Bitcoin surged past $125,000 for the first time, extending 2025’s “debasement trade” as investors hedge policy uncertainty and a U.S. government shutdown. Flows into spot ETFs and broad risk appetite are reinforcing momentum, with traders eyeing whether the rally can sustain toward $130,000 amid thinning macro data in the week ahead.
Source: MarketWatch
OPEC+ sets a modest November output hike; oil pops on “less bad” surprise
OPEC+ agreed to raise production by 137,000 bpd in November, a smaller-than-feared increase that lifted crude prices around 1.5% in early trading. The decision eases supply curbs at the margin but avoids a larger move that could have pressured prices as demand and inventory signals remain finely balanced.
Source: MarketWatch
Shutdown watch: Markets look through Washington as odds rise for a 3-week standoff
Kalshi betting markets now imply the government shutdown could last nearly 21 days—on track to be the second-longest on record. With key economic releases delayed, investors are leaning on alternative indicators and earnings guidance; index futures were firmer to start the week as the S&P 500 hovers near record highs.
Source: Seeking Alpha
Japan’s “Iron Lady” victory propels Nikkei to records, stirs policy debate
Japanese equities led Asia after Sanae Takaichi’s party win drove the Nikkei to fresh highs, buoyed by reform hopes and a weaker yen. Markets are now parsing the implications for currency and bond policy, with some brokers cautioning that tougher stances could inject volatility if growth cools.
Source: Seeking Alpha
Google remedy trial could reshape digital advertising’s future
The remedy phase of the Google antitrust fight continues, with outcomes that could alter how ads are bought and sold across search, Android, and partner ecosystems. Any mandated changes to Google’s tech stack or market conduct would ripple through adtech intermediaries and brand marketing budgets globally.
Source: Seeking Alpha
ECB taps G+D, Nexi and Capgemini to enable offline payments for the digital euro
The European Central Bank signed a framework deal with Giesecke+Devrient, partnering with Nexi and Capgemini, to deliver an end‑to‑end offline solution for a potential digital euro. Offline capability—payments without internet or third parties—aims to boost resilience, privacy and adoption in the EU’s retail CBDC design.
Source: FinanceFeeds
Cyberattacks hobble UK brands, exposing operational risk from cars to grocery shelves
A wave of cyber breaches is disrupting British daily life, with Jaguar Land Rover becoming the third major brand this year to suffer severe operational effects. The incidents highlight systemic vulnerabilities in supply chains and the rising cost of cybersecurity as a core enterprise risk management priority.
Source: The New York Times
You May Also Be Interested In...
Tesla hints at a possible new model ahead of October 7 reveal
SEC puts spotlight on altcoin ETFs as October deadlines approach
Deutsche Börse to publish market data onchain via Chainlink DataLink
Banks move to cut deposit costs after Fed rate cut
Indonesia reinstates TikTok’s license after data-sharing pledge