Markets struggled to settle on a single narrative today as investors weighed conflicting geopolitical headlines alongside a range of regional developments. Reports that mediators had proposed a 10-day ceasefire between Washington and Tehran initially offered hope that last month’s Memorandum of Understanding could be revived. Those hopes were tempered, however, by market chatter that US […]
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A blockade is aimed at a foreign capital. The bill tends to arrive somewhere closer to home. That is the part of trade policy nobody puts in the press release, and it has been the Read more…
The artificial intelligence spending spree sparked by the release of ChatGPT 3.5 in November 2022 has been unprecedented in its scale. Global AI infrastructure spending is expected to reach $758 billion by 2029, according to Read more…