Wednesday, October 28, 2026

Wednesday Evening Links

[CNBC] Nasdaq-100 futures dip as Alphabet shares sell off after earnings report: Live updates

[CNBC] Alphabet sinks 10% as it holds 2026 capex unchanged, expects significant increase in 2027

[CNBC] CoreWeave and other neocloud stocks drop after Microsoft capex comes in below expectations

[AP] Federal Reserve keeps rates unchanged despite elevated inflation

[Axios] Fed leaves rates steady as governor Lisa Cook dissents

[Yahoo/Reuters] Fed's Warsh announces changes in how future FOMC meetings will go

[Yahoo/Reuters] Fed's policy committee to weigh balance sheet issues early next year, Warsh says

[CNBC] Bond investor Jeff Gundlach on Fed’s rate pause: ‘What are you waiting for?’

[Axios] Iran pressed to make nuke concessions as massive post-midterms strikes loom

[Yahoo/Bloomberg] Bessent Plays Down Concerns Over AI Financing, Fed Rate Policy

[Reuters] CNN, MS NOW, Politico expand lawsuit over White House access limits

[Bloomberg] Global Bond Sales Shatter Record, Fueled by AI Borrowing Binge

[Bloomberg] Trump Shelters Flavio Bolsonaro, Risking Tensions With Brazil

[Bloomberg] Bank of Canada Chief Warns US Deficits Are Unsustainable and Costly

[Bloomberg] Japan Credit Risk Jumps Most Since 2022, Pressuring Bond Market

[Bloomberg] The Web of Investigations Flávio Bolsonaro Is Facing in Brazil

[NYT] Fed Will Hold Fewer Rate-Setting Meetings Starting Next Year

[NYT] Flávio Bolsonaro Flees to Miami, Declaring Himself Brazil’s Legitimate Leader

[FT] Microsoft blames data centre delays for lower capital expenditure

[FT] Federal Reserve holds fire on interest rates despite intensifying inflation