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
BlackRock has just integrated USDe, Ethena's synthetic dollar, into its Aladdin platform, which oversees $20 trillion in institutional assets. A world first: a native DeFi asset enters the risk management layer of the world's largest sovereign funds.
Jun 29, 2026 at 20:49 9 9
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
One of America's largest clean hydrogen projects is being scrapped. Air Products records up to $2.9 billion in pre-tax charges—a strong signal about the economic limits of high-cost energy transition.
Jun 30, 2026 at 16:47 6 8
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
The Chinese central bank floods markets with liquidity at the end of the quarter, accentuating monetary divergence with the Fed—and the risk of competitive devaluation of the yuan.
Jun 30, 2026 at 10:05 14 12
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
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 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 electrical demand from AI data centers is putting unprecedented pressure on the U.S. grid. GE Vernova is building the turbines powering the boom; a utility executive warns that the U.S. is heading toward blackouts.
Jun 27, 2026 at 16:46 12 13
Three weeks after restructuring 20% of its workforce, a former executive of the Ethereum Foundation warns of a structural funding gap linked to the drop in ETH and the governance transition.
Jun 26, 2026 at 23:03 16 17
Since 2013, Beijing has promised a pivot to domestic consumption. In 2026, Stephen Roach's (Project Syndicate) verdict is unequivocal: the rebalancing has failed. This structural misalignment weighs on global markets as a whole.
Jun 26, 2026 at 15:55 18 15
