CRYPTO
Crypto Briefing
14 Sep 2026 · 13:30
Trump suggests US may stay in Iran to control oil amid rising tensions
US-Iran Deal in 2026 Following a missile strike on an Iranian vessel, former U.S. President Donald Trump has floated the possibility of the United States maintaining a presence in Iran to control oil resources. …
US-Iran Deal in 2026
Following a missile strike on an Iranian vessel, former U.S. President Donald Trump has floated the possibility of the United States maintaining a presence in Iran to control oil resources. This development is part of a broader escalation in tensions that have been rising due to ongoing military confrontations between the U.S. and Iran throughout 2026. The suggestion comes amid a backdrop of increased hostilities, with recent exchanges involving naval and aerial attacks, and no current diplomatic efforts to de-escalate the situation.
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Markets appear to interpret Trump’s remarks as indicative of a further escalation, potentially reducing the likelihood of a U.S.-Iran deal that includes reconstruction funding. The pricing in prediction markets suggests a negative impact, with participants possibly viewing the increased tensions as diminishing the chances of a diplomatic resolution.
Key Takeaways
Market activity suggests a decline in confidence for a U.S.-Iran deal in 2026 following Trump’s remarks.
The suggestion of prolonged U.S. presence in Iran is consistent with decreased chances of diplomatic resolution.
Recent military events and statements are reflected in market pricing, indicating increased uncertainty.
What to Watch
Observers will be monitoring any official U.S. government statements or actions following Trump’s comments, as these could further influence market perceptions. Additionally, any signs of renewed diplomatic talks or further military engagements between the U.S. and Iran will be crucial in determining future market movements. Key actors such as Iranian Foreign Minister Javad Zarif and U.S. Chief Negotiator Mike Vance are likely to play significant roles in shaping the evolving situation.
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MACRO & FED
Investopedia
14 Sep 2026 · 13:15
What to Expect in Markets This Week: Fed Interest-Rate Decision; U.S. Retail Sales Data; Salesforce Conference
The central bank will announce on Wednesday whether it’s changing interest rates for the first time in years. Fed Chair Kevin Warsh is slated to hold a press conference on Wednesday after the central …
The central bank will announce on Wednesday whether it’s changing interest rates for the first time in years. Fed Chair Kevin Warsh is slated to hold a press conference on Wednesday after the central bank's rate announcement.Credit: Brendan Smialowski / AFP via Getty Images
A barrage of economic data has te…
CRYPTO
Crypto Briefing
14 Sep 2026 · 12:45
Anthropic CEO open to transferring AI tech to government coalition
Anthropic’s CEO, Dario Amodei, recently expressed surprise over the development of artificial intelligence by private companies and stated a willingness to transfer the technology to a suitable government coalition. His comments, made during an …
Anthropic’s CEO, Dario Amodei, recently expressed surprise over the development of artificial intelligence by private companies and stated a willingness to transfer the technology to a suitable government coalition. His comments, made during an interview with CBS, highlight a significant discourse on the role of private corporations in AI advancements. Anthropic, known for its Claude AI models, is a leading player in the AI market with a valuation of $380 billion as of its last funding round. The CEO’s remarks may raise questions about the future direction and control of AI technologies.
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Key Takeaways
Amodei’s statements appear to suggest concerns over private control of AI, indicating potential openness to alternative governance structures.
Market participants may view these comments as consistent with scenarios leading to a reevaluation of Anthropic’s valuation expectations.
The current valuation market for Anthropic reflects a 2.9% probability of reaching $600 billion by December 31, suggesting skepticism about significant near-term growth.
What to Watch
Observers will likely monitor any further clarification from Anthropic regarding these comments and how they may affect its strategic direction. Additionally, potential responses from major stakeholders such as Amazon and Google could play a significant role in shaping market expectations. Changes in valuation forecasts or shifts in strategic partnerships may indicate how these developments are being digested by the market.
