OECD Forecasts US 2026 Growth Of 2.2% (Vs 2.0% In June), 2.1% In 2027 (Vs 1.8%) - World 2026 Growth Of 2.9% (Vs 2.8% In June), 3.0% In 2027 (Vs 3.1%) - China 2026 Growth Of 4.5% (Unchanged), 4.2% In 2027 (Vs 4.3%) - Euro Area 2026 Growth Of 1.0% (Vs 0.8% In June), 1.0% In 2027 (Vs 1.2%) - Japan 2026 Growth Of 0.8% (Vs 0.6% In June), 0.7% In 2027 (Vs 0.8%) - UK 2026 Growth Of 1.1% (Vs 0.9% In June), 1.0% In 2027 (Vs 1.1%)

CPI Details: CPI rose 0.6% MoM after rising 0.4% MoM in August; it rose 3.7% YoY The index for gasoline rose 9.1% in September, accounting for over half of the monthly all items increase. The energy index increased 5.2% over the month following a 2.1% increase in August. Electricity CPI rose 0.2% over the month. In contrast, the natural gas index decreased 0.3% in September. The shelter index rose 0.4% in September after rising 0.3% in August. The index for food was unchanged in September, as the index for food away from home increased 0.2% and the index for food at home fell 0.1%. It increased 2.5% over the last year.Three of the six major grocery store food group indexes decreased in September, while the other three indexes increased. The meats, poultry, fish, and eggs index decreased 0.5%over the month, as the beef index fell 1.0%. The index for other food at home decreased 0.2 percent in September. The dairy and related products index decreased 0.9% over the month, as the milk index declined 2.0%. The energy index increased 20.4% YoY due in large part to the index for gasoline rising 34.2% over the same period. The natural gas index increased 5.0% YoY and the electricity index rose 4.4% YoY. Core CPI rose 0.3% in September, same as August. Indexes that increased over the month include recreation, used cars and trucks, education, airline fares, medical care, and apparel. Conversely, the index for communication was among the small number of major indexes that decreased in September. Shelter CPI increased 0.4% MoM, after rising 0.3% in August.Index for owners’ equivalent rent rose 0.3% in September, and the index for rent increased 0.2%. Lodging away from home index rose 2.0% in September after rising 2.4% the previous month. Index for recreation increased 0.5% over the month after being unchanged in August. Used cars and trucks index rose 0.7% in September, and the education index increased 0.6%. New vehicles index, the personal care index, and the motor vehicle insurance index also increased over the month. Index for airline fares increased 1.2% in September, and the index for apparel rose 0.3%. The medical care index increased 0.1% in September after falling 0.2% in August. The index for hospital services rose 0.7% over the month. Prescription drugs index declined 1.2% in September. Index for physicians’ services was unchanged over the month. Communication CPI declined 0.2% in September after rising 2.3% in August. Index for household furnishings and operations was unchanged over the month.

