Cross-topic events · The wire
Events
One story, seen from several desks — clustered automatically from the daily digests.
606 EVENTS · NEWEST ACTIVITY FIRST
Oct 8, 20264 EVENTS
Waller says most Fed participants expect another hike, and the 10-year yield touched 5.36 percent (Central banks)General · Finance · 2 reportsTSMC September revenue is NT$511.86 billion, up 54.6% year on year, and the U.S. listing still falls 3% (earnings)Finance · Supply chain · 2 reportsA Tianjin all-organic membrane loads single-crystal COF to 75.5 percent by volumeScience · Energy/Climate · 2 reportsFloods halt more than 10 Thai parts plants; Toyota's October 12 restart is provisional (Supply chain / Thailand)Auto/Mobility · Supply chain · 2 reportsOct 7, 20262 EVENTS
Fed minutes: most officials saw another hike as likely appropriate by year-end, and October odds were 17.2% (Central bank)Finance · Crypto · 2 reportsGoogle Playground launches in the U.S. for prompt-built browser games (Product)AI/Tech · Gaming · 2 reportsOct 6, 20264 EVENTS
Google and Constellation sign an 890 MW nuclear uprate purchase (Nuclear)Finance · AI/Tech · Energy/Climate · 3 reportsAttacks rise in Hormuz while Gulf oil moves on bypasses and ship-to-ship transfers (Energy)General · Supply chain · 2 reportsHuawei and Qualcomm sign a multi-year cross-license covering 5G, compute, AI, and networking (Intellectual property)General · AI/Tech · 2 reports2-DAY STORY · SINCE Oct 5, 2026AMD's CEO says chip supply will rise substantially in 2027 (Chips)AI/Tech · Supply chain · 2 reportsOct 5, 20266 EVENTS
Schneider Electric agrees to buy PTC for $205 a share, about $22.6 billion of equity value (M&A)Finance · AI/Tech · 3 reportsThe September commodity price index is the highest since March 2022 (Economy)General · Supply chain · 2 reportsBrent settled at $100.32 as OPEC+ held November output and Saudi Arabia cut its Asia official price (Energy)Finance · Energy/Climate · 2 reportsThe 10-year Treasury yield closed at 5.312%, and October rate-hike odds fell to about one in five (Rates)Finance · Crypto · 2 reportsNutritionally matched ultraprocessed meals raised insulin and metabolic rate in the 32 adults who finished both metabolic tests (Nutrition)Science · Sports/Health · 2 reportsToyota halts three Thai plants through October 10 after flooding (Supply chain / Thailand)Auto/Mobility · Supply chain · 2 reportsOct 4, 20266 EVENTS
Two tankers struck over the weekend as Iran restates seven conditions for Hormuz (Shipping)General · Energy/Climate · Supply chain · 3 reportsNikkei: Toshiba plans to double AI data-center hard-drive capacity within fiscal 2027 (Infrastructure)Finance · AI/Tech · Supply chain · 3 reports2-DAY STORY · SINCE Oct 3, 2026Brazil votes in a first round with Lula and Flavio Bolsonaro nearly tied (Elections)General · Finance · 2 reportsFlooding in Catalonia kills two people and leaves one missing (Disaster)General · Energy/Climate · 2 reportsETF flows show a 963.559 billion yuan net outflow year to date, while semiconductor funds took money in (Flows)Finance · Crypto · 2 reportsAFP: U.S. auto tariffs are pulling vehicle investment home, while supplier capital spending has not recovered (Policy / United States)Auto/Mobility · Supply chain · 2 reportsOct 3, 20263 EVENTS
Crude settles at $102.25 Brent and $91.11 WTI after Europe agrees a diesel-reserve plan (Energy)Finance · Energy/Climate · 2 reportsNEJM publishes Phase 3 retatrutide obesity results, with 25% weight loss at the top dose over 80 weeks (Metabolism)Science · Sports/Health · 2 reportsToyota will halt three Thai plants from October 5 to 10, with the window subject to parts supply (Supply chain / Southeast Asia)Auto/Mobility · Supply chain · 2 reportsOct 2, 20268 EVENTS
US payrolls rise by only 29,000 as October rate-hike odds slip and oil falls (Markets)General · Finance · Crypto · 6 reportsTesla delivers 486,532 vehicles in the third quarter, about 2% below last year but above consensus (Sales / United States)Finance · AI/Tech · Auto/Mobility · 4 reportsReuters: Washington slows export licenses for aircraft parts bound for China (Aviation leverage)General · Finance · Supply chain · 4 reports2-DAY STORY · SINCE Oct 1, 2026The G7 agrees to release 100 million barrels over four months and not to restrict energy exports (Energy)General · Energy/Climate · 2 reportsUS prosecutors arrest a California company owner over more than $300 million in export-controlled servers (Enforcement)AI/Tech · Supply chain · 2 reportsGermany's network regulator approves storage and bidirectional-charging rules that allow mixed renewable and grid power (Storage)Energy/Climate · Auto/Mobility · 2 reportsBMW starts series production at its Bavarian Gen6 battery plant (batteries)Auto/Mobility · Supply chain · 2 reports2-DAY STORY · SINCE Oct 1, 2026Floods halt Toyota and Honda assembly in Thailand, with preliminary auto-supply losses of at least 1.018 billion baht (Supply chain / Southeast Asia)Auto/Mobility · Supply chain · 2 reportsOct 1, 20265 EVENTS
