Slowdown in Overseas AI Capex: How Big a Hit to China’s Exports and AI Supply Chain?
Overseas AI capital expenditure growth is slowing, and the effects on China's exports and AI supply chain are drawing fresh scrutiny. Analysis suggests the export channel reacts quickly while the investment channel...
·
2h ago
25 Fields Medalists Warn AI Firms Are ‘Destroying’ Mathematics by Misusing Problems as Benchmarks
Twenty-five Fields Medal winners have jointly accused OpenAI and other AI labs of misusing unsolved mathematical problems as benchmarks, arguing the practice distorts research incentives and misleads the public. The controversy has...
·
Sep 14, 2026
Copper Hits Record High at $14,616 as AI and Green Energy Demand Outpace Supply
Copper prices hit a record $14,616 per tonne on LME, driven by US stockpiling, Chilean supply constraints, and surging demand from AI and renewable energy. This signals the start of a copper...
·
Sep 9, 2026
Global Debt Cycle May Enter ‘Debt Cancellation’ Phase: Macro Strategists Warn of Inflationary Fallout
Global debt cancellation calls are moving from fringe to mainstream, with French political movements and macro strategists warning that debt monetization will lead to inflation and asset debasement. This could reshape the...
·
Aug 27, 2026
US Midterms Could Reshape Markets: Citi’s 50-Day and 30-Day Playbook
Citi's election roadmap highlights that a divided government could lower bond yields, benefiting crypto and risk assets over time. The 50-day and 30-day windows are critical for volatility, with fiscal policy expectations...
·
Aug 18, 2026
AI Economy’s Macro Logic: K-Shaped Recovery or a Historical Inflection Point?
AI's integration into production could sideline human labor, creating a 'growth without people' scenario. This analysis explores the macroeconomic implications, potential K-shaped divergence, and the role of crypto in addressing inequality.
·
Jul 30, 2026
Warsh’s Capitol Hill Debut: Hawkish Rhetoric Meets the Credibility Test
Kevin Warsh's Capitol Hill meetings showcased his hawkish stance on inflation and commitment to Fed independence. Markets now weigh the implications of a potential Warsh Fed chairmanship, with crypto facing possible headwinds...
·
Jul 15, 2026
No updates yet — follow the articles tab for now.