The forces moving global markets, capital, and investment decisions.
After takeover talks with Nubank collapsed, Britain’s Monzo is turning to private equity investors. The shift highlights the growing tension between the ambitions of digital banks and the valuations investors are willing to pay.
Singapore’s exports surged at their fastest pace in more than two decades in August, driven by an extraordinary rise in electronics demand linked to the global AI buildout.
Inditex is turning to the U.S. for its next phase of growth, using online demand and store performance to make more selective decisions about where and how to expand.
Artificial intelligence is reshaping venture capital, pushing investors toward deep technology, energy, robotics, defence, advanced manufacturing and other capital-intensive areas.
Capital is moving from software that scales cheaply to machines, chips and power that do not.
The 10-year is nearing a level that reprices mortgages, deals and every distant future earning.
