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Tech Giants take on $350 billion in debt; the next bubble?
JP Morgan estimates AI giants will take on an extra $200bn in debt before the end of this year.
4 days ago4 min read


The Economics of American Energy Systems
The 2025 withdrawal of major federal tax subsidies has fundamentally shifted the U.S. energy economy, moving the competitive focus from raw generation costs to transmission and storage infrastructure.
5 days ago4 min read


The Insurance Gatekeepers
Data centers need more than power and chips. They need someone willing to insure them.
6 days ago6 min read


Capacity: the schedule behind Europe's grid margins
Siemens Energy's grid orders grew 26% over nine months and group capital spending grew 8%. Margins rose two points in the meantime
Aug 94 min read


Trump’s Section 122 Tariff Expires. Its Price Impact May Last Longer.
The 150-day emergency surcharge ends July 24, but its price effects have not fully landed.
Jul 246 min read


The Dollar’s Digital Empire
How private stablecoins are extending America’s monetary power beyond the reach of traditional finance.
Jul 234 min read


Britain’s £18bn deal with Japan: Investment only matters if it reaches British firms
The UK - Japan deal includes advanced technology, clean energy and promised jobs.
Jul 214 min read


The AI Sovereign Wealth Fund: A Global Mirage?
Examining AI-induced inequality on global level reveals why distribution may not be the answer.
Jul 125 min read


Why Trump’s Fed Gamble Has Backfired
Trump appointed Kevin Warsh expecting rate cuts, but Inflation had other ideas.
Jun 293 min read


The £11bn drain: How late payments are strangling Britain’s smallest businesses
Nearly half of SME invoices in the UK are paid late. The cost is not just financial, but structural - and it is getting worse.
Jun 263 min read


The Chip Boom Is Real. The Easy Money Might Be Over.
Why the semiconductor rally tells us more about AI's next phase than its last one.
Jun 214 min read


The Pivot to Opacity
Kevin Warsh faces monumental choices; but his most significant decisions have already begun.
Jun 194 min read
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