90% of the central banks surveyed cite inflation hedging, long-term performance, and diversification away from the dollar as reasons for their gold purchases. A structural anchor, not cyclical.
7 h ago 6 7
The UK-Japan-Italy Global Combat Air Programme has just secured a major contract described as a "major step forward." For non-American defense investors, this signals that the program is politically irreversible—and industrially open to partnerships.
22 h ago 7 9
South Korea reactivates its tungsten deposits to reduce a dependence on China exceeding 65%. A discreet but structural signal in the global recomposition of critical supply chains—the metal of hard tools and munitions enters the geopolitical battle.
22 h ago 5 8
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
After installing Kevin Warsh as Fed chair, Trump's allies cross a new threshold: reshaping the entire Board of Governors. An institutional escalation with potentially systemic consequences for U.S. monetary credibility.
yesterday 8 11
2.3 trillion wiped out in June, net outflows in tech ETFs: the Mag7 is no longer the safe haven investors thought.
Jul 2, 2026 at 16:36 7 9
The very day MiCA comes into force in Europe, Taiwan adopts Asia's strictest crypto regulatory framework. Global regulatory convergence becomes an operational reality.
Jul 1, 2026 at 09:38 9 10
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
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
While the Mag7 lose $2.3 trillion in June, ASML shows notable relative outperformance and Micron confirms the HBM memory supercycle. The contrarian angle of the tech sell-off: upstream infrastructure holds up better than platforms.
Jun 30, 2026 at 16:48 9 10
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
![# 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)