CHOOSE YOUR FIGHTER Warren Buffett vs Stanley Druckenmiller Buffett stepped down as Charman of Berkshire Hathaway $BRK.B today. Druckenmiller has never had a losing year in more than 30 years. Here are their full portfolios as of Q2 2026. BERKSHIRE HATHAWAY - Apple $AAPL: 22% - American Express $AXP: 17% - Google $GOOGL: about 12.6% across both share classes - Coca-Cola $KO: 11% - Bank of America $BAC: 9.2% - Chevron $CVX: 4.7% - Occidental $OXY: 4.3% - Chubb $CB: 3.9% - Moody's $MCO: 3.7% - Kraft Heinz $KHC: 2.6% - DaVita $DVA: 2.1% - Delta $DAL: 1.8% - SiriusXM $SIRI: 1.2% - VeriSign $VRSN: 0.8% - Kroger $KR: 0.7% - Liberty Live $LLYVA: about 0.6% across both share classes - Ally $ALLY: 0.4% - Lennar $LEN: 0.4% - New York Times $NYT: 0.4% - Capital One $COF: 0.2% - Louisiana-Pacific $LPX: 0.1% - Nucor $NUE: 0.1% - Macy's $M: 0.1% - NVR $NVR - Jefferies $JEF - D.R. Horton $DHI DUQUESNE FAMILY OFFICE - Natera $NTRA: 17% - Insmed $INSM: about 5.7% in shares and calls - Taiwan Semi $TSM: 5.4% - Brazil ETF $EWZ: about 5.1% in shares and calls - Amazon $AMZN: about 4.6% in shares and calls - STMicro $STM: 4.5% - S&P 500 Equal Weight $RSP: about 3.7% in calls and shares - Fox $FOXA: about 2.8% across both share classes - YPF $REPYY: 2.7% - CDW $CDW: about 2.7% in shares and calls - BBB Foods $TBBB: 2.3% - Google $GOOGL: 2.3% - Seagate blockstack:native: 2.3% - United Airlines $UAL: 2.1% - Sea $SE: 2.0% - NewAmsterdam Pharma $NAMS: 2.0% - Russell 2000 ETF $IWM: 1.9% in calls - Sandisk $SNDK: 1.5% - Revolution Medicines $RVMD: 1.4% - S&P 500 ETF: 1.3% in calls - Bitdeer: 1.2% - CRH: 1.1% - Delta: 1.1% - Tesla $TSLA: 1.0% in calls - Fluor: 1.0% - D.R. Horton: 0.9% - Coupang: 0.9% - AMD: 0.8% - Palo Alto Networks: 0.8% - Cleveland-Cliffs: 0.8% - Hut 8: 0.7% - Caris Life Sciences: 0.6% - Argentina ETF: 0.6% - Woodward: 0.5% - Meta: 0.5% in calls - Nuvation Bio: 0.5% - Protagonist Therapeutics: 0.5% - Roku: 0.5% - Cavco: 0.5% - ADMA Biologics: 0.4% - Hyperliquid Strategies: 0.4% - Rambus: 0.4% - Rhythm Pharmaceuticals: 0.4% - Champion Homes: 0.4% - Daktronics: 0.4% - PureCycle: 0.4% - Southern Copper: 0.4% - Linde: 0.4% - Entegris: 0.4% - Teva: 0.4% - Unity: 0.4% - Aeva: 0.4% - Riot Platforms: 0.4% - Qnity Electronics: 0.4% - Equinix: 0.4% - Lam Research: 0.4% - Definium Therapeutics: 0.3% - Belite Bio: 0.3% - 10x Genomics: 0.3% - Wabtec: 0.3% - Eli Lilly: 0.3% - Xenon Pharmaceuticals: 0.3% - Olema Pharmaceuticals: 0.2% - Repligen: 0.2% - Rocket Companies: 0.2% - Baidu: 0.2% - Arm: 0.2% - Carvana: 0.2% - Reddit: 0.2% - Alcoa: 0.2% - Thermo Fisher: 0.2% - Danaher: 0.2% - F5: 0.2% - Vista Energy: 0.2% - Skeena Resources: 0.2% - JBS: 0.1% - Monte Rosa Therapeutics: 0.1% - Relay Therapeutics: 0.1% - DBV Technologies: 0.1% - CCC Intelligent Solutions: 0.1% - UWM Holdings: 0.1% - Navitas Semiconductor: 0.1% - Solstice Advanced Materials: 0.1% - FTAI Aviation: 0.1% - Beam Therapeutics: 0.1% - Aurora Innovation: 0.1% - IREN: 0.1% - Grupo Financiero Galicia: 0.1% - Wave Life Sciences: under 0.1% Both own Google, Delta and D.R. Horton. Neither owns Nvidia $NVDA.

