Morning Edition · Wednesday, November 11, 2026
Macro
Hotter October Inflation Pushes Markets to Price a December Fed Rate Increase
Consumer prices rose 0.4% for the month, above the 0.3% forecast, pushing the 10-year Treasury yield briefly above 5% and pulling gold down about 2%.
Markets
Brent Rebounds From Two-Month Low as Attacks on Hormuz Shipping Continue
Crude rose about 0.8% to near $92 a barrel early Wednesday after 37 vessels were attacked in and near the strait in October, and Iran kept open a conditional offer to reopen the waterway within two days.
Tech
Nvidia Falls for a Second Day as Its Board Investigates Huang's Ties to an Alleged Chinese Agent
The shares lost 5.47% on Tuesday after a 4.27% drop on Monday, as reports linked about $7.5 billion of Nvidia chips reaching China to a network tied to the executive.
Geopolitics
Russia, US and Ukraine Resume Abu Dhabi Talks With European Delegates Excluded
The talks ended Wednesday with an agreement in principle on a large prisoner exchange, but no progress on territory or a ceasefire, as Witkoff and Kushner prepare to brief Putin in Moscow and then meet Zelensky in Dublin.
Macro
Japanese Savers Buy Over ¥2 Trillion of Retail Government Bonds as Takaichi's Food Tax Cut Reaches the Upper House
The five-year retail bond pays 2.39%, and the tax cut would cost about ¥5 trillion a year with no funding source specified.
Tech
Anthropic's Bankers Prepare to Raise the IPO Valuation to $1.5 Trillion or More
Investor demand is pushing up the listing price even as hedge funds report a poor month and struggle to find returns outside artificial intelligence.
Geopolitics
Taiwan Says a Chinese Carrier Group Is Rehearsing Area Denial in the Western Pacific
American think tanks estimate that more than 100 Chinese warships and coast-guard vessels from three regional commands are taking part in an unannounced exercise, which Beijing has not confirmed.
Geopolitics
Drones Hit Russia's Ust-Luga Baltic Port and Injure Three Workers
The attack led an Istanbul-to-St. Petersburg flight to divert to Helsinki, passengers said, as Zelensky presented Northern European partners with a winter plan that includes extra diesel and protection for bridges.
Geopolitics
Israel's New Knesset Opens Without a Government as Washington Moves to Cut Military Aid
Gadi Eisenkot has not assembled a coalition to replace caretaker Prime Minister Benjamin Netanyahu, and Trump says $4 billion a year in American military aid will end by the close of 2026, two years before the current agreement expires.
World
House Republicans Block Hegseth Impeachment Effort Before Democrats Take Control of Congress
The defense secretary said he would repeat the Yemen, Iran and drug-boat operations, and Argentine analysts expect a Democratic Congress to force Trump to negotiate spending, tariffs and artificial-intelligence rules.
Macro
Argentina Awaits October Inflation Data With Monthly Price Growth Stuck Near 2%
Analysts expect a 1.8% monthly rise on Thursday, while textile output has fallen almost 34% in three years and about 1,000 textile firms have closed under President Javier Milei.
Markets
Petrobras Profit Rises 21.5% as Brazil Studies Imports of Argentine Vaca Muerta Gas
Venezuela also signed a non-binding memorandum on ExxonMobil's return after 19 years, according to MercoPress, though Exxon's chief executive urged caution earlier this month.