Bloomberg Markets
European Central Bank Governing Council member Jose Luis Escriva warned that complications over energy supplies are likely to persist, despite an agreement to re-open the Strait of Hormuz.
Yahoo Finance
Yahoo Finance
Bloomberg Markets
Shipments at year-to-date high as more processing plants are hit by Ukraine’s long-range drones
Bloomberg Markets
Man Group Plc says “bubble risks” are mounting as bond sales boom in the race to build out artificial intelligence infrastructure.
MarketWatch
The AI ‘bottleneck trade’ has run its course, says this hedge-fund manager and early SpaceX investor
One hot AI trade that is starting to wind down is the “bottleneck trade,” says Altreides Management managing partner Gavin Baker
Yahoo Finance
Bloomberg Markets
Asia economist Peiqian Liu of Fidelity International discusses recent Chinese economic data, highlighting that while industrial production figures appear strong, they have been partly buoyed by robust export performance and growth in AI-related industries. Despite these positive elements, broader indicators such as retail sales and investment have shown declines, suggesting a mixed economic outlook for China. (Source: Bloomberg)