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Talking Their Book: Musk, Griffin and Chamath Call the AI Top | Daily Market Updates 28 Oct 2026
In one week, Elon Musk, Ken Griffin and Chamath Palihapitiya all called the top of the AI trade, and neocloud stocks lost about a third. But each of them gains if you believe them.
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4:48NewGood for the Pound, Hard on Borrowers (vertical) | Market Updates FX Edition 30 Oct 2026
The pound is at a six-week high and UK borrowing costs are at their lowest in over a month, after John Healey's first Budget gave bond investors nothing to fear. But the Bank of England is priced to raise rates next Thursday, and fixed mortgages are near 6%.
4:48NewGood for the Pound, Hard on Borrowers | Market Updates FX Edition 30 Oct 2026
The pound is at a six-week high and UK borrowing costs are at their lowest in over a month, after John Healey's first Budget gave bond investors nothing to fear. But the Bank of England is priced to raise rates next Thursday, and fixed mortgages are near 6%.
4:41NewNobody Doubts Demand. The Market Wants Cash | Daily Market Updates 30 Oct 2026
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