Nothing calms markets like invoking the Asian Financial Crisis of the late 1990s when explaining your attempt to prop up the yen. asia.nikkei.com/editor-s-pic...
Peter Thal Larsen
@petertl.bsky.social
Global Editor, Reuters Breakingviews. Usual disclaimers apply. My free weekly newsletter: https://www.reuters.com/newsletters/the-week-in-breakingviews/
Trump administration going after data centre supplier Zhongji Innolight, which completed its Hong Kong listing last week. Result: more cost inflation for the US data centre giants. www.reuters.com/world/trump-...
EXCLUSIVE: Trump administration drafting ban on Chinese data center devices, sources say
The Trump administration is drafting a ban on U.S. imports of new models of Chinese data center components, four people familiar with the matter told Reuters, as it seeks to protect the infrastructur...
reuters.com
When bankers complain about too much regulation and endless red tape, they give the impression that at least they're following the regulations. But then you read things like this.... www.fincen.gov/news/news-re...
C’mon. A proper “to do” list would have 20 items including “cancel Disney Plus”, “short Brent Crude on Monday”, “ask about tariff rebates” and “start Duolingo Spanish module”
Reuters@reuters.com · 5d agoEXCLUSIVE: Bessent's 'to do' list: buy $5-10 billion worth of Japanese yen, Reuters photo shows reut.rs/4w1pLC6
🎧 China experienced the largest credit boom and bust in recent history. Logan Wright of @rhg.com joined @petertl.bsky.social on The Big View to explain why debt, deflation, slow growth and industrial overcapacity will be hard to shift in the People’s Republic. Full episode 👉 tinyurl.com/fsc4prjb
New episode of 🔊The Big View🎧: China’s slow-motion economic crash. I talked to Logan Wright of Rhodium about the lasting hangover from the real estate boom, why new technologies cannot reverse the malaise, and why Chinese economists are studying Japan. Listen here: podcasts.apple.com/gb/podcast/t...
After almost two years of dogged resistance, this is quite the moment. www.reuters.com/business/fin...
Commerzbank chairman says bank is ready for takeover talks with UniCredit
Commerzbank Chairman Jens Weidmann on Friday invited UniCredit to open talks on the terms of a merger, as the German lender abandoned its remaining resistance to the unwanted Italian takeover and fo...
reuters.com
Clear and provocative read on China’s economic conundrum. My conversation with Logan Wright will be live next week.
Wonder where he got that idea @robcyran.bsky.social www.breakingviews.com/columns/big-...
How to use empty data centers after an AI crash
Construction of US server farms has risen eightfold from 2019, raising the risk of a bust if chatbots fizzle. In this fictional podcast transcript, Breakingviews imagines an IPO pitch from made-up ent...
breakingviews.com
Carl Quintanilla@carlquintanilla.bsky.social · 2w agoCUBAN: “.. if there’s a price-performance curve on AI that minimizes the power requirements, there’s gonna be a lot of data centers that are gonna be turned into pickleball courts. @mcuban.bsky.social
This is the best bit of the strange Lloyd's statement. The pinnacle of passive-aggressive British governance.
Reuters@reuters.com · 2w agoFormer Lloyd's of London CEO breached conduct rules, investigation rules reut.rs/4fNoIkf
They say nobody rings a bell at the top, but COME ON....
Jesse Felder@jessefelder.com · 3w ago‘On Friday, after 65 bids, one of Huang’s pre-worn and signed jackets sold at auction at Sotheby’s for $960,000, much higher than the pre-sale estimate of $40,000 to $60,000. He wore the jacket in 2023, at an event at Foxconn in Taipei, Taiwan.’ www.cnbc.com/2026/07/17/l...
🔊New episode of The Big View 🎧: Back in 2006, Nick Stern laid out the economic case for combating climate change. Twenty years on, he explains why the logic for investing in green technologies is more compelling - and where the "degrowth" movement gets it wrong. www.youtube.com/watch?v=savW...
More evidence of the way crypto trading habits are infecting mainstream finance. www.reuters.com/world/uk/lon...
London Stock Exchange to launch round-the-clock trading next year
The London Stock Exchange on Tuesday announced plans to launch LSE 24, a night-time trading site, in the first half of 2027.
reuters.com
Remember what happened the last time Britain had a chancellor called Healey...
US stock exchanges: we want to let people YOLO their life savings on their smartphones around the clock! HKEX: fine, fine, maybe we could lose the lunch break?
EconReporter@econreporter.bsky.social · 2w agoOne proposal is to start equities trading 30 minutes earlier than the current opening time and eliminate the lunch break, Bloomberg reported. (3/3)
This is what happens when you don't have a robust editor
No Sunk Costs@nosunkcosts.bsky.social · 2w agoThis is from an actual research note on $SPCX by Morgan Stanley
Incredible stat: Lionel Messi's only touch of the ball in the first 15 minutes of the World Cup final was the kick-off. www.ft.com/content/9f8b...
Spain outplay Messi’s Argentina to reach World Cup summit
Tournament’s best team wins one-sided final 1-0 and claims clutch of individual prizes
ft.com
Simeone motionless as Ferran Torres runs past him to score 👌
Argentina have a World Cup Final record that will never be surpassed: zero shots in 90 minutes.
Top three worst World Cup finals (before today): 1. 1994 2. 1990 3. 2014
This was one of the darkest things I've read this year. Looks like it helped spur some official action, at last. www.newyorker.com/magazine/202...
Heidi Blake@heidiblake.bsky.social · 2w agoAndrew and Tristan Tate have been arrested in Miami on new charges of rape, trafficking, and child pornography. Here's my @newyorker.com investigation into how they built a vast empire of sexual exploitation in plain sight. www.newyorker.com/magazine/202...
Retail investors are a growing force in financial markets around the world. Is their timing better than it has been in the past? www.breakingviews.com/columns/cons...
Commentators at half time: no team has ever overturned a 4-0 World Cup deficit Kylian Mbappe: watch this
Finally, a business model for a company that generated *checks notes* revenue of $3.7 million last year.
Tony Tassell@tonytassell.bsky.social · 3w agoTrump’s social media company has discussed charging traders and investors as much as $100,000 a month for faster access to the US president’s posts on his Truth Social platform - FT scoop www.ft.com/content/e466...
Wall Street Journal dusts off its "troubled emerging market" template for Andy Burnham. www.wsj.com/world/uk/the...
"At first glance, efforts to prevent flocks of large, flightless birds from devastating farmland seem to have little in common with the current conflict between the U.S. and Iran." www.reuters.com/commentary/r... by @clydecommods.bsky.social
Trump could get a lesson on Iran from an unlikely source — emus
For U.S. President Donald Trump, Australia's failed "Great Emu War" nearly a century ago offers a highly relevant lesson: technological superiority does not guarantee victory against a dispersed and r...
reuters.com
A BIS analysis argues the AI buildout is outpacing prior infrastructure booms and warns, “The larger the boom, the deeper the eventual bust.” Their model suggests that investment is 50% above the efficient level. www.bis.org/publ/work136...