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CRYPTO
Crypto Briefing
14 Sep 2026 · 12:00
Federal Reserve faces scrutiny over potential rate hike based on soon-to-be-revised PCE data
The Fed's September meeting arrives two weeks before a major data overhaul that could rewrite the inflation picture it's acting on The Federal Reserve is about to make one of its most consequential interest …
The Fed's September meeting arrives two weeks before a major data overhaul that could rewrite the inflation picture it's acting on
The Federal Reserve is about to make one of its most consequential interest rate decisions of the year. The problem: the inflation data underpinning that decision has an expiration date.
Markets are pricing in roughly 90% odds of a rate hike at the September 15-16 FOMC meeting, following a hotter-than-expected Consumer Price Index report that spooked traders and policymakers alike. But the Bureau of Economic Analysis is set to release its August Personal Consumption Expenditures report on September 30, and that update carries methodological revisions expected to retroactively lower core PCE readings by 0.1 to 0.2 percentage points.
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In other words, the Fed may tighten monetary policy based on numbers that, two weeks later, will officially become less alarming.
The timing problem
The September 30 PCE release isn’t just a routine monthly data drop. It coincides with the BEA’s 2026 annual national accounts revision, a sweeping update that recalibrates how the agency captures inflation across technology and service sectors. These revisions will reach back to 2021, adjusting five years of historical inflation data that the Fed has been using to guide policy.
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Goldman Sachs and JPMorgan have both run the numbers. Their estimates suggest that May 2026 core PCE could fall from a reported 3.4% year-over-year to somewhere in the 3.2% to 3.3% range after revisions take effect.
July’s core PCE came in at 3.3% year-over-year, with the headline figure sitting at 3.7%. Wall Street firms tracking the August release are penciling in monthly core PCE gains of 0.26% to 0.30%, based on recent CPI trends. Those tracking estimates, though, don’t account for the methodological changes arriving on the same day.
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Anna Wong at Bloomberg Economics has noted that the revisions are likely to soften what have appeared to be stubborn spikes in core inflation. The revised methodology is designed to more accurately reflect pricing dynamics in areas like cloud computing, streaming services, and healthcare delivery, sectors where traditional measurement tools have historically lagged behind reality.
A divided Fed walks into a rate decision
Tom di Galoma of Mischler Financial has cautioned against hiking rates on data that’s about to be rewritten, pointing to existing internal divisions within the central bank. Some Fed officials have publicly expressed discomfort with tightening further when the labor market shows signs of cooling. Others remain laser-focused on the inflation readings sitting stubbornly above the 2% target and argue that credibility demands action.
What the market is watching
For investors, this creates a peculiar two-week window of uncertainty. The FOMC decision drops September 16. The revised PCE data arrives September 30. Any rate hike announced on the 16th will be immediately reassessed against new inflation data on the 30th.
A rate hike supported by 90% market-implied odds is largely priced in, meaning the real volatility risk sits with the September 30 PCE release. If the revised numbers come in significantly below previous readings, traders will start pricing in a pause or even a reversal at the November meeting.
There’s also a subtler dynamic at play. The BEA’s revisions don’t just affect forward-looking policy. They rewrite history. If core PCE from 2023 through 2025 was consistently lower than originally reported, it raises uncomfortable questions about whether prior rate decisions were appropriately calibrated.
MACRO & FED
Hurriyet Daily News
14 Sep 2026 · 11:45
'This is the test': All eyes on US Fed to tackle high inflation
'This is the test': All eyes on US Fed to tackle high inflation WASHINGTON AFP Photo The U.S. Federal Reserve goes into a key rate-setting meeting this week with markets expecting policymakers to pull …
'This is the test': All eyes on US Fed to tackle high inflation
WASHINGTON
AFP Photo
The U.S. Federal Reserve goes into a key rate-setting meeting this week with markets expecting policymakers to pull the trigger on a rate hike to tackle persistently high inflation — and analysts say central bank chief Kevin Warsh's credibility is on the line.
The world's largest economy has been dealing with years of higher-than-target inflation, and prices have surged in the wake of US President Donald Trump's war on Iran, his signature tariff policies and the ongoing AI boom.
The Fed has held rates steady since January, choosing to wait to gauge the effects of energy price shocks and to let the tariffs' effects on prices ripple through the economy.
In recent weeks, however, several Fed policymakers — including Warsh himself — have hinted that if inflation does not show clear signs of slowing, the central bank will have to act by raising interest rates.
