INT
Markets underprice geopolitical and economic risks
Markets reacted fairly calmly to the US election result but the October PMIs flag economic unevenness and uncertainties
InternationalUranium supply will not meet demand
Uranium demand is at its highest in more than a decade and data centres are set to add to this
InternationalFurther fiscal stimulus for China is likely this week
China’s National People’s Congress began five days of meetings today, with economic stimulus high on the agenda
ChinaMeta seeks closer collaboration with the US military
In a likely effort to avert regulation, Meta has allowed the use of its open-source AI for US national security purposes
United StatesUS AI safety rules will hinge on election outcome
In one of his final pushes to shape post-election US AI safety, President Joe Biden issued a national AI memorandum
United StatesClimate finance is key to developing states’ prospects
The OECD and UNCTAD have released substantial climate finance reviews ahead of the COP29 summit
InternationalData rules will threaten tech investments in Vietnam
Hanoi’s proposed data regulations, including stricter reporting requirements, have raised concerns among tech firms
VietnamOPEC+ faces a tricky task managing its oil market role
OPEC+ has announced that it will further delay oil output increases for at least another month
International
