Fed Rate Hike Odds Slip After Warsh; Taiwan Moves to Tighten AI Chip Exports to China

US equity futures wavered after an earlier rise, as traders digested remarks from Federal Reserve Chair Kevin Warsh at the IMF meetings. The reaction suggests investors are recalibrating their expectations for the Fed's next move, with October hike bets dialing back in the wake of Warsh's appearance. Separately, Taiwan is said to be preparing to tighten export controls on AI chips, a move that would further align the island's restrictions with those already imposed by the United States. The development carries significant implications for global semiconductor supply chains and the broader technology sector. Meanwhile, the European Union and China are holding high-level trade talks, adding another layer of geopolitical complexity to the market backdrop. In a related and concerning development, Russia is reportedly deploying an army of bots to push AI-fabricated videos aimed at influencing views on the US midterm elections. The disinformation campaign underscores growing worries about foreign interference in American democracy. Arend Kapteyn of UBS also speaks to Bloomberg's Lisa Abramowicz on "Bloomberg Brief" at the IIF annual meeting, offering his perspective on the global economic outlook.