Geopolitics

AI Boom Outgrows Every Tech Bubble in History, BIS Systemic Risk Study Finds - Tech Times

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DW NOTE

The BIS has spent a decade insisting that central bank balance sheets are temporary and reversible. Now AI infrastructure is sucking down capital at a rate that makes the dot-com bubble look like a seed round, and the same institutions are discovering that you cannot unwind quantitative easing into the largest capex cycle in history without breaking something. The study is correct. The policy response will be incoherent.

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Hedge Funds Pile Into Fuels as U.S. Supply Squeeze Deepens

For the first four months of the war between the United States and Israel and Iran, oil traders remained largely bearish. The overwhelming expectation was that the war would end soon—even as July rolled around—and oil flows out of Hormuz would recover. Instead, the world is slipping into a fuel shor

AI Boom Outgrows Every Tech Bubble in History, BIS Systemic Risk Study Finds - Tech Times

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Hedge Funds Pile Into Fuels as U.S. Supply Squeeze Deepens

Gold Silver Ratio September 2026: Market Insights - GoldSilver

World's largest Sovereign wealth fund to cut U.S. treasury holdings - FXStreet

Gold alert: Russia keeps selling gold while China keeps buying and the Netherlands move some gold - KITCO