Events
Each event is recorded with at least two independent sources, graded by importance and marked on the charts of the indicators it affects.
Event map· 46 items · 17 high importance
1271 events
5 November 2026, Thursday
- 16:34MediumV Tech & AIAsia-PacificMoonshot offered a premium to rent Blackwell chips from European cloudsAccording to a CNBC report on 5 November citing 4 sources, Beijing-based Moonshot AI discussed renting clusters of more than 8,000 Blackwell chips from European GPU clouds in 2026. One source said the offer involved upfront payment 30–50% higher than for a non-Chinese customer.
- 15:00MediumIV Macro & DebtEuropeBank of England raises rates to 4% on the energy shockThe BoE raised Bank Rate by 25 basis points on 5 November, from 3.75% to 4%, on an 8–1 vote. The committee expects headline inflation to rise to about 5% in the second quarter of 2027.
- 14:30HighIV Macro & DebtTürkiye and Its NeighbourhoodNet reserves excluding swaps hit a seven-month low as foreigners exit bondsAccording to CBRT data published on 5 November, net reserves excluding swaps fell 6.5 billion dollars in the week to 30 October to 24.3 billion dollars. In the same week non-residents sold 749 million dollars of Turkish government bonds.
- 11:00MediumVI Energy & SupplyTürkiye and Its NeighbourhoodAnkara's energy plan targets a quarter cut in oil demand by 2040Energy Minister Bayraktar unveiled the National Energy 2040 vision on 5 November. The plan aims to cut crude consumption from 993,000 to 718,000 barrels a day and bring import dependence of 67–68% below 50% by 2030.
- LowI Geo-EconomicsEurasiaAzerbaijan and Ukraine discuss the Trans-Balkan gas route in UzhhorodUkraine's energy minister Shmyhal and Azerbaijan's energy minister Shahbazov met in Uzhhorod on 5 November for the 14th session of their intergovernmental commission. The agenda covered the Trans-Balkan route from Türkiye to Ukraine and access to Ukraine's underground gas storage.
- MediumI Geo-EconomicsAmericasCodelco admits inflated copper output exceeded 42,000 tonnesAn extraordinary shareholder meeting of Chile's state-owned Codelco heard on 5 November that 2024–2025 output had been overstated by about 42,100 tonnes. A preliminary estimate puts the accounting impact at 120–140 million dollars.
- HighI Geo-EconomicsMiddle East and North AfricaOctober was the war's worst month for ship strikes, and fires continueAccording to CNBC, 35 ships were hit in October, the highest monthly count of the war. UKMTO has logged at least 5 incidents since 1 November. On 5 November the Revolutionary Guards said 2 tankers and 1 tug using unauthorised routes had caught fire in separate incidents.
- MediumVII ReinsuranceAmericasHowden Re says the fall in US cyber pricing is slowingHowden Re wrote on 5 November that US cyber insurance pricing has fallen 9.7% since early 2024, and 24.5% outside the US. In its fourth year the decline is slowing; over the same period newly identified vulnerabilities rose 105%.
- MediumII Cyber & InfrastructureAsia-PacificJapan's emergency cyber package creates a public-private rescue teamAccording to Jiji on 5 November, Japan's emergency cyber package, expected to be approved at a ministerial meeting on 6 November, includes a public-private cyber rescue team to support first response at organisations under attack. Its secretariat will be set up by the end of fiscal 2026.
- MediumVI Energy & SupplyEurasiaRyazan becomes the fifth Russian refinery hit since 30 OctoberUkrainian drones targeted Rosneft's Ryazan refinery, which processes about 17 million tonnes a year, on the night of 5 November. According to Euromaidan Press, it is the fifth Russian refinery hit since 30 October.
- MediumVI Energy & SupplyMiddle East and North AfricaSaudi Arabia issues a danger warning for Yanbu, its Hormuz bypass outletSaudi civil defence issued a potential danger warning for Yanbu on 5 November; the coalition shot down 1 ballistic missile fired at Medina the same day. As of 5 November any impact on operations at Yanbu had not been confirmed. January ICE Brent closed up 3.8% at 98.29 dollars.