UK Industrial Production (M/M) Aug: 0.8% (est -0.1%; prev 0.2%) - Industrial Production (Y/Y): 1.6% (est 0.7%; prev 0.6%) - Manufacturing Production (M/M): 1.2% (est 0.0%; prev 0.9%) - Manufacturing Production (Y/Y): 3.0% (est 2.3%; prev 2.6%)

Premarket movers: Mag 7 stocks are mostly higher: Meta released its most powerful artificial intelligence model yet. Shares are up about 0.7%; elsewhere Tesla +1.2%, Alphabet +0.3%, Amazon +0.2%, Microsoft +0.5%, Nvidia -0.4%, Apple -0.2% Advasa (ADBT) falls 11% after the Japan-based financial technology company, which is listed in the US, said CFO Katharyn Field had resigned. Argan (AGX) rises 6% after the construction company reported revenue for the second quarter that beat the average analyst estimate. Broadcom (AVGO) falls 3% after the chipmaker’s results and forecast were seen as underwhelming. The company predicted a boom in artificial intelligence chip sales over the next two years. Campbell’s (CPB) falls 5% after the food company cut its dividend and provided disappointing guidance. Ciena (CIEN) rises 1% after the maker of equipment used by telecom companies posted third quarter results. Envista (NVST) climbs 2% after JPMorgan upgraded the dental company to overweight, saying the firm is entering its investor day event later this month from a position of improved execution. Hewlett Packard Enterprise (HPE) falls 4% after reporting increasing sales that didn’t meet high expectations from investors. NetApp (NTAP) is down 8%, even after the data storage and management company raised its full-year forecast. The stock has been a strong performer this year, up nearly 70% as of its last close. Snowflake (SNOW) jumps 24% after the software company’s second-quarter results beat expectations and the company raised its full-year forecast for product revenue. Analysts note another quarter of product revenue acceleration driven by AI demand. Ultragenyx Pharmaceutical (RARE) plunges 44% after the biotech’s experimental drug aimed at treating a rare genetic disorder failed to meet its primary endpoint in a study. The disappointment prompted several brokerages to downgrade their ratings on the stock. Victoria’s Secret (VSXY) falls 18% after the company boosted guidance but showed a slower pace of growth.

MiniMax H3 Fashion Lookbook | Anime Character Reveal + Editorial MV Prompt🔥 Made this high-saturation anime PV with 13 fast visual beats in 15 seconds. A few years ago, this would’ve been days of AE work. Now? Prompt → generate → refine. Prompt 👇 Create a **15s, 16:9, 24fps anime character reveal trailer** with **13 fast visual beats**. Style: **Japanese anime opening × premium AAA motion graphics × fashion campaign**. The video should feel **explosive, sexy, stylish, bold and high-impact**, with **80% motion graphics and 20% character action**. ## CHARACTER LOCK — HIGHEST PRIORITY AO is a **young adult East Asian anime woman** with a sexy, confident Japanese anime aesthetic. She has: * small refined face * sharp expressive crimson eyes * glossy lips * confident, teasing gaze * slim feminine curvy figure * long elegant legs * stylish, cool, alluring presence Keep her identical throughout: * chin-length vivid red bob with messy bangs * crimson-red eyes * black choker * fitted red cropped top * short white cropped jacket, worn open * black mini skirt or fitted shorts * red belt detail * black thigh strap * white-and-red platform sneakers * subtle silver accessories Preserve the same face, body proportions, hairstyle, outfit, materials and colors in every shot. **Never redesign AO. Never change her face or outfit. If a shot becomes too complex, simplify the action first.