Dlhopisy, elektrina, stavebníctvo a čínsky antidumping rastú

WORLD

• Vietnam’s economy grew 9.95 percent in the third quarter of 2026. Concerns about overheating are rising, as inflation is above target and the trade deficit is record-high.
• IEA expects electricity consumption from data centers to more than double by 2030 to approximately 945 TWh. Data centers will account for roughly 10 percent of global electricity demand growth, with IEA warning of potential grid connection delays.
• U.S. construction spending rose 0.9 percent in August, but fell 1.7 percent year-on-year. Private construction and data center investments drove the growth.
• The FAO Food Price Index reached 136 points in September 2026, the highest level since November 2022. Sugar and grains led the growth, while meat and dairy prices declined.

EUROPE

• China’s Ministry of Commerce launched an investigation into para-nitrotoluene imports from the EU on October 3, 2026. This investigation precedes talks between Maroš Šefčovič and Minister Wang Wen-tao, with Beijing threatening retaliation.
• The EU imported approximately 2.9 million tons of coffee in 2025 for 18.7 billion euros. This represents a significant increase in value compared to 2015, when it imported 2.7 million tons of coffee for 8.6 billion euros, although volume increased only slightly.
• The ZSPS association presented educational programs using virtual reality for schools. The REPowerE(d)U project uses virtual and mixed reality applications to help schools use technology more effectively in education.

SLOVAKIA

• The Ministry of Finance proposes a deficit of 4.94 percent of GDP for 2027, higher than this year’s 4.37 percent. The Fiscal Council criticizes the government for failing to demonstrate an exception to the balanced budget requirement, and the opposition has appealed to the Constitutional Court.

GOLD

• The value of the 50 most valuable mining companies fell by 264 billion USD to 2.26 trillion USD in September 2026. Despite the September decline, the third quarter ended 107 billion USD higher.
• The London Bullion Market Association is defending itself in the High Court against a lawsuit from the families of two Tanzanian miners. A loss in this case could lead to the insolvency of LBMA.

STOCKS

• Investment fund a16z announced the Horowitz Andreessen Academy program in San Francisco on September 22, 2026. The program is free, but initially without accredited titles, with a planned paid two-year program from autumn 2028 after regulatory approval.

CRYPTO

• The ICBA is suing the Office of the Comptroller of the Currency for granting national trust charters to crypto firms. The Office has approved 21 licenses so far, and the District Court will rule on the challenged actions.

Translated from the Slovak original and checked automatically: every figure must match the source, or this version is not published.