Anthropic's Dario Amodei called for a brake on frontier model development and drew rare backing from Sam Altman and Elon Musk, and an immediate rejection from the president.
Monday, September 14, 2026
24 storiesThe Bank for International Settlements used its quarterly review to warn that AI-driven market momentum is showing signs of vulnerability, and that leveraged non-banks are now central to global markets.
The University of Michigan's preliminary September reading fell to near the lowest level on record, even as household wealth hit a quarterly record.
The CLARITY Act reaches a cloture vote on Tuesday after Republicans added ethics language Trump accepted and a compromise on stablecoin yield that banks are still fighting.
Markets go into the September policy meeting expecting the first increase in the federal funds rate in three years, and the first under chair Kevin Warsh.
A postponed Gulf meeting, a closed Saudi export line and Houthi gains near the Red Sea chokepoint kept crude and diesel bid through Monday.
Fitch says the US private credit default rate rose to a new high in August, on the same day two senators pressed regulators for more disclosure on the asset class.
The first market test of an AI slowdown narrative sorted the sector by leverage, with SoftBank and semiconductor names falling while several hyperscalers rose.
The benchmark US yield reached a level last seen in 2023, flattening the curve and putting the Treasury's borrowing costs at the centre of this week's Fed decision.
The Bank of Japan, the Bank of England and the European Central Bank all face markets that have moved their expectations toward higher rates as energy prices climb.
The designation puts one of Russia's largest banks inside the Iran sanctions programme, exposing any foreign institution that keeps dealing with it to secondary sanctions.
The president announced the carve-out at the close of the Irish Open, and Brussels responded by asking for more.
The sector carrying index earnings growth sold off on Monday as investors tried to price a deceleration the industry asked for itself.
Surging oil is pulling the Bank towards tightening while record borrowing costs push it to ease off quantitative tightening.
A quarter-point move on Friday is fully priced, leaving the yen and the ten-year government bond to carry whatever surprise remains.
China's first official reply rejects pacing outright, even as its own security ministry lists six principal AI risks.
A vessel strike in the strait, a postponed ministerial meeting and a closed export line pushed crude to its highest in months.
Markets are pricing an increase at this week's meeting, the first of Kevin Warsh's tenure, while the president calls publicly for the lowest rates anywhere.
The capture of Mokha and Mayun leaves two of the world's energy chokepoints in hostile hands and tanker freight repricing.
Long rates, not the policy rate, are now setting the cost of money for households, companies and the Treasury itself.
Anthropic, OpenAI and xAI leaders endorsed a slower pace over one weekend, and President Trump dismissed the warnings within a day.
The revised draft hands Treasury a stablecoin circuit breaker and gives state attorneys general new enforcement powers.
The president says Ukrainian strikes on Russian energy are raising fuel prices and hurting the world economy.
The Speaker says the checks need legislation; the administration says they will not cost taxpayers anything.