NewsFeeds: Macro
Macro news that moves crypto: Fed decisions, inflation data, the dollar and bond yields, rewritten by AI in our own words, credited and linked.
AI rewriteEvery flash here is rewritten by AI from an outlet’s flash or a public Telegram channel, and goes live without an editor reading it first. The outlet is named and linked on each one; AI also sets its topic and tone (Bullish, Bearish or Neutral: an AI reading of the flash, not investment advice), and when two outlets report the same news, you see it once.Where AI is used
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Sun 1 Nov
Alphabet third-quarter revenue of $128bn misses expectations
Alphabet's third-quarter revenue came in at $128bn, below analyst expectations, and earnings also fell short of market forecasts. Google Cloud revenue more than doubled year on year, but weaker-than-expected search advertising and higher AI-related spending worried investors.
Indian investment platforms widen US stock access as investors seek tech exposure
Major Indian investment platforms are expanding access to US equities to meet growing demand for overseas assets, as weaker domestic stocks, a weaker rupee and a lack of listed AI companies at home push investors towards US tech shares.
Morgan Stanley's Mike Wilson says buy US stocks on dips whatever midterm result
Morgan Stanley chief US equity strategist Mike Wilson says midterms, AI spending worries and liquidity constraints could pull the S&P 500 back about 9% from its recent record high to 7,100, creating a buying opportunity. He expects the index to reach 8,000 once those risks clear.
Kalshi and Polymarket traders canvass US voters ahead of midterms, Bloomberg says
Ahead of the US midterms, experienced traders on Kalshi and Polymarket are visiting voters in person and analysing voter data for an edge, Bloomberg says. Kalshi user AlexanderHam has made over $800,000 and Polymarket's Scottilicious over $1.5m, with more than $280,000 on Democrats winning the House, now about 94%.
Citi says Senate control is the key variable for US stocks next week
Citi Research strategists Scott T Chronert and Patrick Galvin said in a 30 Oct note that a Democratic sweep is largely priced in, and the real risk lies in two tail scenarios: Republicans unexpectedly holding the Senate, or Democrats winning more than 53 seats.
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