Volksbanken and Sparkassen Open Crypto Retail: Germany Banks Bitcoin
German cooperative banks open crypto trading to millions of retail customers under the MiCA framework. Banked retail crypto is scaling up.
6 h ago 7 8
AI Infrastructure: $638 Billion Order Book, 18-Month Low Prices - The Cycle Discount
The AI paradox: the companies building tomorrow's data centers see their stocks decline while their order books overflow.
Jul 2, 2026 at 16:36 9 9
Arjun Mehta
Merz unveils €10 billion in tax relief: Germany's budgetary awakening changes the ECB equation
Germany's budgetary golden rule gives way. 10 billion euros in tax relief, a decision that reshuffles the cards between Berlin, Frankfurt, and the European bond markets.
Jul 2, 2026 at 16:36 9 11
Heinrich Vogel
Robinhood Launches AI Trading Agents and Credit Card: From Retail Broker to Financial Super-App
Autonomous AI agents, credit card, in-house blockchain: Robinhood no longer wants to be just a broker. This full-stack vertical integration is redrawing the boundaries between TradFi, FinTech, and DeFi.
Jul 2, 2026 at 16:36 10 10
Aisha Bello
Nigeria: Discovery of World-Class Critical Minerals – A New African Front in the Materials War
Nigeria joins the map of global strategic resources: the announced discovery opens a new geopolitical front in the race for critical minerals of the energy transition.
Jun 30, 2026 at 23:30 8 8
Lucia Ferraz
Yen at 40-year low: BoJ countdown begins
At the close of Q2 2026, the yen hits a 40-year low against the dollar. The Nikkei and Kospi post a strong quarter in nominal terms—a paradox masking structural monetary fragility. Both the BoJ and FOMC meet on July 30-31: the dual catalyst approaches.
Jun 30, 2026 at 09:35 9 12
Heinrich Vogel
BoJ: Japanese government incorporates "appropriate monetary policy" - signal strengthens ahead of July
The Kishida government includes the coded phrase "appropriate monetary policy" in its draft annual economic plan—a clear signal of non-opposition to a BoJ rate hike in July, as USD/JPY trades in the 155-157 range and JPY carry trade tensions rise. [ENCADRE titre="Key Context"] [ENCADRE contenu="This language marks a shift from previous statements, aligning with market expectations of a potential Bank of Japan (BoJ) policy adjustment amid persistent yen weakness and inflationary pressures."]
Jun 29, 2026 at 17:16 9 11
Heinrich Vogel
Japan: Government "Encourages" BoJ – Coded Signal Ahead of July Meeting
The Japanese government included in its annual plan on June 29 the notion of an "appropriate monetary policy" – a deliberately ambiguous signal that sets the stage for a possible BoJ rate hike in July, without stating it explicitly. The JPY carry trade is entering a risk zone.
Jun 29, 2026 at 09:02 10 10
Heinrich Vogel
MiCA D-3: What Geography for CASP Licenses in Europe?
Binance suspends, others settle in—but not just anywhere. The mapping of MiCA approvals reveals that European crypto harmonization replicates the classic regulatory arbitrage of traditional finance.
Jun 28, 2026 at 15:37 11 10
Lars Eriksson
Tokyo: Inflation and BoJ signals validate October hike - JPY carry trade in the red
Tokyo inflation accelerates, BoJ committee members speak openly. The probability of a hike in October 2026 rises sharply. USD/JPY in the 155-157 range: carry trades are on the edge.
Jun 26, 2026 at 08:37 13 13
Heinrich Vogel
Micron Smashes Records: The Semiconductor Signal That Could Halt the Tech Sell-Off
A record quarter for Micron reshuffles the deck after ten days of tech correction - but the real test remains the same-day PCE reading.
Jun 25, 2026 at 16:28 9 9
Eleanor Whitfield
Anthropic deploys its data centers worldwide: the race for exaflops enters a new phase
Anthropic's job offers reveal its global infrastructure plan. Behind local recruitments: Dublin, Amsterdam, Singapore, Tokyo. The model is hyperscaler-dependent-but the real bottleneck is certified low-carbon energy.
Jun 25, 2026 at 09:45 9 9