Economics
46 briefs filed under Economics.
- 16Economics
Texas Audits the Queue: When Power Becomes the AI Bottleneck
Texas Governor Greg Abbott ordered an audit of data center projects in the ERCOT interconnection queue, which his office puts at more than 474 gigawatts. How…
- 17Economics
A Trillion-Dollar Bet: What the BIS Sees in AI Capital Spending
BIS chief Pablo Hernandez de Cos warned that more than $1 trillion of AI spending by five tech firms, increasingly debt-funded and opaque, could turn a boom…
- 18Economics
Euro Area Inflation Reaches 2.9 Percent in July: Energy Up, Core Steady
Headline inflation in the Eurozone held at 2.9 percent in July, as a significant surge in energy prices offset a continued decline in core inflation rates…
- 19Economics
The Euro Area Beats the Energy Shock: A 0.4 Percent Second Quarter
The Eurozone's 0.4 percent GDP growth in the second quarter of 2026 suggests a resilience to energy market disruptions caused by the US-Iran conflict, despite…
- 20Economics
A Divided Bank of England Holds at 3.75 Percent
The Bank of England's decision to maintain the Bank Rate at 3.75 percent in July 2026 reflects a committee split between addressing declining inflation and…
- 21Economics
Four Hyperscalers, $725 Billion: What the Q2 Capex Guidance Says
The coordinated increase in capital expenditure among major hyperscalers suggests a shift toward massive infrastructure deployment, driven by rising component…
- 22Economics
How Sovereign Wealth Funds Are Splitting Into Two Different Bets on AI
Sovereign funds managing over $15 trillion have taken incompatible bets on the AI buildout — Gulf states buying the infrastructure outright, Norway hedging…
- 23Economics
Private Credit's Redemption Test: Gates, Software Loans and Contained Defaults
Redemptions at S&P-rated Business Development Companies (BDCs) exceeded inflows in Q2 2026, as structural liquidity concerns and maturing software sector debt…
- 24Economics
Three Dissents for a Hike: The Fed Holds in July
The July 2026 FOMC decision revealed a significant internal rift, with three members voting for a rate hike despite a 9-3 decision to hold the federal funds…
- 25Economics
The AI Boom Just Met Its First Real Interest-Rate Test
A record $161.5 billion convertible-bond boom is quietly financing the AI buildout on the assumption that capital stays cheap. The Fed's July rate hold, forced…
- 26Economics
Section 122 Expires and Section 301 Takes Over: The Tariff Wall Rebuilt on New Legal Ground
Section 122 tariffs expired on July 24, 2026, making way for new Section 301 duties that utilize a compliance-based rate structure for 60 economies.
- 27Economics
The Saudi Pipeline That Beat the Blockade: East-West Crude Flows During the Hormuz Closure
The surge in Saudi Arabian crude exports via the Yanbu terminal during the March 2026 Hormuz closure demonstrates the East-West pipeline's transition from a…
- 28Economics
Warsh's First Meeting: A Hold, and Dots That Lean Toward a Hike
While the June 17 FOMC meeting resulted in a unanimous decision to hold interest rates, rising dot plot projections and upwardly revised inflation forecasts…
- 29Economics
The ECB Hikes for the First Time Since 2023
On June 17, 2026, the European Central Bank raised interest rates to combat rising inflation, a move driven by surging energy costs and geopolitical tension in…
- 30Economics
Jet Fuel Doubles: The Airline Industry's Profit Forecast Is Cut Nearly in Half
IATA's 2026 profit forecast for the airline industry has been reduced to $23 billion as soaring jet fuel costs, driven by geopolitical conflict in the Gulf…
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