- LowVII ReinsuranceSub-Saharan AfricaSwiss Re hands its South African direct book to Old Mutual InsureSwiss Re Corporate Solutions proposed on 5 November to transfer its South African direct insurance portfolio to Old Mutual Insure. The book will join the local insurer's corporate property line; Swiss Re's reinsurance business in the country is excluded from the deal.
- MediumVII ReinsuranceEuropeSwiss Re lets P&C reinsurance revenue shrink by 1.2 billion dollarsSwiss Re reported on 5 November that nine-month net income rose 3% to 4.2 billion dollars. The P&C reinsurance unit posted a combined ratio of 77.3%, but its revenue fell from 14 billion to 12.8 billion dollars; the company is walking away from volume at competitive prices.
- MediumIII Conflict & DefenceTürkiye and Its NeighbourhoodTurkish parliament ratifies joint defence pact with Pakistan and Saudi ArabiaThe General Assembly of the Grand National Assembly of Türkiye (TBMM) passed the bill approving ratification of the Mecca Joint Defence Agreement by 279 votes to 119. The 16-article agreement treats an external armed attack on one party as an attack on all.
- HighV Tech & AIAmericasData-centre moratorium fears hand chip stocks their worst day since 2020Fears that data-centre permits will be frozen in states won by Democrats in the midterms sent the Nasdaq 100 down 6.36% on 5 November. According to CNBC, the semiconductor index had its worst day since March 2020.
4 November 2026, Wednesday
- MediumI Geo-EconomicsTürkiye and Its NeighbourhoodEU report praises Türkiye's supply-chain role; Ankara rejects political chaptersThe European Commission published its 2026 Türkiye report on 4 November. It put bilateral trade at 218 billion euros and the EU's share of Turkish exports at 42.8%; the Foreign Ministry, in statement No. 212, called the political section biased.
- MediumIV Macro & DebtAmericasUS Treasury moves seven-year notes from monthly to quarterly new issuesIn its 4 November refunding statement, the Treasury kept coupon auction sizes unchanged and announced that from March 2027 it will move the 7-year note to quarterly new issues. The TBAC pushed coupon increases out to late fiscal 2027.
- MediumVI Energy & SupplyAmericasUS lends 300,000 barrels from Northeast heating oil reserveThe US Department of Energy released 300,000 barrels of ultra-low-sulphur distillate from the Northeast Home Heating Oil Reserve to companies through an exchange on 4 November. Deliveries will be completed by 6 November. According to the EIA, US distillate stocks fell to 99.3 million barrels in the week to 30 October.
- MediumVII ReinsuranceAmericasAIG expects reinsurance savings at the January renewalsAIG chief executive Eric Andersen said on 4 November that he expects reinsurance savings at the 1 January renewals. The company's general insurance combined ratio deteriorated by 4.5 points to 91.3% in the third quarter; the savings will be used to offset pricing pressure at the front end.
- MediumIV Macro & DebtAmericasBrazil's central bank halts rate cuts at first post-election meetingCopom unanimously held the Selic at 13.75% on 4 November, ending a 5-step easing cycle that began in March. Of 75 institutions in the Broadcast survey, 39 had expected a 25-basis-point cut.
- MediumII Cyber & InfrastructureSouth AsiaCERT-In declares Crafty Falcon an active threat to the financial sectorIn advisory CIAD-2026-0058 dated 4 November, CERT-In, India's cyber incident response team, identified the previously undocumented Crafty Falcon group as an active threat targeting non-bank financial companies. The attackers make a 1-rupee test transaction before a large transfer.
- MediumIV Macro & DebtEuropeEuro-area inflation rises to 4% in October as core holds steadyAccording to Eurostat's flash estimate on 4 November, annual euro-area inflation rose from 3.8% in September to 4.0% in October. Energy inflation climbed to 20.8%, while the core rate reported by Xinhua held at 2.5%.
- MediumIV Macro & DebtEuropeFrench National Assembly unanimously rejects revenue side of 2027 budgetThe National Assembly rejected the revenue section of the 2027 budget bill by 458 votes to 0 on the evening of 4 November. The spending section will not be debated, and the government's original text goes to the Senate on 20 November.
- LowIV Macro & DebtSub-Saharan AfricaGhana's inflation rises for a third month as transport prices jumpData from the Ghana Statistical Service, reported on 4 November, show annual inflation of 5.5% in October, up from 5.2% in September and the third increase since July. Food inflation eased to 2.8%, while transport rose to 14.1% and services to 11.5%.
