Money Matters
Hybrids are quietly taking more share in EU registrations. That reshapes who wins across batteries, power electronics and thermal systems—and what investors, policy-watchers and consumers should watch next.
Hyperscaler spending is exploding, but not every supplier can keep free cash flow (FCF) positive as supply chains tighten. Here’s a sober, data-driven scan of who’s funding the AI build-out…
Credit-card and auto delinquencies have been edging higher all year. Does that finally dent consumption in the U.S., U.K., and euro area—or does resilient income and still-elevated savings keep tills…
With inflation easing unevenly and policy makers converging on Jackson Hole (Aug. 21–23), the path of real interest rates and the term premium is the macro fulcrum. Where real rates…
If policy rates keep edging lower, the interest that dollar- and euro-stablecoin issuers earn on short-term government paper will shrink. That forces a choice: accept lower margins, tweak fees and…
Copper smelters’ treatment and refining charges (TCRCs) have slid toward cycle lows—often a tell that concentrates are scarce and that the refined market could tighten next. Here’s what falling TCRCs…
We’re in the teeth of Atlantic hurricane season. One well-placed landfall can jolt U.S. LNG exports and gasoline crack spreads—rippling quickly into Europe’s gas and refined-product markets. NOAA’s updated outlook…
For decades, private-equity (PE) returns—with their eye-catching double-digit internal rates of return—were the stuff of institutional portfolios: university endowments, giant pension plans, and ultra-high-net-worth family offices. That wall is now…
Why the fuss? Because Blackwell Ultra is NVIDIA’s first AI-GPU family expected to tap TSMC’s 3-nanometre class process—a shrink from today’s 4N node—and early back-channel reports say the company has…
The Central Bank of Ireland (CBI) has issued a draft guidance note that would lift the bar for funds marketed as “sustainable” under the UCITS regime. The consultation, open until…