CoreWeave: When AI Growth Hits the Liquidity Wall
The GPU-cloud platform favored by large language models is experiencing a "liquidity shock," revealing a structural tension in AI infrastructure: scale ≠ solvency.
Jun 23, 2026 at 02:45 6 5
Tungsten: Seoul Revives Its Mines to Break Free from China's Monopoly on a War Metal
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
Lucia Ferraz
Shortened week, strong signal: June's jobs report validates the Fed pause and reignites global risk-on
147,000 jobs in June, below expectations - but unemployment falls due to contraction in the labor force. Markets have chosen their interpretation: dovish. The question remains whether this will hold until the FOMC on July 29-30.
22 h ago 8 8
Eleanor Whitfield
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
NFP June 2026: Disappointing Jobs, Deceptive Unemployment - The Fed Trapped Ahead of the FOMC
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
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
Chinese exports weigh on Europe more than deficits: imported deflation takes hold
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
Heinrich Vogel
AI Infrastructure: $638 Billion Order Book, 18-Month Low Prices - The Cycle Discount
The AI paradox: the companies building tomorrow's data centers see their stocks decline while their order books overflow.
Jul 2, 2026 at 16:36 9 9
Arjun Mehta
The average investor is turning away from the Magnificent 7: flows confirm the rotation
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
Eleanor Whitfield
Merz unveils €10 billion in tax relief: Germany's budgetary awakening changes the ECB equation
Germany's budgetary golden rule gives way. 10 billion euros in tax relief, a decision that reshuffles the cards between Berlin, Frankfurt, and the European bond markets.
Jul 2, 2026 at 16:36 9 11
Heinrich Vogel
DeepSeek V4 in mid-July with peak-time pricing: the next AI compute shockwave is taking shape
DeepSeek announces V4 for mid-July with peak-hour differentiated pricing - a business model revealing intensifying GPU capacity constraints.
Jul 1, 2026 at 09:39 9 8
Arjun Mehta
Yen at 40-Year Low: BoJ's Countdown Begins
USD/JPY breaks through the 158-160 range - the historic tolerance level of the Ministry of Finance. The Bank of Japan has fewer and fewer reasons not to act in July.
Jul 1, 2026 at 09:38 9 9