- MediumII Cyber & InfrastructureSouth AsiaIndia's cybercrime centre warns banks of AI-agent attacksIndia's Cyber Crime Coordination Centre (I4C) issued a warning on 4 November to banks, non-bank finance companies and fintechs about attacks carried out with AI agents. Attackers have made unauthorised transfers worth several crore rupees (1 crore = 10 million) through payment and loan-disbursement APIs.
- MediumVI Energy & SupplyTürkiye and Its NeighbourhoodIraq's Ceyhan exports fall short of the 750,000-barrel commitmentAccording to Windward, loadings at the Kirkuk–Ceyhan terminal averaged about 341,000 barrels a day between 23 September and 28 October. An unofficial source quoted by Kurdistan 24 said flows had risen to 500,000 barrels. Both figures fall short of the 750,000-barrel minimum in the 1 August agreement.
- MediumV Tech & AIAsia-PacificJapan criticises Chinese rare-earth curbs at APEC ahead of Shenzhen summitJapan's industry minister, Ryosei Akazawa, criticised China's rare-earth export restrictions at an online APEC ministerial meeting on 3 November; the Foreign Ministry released the remarks on 4 November. In September Japan received only 4 tonnes of China's 110.1 tonnes of yttrium oxide exports.
- MediumVI Energy & SupplyMiddle East and North AfricaKuwait moves its crude through Hormuz with tracking signals offWindward's satellite imagery caught 17 of Kuwait's 33 tankers at terminals with their AIS signals switched off. AIS shows 3 loadings since 1 August, while commodity tracking data count 53. According to Reuters, Kuwait's output rose in October to 2.1 million barrels a day, its highest since the war began.
- MediumIII Conflict & DefenceAmericasPentagon sends more than 25,000 unmanned systems to Middle East commandThe Pentagon said on 4 November that it had delivered more than 25,000 unmanned and counter-drone systems to Central Command this year, backed by 782 million dollars of investment. It said the systems would also be rolled out to Europe and the Indo-Pacific.
- MediumIV Macro & DebtTürkiye and Its NeighbourhoodLira's real value climbs to its highest since February 2020According to CBRT data, the CPI-based real effective exchange rate rose 2.66 points to 107.76 in October. The index has risen 7.79 points in a year, leaving the lira at its most expensive in six years.
- HighVI Energy & SupplyEurasiaRussian strikes force Ukraine's nuclear plants to cut outputUkraine's Energy Ministry said on 4 November that nuclear power plants had been forced to reduce output after the 3 November attack. Kyiv's water network was down for more than 24 hours because of power cuts.
- MediumI Geo-EconomicsEurasiaRussia says it struck a ship carrying military cargo in OdesaRussia's Defence Ministry said on 4 November that it had struck a dry-cargo ship carrying military cargo to Ukraine in the port of Odesa with a drone. The ship's name, flag and any casualties were not disclosed; the claim could not be independently verified.
- MediumII Cyber & InfrastructureAsia-PacificSinoPac's new mobile banking system was breached through its vendorsTaiwan's Bank SinoPac said on 4 November that 427 unauthorised transfers on 3 November were the work of external attackers who penetrated the security settings of the vendors supplying its new mobile banking system. About NT$41.76 million was moved from 419 accounts to a single account at another bank.
- MediumII Cyber & InfrastructureEuropeSecond wave of fridge cyberattacks spreads from supermarkets to French blood bankA second wave that began on 2 November hit supermarket refrigeration in 6 countries and 3 sites of EFS, the French blood agency. EFS said no blood products were lost; no one has claimed the attack.
- MediumIII Conflict & DefenceSub-Saharan AfricaSudan and Ethiopia close each other's consulates in border citiesEthiopia gave 6 diplomats at Sudan's consulate in Asosa 48 hours to leave; on 4 November Sudan closed Ethiopia's consulate in Gedaref and gave its diplomats the same deadline. The move followed Sudan's drone complaint to the UN on 2 November.
- MediumIII Conflict & DefenceMiddle East and North AfricaSaudi Arabia and Syria sign a defence pact as Houthi attacks continueThe Saudi and Syrian defence ministries signed a cooperation agreement in Riyadh on 4 November; its terms were not disclosed. The Saudi Fund for Development granted Syria 6 concessional loans totalling more than 403 million dollars. Damascus is considering joining the three-country Mecca alliance formed by Saudi Arabia, Türkiye and Pakistan.
