EasyJet has agreed to a £5.7 billion takeover by Apollo Global Management after rival bidder Castlelake…
Category: Economy
Macroeconomic analysis of growth, inflation, employment, credit and monetary policy across the major economies. We follow the data releases that shape the rate path and the business cycle, and put each print in the context of the ones before it. The aim is a working picture of the macro regime an investor is allocating into.
SoftBank Secures $10 Billion Loan Backed by OpenAI Stake
SoftBank Group Corp. has secured a $10 billion margin loan backed by its stake in OpenAI,…
Hormuz Tanker Traffic Hits Two-Month Low Amid Attacks
Traffic at the Strait of Hormuz has fallen to its lowest level in over two months…
Hyperscaler AI Spending Expected to Hit $1.2 Trillion
Hyperscaler capital expenditures on artificial intelligence infrastructure are projected to reach $1.2 trillion over the next…
BP Completes Sale of Gelsenkirchen Refinery to Klesch Group
BP has finalized the sale of its Gelsenkirchen refinery in Germany to Klesch Group, marking a…
Greek LNG Carrier Cleared Hormuz After Maritime Incident
A Greek-owned liquefied natural gas (LNG) carrier, the Gas Log Shanghai, safely exited the Strait of…
Fed Chair Warsh’s Comments Spark Concerns Over Bond Yields
Federal Reserve Chair Kevin Warsh's recent comments regarding inflation measurement have raised concerns about their impact…
Capital One cites money laundering concerns in Trump case
Capital One Financial has formally linked its decision to close more than 300 bank accounts associated…
OPEC+ Increases Oil Output Quota by 188,000 BPD for
The Organization of the Petroleum Exporting Countries (OPEC) approved an increase in oil production quotas by…
Fed Chair Warsh’s Comments Spark Market Concerns on Rates
Federal Reserve Chair Kevin Warsh's recent comments have raised concerns about his commitment to tackling inflation,…