On Sept. 11, new data on consumer inflation for August showed it remaining steady at 3.4 percent — no change from the month before, but still well above the Fed's long-term 2 percent target.
Market expectations of a 25-basis-point rate hike on Sept. 16 surged in the wake of the data, with the probability at more than 85 percent according to CME's FedWatch tool.
The Fed last raised rates three years ago, when it was fighting surging inflation in the wake of the pandemic. They currently stand at between 3.5 and 3.75 percent.
Trump has railed against the Fed over interest rates since taking office for his second term, launching unprecedented attacks on the central bank's independence as he demands lower rates to spur economic activity.Warsh was appointed by Trump and analysts say this is his first real test since taking office: Will the Fed raise rates to combat inflation, or hold steady in line with what the White House prefers?
"This is the test. This is what comes with that job, and now he has to decide how to handle it," said David Wessel, senior fellow at the Brookings Institution.
"He's either going to completely disappoint the markets, or he runs the risk that he's going to start to anger Donald Trump."
"It's quite likely that the Fed will raise interest rates next week," said Claudia Sahm, chief economist at investment firm New Century Advisors who previously worked at the Fed.
But "it's not a done deal," she cautioned in comments to AFP. "This is a difficult decision for them to make."
Sahm warned such a move was "not a magic wand and it is a costly medicine."
She said the Fed could still hold rates steady rather than administer that medicine, but it would have to explain its decision clearly to markets.
"If they surprise markets and they can't explain why they're surprising markets, then Wednesday afternoon will be pretty messy," she said.
Since taking office, Warsh has changed the way the Fed communicates about its decisions, advocating for less transparency into the process as he thinks it locks policymakers into courses of action that may need to be adjusted.
Investors have had mixed reactions to the cut in what is known as "forward guidance," with analysts saying it has introduced more uncertainty into how financial markets price in inflation and interest rate expectations.
Warsh has advocated in the past for lower interest rates due to expected productivity gains from AI technology, but in recent weeks he has doubled down on the Fed's mandate to bring inflation down.
"There's always been this doubt about whether Kevin Warsh is going to be like his predecessors and do what's right for the economy, even if it's politically inconvenient," said Wessel of Brookings.
"If he raises rates now and Trump goes ballistic, he will have established his credibility as an independent Fed chair for the rest of his term.
MACRO & FED
Biztoc.com
14 Sep 2026 · 11:45
‘Really helpful’: the AI bootcamps aimed at addressing UK youth unemployment
Pilot project in Preston comes with apprenticeship offer for Neets at end of three-week course In a youth centre opposite Preston bus station, the UK government is trying to address two of the greatest …
Pilot project in Preston comes with apprenticeship offer for Neets at end of three-week course
In a youth centre opposite Preston bus station, the UK government is trying to address two of the greatest challenges facing the national economy: AI and youth unem… Pilot project in Preston comes with apprenticeship offer for Neets at end of three-week courseIn a youth centre opposite Preston bus station, the UK government is trying to address two of the greates…
MACRO & FED
The New Republic
14 Sep 2026 · 11:45
The Big Greedy Data Center Next Door
In 2021, Andrew and Stevi Groetsch started building a modern ranch-style home across from a peaceful stretch of farms in Vineland, New Jersey. One night a few years later, in September 2025, Andrew was …
In 2021, Andrew and Stevi Groetsch started building a modern ranch-style home across from a peaceful stretch of farms in Vineland, New Jersey. One night a few years later, in September 2025, Andrew was reading their daughter a bedtime story when he noticed the windows in her room vibrating with a loud, mechanical hum. He heard the same “wailing” sound while walking their floppy-eared Hungarian pointer at dawn. “We’d just spent a bunch of money to build a house,” Andrew told me in the family’s spacious, tree-lined backyard. “We pay taxes—a lot of taxes. We were pretty mad at that point. Still are.”