- MediumI Geo-EconomicsSouth AsiaSaudi flight cancellations choke Nepal's labour corridorAccording to the Kathmandu Post on 4 November, some of the roughly 400,000 Nepali workers in Saudi Arabia are stranded in the country by flight cancellations caused by Houthi attacks. About 45% of flights scheduled from Saudi airports between 8 and 25 October were cancelled.
3 November 2026, Tuesday
- 18:00MediumIV Macro & DebtAmericasUS job openings rise to 7.5 million in September as quits accelerateJob openings rose to 7.52 million in September, according to JOLTS data released on 3 November by the US Bureau of Labor Statistics (BLS). August was revised up by 111,000 to 7.2 million.
- 17:20MediumV Tech & AIAsia-PacificAI spending fears deepen the chip sell-off in Taipei and SeoulThe Taiex closed down 1,612.60 points, or 3.59%, at 43,307.54 on 3 November, its seventh-largest points loss on record. The Kospi fell by the same 3.59% to 5,648.79. The trigger was concern over the financing burden of heavy AI spending in the United States.
- 10:00HighIV Macro & DebtTürkiye and Its NeighbourhoodOctober inflation overshoots, ending Türkiye's four-month run of declinesTurkStat put October consumer inflation at 2.58% on the month and 29.77% on the year on 3 November. Economists had expected a monthly 2.20%. The annual rate edged up from 29.73% in September, ending a four-month decline that began in May.
- MediumV Tech & AIAsia-PacificUS holds back equipment licences for SK Hynix's Dalian expansionAccording to a Reuters report on 3 November, the US Commerce Department has neither approved nor rejected the licences SK Hynix requested for US-made equipment to expand its NAND fab in Dalian, China. That leaves the financing of the company's 45-billion-dollar plan in New York uncertain.
- MediumIV Macro & DebtAmericasTreasury yields climb on election day ahead of the refunding statementAccording to the US Treasury's par yield curve, the 10-year yield closed 3 November at 4.95% and the 30-year at 5.32%. Both maturities were 4 basis points higher than on 2 November.
- LowVII ReinsuranceSub-Saharan AfricaAFG Assurances doubles its insurer network in francophone AfricaAFG Assurances, the insurance arm of Atlantic Group, aims to increase its number of companies from 7 to 14 with an investment from Mediterrania Capital Partners. The deal was announced in Abidjan on 3 November; the size of the investment was not disclosed.
- MediumVI Energy & SupplyMiddle East and North AfricaAramco's wartime quarter was carried by refining, not crudeAramco reported third-quarter adjusted net income of 31.2 billion dollars on 3 November, up 9%. Downstream earnings jumped 234% to 10.3 billion dollars, while its realised crude price fell from 108.1 to 95.2 dollars. The company is studying an expansion of the East–West pipeline to 10 million barrels.
- MediumVII ReinsuranceEuropeHoax bomb threats on European flights test war and terror coverAt least 7 passenger aircraft received false bomb threats on 3 November and were searched in Poland, Italy, Bulgaria and Spain. No explosives were found on any of them. Whether the campaign is treated as state-backed hybrid warfare or as crime will decide which insurance layer pays.
- MediumIV Macro & DebtSouth AsiaMinimum-wage protests halt hundreds of Bangladesh garment factoriesProtests demanding that the garment industry's minimum wage rise from 12,500 to 30,000 taka had halted production at no fewer than 690 factories by 2 November. According to TBS, those factories employ more than 1.7 million workers.
- HighII Cyber & InfrastructureAsia-PacificBinance traces its 6.3 billion dollar heist to a fake job interviewIn a review published on 3 November, Binance said the 6.34 billion dollar heist of 29 October was a multi-stage campaign that began in June. The FBI attributes the attack to North Korea; Pyongyang denies the charge.
- MediumIV Macro & DebtTürkiye and Its NeighbourhoodTürkiye posts record October exports as the energy bill drives the deficitOctober exports rose 8.1% to 25.885 billion dollars, the highest October on record, according to Trade Ministry data released on 3 November. The trade deficit was 6.7 billion dollars, while mineral fuel imports climbed to 8.3 billion dollars in the same month.
