Volksbanken and Sparkassen Open Crypto Retail: Germany Banks Bitcoin
German cooperative banks open crypto trading to millions of retail customers under the MiCA framework. Banked retail crypto is scaling up.
7 h ago 7 8
Warsh: AI Has "Immense Implications" for Rates – Framework Signal or Smokescreen?
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
Aisha Bello
NFP June 2026: 147K jobs below consensus, unemployment down due to contraction - market reads dovish ahead of July 4th
Fewer jobs than expected, unemployment declining for the wrong reasons: June's NFP report gives markets the dovish reading they were waiting for. July's FOMC meeting becomes the pivotal issue under Warsh.
yesterday 7 9
Heinrich Vogel
Trump renews offensive against the Fed: governors in the crosshairs
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
Heinrich Vogel
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 8
Arjun Mehta
Samsung and SK Hynix Double Down on AI Chips: The Paradox of the Semiconductor Cycle
The two Korean giants are massively investing in HBM chips for AI - as signs of oversupply accumulate on standard DRAM. Structural bet or cycle error?
Jul 1, 2026 at 09:39 7 8
Arjun Mehta
Morgan Stanley receives conditional approval from the OCC for crypto custody: Wall Street enters the digital vault
When one of the world's largest banks gains the right to hold your crypto-assets directly under a federal license, the sector's value chain undergoes a profound reconfiguration.
Jun 30, 2026 at 23:30 8 9
Aisha Bello
ASML outperforms in tech sell-off: memory supercycle confirms resilience of upstream AI chain
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
Arjun Mehta
Microsoft and the AI sell-off: opportunity or value trap at the start of H2?
The market is penalizing Microsoft's AI capex spending before monetization is proven—a structural warning for all of Big Tech at the start of H2 2026.
Jun 30, 2026 at 10:08 10 11
Eleanor Whitfield
SpaceX: The Mega Leap Deal and the Never-Resolved Question of Governance
The Financial Times analyzes the "leap of faith" behind SpaceX's mega bond deal—a debt raise without audited accounts, without public governance, based solely on Elon Musk's reputation. A model that raises growing questions for institutional investors.
Jun 29, 2026 at 17:16 13 14
Daniel Schmidt
PBoC: First Overnight Reverse Repo and Industrial Profits Up 18.8% - Expanding the Toolkit
On June 29, 2026, the People's Bank of China introduced for the first time an overnight reverse repo instrument while keeping the 7-day repo rate stable. Meanwhile, industrial profits surged by +18.8% in May. Two signals to decode within the logic of China's supply-side model.
Jun 29, 2026 at 09:03 9 10
Heinrich Vogel
Marvell, Micron, Coherent: The AI Semiconductor Rebound Masks a Structural Market Reshaping
Three signals in 24 hours on AI semiconductors - Marvell +$5B in guidance, Micron beats Nvidia on a key indicator, Coherent repositions on compute deflation. June's tech sell-off gives way to brutal selectivity.
Jun 28, 2026 at 15:39 9 8