The world is about to enter an unprecedented period of energy demand growth. Artificial intelligence has immense power needs. Couple that with other demand catalysts, such as electric vehicles and advanced manufacturing facilities, and the world will need much more energy in the coming decades. Electricity demand in the U.S. alone could grow 60% by…
Commerzbank’s Dr. Henry Hao argues China’s housing market remains in structural stagnation five years after the Evergrande crisis. National prices follow an L-shaped path, with a K-shaped divergence between Tier-1 and lower-tier cities. Weak demand, tighter funding and demographics mean real estate will no longer be China’s primary growth engine as Beijing redirects capital to…
As ChangXin Memory Technologies gears up for a breakout public listing, the chip maker is eyeing the turf held by Micron, SK Hynix and Samsung.
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Semiconductor investors have been here before. After a scorching run, chip stocks have tumbled again, with memory names sliding more than 20% into bear market territory and the broader group shedding hundreds of billions in value. In the current artificial intelligence (AI) cycle, that kind of drop has repeatedly turned out to be a tech…
U.S. Navy warships transit the Arabian Sea in close formation as CENTCOM forces continue to promote regional security and stability, June 30, 2026. Source: US Navy The U.S. military said early Saturday it ended a seventh straight night of strikes against Iran, as Kuwait and Bahrain reported attacks by Iranian projectiles and commercial shipping continued…
The race is on to secure alternative routes for both Gulf fossil fuels and clean energy. This article appears in the July/August 2026 issue of Global Finance Magazine. More than 30 years after the first Gulf War, it seemed unlikely, if not unthinkable, that images of burning oil facilities would once again make headlines in…
Silver price recovered some ground on Friday, up 0.84%, but it is poised to finish the week down over 6.50%. At the time of writing, XAG/USD trades at $56.00 per troy ounce, after reaching a new year-to-date (YTD) low of $54.77. XAG/USD Price Forecast: Technical Outlook The white metal ended the week on the back…
DBS Group Research economist Ma Tieying analyzes the latest Bank of Korea (BoK) decision, noting a hawkish shift as the base rate is raised to 2.75%. The report now anticipates a faster tightening cycle, with the policy rate reaching 3.25% by year-end 2026. Growth is expected to benefit from the AI-driven semiconductor sector, while Consumer…
We revisit fiscal sustainability through the lens of the government’s budget constraint. What constrains fiscal policy is not the stock of outstanding liabilities per se, but the fiscal cost of servicing debt. Using two centuries of U.S. fiscal data (1800–2023) and a long-run panel of advanced economies, we show that primary surpluses are systematically more…