Author: Daniel snow
Citi predicts South Africa rate hikes amid Iran conflict impact Source link
Citi warns Japanese yen risks intervention if BoJ holds steady Source link
Sterling today: Pound slips as strong UK GDP fails to lift sentiment Source link
Japan, US agree to closer contact on currency, Bessent to visit Tokyo in May Source link
Hedge funds turn bearish on dollar amid Middle East peace talks Source link
Peruvian sol drops as Sánchez nears runoff with Fujimori Source link
UBS sees Hungary’s Tisza win driving EUR/HUF to 355-360 on reforms Source link
Sterling today: Pound edges lower as dollar steadies on cautious risk sentiment Source link
AI is no longer a side bet for most enterprises—it’s quickly becoming core to how products are built, decisions are made, and work gets done. That shift is colliding with a hard physical reality: the compute behind modern AI runs hot, dense, power-hungry—and remains scarce. It’s pushing data center operators to deliver far more capacity, far faster, often with projects measured in the hundreds of megawatts and timelines that feel closer to months than years. Related insights The result is a new infrastructure arms race, with ‘neoclouds’ emerging alongside hyperscalers to deliver AI-first capacity. And that arms race is attracting…
Asia FX muted with focus on more Iran talks, dollar steadies after soft PPI Source link