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
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.
21 h ago 7 9
Beijing isn't just exporting electric cars and solar panels—it's exporting its disinflation. And Europe is absorbing the effects more than it admits.
Jul 2, 2026 at 16:36 9 13
Global sovereign wealth funds are massively reallocating from public markets to private equity, driven by a shared conviction: the best opportunities from the AI wave are being negotiated off-exchange—and SWFs, with their 20- to 30-year horizons, are structurally best positioned to capture them.
Jun 29, 2026 at 09:04 8 11
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
The first federal bill directly targeting AI data centers injects a regulatory risk premium into a sector weighing $600 billion in announced CAPEX by 2027.
Jun 25, 2026 at 16:29 9 8
China's supply-driven growth strategy has resulted in a negative PPI for 23 consecutive months and a record trade surplus of $990 billion. Heinrich Vogel analyzes the mechanisms and implications for global sector allocations.
Jun 24, 2026 at 18:03 12 8
Banco Santander announces a new phase in its AI deployment for trade services: automation of international trade financing, predictive risk scoring for buyers/sellers, and reduction of documentary friction. AI banking moves from labs to the P&L.
Jun 24, 2026 at 10:00 11 8
A series of Ukrainian successes-drones over Moscow, diplomatic breakthroughs, consolidated Western support-is reshaping the cost balance of the conflict. Each deep Ukrainian strike is a financial variable: Russia’s war budget, European defense contracts, commodity prices.
Jun 24, 2026 at 10:00 9 6
A coalition of 47 Korean and European banks will use Chainlink to settle multimillion-dollar currency exchanges in near real-time-marking an industrial milestone in the tokenization of interbank payments.
Jun 23, 2026 at 21:44 5 5
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
The Australian-Hong Kong fintech becomes the first cross-border payments platform to bet on autonomous AI agents for managing corporate treasury. With an $11 billion valuation, it joins the big leagues.
Jun 26, 2026 at 08:37 11 11
