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人工智能热潮已将全球五大超大规模云服务商（微软、亚马逊、Alphabet、Meta和甲骨文）推入了一个新的融资时代。 预计到2026年，这些企业的资本支出将超过经营现金流，到2030年投资总额预计将达到5.6万亿美元，这引发了一个根本性问题：这场史无前例的扩张将如何获得资金支持。

US President Trump’s approval rating is among the lowest for a sitting president in post-World War II US history and leaves an 80% probability that the US House of Representatives will shift to Democratic control, with US Senate facing a 50:50 chance of switching to Democratic control.

The closure of the Strait of Hormuz has been the GCC’s biggest geopolitical shock in decades – but not a credit crisis.

Back in January, the dominant narrative in private credit was that negative headlines pointed to isolated events and a normalisation of flows, not systemic credit stress. Today, the picture is evolving.

The capture of Nicolás Maduro in a US-led operation has seized global attention. Washington has signalled its intention to oversee a transitional phase towards a new governing framework, while hinting at potential involvement by US energy companies in rebuilding Venezuela’s oil infrastructure. Beyond the headlines, what could this mean for the energy, oil and other resources markets, Venezuela’s sovereign debt, and geopolitics more broadly? Our experts delve into the implications.

Markets have steadied after the appointment of the Lecornu II administration, yet lingering political and fiscal vulnerabilities persist.

Trade tensions with the United States, marked by 50% tariffs on Indian exports, have dampened sentiment. However, despite trade-related uncertainties, the growth outlook has been revised upwards, reflecting India’s strong long-term potential.

An executive order is opening the door for private assets to access US defined-contribution pension schemes.

Israel’s ‘pre-emptive’ strikes against Iran on 13 June represent a meaningful escalation in what had been Israel’s ongoing battle against primarily Iranian proxies. The conflict has now shifted towards a direct confrontation between the two regional powers in the Middle East.

The US dollar has declined by more than 10% since President Trump took office, driven by policy uncertainty, lower growth expectations, and rising inflation concerns.

In New York as well as other major metro areas, once-bustling corporate offices are now quieter, leading companies to adjust to a new reality: remote working is no longer a temporary solution but rather a structural shift. Consequently, corporates are actively reducing their office space footprints, significantly increasing vacancies in the sector.