https://macronotebook.com/2026/10/trump-on-iran-strikes-after-midterms-anythings-possible/The Macro Notebooken2026-10-29T09:47:00.000ZIran strikes after the midterms? Trump says "anything's possible" https://macronotebook.com/2026/10/iran-war-cost-the-us-has-spent-471bn-the-pentagon-says/The Macro Notebooken2026-10-29T09:46:00.000ZIran war cost: the US has spent $47.1bn in eight months, the Pentagon says https://macronotebook.com/2026/10/ras-tanura-attack-what-the-houthis-claim-what-is-confirmed/The Macro Notebooken2026-10-29T09:45:00.000ZRas Tanura attack: the Houthis claim a hit on Saudi Arabia's biggest refinery https://macronotebook.com/2026/10/how-do-tariffs-work-who-pays-and-the-173bn-the-us-took/The Macro Notebooken2026-10-29T09:44:00.000ZHow do tariffs work? Importers pay, and the US took $173bn in 2026 https://macronotebook.com/2026/10/google-earnings-alphabet-falls-10-as-microsoft-rises/The Macro Notebooken2026-10-28T22:55:00.000ZGoogle earnings: Alphabet falls 10% on a SpaceX loss and a cash gap; Microsoft rises https://macronotebook.com/2026/10/fed-holds-rates-two-dissents-and-the-10-year-rises-to-505/The Macro Notebooken2026-10-28T22:50:00.000ZFed holds rates at 3.75% to 4%: two officials wanted a rise, and long yields climbed https://macronotebook.com/2026/10/fed-decision-today-a-hold-at-88-and-december-odds-jump-to-89/The Macro Notebooken2026-10-28T09:27:00.000ZFed decision today: markets expect a hold, and now see an 89% chance of a December rise https://macronotebook.com/2026/10/israel-election-results-no-majority-and-the-shekel-falls/The Macro Notebooken2026-10-28T09:19:00.000ZIsrael election results: no bloc has a majority, and the shekel and Tel Aviv shares fall https://macronotebook.com/2026/10/brazilian-real-falls-84-after-lulas-win-worst-day-since-2008/The Macro Notebooken2026-10-28T08:58:00.000ZBrazilian real falls 8.4% after Lula's win, its worst day since 2008 https://macronotebook.com/2026/10/exponential-time-hypothesis-refuted-what-the-ai-proofs-mean/The Macro Notebooken2026-10-28T08:54:00.000ZExponential Time Hypothesis: OpenAI and Anthropic say their AI refuted it. What that means https://macronotebook.com/2026/10/what-is-a-budget-deficit-the-us-ran-1992bn-in-fiscal-2026/The Macro Notebooken2026-10-28T08:49:00.000ZWhat is a budget deficit? The US ran one of $1,992bn in fiscal 2026