- LowIV Macro & DebtEurasiaArmenia's central bank raises rates for a second straight timeThe Central Bank of Armenia raised its refinancing rate by 25 basis points to 7% on 3 November. It was the second move after the increase on 15 September; the bank aims to bring inflation down to its 3% target.
- LowVII ReinsuranceAsia-PacificFidelis sets up Singapore company to write Lloyd's treaty businessThe Fidelis Partnership announced on 3 November that it will set up a Lloyd's service company in Singapore called TFP APAC. Subject to approval from the Monetary Authority of Singapore (MAS), it will begin writing treaty reinsurance in Asia-Pacific on 1 January 2027.
- LowVII ReinsuranceAmericasHamilton prices its cat bond at 1.6 times expected lossBermuda-based Hamilton closed its Easton Re 2027-1 catastrophe bond on 3 November at 300 million dollars, upsized from a 250 million dollar target. The spread tightened from initial guidance of 4.75–5.25% to 4.25%, against an expected loss of 2.66%. By our calculation the multiple is roughly 1.6.
- MediumII Cyber & InfrastructureSouth AsiaIndia weighs giving CERT-In power to force patching on state bodiesNew Delhi is considering powers that would let CERT-In, its cyber response team, compel public bodies to close critical flaws within set deadlines, officials told the Economic Times on 3 November. The trigger is 303 government and critical-sector websites exposed to the PHP2Shell flaws.
- LowV Tech & AISouth AsiaIndia releases its first homegrown foundation models, sets 24-month GPU targetThe IndiaAI Mission released 3 homegrown foundation models in New Delhi on 3 November, the largest being Soket Labs' 26.3-billion-parameter EKA-1. On the same day, S. Krishnan, secretary at the Ministry of Electronics and IT, said India aims to develop a domestic GPU within 24 months.
- MediumVII ReinsuranceEuropeHiscox Re cuts net catastrophe risk as rates fall 14%Hiscox said on 3 November that rates in its reinsurance arm fell 14% over nine months. Gross written premiums rose 4.5% to 1.13 billion dollars, while net premiums fell 7.5% to 486.1 million dollars. Net catastrophe exposure is 36% below its hard-market peak.
- HighI Geo-EconomicsMiddle East and North AfricaOnly three ships transit Hormuz as Iran doubles its blacklistAccording to Windward, 3 ships transited Hormuz on 3 November, down from 7 the day before. Iran's Persian Gulf Strait Authority expanded its non-compliant vessel list to 240 on 2 November, adding 72 ships from the state fleets of Kuwait, Saudi Arabia, the UAE and Qatar.
- HighIII Conflict & DefenceMiddle East and North AfricaQatari mediators give Washington and Tehran 36 hours to answerA Qatari official said on 3 November that mediators expect feedback from the United States and Iran on a new proposal within 36 hours. Doha said the parties had agreed to avoid regional escalation; Iranian official Rezaei said the strait would not reopen until seven conditions are met.
- MediumII Cyber & InfrastructureAsia-PacificKorean president's passport details left exposed on malware site for monthsA passenger list containing the passport numbers and dates of birth of 168 people, including President Lee Jae-myung, was uploaded to a malware-scanning site on 2 June and stayed accessible for about 5 months. The Foreign Ministry asked police to investigate on 3 November.
- MediumVI Energy & SupplyEurasiaLukoil's foreign assets head to a US-led group via securities swapA consortium led by Todd Boehly is preparing to acquire Lukoil's foreign assets through a cashless securities swap, Reuters reported on 3 November, citing four sources. The portfolio was initially valued at 22 billion dollars.
- MediumVI Energy & SupplySub-Saharan AfricaEgypt defers five November LNG cargoes to 2027Egypt has deferred 5 of the 15 LNG cargoes contracted for November to 2027 and expects about 10 cargoes this month, against 12 in October. The cost of a cargo has doubled since September to more than 100 million dollars. The government has set aside about 1 billion dollars for November.
- MediumIV Macro & DebtEuropeNagel signals a December ECB hike is all but unavoidableBundesbank President Joachim Nagel said in Berlin on 3 November that an ECB rate rise on 17 December would most likely be needed. With the deposit rate at 2.50%, it would be the third hike of the year.