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Financial

Oliver Griffin

Gold Retreats Despite Middle East Risks as Selling by Some Central Banks Draws Attention “Inflation Is Rising, Economy Remains Resilient”: Fed Lacks Case for Rate Cuts Higher-for-Longer U.S.

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Tyler Hansbrough

“Exit While Asset Values Are High”: US Data Center M&A Accelerates “Data Center-Ready Sites” with Transmission Lines and Substations Also Command Premium Prices Bidding War Emerges for SK’s Ulsan AI Data Center in South Korea A wave of sta

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Siobhán Delaney

LCH Adds Offshore Renminbi-Denominated Chinese Government Bonds to Eligible Collateral Trade Settlement Lays the Foundation for Renminbi Internationalization Renminbi Financial Ecosystem Expands into Global Capital-Market Infrastructure London’

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The Economy Ed…

High rents are turning Europe’s free movement into a costly privilege Housing costs now block job matching before workers move Affordable housing must be treated as labour-market infrastructure After years of fre

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Siobhán Delaney

Private-market valuation surpasses $1.2 trillion AI model market increasingly shifts toward Chinese providers Widening gap between corporate valuation and market competitiveness U.S.

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The Economy Ed…

Official inflation can fall while household price pressure remains high Different spending baskets create different inflation experiences Policy should pair CPI with clear perceived-inflation indicators A country can show a low

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The Economy Ed…

Negative deposit rates do not just change returns; they change trust Denmark shows how households cut deposits when banks pass through negative rates Japan shows how low returns can push savers toward cash, caution, or global risk <

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The Economy Ed…

Supply chain inflation begins before costs fully appear Firms price delay as a margin risk Competitor reactions can turn disruption into persistent inflation Global supply chains experience a one-month-or-longer disruption

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Anne-Marie Nicholson

Big Tech pours into the corporate bond market to finance AI infrastructure AI-related investment-grade bond issuance nears USD 400 billion Data center profitability expected to remain strong amid persistent supply shortages Global Big Tech com

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The Economy Ed…

A rate hike and a rate cut do not carry equal force Tightening hits firms when financing constraints bind Policy should track credit damage, not only inflation A single policy shift could appear minuscule on a central b

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The Economy Ed…

Banks cannot treat interest rate risk as a crisis-only problem Derivatives can soften rate shocks, but they also create new liquidity and governance risks Supervision should tighten when rate stress rises and ease when conditions calm <

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Siobhán Delaney

Guangzhou Futures Exchange opens lithium futures and options to overseas miners and battery makers Beijing accelerates efforts to attract foreign capital by linking physical supply chains with derivatives markets U.S.

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Anne-Marie Nicholson

Astronomical sums of capital flood AI investments Leveraged ETFs and private credit expand in tandem Growing concerns that volatility could recreate the 2008 financial crisis Record amounts of capital are pouring into leveraged investments

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The Economy Ed…

ECB communication moves markets mainly through interest rates, not exchange-rate remarks Asia shows that currency words matter more when intervention is credible The ECB case is important, but not universal Between the

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The Economy Ed…

The 2026 Hormuz shock turns a regional war into a global energy shock The article shows why global shocks hurt more, but not forever Trade shifts buy time; technology reduces future exposure A single maritime route has r

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Matthew Reuter

Shifting Demand for US Treasuries as Major Overseas Buyers Retreat Continued Market Absorption Limits Immediate Disruption Rising Borrowing Costs Likely to Weigh on US Fiscal Outlook Cracks are beginning to emerge in the safe-

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Anne-Marie Nicholson

Restructuring Expanded Through 100,000 Job Cuts and Plant Closures Cash Generation Through Divestment of Marine Engine Unit and Sports Assets Strategic Reassessment of Core Premium Brands Volkswagen, the iconic standard-bearer of Germany's aut

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