Every story in this issue with a short summary, so you can decide what to read before leaving the site. Summaries are written by AI (Claude) only from each publisher's own description and checked by Jev for anything not in that description. They are not full translations. Follow "Read the original" for the full story.
The morning brief compiles the main macro news concerning the Americas, Asia and Europe. The items were first released on Twitter.
Read the original →Goldman Sachs said a recession could accelerate companies' adoption of AI and deepen AI-related job losses.
Read the original →The AI spending boom has raised red flags with investors this week. How companies respond could have big implications for energy and the climate.
Read the original →Jackie DeAngelis reports from the Dow Jones Energy Forum on rising crude oil prices and inflation concerns. Apollo Global Management CEO Marc Rowan discusses energy investments and the doubling power needs of global data centers.
Read the original →On October 16, 2026, China's Ministry of Commerce and Ministry of Science and Technology jointly issued Announcement No. 48. It releases for public comment proposed revisions to the Catalogue of Technologies Prohibited or Restricted from Export of China. The proposal would add targeted controls in artificial intelligence, life sciences and photovoltaic technologies.
Read the original →China's DeepSeek and MiniMax received approval to take their artificial intelligence models global. The move expands access to users outside China.
Read the original →The description lists topics from a speech in Singapore that sets the tone for the Annual Meetings. These include AI investment surpassing historic infrastructure eras, debt pressures and fiscal inaction, energy prices, inflation and monetary prudence, and explaining hard choices to the public.
Read the original →