The source of the noise was New Jersey’s largest data center, about a mile down the road from the Groetsches’ home. The facility is owned and operated by a company called DataOne for the Netherlands-based “neocloud” provider Nebius, which is responsible for sourcing, installing, and managing graphics processing units (i.e., specialized microchips) made by Nvidia. According to the terms of a five-year deal worth up to $19.4 billion, Nebius will deliver that computing capacity to Microsoft, whose internal teams will reportedly use it to create large language models and a consumer AI assistant. Giving Microsoft everything it wants will take at least 300 megawatts of power—nearly double the electrical generation capacity of the entire city of Vineland.
Vinelanders aren’t happy about it. They’re now ensnared in a bitter nationwide battle pitting a core engine of the U.S. economy against most of the people who live here. The market value of AI-related companies has grown by approximately $27 trillion since November 2022; by some estimates, AI-related investments now account for nearly 40 percent of U.S. GDP growth. This surge of investment and stock valuations has fueled a boom that is primarily benefiting the already rich: the wealthiest 10 percent of U.S. households, which own 87 percent of stocks. It was thanks in part to these dynamics that U.S. billionaires added $1.5 trillion to their collective net worth in 2025. The same year, American workers took home their smallest share of GDP since 1947.
For the frontier labs, builders, cloud network operators, energy companies, and chipmakers (to name just a few interested parties) that are already cashing in on the AI spending binge, data centers really do appear to be the “LIQUID GOLD!” President Donald Trump has claimed they are. Most Americans, however, just don’t see the benefit of having them in their communities. A Heatmap Pro poll released in mid-August found that Democrats, Republicans, and independents all oppose by significant margins a center being built near where they live; three-quarters of Americans overall oppose nearby data center development. More than half of Americans support a nationwide moratorium.
These aren’t just idle gripes to pollsters fishing for discontent. According to Heatmap Pro, more than 500 counties or municipalities have blocked or restricted data center development. In the first three months of 2026, Data Center Watch reported that at least 75 projects worth an estimated $130 billion were disrupted by local opposition. In New Jersey—where 56 percent of voters support banning data center development near where they live—38 municipalities have done exactly that.
MACRO & FED
Biztoc.com
14 Sep 2026 · 11:45
Long-Term US Unemployment Rate Creeps Up To 27% Despite Blockbuster August Hiring
Long-Term US Unemployment Rate Creeps Up To 27% Despite Blockbuster August Hiring Despite the recent blockbuster August jobs report, the anemic pace of hiring in prior months has been exacerbating challenges for long-term unemployed …
Long-Term US Unemployment Rate Creeps Up To 27% Despite Blockbuster August Hiring
Despite the recent blockbuster August jobs report, the anemic pace of hiring in prior months has been exacerbating challenges for long-term unemployed Americans, new research … Long-Term US Unemployment Rate Creeps Up To 27% Despite Blockbuster August Hiring
Despite the recent blockbuster August jobs report, the anemic pace of hiring in prior months has been exacerbating c…
MACRO & FED
Biztoc.com
14 Sep 2026 · 11:45
Anthropic says AI could double the U.S. economy every 4.5 years — but push knowledge-worker unemployment to 18%
Anthropic says AI could double the U.S. economy every 4.5 years — but push knowledge-worker unemployment to 18% Anthropic has put numbers on what its own technology might do to the American economy and …
Anthropic says AI could double the U.S. economy every 4.5 years — but push knowledge-worker unemployment to 18%
Anthropic has put numbers on what its own technology might do to the American economy and the range is enormous.
On Sept. 9, Anthropic, the company… Anthropic says AI could double the U.S. economy every 4.5 years but push knowledge-worker unemployment to 18%Anthropic has put numbers on what its own technology might do to the American economy and …
MACRO & FED
Biztoc.com
14 Sep 2026 · 11:45
Up 3,600%, this freight fund has posted the biggest gains of all on Iran war oil shock
As investors hunt for investment gains across the globe and diverse asset classes, from U.S. AI stocks to inflation hedges and crude oil contracts, something more mundane operating in the shadows of the global …
As investors hunt for investment gains across the globe and diverse asset classes, from U.S. AI stocks to inflation hedges and crude oil contracts, something more mundane operating in the shadows of the global economy has racked up the biggest gains of all: f… As investors hunt for investment gains across the globe and diverse asset classes, from U.S. AI stocks to inflation hedges and crude oil contracts, something more mundane operating in the shadows of …