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NEWS & MARKETS
The stories behind the numbers.
Five concise updates on the economy, companies and global policy, selected from the November 11 Morning Briefing and rechecked against their official sources for this website edition.
Updated November 11, 2026 at 10:00 a.m. EST (15:00 UTC). Sources rechecked today. These are dated news summaries, not a live market tape. The separate provider feeds above retain their own timestamps and may be delayed.
GLOBAL MACROECONOMICS
Original Arants conceptual illustration. Not a photograph or data chart.
Monthly inflation eases, but prices still rise
U.S. consumer prices increased 0.4% in October after 0.6% in September, the November 10 BLS release shows. Core prices rose 0.3%. Missing October 2025 survey data prevents most year-over-year comparisons. A slower monthly increase is not a fall in the price level, and does not establish that inflation is back at target.
Bureau of Labor Statistics · November 10 release
GLOBAL MACROECONOMICS
Original Arants conceptual illustration. Not a photograph or data chart.
Household debt grows; stress differs by loan type
The New York Fed reports household debt reached $19.1 trillion in the third quarter, up $334 billion. Some 5.0% of debt was delinquent, compared with 4.7% in the prior quarter. Serious-delinquency transitions improved slightly for credit cards and student loans, while mortgages worsened but remained historically low. Aggregate debt alone does not describe every borrower’s condition.
Federal Reserve Bank of New York · November 10 release
MARKETS & CORPORATE NEWS
Original Arants conceptual illustration. Not a photograph or data chart.
CoreWeave’s AI growth comes with a financing burden
CoreWeave reported third-quarter revenue of $3.661 billion, up from $1.365 billion a year earlier. GAAP operating income was $207 million, but $846 million in net interest expense contributed to a $709 million net loss. Its $132.5 billion backlog remains conditional on delivery and service availability. Rapid infrastructure demand and bottom-line profitability are different tests.
CoreWeave · November 10 company results
MARKETS & CORPORATE NEWS
Original Arants conceptual illustration. Not a photograph or data chart.
Sea’s commerce expansion also increases credit exposure
Sea reported third-quarter revenue of $8.6 billion, up 43.4%, and net income of $502.5 million, up 34.0%. Its Monee consumer and small-business loan principal grew 60.0% to $12.6 billion. Loans more than 90 days overdue represented 1.3% of principal, versus 1.1% a year earlier. Credit quality is therefore an important counterpart to the company’s growth figures.
Sea · November 10 company results (PDF)
GEOPOLITICS & POLICY
Original Arants conceptual illustration. Not a photograph or data chart.
COP31’s electrification pledge still needs delivery
At its November 10 press conference in Antalya, the COP31 presidency promoted a goal of increasing electricity’s share of final energy consumption from about 23% to 35% by 2035. The proposed shift spans transport, buildings and industry. It is a policy target, not an achieved result; implementation depends on investment, infrastructure and national action.
UNFCCC · November 10 official transcript
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