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
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 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
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.
6 h ago 6 7
Two months of record outflows: US spot Bitcoin ETFs lose nearly $9B cumulatively. The institutional channel withdraws as the price rebounds on the dovish NFP.
6 h ago 6 6
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
The listing of an entity linked to Securitize on NYSE boosts SOL by 19%. The market is betting on Solana as the preferred institutional tokenization rail, alongside Ethereum.
6 h ago 4 4
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
The Fed chair considers artificial intelligence decisive for the future of rates. Behind the statement: a central banker securing flexibility in an environment impossible to model.
yesterday 8 9
A stablecoin listing global giants as members without their consent: the OUSD episode reveals governance flaws threatening institutional crypto coalitions.
yesterday 9 9
MiCA Day+2: ESMA Publishes First CASP Register Update. Standard Chartered Listed. Binance Still Absent. Regulatory Divide Widens.
yesterday 8 8
