Capital Economics market economist Joe Mach said in a note that even if political fears prove overblown and stocks stage a short rebound, US equities are unlikely to reclaim early-October highs in the near term. He said the overnight sell-off appeared driven by investor concerns that Democrats, at federal or state level, may pursue regulation of the AI sector and limit data center construction. Mach added that AI trade sentiment had already shown fragility and the US market displayed several lat

2026-11-06

Capital Economics market economist Joe Mach said in a note that even if political fears prove overblown and stocks stage a short rebound, US equities are unlikely to reclaim early-October highs in the near term. He said the overnight sell-off appeared driven by investor concerns that Democrats, at federal or state level, may pursue regulation of the AI sector and limit data center construction. Mach added that AI trade sentiment had already shown fragility and the US market displayed several late-cycle features, so the episode could trigger a more prolonged unwind of the AI trade.

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2026-11-06

A MOFCOM spokesperson said applications to open anti-dumping investigations into imports of para-aramid filament and ethylidene norbornene from the EU meet Chinese law and WTO filing criteria; China will conduct investigations in accordance with law and regulations, safeguard stakeholders’ rights and issue objective, fair rulings. The ministry said China has been consistently prudent and restrained in using trade remedies compared with the EU’s filings against China, and called on the EU to addr

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China's SAMR Director Liu Guiping met WIPO Director-General Daren Tang on Nov. 4. They discussed recent progress and priority cooperation on intellectual property protection and said they will deepen exchanges and collaboration to help build a fairer international intellectual property order.