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en English Longer Reads Jul 31, 2026 Antonin Bergeaud and Robin Rivaton The AI race is no longer just about building better models. As competition shifts from scientific discovery to deployment, success increasingly depends on computing power, advanced semiconductors, physical infrastructure, and…
Commerzbank’s Dr. Henry Hao notes that China’s Q2 2026 GDP growth slowed to 4.3% year-on-year, below Beijing’s 4.5%-5% target and consensus expectations. Fixed-asset investment contracted sharply, while June industrial output and retail sales surprised on the upside. With H1 GDP at 4.7%, policymakers face mounting pressure to accelerate support in H2 to avoid missing the…
Itron at Oppenheimer conference: platform push meets long utility cycles
If Elon Musk can expand its compute capacity swiftly, Microsoft could be perfectly positioned to monetize this “one-in-a-generation opportunity”
ING’s Frantisek Taborsky notes that escalating US-Iran tensions are driving risk-off sentiment, overshadowing a light Central and Eastern Europe data calendar. The National Bank of Poland (NBP) may still consider cuts, while Turkey’s central bank is expected to hold at 37% and Hungary to trim rates to 5.75%. ING sees EUR/HUF peaking around current levels…
Collateralized loan obligations may become the next big push in the exchange-traded fund industry. VettaFi’s Todd Rosenbluth suggests there’s investor demand for the alternative assets due to ongoing interest rate uncertainty. “[CLOs have] been popular within the marketplace,” the firm’s head of research told CNBC’s “ETF Edge” this week. CLOs are short-term fixed income strategies…