi Earn, a tokenized deposit paying 4.40% APY with FDIC coverage, allowing users to convert funds to stablecoins 24/7.
NeutralThe Block
Dune launches onchain trading data feeds as tokenized markets expand
The new real-time market feeds will cover trade data from over 200 onchain venues across 12 blockchain networks.
NeutralBBC News
Is an 'AI war' complicating your job search?
How fair are AI recruitment tools that help decide our future, and what happens when we click "apply"?
NeutralEuropean Central Bank
Piero Cipollone: Pontes and Appia: unlocking opportunities for banks
Piero Cipollone: Pontes and Appia: unlocking opportunities for banks
NeutralU.S. SEC
SEC, FSA Hold Autumn Financial Regulatory Dialogue
The U.S. Securities and Exchange Commission (SEC) and the Financial Services Agency of Japan (FSA) convened the Autumn SEC-FSA Financial Regulatory Dialogue in Tokyo on Oct. 19, 2026.The SEC–FSA Dialogue builds upon…
WTI Price Forecast: Buyers Target Breakout Above $103.42. WTI crude oil consolidates near recent highs as a shallow pullback preserves bullish momentum, with a breakout above $103.42 potentially extending the advance.
NeutralFXEmpire
Eli Lilly (LLY) Price Forecast: Breakout Strengthens Ahead of Earnings
Eli Lilly reaches a record high ahead of earnings, strengthening its bullish trend as technical signals point toward potential upside targets between $1,384 and $1,406.
NeutralFXEmpire
Agentic AI Stocks to Own This Year and Beyond
The market has been hit with institutional selling, leading to oversold territory. It may not feel like it, but these are great buying opportunities.
JPMorgan said actions by U.S. regulators partly offset the Clarity Act setback, but longer-lasting rules are still needed.
NeutralFXEmpire
Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Rallies As U.S. Evacuates Diplomats From Saudi Arabia
Oil markets rally as traders worry that U.S. will restart the military operation against Iran.
NeutralFXEmpire
Natural Gas Price Forecast: Buyers Defend Support as Bearish Risks Persist
Natural gas rebounds from $2.73 as buyers defend support near $2.75, but overhead resistance and a bearish chart structure continue to threaten recovery prospects.
NeutralFXStreet
Indonesian Rupiah: Finding footing despite MSCI risks - DBS
DBS Group Research’s Philip Wee notes that USD/IDR has been relatively stable after Bank Indonesia kept its benchmark rate at 5.75% while deploying targeted tools to support the Indonesian Rupiah.
NeutralFXEmpire
NASDAQ Index, SP500, Dow Jones Forecasts – NASDAQ Dives As Meta Drops 8%
NASDAQ suffered a strong sell-off as Meta raised its spending plan for 2026.
NeutralFXStreet
Chinese Yuan: Gradual gains toward 6.6640 against US Dollar – UOB
United Overseas Bank (UOB) strategists Quek Ser Leang and Lee Sue Ann note USD/CNH is drifting lower, with intraday risks skewed toward a brief dip below 6.6700, though they do not expect a sustained break.
NeutralFXStreet
South Korean Won: Hawkish BoK hold supports gains against US Dollar – Societe Generale
Societe Generale notes that the Korean Won (KRW) has risen to a fresh two-year high near 1323/USD after the Bank of Korea (BoK) unanimously kept its policy rate at 3.0% with a hawkish tone. The bank plans to maintain a…
Compiled by the Borearis Research Team from public news and market quotes, with AI-assisted summaries. For information only, not investment advice. Trading involves risk.