** ## VISUAL STYLE Palette: **vivid red, crimson, white, black, silver**. Use: giant kinetic typography, red circles, diagonal slashes, manga speed lines, split screens, halftone dots, barcode strips, UI ticks, freeze frames, RGB flashes, impact shakes, poster layouts and graphic wipes. Every beat should feel: **fast, sharp, sexy, explosive, graphic and iconic**. Keep typography bold and readable. Editing: hard cuts, aggressive snap zooms, whip pans, speed ramps, freeze frames, impact shakes and foreground wipes. ## 13 VISUAL BEATS **01 | 0.0–1.0s** White field. Massive red circle slams into frame. Black bars slash across. UI ticks flicker. Giant **A**, then **O**, hit with heavy impact shake. **02 | 1.0–2.0s** The O becomes a circular frame showing an extreme close-up of AO’s crimson eye and glossy lips. She gives a teasing side glance. RGB flash. Circle bursts into red-and-white fragments. **03 | 2.0–3.1s** Black background, huge white **AO**. AO enters fast, turns sharply and power-slides beneath the typography. Red speed streaks trail behind her. Whip-pan out. **04 | 3.1–4.0s** Three red/white/black vertical panels. AO appears in three poses: hip turn, hair touch, over-shoulder stare. Huge vertical **FULL SPEED** moves behind her. **05 | 4.0–5.1s** AO jumps through a rotating typography ring reading **NO BRAKES / ALL EYES ON ME**. One clean mid-air spin. Snap zoom into her confident face. **06 | 5.1–6.0s** White editorial frame. Huge black **HOT** with a red slash. AO crosses the frame with a runway-like step, one hand at her waist. Typography compresses and rebounds. **07 | 6.0–7.0s** Bright red field with black diagonal stripe. AO performs one smooth fast turn. Three ghosted freeze positions trace the movement. Giant outlined **TURN** rotates behind her. **08 | 7.0–8.0s** Words hit one per beat: **HOT / FAST / WILD / RED** AO changes pose with each word: direct stare, hair toss, hip shift, confident forward lean. **09 | 8.0–9.0s** Black frame with manga perspective lines and a graphic grid. AO steps forward and freezes in a strong hero pose. Red circular target graphics lock around her. **10 | 9.0–10.1s** AO moves toward camera through three red-and-white graphic panels. Each panel shatters as she passes. Large **A O** fragments appear behind her. Finish with a hair or leg foreground wipe. **11 | 10.1–11.1s** Rapid poster montage: four frames of the same AO — close-up stare, walking, side pose, hands at waist. Add **01–04**, barcodes, halftone dots and sharp Japanese poster graphics. **12 | 11.1–13.0s** Hero moment on a clean white background. AO lands in a powerful fashion pose: one leg forward, one hand at her waist, chin lifted, direct eye contact. Huge red shockwave rings explode behind her. Typography fragments and speed lines burst outward. Hold an iconic confident freeze. **13 | 13.0–15.0s** Final identity card. Huge black **AO** on a bright white field. AO stands relaxed and alluring in front of the letters. Red circles, halftone, technical arcs and sharp speed accents surround her. Final red pulse flashes through the frame and ends on a hard stinger. ## ANIME STYLE Premium modern Japanese anime rendering: * clean cel shading * sharp linework * polished highlights * cinematic close-ups * dynamic perspective * fashion-editorial full-body framing * smooth hair and fabric motion AO must look like a **stylish adult anime heroine**, not chibi and not childish. ## AUDIO Hard-hitting **electro / future bass / anime-opening style music**. Use: heavy drums, bass hits, risers, glitch fills, synth stabs, typography slams, whooshes and shutter impacts. Build continuously. Peak at Beat 12. End with a sharp electronic stinger. ## PRIORITIES 1. AO identity consistency 2. sexy adult anime character design 3. red-black-white outfit consistency 4. maximum visual impact 5. readable typography 6. premium anime rendering 7. fast beat-synced editing Avoid: childlike proportions, chibi style, blue clothing, face changes, outfit changes, extra characters, unreadable typography, weak motion, dull compositions or generic schoolgirl styling. Final result: **explosive, sexy, red-hot, premium, graphic-driven and visually unforgettable.** Try MiniMax H3 on Ima Studio 👉 #MiniMaxH3# #MotionDesign# #Anime# #AIVideo# #ImaStudio#

𝗕𝗶𝘁𝗰𝗼𝗶𝗻 𝗘𝗧𝗙 𝗙𝗹𝗼𝘄 (𝗨𝗦$ 𝗺𝗶𝗹𝗹𝗶𝗼𝗻) – Weekly Summary TOTAL NET FLOW: -678.9 IBIT: 1.1 FBTC: -380.3 BITB: -45.3 ARKB: -207.2 BTCO: 0 EZBC: 4.7 BRRR: 0 HODL: -1.2 BTCW: 0 MSBT: 7.8 GBTC: -47.5 BTC: -11

BREAKING: US stock market futures surge after the US and Iran halt strikes: 1. S&P 500: +0.7% 2. Nasdaq 100: +1.2% 3. Dow Jones: +0.6% 4. WTI Crude: -8.0% 5. Brent: -6.0% 6. Gold: +0.7% The market is beginning to price-in a peace deal again.

