Latest / Ground Signal FM / Ground Signal — October 26, 2026
Transcript
- 0:00This is Ground Signal, your daily briefing for
- 0:02Monday, October 26, 2026. Today, Lula wins Brazil,
- 0:07Iran talks open in Tehran, oil stays near a six
- 0:10-month high, and a narrow truce takes shape in
- 0:13Ukraine. Global News, Signal 5, Brazil. Luiz
- 0:17Inácio Lula da Silva won the presidential runoff,
- 0:19according to the electoral court. He took 51
- 0:22.79 % of valid votes to Flavio Bolsonaro's 48
- 0:26.21%. Reuters reports Bolsonaro had not conceded.
- 0:31Brazilian markets are expected to sell off Monday
- 0:33with the real under pressure. Expect volatility
- 0:36as the result settles this week. Signal 4, Iran
- 0:39and the Gulf. Delegations from Saudi Arabia,
- 0:42Pakistan, and Turkey met officials in Tehran,
- 0:44according to AP. They are trying to avert renewed
- 0:47fighting involving Iran, Israel, and the United
- 0:49States. Signal 4, Hormuz and Saudi Arabia. Reports
- 0:53say October has brought an unusually high number
- 0:56of attacks on shipping near the Strait. Saudi
- 0:58air defenses also intercepted missiles and drones
- 1:01on October 24 and 25. Signal 3, Ukraine. Russia
- 1:06and Ukraine agreed to a local ceasefire around
- 1:08the town of Oleshky. Reuters and AP report that
- 1:11outlets differ on the start date. Technical peace
- 1:14talks are expected in November. Markets and crypto.
- 1:17The S &P 500 closed Friday near 7 ,645, according
- 1:22to one market report. The 10 -year Treasury yield
- 1:25sat around 4 .96%, and the dollar index near
- 1:29101 .8. Sources differ slightly. Brent crude
- 1:33trades around $115 to $116 a barrel, near its
- 1:37highest level since April. Bitcoin is near $79
- 1:40,800. This week, watch oil, the Brazilian real,
- 1:44and the Federal Reserve decision on Wednesday.
- 1:47Tech and future. Anthropic announced Cloud Opus
- 1:515 .5 this week, according to its newsroom. OpenAI
- 1:54rolled out chat GPT work with Uber, according
- 1:57to its news page. NVIDIA chief Jensen Huang urged
- 2:00Europe to speed up its data center build -out,
- 2:02AP reports. Compute capacity remains a central
- 2:05theme in this week's AI news. Mobility. Europe's
- 2:09entry -exit system is now fully running across
- 2:12the Schengen area. It replaces passport stamps
- 2:14with digital records and biometric checks for
- 2:17non -EU short -stay visitors. The 90 days in
- 2:21any 180 -day rule still applies. ETI asks the
- 2:25separate travel authorization is still slated
- 2:28for the last quarter of 2026 with no exact date
- 2:30yet. Plan trips accordingly. Forward signal.
- 2:33First, whether Bolsonaro concedes and how the
- 2:36real trades. Second, whether the Tehran talks
- 2:38cool tensions around Hormuz. Third, the Fed decision
- 2:41on Wednesday, and the start of the Oleshki ceasefire.
- 2:44That is your signal for October 26. Ground Signal
- 2:47returns tomorrow.