Copper Supply and Demand: What the AI Buildout Means for the Market
Before a new AI data center can earn a dollar, somebody has to get electricity to it. That means cables, transformers...
Macro Bites – Global Credit Spreads Widen as AI Selloff and Geopolitical Risks Mount
Israeli Prime Minister Netanyahu said his directive to the Israeli military and Mossad is to “overthrow the regime in Iran…Iran is...
Macro Bites – French Bond Yields Cross 5% as Budget Pressure Mounts
Yemen’s Iran-backed Houthis have launched an unprecedented wave of drone and ballistic missile attacks over the past 48 hours against civilian...
Macro Bites – French Bond Yields Cross 5% as Budget Pressure Mounts
In Tuesday’s referendum, voters in Canada’s oil-rich Alberta province overwhelmingly backed remaining in Canada, delivering a boost to Prime Minister Carney's...
Macro Bites – Digital Gold Could Reach $160–$170B by 2031, WGC Says
At the Money20/20 USA conference, the World Gold Council and Boston Consulting Group released a major joint report Digital Gold: Unlocking...
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