Energy
Oil's supply bottleneck matters more than a single price forecast
EIA's October outlook still guides the monthly baseline ahead of its November release. Shipping constraints underpin its elevated Brent forecast.
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Oil's supply bottleneck matters more than a single price forecast
EIA's October outlook still guides the monthly baseline ahead of its November release. Shipping constraints underpin its elevated Brent forecast.
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AI tools push chipmakers toward more virtual testing
NVIDIA's November 3 industry update describes simulation and AI tools for semiconductor factories, with gains presented as company-reported examples.
U.S. credit conditions diverge as smaller borrowers face tighter standards
The Fed's November 2 survey shows a more selective credit market. Broad policy-rate headlines miss important differences between borrowers.
ECB holds at 2.50% while energy complicates its next move
October's decision keeps the deposit rate unchanged. Rising energy costs and tighter credit pull the outlook in different directions.
Fed pauses at 3.75%-4.00% as inflation keeps tightening in view
The October vote held rates steady, but two members wanted an increase. Our reading: the pause leaves the inflation debate open.