Encouraging signs from the US do little to pa...

Hyperscaler investment in AI infrastructure has reached unprecedented levels, with capital expenditure figures now dwarfing even those of the global oil and gas industry. As spending surges and supply tightness persists, investors are wondering how sustainable this boom is, and w ...  Show more

Markets stumbled after a newspaper report suggested that OpenAI's annualised revenues could fall well short of previous expectations. Overnight, however, sentiment improved as doubts emerged over the accuracy of the report. Meanwhile, a stronger-than-expected 30-year US Treasury ...  Show more

Leland Miller, CEO of China Beige Book International, shares his thoughts on the latest economic data out of China. Dana Simberkoff, Chief Risk, Privacy and Information Security Officer at AvePoint, explains why cybersecurity is not ready for the boom in AI. Edelman CEO Richard E ...  Show more

Paul Donovan, UBS Chief Economist, says by and large, Europe has emerged from the recession but there are persisting problems. Sony Kapoor, Re-Define Managing Director, says far too many Euro-related policies are driven by Germany's economic weight. Megan Greene, Manulife Asset M ...  Show more

Michael Cloherty, UBS Head of U.S. Rates Strategy, says there's not much of a hedge benefit from Treasuries at current levels. David Riley, BlueBay Asset Management Chief Investment Strategist, sees more upside potential in the U.S. Julie Norman, University College London Politic ...  Show more

Strong US jobs data revived the Federal Reserve (Fed) hawks on Friday. The US 10-year yield jumped, and the US dollar gained. Gold gave back a part of gains, and US stocks closed in the negative, although the three major US indices closed the first week of August in the positive. ...  Show more