The U.S. employment report for July 3 presents an end-of-cycle paradox: job creation is slowing, but the unemployment rate is falling—not due to economic strength, but because of a shrinking labor force linked to tighter migration policies. Markets are relieved, but Warsh's Fed doesn't have a free hand.
yesterday 9 13
Sam Altman is negotiating a 5% stake for the U.S. government in OpenAI. This is not philanthropy—it's a strategic move that redefines global AI governance.
Jul 2, 2026 at 10:17 8 8
USD/JPY breaks through the 158-160 range - the historic tolerance level of the Ministry of Finance. The Bank of Japan has fewer and fewer reasons not to act in July.
Jul 1, 2026 at 09:38 9 9
As markets digest the worst monthly close for the Mag7 since 2022, U.S. Q2 2026 growth surprises on the upside. A macro paradox that reinforces the "higher for longer" stance and complicates any Fed pivot scenario before the end of the year.
Jun 30, 2026 at 16:49 8 9
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
The Bank for International Settlements sounds the alarm: massive investments in AI could form a capital bubble likely to crash markets and trigger a recession—a warning that resonates as the U.S. Moratorium Act puts pressure on the sector.
Jun 29, 2026 at 17:15 8 11
For the first time, AI is driving a $200 billion M&A wave in the U.S. electric sector in 2026. Big Tech no longer trusts the public grid to power their data centers—they are buying capacity directly. A structural shift with massive implications for energy and compute markets.
Jun 29, 2026 at 09:04 12 9
The week of June 26 marks a turning point: BTC approaches its lowest level since August 2024 while U.S. spot ETFs experience their worst week of outflows since their launch.
Jun 28, 2026 at 11:18 12 11
OpenAI restricts the deployment of its latest model following a request from U.S. regulators—and takes care to specify that "this should not be the norm." The precedent is set. It won’t be the last.
Jun 26, 2026 at 23:03 11 11
The pullback in technology markets since mid-June 2026 is no accident: it is the result of two structural forces that reinforce each other and are reshaping the sectoral geography of portfolios.
Jun 26, 2026 at 15:55 14 11
Washington continues to accelerate its aerial modernization: $1.55 billion to relaunch the Boeing E-7 Wedgetail, aerial complement to the THAAD ×4 contract signed with Lockheed Martin.
Jun 26, 2026 at 15:55 14 14
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
![# AI & Energy: $200B in M&A in the U.S. Electric Sector - Hyperscalers Secure Their Power Supply [ENCADRE titre="Key Takeaways"] [ENCADRE contenu=" - **$200 billion** in mergers and acquisitions in the U.S. electric sector driven by AI energy demands. - **Hyperscalers** (Google, Amazon, Microsoft, Meta) invest heavily to secure their power supply. - Renewable energy and grid modernization become critical priorities. "] [/ENCADRE]](https://cdn.keelcrux.com/media/images/a1dc97f3e83c41df72e54e4d1d7a57a4.jpg)
