Brendan Ruberry
86 article(s) here · 1 carrying a prediction
🔮 Demand for compute is strong enough that hyperscalers remain undeterred by higher borrowing costs, a dilemma for the US Federal Reserve: The AI investment boom is adding to inflation even as interest rates begin to bite elsewhere, suggesting the Fed may have to “hurt the part of the economy that is more rate sensitive,” Barclays’ global chairman of research told The New York Times.
🔮 Brazilian stocks surged Monday after Flávio Bolsonaro emerged as the presidential frontrunner following first-round voting, with investors betting the right-wing candidate would win with a large enough majority to push fiscal reform.
🔮 Reclaiming coastal areas seized during the Houthis’ lightning advance last month curtails the rebels’ ability to significantly disrupt energy flows, but the counteroffensive — a hoped-for “zero hour” — among some Saudi and Yemeni pundits, could widen the Iran war, further upending energy markets:
🔮 Despite being “peppered with remarks aimed at… maintaining market confidence,” Takaichi’s speech to parliament “does not necessarily mean that policy will actually be adjusted out of consideration for financial markets,” a Nomura economist wrote.
🔮 Saturday’s incident will complicate Tokyo’s cooperation goals, with one Japanese lawmaker saying the US is “failing completely” to train and discipline troops.
🔮 The US director of national intelligence and the Federal Trade Commission chairman will head up the White House’s “Super Intelligence Force” on AI, President Donald Trump announced Sunday.
🔮 A purely offensive approach means both sides could end up “one mass-casualty event away from a different world,” he wrote, suggesting that Europe should instead boost domestic security and negotiate guardrails with the Kremlin.
🔮 They are preparing to respond with “one voice,” a source told the outlet, hoping to defuse a situation that could spike fuel costs throughout the EU, which receives more than half its diesel exports from the US.
🔮 Diesel prices could remain elevated for a year, according to a new survey of oil and gas executives.
🔮 The EU and Canada will consummate their expansive new partnership at a Montreal summit next month, Politico reported, furthering Canadian Prime Minister Mark Carney’s efforts to shore up cooperation between the world’s “middle powers.”
Also by Brendan Ruberry
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The Aporia
