Around X:
- @Business
- President Luiz Inácio Lula da Silva came from behind to "win" Brazil’s runoff election, halting a right-wing wave sweeping Latin America and defying predictions that the 80-year-old political veteran had finally reached the end of his extraordinary career.
- There are “two very different sets of intelligence reports” on Iran, President Donald Trump says in remarks to reporters before boarding Air Force One.
- China’s Communist Party is gathering for its most important meeting of the year: the fifth plenum. Xi Jinping’s leadership purges and efforts to tighten party control are set to take center stage. Here’s what to watch for.
- Europe’s five biggest defense spenders are set to warn that Russia represents the most acute and long-term threat to the continent’s security as they pledge unflagging support for Ukraine.
- The boom in military spending is forcing executives to make difficult choices about capacity expansion, investments and dealmaking.
- SK Hynix plans to return about 80% of the gains from selling down its stake in Japan’s Kioxia to shareholders through a special dividend of about $12 billion, according to a report.
- Get up to speed on what's moving global markets.
- Here’s what you need to know to start your day: Morning Briefing Asia.
- @Zerohedge
- done and done: the steal is in. Pollster Datafolha is now projecting Lula as the winner of Brazil’s presidential election.
- Brazil Supreme Court Extends Voting By Two Hours At Socialist Lula's Request.
- Bill Gates Faces Court Over Claims COVID Jabs Were 'Lethal Biological Weapons'.
- Democrats Retreat From House Races They Hoped To Flip.
- Goldman 3 weeks later: KOSPI TARGET LOWERED TO 9,000: We lower our KOSPI target from 12,000 to 9,000 to incorporate more conservative assumptions about how the market may price underlying fundamentals.
- "Melting Down": Goldman Admits Its Credit Bear Case Isn't Bearish Enough As AI Stress Hits Bonds.
- Ottawa's Counter-Tariffs On US Costing Canadians $100 Million Weekly, Economist Says.
- Glass Half Full? Morgan Stanley Says So... 65% Momentum Crashes, A 2008 Gold Flashback, & A French Bond Crisis Say Otherwise.
- Mamdani Drops Spanish-Language Video Telling Migrants To Keep The Door Shut On ICE, Sparking Cries Of 'Sedition'.
- Stocks & Credit: Cheap, But Getting Cheaper? Energy: Not So Much?'
- Nearly 100 Election Ballots Discovered Among Discarded Mail in Seattle Dumpster.
- Champagne Communist: AOC Campaign Blows Nearly $50K On Luxury Hotels.
- "May You Burn In Hell": Musk Clarifies Why Starlink Speed Limits Were Throttled.
- Enter The Dragon: Hartnett Says China Is Now The Biggest Risk To Global Earnings, Here's Why.
- IRGC Launches Drones On Iraqi Kurdistan, Targeting Opposition Group.
- "Political Earthquake" Rocks British Columbia: Conservatives Win Election For First Time Since 1928.
- Forget The Retail Trader: Goldman Says Everything Now Rides On The Top 10%, Who Own 87% Of Household Stocks.
- Trump Offers Snitches 1% Of The Fraud They Report, From A $25 Million Pot, With Himself As Judge.
- Why Does Almost Every Character In Children's Books Now Have A Disability?
- Ukraine Is Becoming Another Verdun.
- If You Love This Country, When You Vote, Consider The Policies That Islamist Sharia Ideology Demands.
- Homeowners Hit With Alarming New Financial Burden That Now Exceeds Property Taxes Across America.
- Pentagon Designates Confucius Institutes A National Security Threat.
- Many Western Governments Won't Survive.
- Border Patrol Logs Under 99,000 Southwest Arrests In FY2026, Lowest In Nearly 60 Years.
- First Signs Of A Deeply Frozen Housing Market.
- French PM Puts Telecoms On Alert For Nationwide Social Media Blackout As Far-Left Riots Spiral.
- 18,000+ Kids Injected With Vaccines While Unconscious At Colorado Hospital.
- Trump Floats Another 'Little Epic Fury' As Intel Warns Of 'Advanced' Plots To Kill US Officials Abroad.
- @CNBC
- Brazil votes in tight runoff between Lula and Bolsonaro.
- Venezuela's opposition leader Machado returns after months in exile, as doubts over democracy deepen.
- SpaceX closes $40 billion debt deal for AI chips, Elon Musk says.
- Stock futures climb as traders try to recover from the S&P 500's losing week: Live updates.
- Saudi Arabia says it intercepted missiles and drones from Iran-backed Houthis.
- Earnings playbook: Alphabet, Microsoft, Amazon and more report this week. Here's what to expect.
Night Trading
- Asian indices are -1.0% to -.25% on average.
- Asia Ex-Japan Investment Grade CDS Index 79.0 +.5 basis point.
- China Sovereign CDS 39.25 -.25 basis point.
- China Iron Ore Spot 90.5 USD/Metric Tonne -.04%.
- Crude Oil 101.5/bbl. -.7%
- Gold 4,001.0 USD/t oz. -.2%
- Swiss Franc/Offshore Chinese Renminbi Cross 8.09 -.01%.
- Bloomberg Emerging Markets Currency Index 33.5 -.1%.
- Bloomberg Global Risk-On/Risk Off Index 126.7 +.2%.
- US 10-Year Yield 4.97% -3.0 basis points.
- Japan 30-Year Yield 3.84% +1.0 basis point.
- Volatility Index(VIX) futures 19.5 -.6%.
- Euro Stoxx 50 futures +.23%.
- S&P 500 futures +.08%.
- NASDAQ 100 futures +.08%.