The artificial intelligence boom shows no sign of slowing, with global spending on AI infrastructure set to surpass $600 billion this year. Yet beneath the […]
AI Investment Remains Resilient, But Software Firms Face “Existential” Market Anxiety
The artificial intelligence boom shows no sign of slowing, with global spending on AI infrastructure set to surpass $600 billion this year. Yet beneath the headline figures, a growing number of investors are raising urgent questions about who, ultimately, will profit — and who may not survive. A Flood of Capital Into AI The scale of AI investment is almost without precedent. According to analysts at Natixis, the so-called Magnificent Seven technology giants — which include Microsoft, Google parent Alphabet, and Amazon — are expected to spend around $600 billion on data centres, chips, and AI infrastructure in 2026 alone. S&P Global puts that figure even higher, at approximately $635 billion. Credit markets, too, have shown a strong appetite for…
AI Investment Remains Resilient, But Software Firms Face “Existential” Market Anxiety
The artificial intelligence boom shows no sign of slowing, with…
IMF Slashes Global Growth Forecast to 3.1% as Middle East War Intensifies
The International Monetary Fund has sharply cut its outlook for…
“Inward-Looking” Trade Policies Threaten to Fragment Global Supply Chains
As protectionist measures multiply across the world's largest economies, experts…
Powell Faces Political Pressure as Fed Weighed Down by Division
The US Federal Reserve is facing a stark division within…
China’s Export Growth Slows Amid U.S. Trade Tensions and Fading “Frontloading”
China’s economic recovery has hit a bump, with official data…
IMF Slashes Global Growth Forecast to 3.1% as Middle East War Intensifies
The International Monetary Fund has sharply cut its outlook for the world economy, warning that the ongoing conflict in the Middle East has thrown global […]
“Inward-Looking” Trade Policies Threaten to Fragment Global Supply Chains
As protectionist measures multiply across the world’s largest economies, experts warn that decades of carefully built global trade networks are under serious strain. The era […]
Powell Faces Political Pressure as Fed Weighed Down by Division
The US Federal Reserve is facing a stark division within its ranks as it prepares for a highly anticipated policy decision, leaving investors on high […]
China’s Export Growth Slows Amid U.S. Trade Tensions and Fading “Frontloading”
China’s economic recovery has hit a bump, with official data showing that export growth in August was significantly lower than analysts had expected. The slowdown, […]
Recovery Notes: Turning Bad Debt into a Potential Payday
Recovery notes are debt securities where the underlying asset is a defaulted or potentially not fully recoverable debt. They are a structured finance solution designed […]
The Algorithmic Renaissance: AI, Crypto, and the Democratization of Trading
What began as sophisticated rule-based systems is now a dynamic, AI-powered frontier, not only achieving new levels of efficiency but also fostering a remarkable democratization of access.
Bridging the Divide: Understanding Equity-Linked Notes
Equity-Linked Notes (ELNs) are a type of structured product that combines characteristics of both a bond and an equity investment. They offer investors exposure to […]
Trump Says He Is Firing Federal Reserve Governor, in Latest Escalation Against Central Bank
US President Donald Trump has announced he is firing Federal Reserve Governor Lisa Cook, a dramatic and unprecedented move that escalates his conflict with the […]
Global Trade Uncertainty Persists Despite New Agreements, ECB President Warns
The President of the European Central Bank (ECB), Christine Lagarde, has issued a stark warning that global trade uncertainty continues to weigh on the world […]