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Oct 27
11:57

Cuba’s Foreign Minister Bruno Rodríguez repeatedly invoked UN General Assembly Rule 71 to interrupt US Ambassador Mike Waltz during a debate on ending the US economic, commercial and financial blockade of Cuba on October 27. Waltz had claimed the US does not blockade Cuba. Cuba’s delegation banged on tables and stood in protest, and voices shouted “liar” and “let Cuba live” as Waltz left the podium.

Macro
11:54

Russia’s human rights commissioner said on October 27 that a temporary ceasefire in Oleshky, Kherson region, took effect at 4:00 Moscow time (9:00 Beijing time) and will last until 22:59 on November 1 (3:59 Beijing time on November 2). The window matches one announced earlier by Ukraine. Neither side has recorded any violations of the ceasefire so far, the commissioner said.

Macro
11:51

GQG Partners co-founder Rajiv Jain said investors are overreacting to Luiz Inácio Lula da Silva’s surprise re-election as Brazil’s president, calling selling Brazilian stocks a “mistake.” Jain, whose firm manages about $150 billion, told Bloomberg that Brazilian equities remain attractive on valuation, earnings and dividend yield, and that GQG may become a buyer if the selloff deepens.

MacroUS Stocks
11:49

The Philadelphia Semiconductor Index rose 3.00% intraday to 11,416.10 points on October 27. Among individual chip stocks, AMD gained 5.43%, Broadcom added 3.89%, Intel climbed 3.56%, TSMC rose 3.03%, ASML advanced 3.00%, Micron gained 2.76%, Nvidia edged up 1.20% and Qualcomm rose 1.09%.

MacroUS Stocks
11:49

Russian President Vladimir Putin confirmed to Finnish President Alexander Stubb and Norwegian Prime Minister Jonas Gahr Støre that Ukrainian President Volodymyr Zelensky could visit Moscow, Kremlin aide Yuri Ushakov said. Putin told the two leaders that all necessary arrangements, including security guarantees, would be provided if Zelensky travels to Moscow. Contacts at the Russian-Ukrainian leadership level would be meaningful only after the negotiation process is completed, for the purpose of signing documents.

Macro
11:47

US President Donald Trump plans to travel to oil-producing Texas to inspect a site related to stockpiled Venezuelan oil, the White House said. Few further details were immediately available about the timing of the trip or the specific facility involved. The visit comes as Washington continues to press its policy toward Venezuela’s oil sector.

Macro
11:40

A magnitude 5.7 earthquake struck the sea about 19 km northeast of Coiba Island, Panama, at 10:26 a.m. local time on Oct. 27, according to an initial monitoring report from the University of Panama’s Institute of Earth Sciences. The quake had a focal depth of about 5 km.

Macro
11:39

President Donald Trump said the United States will receive 1 million barrels of Venezuelan crude oil. Trump also said Secretary of State Marco Rubio will stand with him on the matter. No further details on timing, buyers or terms were provided.

Macro
11:35

A US appeals court upheld the validity of Venezuela’s state oil company PDVSA’s 2020 bond, ruling that the bond did not require prior approval from the National Assembly. The decision affirms the debt instrument’s legal standing, resolving a key question over whether the issuance needed legislative authorization.

RegulationMacro
11:35

US Energy Secretary Chris Wright said the Department of Energy is accelerating President Trump’s nuclear revival plan and will announce funding support later Tuesday at an Illinois nuclear plant that supplies power to Alphabet’s Google. The funding targets upgrades to existing nuclear facilities to expand electricity supply, support grid reliability and improve affordability for consumers and businesses, Wright said in a statement.

AI × CryptoMacro
11:32

The US Treasury auctioned six-week bills at a high yield of 3.950% with a bid-to-cover ratio of 2.83, and 52-week bills at a high yield of 4.290% with a bid-to-cover ratio of 3.15. The auctions set the day’s benchmark pricing for short-dated government paper.

Macro
11:30

The Trump administration is offering Constellation Energy Corp. up to $5 billion in financing to upgrade and modernize its reactor fleet in Illinois, Maryland and Pennsylvania. The Department of Energy said the conditional loan commitment backs projects expected to add nearly 1.1 GW of power, strengthen the grid and lower costs. The financing is part of Trump’s push to expand nuclear power to meet growing data center electricity demand and support domestic manufacturing.

MacroUS Stocks
11:30

Russian President Vladimir Putin and Finnish President Alexander Stubb discussed whether a further round of dialogue is needed, Interfax reported. No details of the conversation, its format or any outcome were disclosed. The exchange comes amid ongoing diplomatic contacts over Russia’s war in Ukraine.

Macro
11:04

The Nasdaq 100 extended gains to 1% as the Federal Reserve’s monetary policy meeting opened, with technology stocks leading. Nebius Group NV rose 8.9%, Western Digital gained 7.5%, Seagate Technology added 5.6%, CoreWeave rose 5% and Cadence Design Systems climbed 4.4%. The Philadelphia Semiconductor Index rose more than 2.3%, while Boeing fell 10% after cutting its delivery targets and the Dow was down less than 0.1%.

MacroUS Stocks
11:00

Coking coal closed up about 3.2% in the night session, leading gains among Chinese commodity futures. Coke rose about 2.4% and PVC added about 1.5%, while iron ore ended roughly flat. Fuel oil was the laggard, falling about 1.8%.

Macro
10:57

The premium of cash copper over the London Metal Exchange three-month benchmark surged to its widest in two months on Tuesday, briefly hitting $206 per tonne, the highest since the tail end of a major August squeeze. The backwardation signals tightening short-term supply, with copper prices at record levels this year largely driven by expectations of U.S. tariffs on refined metal.

Macro
10:54

National People’s Congress Vice Chairman Zheng Jianbang led a Chinese delegation to the 12th BRICS Parliamentary Forum in New Delhi on 26-27 May and delivered a keynote address. Zheng said BRICS countries have become the leading tier of the Global South and that parliamentary cooperation is key to strengthening the bloc’s foundation, institutional resilience and joint response to governance challenges.

Macro
10:49

Yemen’s Houthi movement said on the 27th that it used a drone to strike Abha International Airport in southwestern Saudi Arabia. The group announced the attack in a statement carried by Xinhua. No details on casualties or damage were given.

Macro
10:46

The World Meteorological Organization said in its latest Greenhouse Gas Bulletin, released on 27 January, that atmospheric concentrations of carbon dioxide and other major greenhouse gases reached record highs in 2025, indicating that the long-term global warming trend is continuing. The finding underscores the persistent buildup of heat-trapping gases in the atmosphere.

Macro
10:41

Russian Deputy Prime Minister Alexander Novak said Russia and the United States are discussing Arctic liquefied natural gas (LNG) projects. Novak gave no further details on the talks or which projects are under discussion. The comments were reported by Interfax.

Macro
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