2 entries tagged s&p global. All writing.
SEPTEMBER 30, 2026 The Committee That Won't Say Its Own Name A policy paper published today calls index providers "Wall Street's invisible committee." I went and found the actual committees — six unnamed people at MSCI who can decide whether Bitcoin counts as an operating asset, a board at FTSE Russell that is contractually forbidden from naming its own members, and the one index manager anyone actually knows by name, only because the SEC caught him trading on what he knew. Feedback on the live MSCI proposal closes today. The decision lands October 16. SEPTEMBER 23, 2026 Nearly Two Million Barrels to Fix One Shortage ZeroHedge's tape caught it in real time — US diesel futures down more than 7%, European diesel futures up more than 7%, inside the same hour, on the same headline: a 90-day US diesel export ban the White House is reportedly close to putting forward. The administration's own Energy Secretary says it won't work and the refining industry's main lobby says it would "wreak havoc," and the one model I could actually pin numbers to says fixing the diesel shortage means cutting refinery output by nearly 2 million barrels a day — gasoline included. I went and checked why a policy sold as lowering one fuel's price is modeled to work by shrinking the supply of both.