The squeeze hands pricing power to anyone who already controls chips, data centres and electricity, favouring hyperscalers, neoclouds and chipmakers over the startups trying to rent from them. Rising rental prices and…
The PBOC allows the yuan to fluctuate within a +/- 2% range, around this reference rate. More here on this. more to come This article was written by Eamonn Sheridan at investinglive.com.
BlackRock’s shift adds weight to the case that higher yields are starting to compete with equities for capital, a dynamic that could cap stock valuations even as earnings stay strong. The key…
The Iran war is weighing on gold through the oil channel: higher crude feeds inflation fears, keeps the Fed on its hiking path and supports the dollar, all of which work against…
The minutes read hawkish, not unexpectedly, with the board explicitly keeping further hikes on the table and markets already pricing roughly another 15 basis points by year-end and 30 basis points in…
The miss trims some urgency from the hike narrative, but an annual pace near 7% and surging import costs leave the case for tightening intact, keeping Japanese yields and BOJ pricing sensitive…
The fixing mechanism matters most right now because its message has shifted over the past month. For nearly a year, the PBOC has set its daily guidance weaker than market expectations, which…
A gradual, policy-tolerated yuan appreciation would ripple through Asian FX, with currencies tied closely to China’s trade cycle likely to benefit from a firmer anchor in the region. A stronger yuan against…
Georgieva’s framing of AI as both a demand and an investment shock lines up with this week’s hawkish Fed commentary, which also pointed to AI-driven capital spending as a source of persistent…
Coming from one of the AI boom’s biggest beneficiaries, Tan’s remarks give weight to the bubble debate and may encourage investors to separate companies with proven AI returns from those relying on…
The data offer little to change the picture for sterling or gilts on their own, but the mix carries a stagflationary edge: households are spending more on fuel while volumes in discretionary…
Goldman’s framing makes the French spread partly an oil trade, so escalation in the Middle East, including the Saudi-Houthi confrontation and stalled US-Iran talks, now feeds directly into French borrowing costs through…
