Markets 24-Hour Briefing

Public Markets

Last updated: November 1, 2026, 3:40 PM ET

Crypto Markets

Binance restarted customer withdrawals ft.com after the $6.3bn heist, with the exchange pledging to reimburse users whose assets were stolen. The FBI has linked the attack to a North Korean group, and this week's theft nytimes.com is the largest ever recorded against a crypto platform. Exchanges are now tightening security ft.com across the sector, while Binance reported $3.64 billion in outflows before its withdrawals resumed. The exchange says it has replaced roughly 95% wsj.com of the stolen assets so far.

Equities and Tech

Wall Street is bracing for further swings bloomberg.com after a tech rout, with Nvidia's earnings the next major catalyst. Morgan Stanley's Mike Wilson expects a rebound bloomberg.com once the midterm uncertainty clears. Investors are hedging against AI-related risks wsj.com, and a vendor financing revival wsj.com is amplifying exposure across the AI trade. Anthropic's public listing wsj.com highlights the growing role of founder-controlled share structures in hot tech IPOs.

Energy and Commodities

OPEC+ kept December output quotas bloomberg.com unchanged, with seven members agreeing to hold targets steady. Output remains below prewar levels wsj.com as shipping threats persist in the Gulf. A Pakistani LNG cargo was attacked near Hormuz bloomberg.com despite Iranian approval for safe passage. Germany missed its gas storage target bloomberg.com as a cold snap set in, raising the risk of higher prices across the EU. Oil majors are resisting refinery investment ft.com even as fuel prices keep climbing.

Emerging Markets and Macro

Brazil's election-driven selloff bloomberg.com has served as a warning to investors crowded into emerging-market trades. Australia's home prices fell bloomberg.com for a seventh straight month ahead of an expected rate hike. China will convene a meeting bloomberg.com on supporting its stock market, while Turkey named a new markets regulator bloomberg.com following a fund rout. Macau's gaming revenue declined bloomberg.com for a fifth straight month in October.

Corporate and Finance

Quant hedge fund Xantium is spinning out of Tudor ft.com in a record $9bn launch. Law firm Weil Gotshal is winding down ft.com after 95 years in business. Junk debt markets suffered a rout that has investors ft.com calling it a bloodbath. Blue Lagoon's owner plans a listing ft.com in Reykjavik to fund expansion as Icelandic tourism booms.

Politics and Policy

Bond investors are pausing ahead of the midterms ft.com, which they see as the most consequential US elections in years. A judge dismissed Trump's $10bn suit nytimes.com against the Wall Street Journal. UK Budget signals a shift away from Miliband-ism ft.com on energy policy.

Coming Up

The US midterm elections arrive this week ft.com, with markets watching closely for the outcome. Nvidia reports earnings bloomberg.com as investors weigh the next move in tech stocks. China's regulators are set to address bloomberg.com global bankers at a Hong Kong summit.

Private Equity

Last updated: October 31, 2026, 10:40 PM ET

Venture Capital Events

Registration is closing soon for the TechCrunch Founder Summit techcrunch.com, a full day of networking and sessions on November 4 at Boston's SoWa Power Station.

Limited Partner Strategy

Institutional investors are piling into OpenAI and Anthropic techcrunch.com despite conventional venture wisdom, with limited partners describing the mood as largely upbeat even as pacing pressures and payout timing weigh on their portfolios.

Coming Up

The Tech Crunch Founder Summit takes place on November 4 techcrunch.com at SoWa Power Station in Boston.

Sector Investment

Last updated: October 30, 2026, 3:40 PM ET

Real Estate Fundraising

Digital Realty is reportedly targeting $3.5bn perenews.com for its cornerstone core debut fund. TPG has held a first close perenews.com on its fifth flagship fund, having raised more than half of the $8.5bn target as the manager shifts toward new strategies. Phoenix Property Investors is nearing final close perenews.com on Fund VII, and for the first time the Hong Kong-based firm could raise more capital for associated vehicles.

Consolidation and Independence

Genesta is trading independence for scale perenews.com as the boutique Nordic manager pursues a merger amid what its leadership describes as tough times for real estate.

Infrastructure and AI

Edward Casserley is moving infrastructureinvestor.com from Stonepeak to the investment team of KKR's recently launched AI infrastructure unit.

Private Credit in Asia

Capita Land Investment's Kishore Moorjani argues that Asia is private credit's next frontier, positioning the firm's approach as building a platform perenews.com rather than assembling a collection of loans.

Healthcare

Value-based care remains one of healthcare's largest bets on changing how care is delivered, and a discussion with TruHelm's CEO thehealthcareinvestor.com examines where those models are actually working.

Coming Up

Phoenix Property Investors expects its Fund VII final close perenews.com to follow shortly, and TPG's fifth flagship fund continues toward its $8.5bn target.