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Monthly Archives: June 2024
AI’s Impact On Energy Demand
“Energy is the golden thread that connects economic growth, social equity, and environmental sustainability.” – Ban Ki-moon The rise of artificial intelligence is now turbocharging demand for bigger data centers……The almost overnight surge in electricity demand from data centers is … Continue reading
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Tagged AI, Artificial Intelligence, Climate Change, Energy, renewable-energy
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Follow The Capital Flows
According to IMF data reported by Bloomberg News, despite global calls to diversify away from the dollar, the U.S. has attracted a significant share of international investment post-Covid. The U.S. share of global investment flows rose from 18% pre-pandemic to … Continue reading
Global Risk Monitor: Week In Review – June 14
This week’s Global Macro Risk Monitor shows significant declines in European markets following a hard-right swing in the Euro parliamentary election. The Euro weakened by 0.92 percent against the USD, and the German DAX and French CAC fell 2.99 percent … Continue reading
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In Real Estate We Trust, But John Bull Not Feeling It
John Bull can stand many things but he can’t stand 2 percent. – Walter Bagehot Key Insights from Gallup on American Investment Preferences There is an intriguing disconnect between the general population’s sentiment and the seemingly robust economy. While the … Continue reading
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COTD: Chips Ahoy!
COTD = Chart of the Day …the largest [new semi fabs] of which are planned in Arizona, New York, Ohio, and Texas—are expected to create jobs and boost domestic production of semiconductors. However, the industry faces challenges in recruiting and … Continue reading
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QOTD: Cold War 2.0 – This Time Is Way Different
QOTD = Quote of the Day Never before have a rising power [China] and the established hegemon [U.S]. been so economically intertwined….China holds at least $860bn in US public debt, representing 12 per cent of the foreign owned debt. Trade … Continue reading
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Discretionary Spend: Experiences v. Things?
Doom Spending Shoppers are stretched, but discretionary spending isn’t abating as quickly as some finance chiefs and economists expected—a phenomenon economists and finance chiefs have coined “revenge” and even “doom” spending. And it has CFOs across industries—from travel to clothing, … Continue reading
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Global Risk Monitor: Week In Review – June 7
Mexico Markets Thumped The Mexican governing party’s unexpectedly lopsided victory this week has investors concerned that it may use its mandate to sweep aside some of the checks on presidential power which have long been a source of comfort to … Continue reading
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Global Macro Monitor 