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26.07.26 - 16:01
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Why do mainland Chinese firms refuse to give up on Wall Street IPOs? (SCMP)
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Amid heightened geopolitical tensions and complex regulatory hurdles, Wall Street has become a more difficult listing destination for mainland Chinese companies – but some remain unwilling to abandon it.
Only two mainland Chinese companies completed US debuts in the first half of the year, raising a combined US$59.5 million – a five-year low for deal volume and total proceeds, according to a June report by accounting firm EY.
Official data from the China Securities Regulatory Commission,......
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26.07.26 - 12:06
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Stock market outlook: Fed policy, crude oil prices and Q1 earnings to drive trade (Times of India)
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Markets anticipate another volatile week as investors track Middle East developments and oil prices. The US Federal Reserve's policy meeting outcome will also significantly influence investor sentiment. Domestic economic signals will emerge from the release of June Industrial Production data. A busy earnings season featuring heavyweight companies is expected to drive stock-specific movements. Investors will closely scrutinize the Federal Reserve's assessment of inflation and growth....
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26.07.26 - 07:06
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New front in US-Iran war escalates as Houthis fire at Saudi oil facilities (Al Jazeera)
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Conflict also spreads to Caspian Sea as Tehran accuses Ukraine of a deadly attack on an Iranian vessel. Tehran-backed Houthi forces in Yemen have fired missiles and drones at two of Saudi Arabia’s most strategically important oil facilities on the Red Sea, in a major escalation of the latest simmering regional conflict to be reignited by the war launched by the United States and Israel against Iran..
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24.07.26 - 22:31
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Trump: Sind in Gesprächen mit dem Iran (DPA-AFX)
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WASHINGTON (dpa-AFX) - Trotz andauernder nächtlicher US-Angriffe stehen die USA nach den Worten von Präsident Donald Trump weiter in Kontakt mit dem Iran. "Während wir hier sprechen, stehen wir mit ihnen im Gespräch", sagte der Republikaner am Freitagnachmittag ......
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24.07.26 - 22:00
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Einen Tag nach dem jüngsten Zoll-Hammer droht Trump den Europäern – mit neuen Zöllen (Die Welt)
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Der US-Präsident kündigt neue Untersuchungen und eine „erhebliche“ Strafe für Europa an. Die EU-Kommission hingegen wirft Google vor, die eigenen Dienste in der Onlinesuche zu bevorzugen... --- In Brüssel rechnet man zudem schon mit weiteren Manövern aus dem Weißen Haus. Dort wird nämlich ein weiteres Zollpaket vorbereitet, das sich ebenfalls auf die Section 301 bezieht. Ein zusätzlicher Warenaufschlag würde 15 Länder sowie die Europäische Union betreffen und soll angeblich unfaire Praktiken in deren Fertigungssektoren ausgleichen. Der noch zu bestimmende Prozentsatz würde dann „on top“ auf die bisher geltenden Zölle anfallen. „Die US-Handelspolitik bleibt vor allem eines: unberechenbar“, sagte Samina Sultan, Ökonomin am Institut der Deutschen Wirtschaft..
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24.07.26 - 21:48
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′Caution Is Warranted′: Ed Dowd Warns Wall Street′s AI CapEx Party Is Ending (ZeroHedge)
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'Caution Is Warranted': Ed Dowd Warns Wall Street's AI CapEx Party Is Ending
Authored by Ed Dowd via 'Beyond The Narrative' substack,
The signs are piling up faster than the hype can spin them. AI capex has been the rocket fuel for markets, but the second derivative is turning. Factors ending the party:
Private credit stalled — flows reversing, redemptions surging, industry effectively paused.
Enterprise demand cracking — ROI skepticism, token costs biting, data/alpha extraction backlash.
Power constraints hitting hard — the grid can't scale without massive, long lead time builds or dystopian reallocation.
Open-source pressure — Chinese based DeepSeek and now the new open-source frontier model Kimi K3 are rivaling OpenAI and Anthropic frontiers labs at fraction of the price, commoditizing the economics.
Credit markets always end the party. We're watching it live.
Private Credit: The Silent Pause Button on AI Capex
This is where financing reality bites. Mor...
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