Another global bond sell-off pushes the US 10-year yield to its highest intraday level since 2002 (Markets)General · Finance · 2 reportsConstellation and Amazon sign a 20-year contract covering 690 megawatts at Calvert Cliffs (Sector)Finance · Energy/Climate · 2 reportsThe September ISM manufacturing PMI prints 54.5 and input prices jump, feeding the yield spike (Macro)Finance · Supply chain · 2 reportsSwiss glaciers lost another 5.5% of their volume in the 2026 hydrological year (Cryosphere)Science · Energy/Climate · 2 reportsAn El Niño Kelvin wave may reach the Bay Area by mid-October, on seas already about 6 inches high (Ocean)Science · Energy/Climate · 2 reportsSep 30, 20263 EVENTS
August core PCE rises 3.0% year over year, October hike odds fall to about 39%, and the 10-year yield still rises to 5.272% (Macro)General · Finance · Crypto · 5 reportsChina's manufacturing PMI returns to 50.1 in September (manufacturing)General · Finance · Supply chain · 3 reportsOpenAI seeks at least $30 billion in bridge funding at about a $1.4 trillion valuation (Funding)AI/Tech · Supply chain · 2 reportsSep 28, 20267 EVENTS
Mediators keep working on a US-Iran deal after Trump's public rejection, with no formal US no (Hormuz)General · Finance · 2 reportsCategory 3 Hurricane Polo nears Baja California, with landfall expected the same day (Disaster)General · Energy/Climate · 2 reportsChina and the US publish roughly $30 billion tariff lists each; Beijing says more than 90 percent would lose the extra duties (Trade)General · Supply chain · 2 reportsSingapore's VSMC fab opens: a $7.8 billion plant aiming for 44,000 wafers a month by 2029 (Infrastructure)AI/Tech · Supply chain · 2 reportsSpaceX's Starship reaches Earth orbit for the first time, then returns after about three hours (Space)AI/Tech · Science · 2 reportsU.S. final fuel-economy rule: about 34.9 mpg fleetwide in 2031, below the Biden path of 50.4 (Policy)Energy/Climate · Auto/Mobility · 2 reportsOutlook decodes the 15th Five-Year climate plan: covered-sector carbon intensity down about 3% by 2030 (Carbon Markets)Energy/Climate · Auto/Mobility · 2 reportsSep 27, 20263 EVENTS
Reuters exclusive: Ford Dearborn F-150 production down nearly a week on supply issue (auto)Auto/Mobility · Supply chain · 3 reports2-DAY STORY · SINCE Sep 25, 2026Russia hits Kyivstar headquarters and data centers as civilians die in Sumy and Kharkiv (Ukraine)General · AI/Tech · 2 reportsTrump rejected Iran’s seven-day Hormuz plan on Saturday; Brent still settled at $104.32 (Energy)Finance · Auto/Mobility · 2 reportsSep 26, 20265 EVENTS
Akamai–Anthropic $11.6B seven-year cloud deal keeps AI infrastructure orders in focus (Tech)Finance · AI/Tech · 3 reports2-DAY STORY · SINCE Sep 25, 2026Michigan sentiment final at 48.1; year-ahead inflation expectations jump to 4.6% (Macro)General · Finance · 2 reports2-DAY STORY · SINCE Sep 25, 2026Beijing and Washington publish an eight-point consensus: $30 billion reciprocal tariff cuts, AI dialogue and military crisis talks (Summit aftermath)General · Supply chain · 2 reportsOil’s weekly pullback fails to ease bond markets as G7 yields rise in tandem (Markets)General · Finance · 2 reportsGM completes closed-loop battery recycling pilot with 100% recycled Ni/Co/Mn cathode material (Batteries / Supply chain)Auto/Mobility · Supply chain · 2 reportsSep 25, 20263 EVENTS
Oil eases but bond yields and Fed hike pricing stay elevated near 5.2% on the 10-year (Markets / Central Banks)General · Finance · 2 reportsMicrosoft overhauls Copilot with Autopilot and Code; shares jump about 4% and lead the S&P (Tech)Finance · AI/Tech · 2 reportsACEA-commissioned study: European battery capacity may miss IAA localisation needs (Policy / EU supply chain)Auto/Mobility · Supply chain · 2 reports