🟥 Things I'm looking at today 🟥 Powered by @yeet Subscribe: Crypto mixed, GOP’s final Clarity push, AI labs want slowdown Crypto * BTC: 77,660 (+1%) | BTC.D: 58.8% (+0.1%) * ETH: 2,518 (0%) | BNB: 724 (0%) | SOL: 101 (0%) * Fear & Greed: 56 | 24h Liq: $228m * BTC ETFs: -$13M | ETH ETFs: +$216M * Top Gainers: BR, TIBBIR, FIL, CAP, UB * Crypto fails to sustain post CPI rally * WH agrees to ethics rules in last min Clarity push * Clarity 2026 odds climb to 31% on Polymarket * Revolut leaks HNW client data to fake gov request * Revolut attackers threaten daily data leaks * BTC must clear $81.7K for bull market: CryptoQuant * Odds of BTC $50K before $100K double to 26% * ZEC mining rewards 2x of BTC mining: Grayscale * Tokenised stocks need no issuer approval: Tenev * AMC CEO continues attacks on Robinhood * Memes suffer large dips on Robinhood chain board * Pumpfun intros Holder Rewards * Blockstream refuses ransom to Liquid hacker * SOL tokenised stock volume beats Nasdaq + NYSE * Tokenised stocks on Base hit $100M daily volume * Chainlink buys 91K LINK tokens * SpaceX to launch DOGE-1 Moon mission next week * BNB Chain leads 2026 RWA growth * Hassett disclosed $1-5M in Coinbase stock * DOJ restrains $52M crypto with Tether's help * Coinbase Wallet launches Pulse Mode for perps * Justin Sun accused of ‘clawing back $4.5M bride fee * South Korea CBDC plan draws privacy warnings * UK firms get 5-month window for FCA nod * UK FCA weighs exemption for tokenised gold * BitMEX cofounder donates Reform UK ATH £72M Macro * NASDAQ: $26,330 (+1%) | Gold: $4,320 (-0.7%) * This week: FOMC, BoJ and BoE rate decisions * Brent rallies as Saudis shut pipeline * Iran-Gulf Hormuz talks postponed * Saudi pipeline shutdown risks 4% of oil supply * Iran war likely ends around midterms: Trump * Trump asks Zelensky to stop hitting Russian diesel * HFs buy tech at fastest pace since Jun 2025 * S&P 500 CAPE ratio hits 41, highest since 2000 * US 1 year inflation expectations jump to 4.6% * 30yr yield posts highest weekly close in 22 years * Fed hike odds in Sep hit 81% on Kalshi * 16 of 20 big banks expect Fed hike in Sep * 79% odds of Blue Wave in midterms * House to vote on Russia sanctions bill * Drone hits Warsaw-bound train near Polish border * Leveraged AI trades destabilising stocks: Korea * Fuel riots erupt in Syria as instability spreads * Trump lifts US tariffs on Irish whiskey * Canada explores EU 'associate member' status * AOC’s 2028 nominee odds crash * Federal probe of Gavin Newsom expands * Sanders reintroduces 32-hour workweek bill AI & Tech * Amodei urges AI frontier slow down * Elon, Altman back Amodei's call to slow AI * Anthropic, OpenAI, Google discussed safety body * Trump rejects AI slowdown calls * Go ahead, slow down: Sacks to AI labs * Impossible to slow AI development: Russia * OpenAI’s rogue AI tried to hack another co. in May * Sanders proposes 20yr jail for any ASI devs * OpenAI IPO in 2026 would be 'ill-advised’: Altman * OpenAI ships Agents API * Anthropic plans ~$518B of compute deals * Anthropic chooses Nasdaq for its IPO * Anthropic expects to be profitable in Q3 too * Nvidia could invest $10B in Anthropic IPO * AI server payback is under 2 years: Google * Micron accelerating its HBM expansion * DeepSeek cut its KV-cache HBM need 75% * SEC orders GS, JPM records on Situational * Apple working on iPhone game controllers * Larry Ellison cancels $7.5B Oracle stock sale * Tesla to unveil second-gen Roadster * SpaceX to get Nasdaq 100 weighting boost * Starlink rolls out across Southwest's fleet * Florida AG sues Netflix over children's data @YEET: Crypto's Casino Just passed $3.4B in lifetime volume! gm