Source intel on energy, metals, and raw materials markets – plus more
Watch the video: Why AI needs smart energy
Oil, rates, debt, and the Federal Reserve have been dominating headlines. But earnings and AI spending may matter more to markets.
The AI boom is accelerating demand for computing capacity, but constrained power and infrastructure mean existing data centres may offer the most compelling investment opportunity.
Gold and silver surged in August as rising debt, higher term premiums and growing concerns about U.S. fiscal credibility revived the currency debasement trade.
Our outlook for risk assets remains constructive, supported by broadening earnings growth, though tempered by persistent inflation and an oil market showing little sign of easing.
The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
Five themes reshaping alternative assets — from AI infrastructure and private credit to energy security. Download the Nuveen nPOWE...
Oil is close to USD 100 a barrel after strikes on tankers, OpenAI's GPT-6 Astra has prompted the first 'AGI' claims, and Korean exports rose 68.7%. Fitch affirms Qatar at 'AA', and the IMF and Sene...
Why the real AI battle in investment banking will be won, or lost, on data, not algorithms .
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