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October 15

Robot "Ahmed" Gropes Teen Girl Live On TikTok - World's First Robot Sex Assault?
Remix News has compiled into one longer clip, the robot grabs their behinds, makes masturbatory motions, and humps the women.

Mkts  2Y  10Y  30Y
S&P is up 0.26% | close
Oil is up 2.59%. Brent is $105.73
Gasoline futures fell below $3.20 a gallon to a two-week low
Gold is up $65
Dollar index is down 0.53% to 102.01
10Y is LOWER by 11.2bp to 5.074%. Touched 5.33% yesterday

News
Chipmakers and AI hyperscalers pared losses after Nvidia CEO Jensen Huang pushed back against concerns about CoreWeave (+5.9%), saying he did not believe the company would need a bailout from Nvidia. The data center firm is an important test case for the viability of businesses emerging to meet surging demand for AI computing

Atlanta Fed GDPNow holds at 3.6% for Q3 as consumer spending outlook improves
Trump Cancels Livestream of Firing-Squad Execution. Vast majority were repulsed
When AI Spending Starts Slowing, Start Worrying | Wolf

News
Initial claims: 199,000 and hover At 57-Year Lows
PPI: 1.3% m/m and 6.3% y/y. Most in 4 years
Core PPI up 0.7%
Retail sales: up 0.8%
NY Empire Manufacturing index +25.50. Most in nearly 5 years
Philly Fed business index +20.9 vs +28.4 expected

Trump Admin Floats Unfreezing Russian Assets In Big Move To Restart Talks | Zero
US weighs using ‘mother of all bombs’ against Iran - CNN | Iran
Zelenskyy Defies Trump, Orders New Russian Refinery Attacks
Industrial production in the Euro Area fell 0.5% month-on-month
Layoffs Tear Through Canada’s Steel Towns. Feeling the hit of Trump’s tariffs

Putin Might Accept Trump’s Reported 4-part Peace Plan | Kory
It represents a pragmatic balance of interests between all sides.

Panic in Kiev as Starlink “Mysteriously” Throttled One Day After Intelligence Blackout | Simpl
Musk immediately responded with a clarification: the military version of Starlink is infact operated by the US DOD under the name Starshield and is not controlled by Musk or SpaceX.

Cleveland Fed CPI Forecasts for October
Headline: 0.28 m/m and 3.78% y/y
Core: 0.21 m/m and 2.48% y/y

Market is pricing a 32% probability of a hike in Oct, up from 21% before CPI
AAA gasoline is up slightly to $4.334 from $4.328 a month ago
Inflation Spreads across the Economy, Not Going Back into the Bottle | Wolf
Fed's Goolsbee described CPI as “discouraging”. AI infrastructure could be overheating economy

Debt Rattle
“It’s too late for us, but you still have a chance.” “Trust me. You don’t want to be France.”
Zelensky Thinks He Can Bully Trump Like He Does EU Leaders

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