Palantir signs in Mexico: the commercial shift away from the Pentagon accelerates
Palantir secures a new commercial contract in Mexico and demonstrates its ability to grow beyond major US agencies.
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OpenAI offers 5% to Washington: when the State becomes a shareholder in AI
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 2
Arjun Mehta
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 4
Heinrich Vogel
Rocket Lab Acquires Iridium for $8 Billion: From Tactical Launcher to Constellation Operator
In the largest acquisition in its history, Rocket Lab takes over Iridium Communications for $8 billion - a deal that radically transforms the company into a global LEO constellation operator, with direct exposure to DoD defense contracts.
Jun 29, 2026 at 17:15 12 5
Daniel Schmidt
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 5
Heinrich Vogel
Warsh "hammer" & BoJ "appropriate": two central banks fine-tune their signaling ahead of July's double FOMC-BoJ meeting
Two contradictory signals from the Fed in 48 hours, a Japanese government encoding its tolerance for further BoJ hikes – one month ahead of the FOMC/BoJ double meeting, markets are reading between the lines.
Jun 28, 2026 at 15:39 9 3
Heinrich Vogel
OpenAI Limits GPT-5.6 at Government Request: First Instance of State Control Over an LLM
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 5
Arjun Mehta
Japanese Banks: The Flight from JGBs as the BOJ Withdraws
As the BOJ scales back its government bond purchases, Japanese commercial banks hesitate to step in—a strain that threatens the stability of Japan's sovereign financing.
Jun 25, 2026 at 22:34 11 5
Heinrich Vogel
UK PMI June at 49.4: UK shifts into composite contraction, industry hits 3-month low
The UK composite PMI falls below 50 in June 2026, with manufacturing at its lowest point in 3 months - a sign of fragility in an economy under dual pressure from interest rates and political uncertainty.
Jun 23, 2026 at 21:45 4 1
Heinrich Vogel
Tesla under investigation after fatal Texas crash: what the NHTSA file reveals about autonomous driving challenges
The U.S. government is opening an investigation into a fatal accident involving a Tesla in Texas. Beyond the legal case, the regulatory trajectory and the valuation of the Full Self-Driving program are at stake.
Jun 23, 2026 at 04:29 6 1
