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en English Longer Reads Sep 4, 2026 Dambisa Moyo The AI investment boom has unleashed a wave of demand for capital just as savings are declining and interest rates remain high. As competition for financing intensifies, rising borrowing costs could squeeze non-AI firms looking to finance new factories, equipment, and projects. LONDON—Wall Street analysts keep revising their forecasts for AI-related capital expenditures upward, with some estimating that major tech firms—including Amazon, Microsoft, Alphabet, Nvidia, and Meta—could spend as much as $1.4 trillion by 2027. Gartner, a research…

The 2026 IPO class already has a record-setting headliner in SpaceX. Now, with the public-market window narrowing and the post-Labor Day filing sprint upon us, attention is turning to which venture-backed companies might still make a move in coming months. Crunchbase’s predictive intelligence tools flags a handful of well-funded private companies with at least a 40% probability of going public within the next six months. Anthropic, arguably the most closely watched IPO prospect, sits just outside that near-term screen: Crunchbase considers an eventual listing very likely, but the model favors a six- to 12-month timeline. Together, Anthropic and the other…

The dangerous flooding in Nepal and Tibet has demonstrated, once again, the need for prearranged disaster-risk financing to prepare for the economic chain reactions triggered by natural disasters. Asia’s policymakers must act now to help cash-strapped Nepal and strengthen other countries’ resilience before the next crisis hits. SINGAPORE—The catastrophic flooding in Nepal has demonstrated, once again, the devastating human and economic toll of climate change. The immediate priority must be to save lives and support affected communities. But the devastation also highlights how physical hazards can quickly morph into macroeconomic shocks. …

This article was written byFollowI spent 30 years in the institutional trenches as a trader, analyst, and portfolio manager, eventually running the equity trading desk at Northern Trust in Chicago. Those decades shaped my approach: stay disciplined, trust the data, and keep emotion out of the way. Since 2009, when I began publishing my stock selections, my portfolio has delivered solid long term results—compounding in the mid teens annually through 2025. Today I manage a 15-20 stock model portfolio where I select stocks that score highly for Quality, Growth, Momentum, Value, and Risk. I use a rules-based framework that helps…

The EUR/USD pair posted a modest comeback after falling in the last week of August, finishing the week just above the 1.1600 level. The US Dollar (USD) lost momentum and corrected lower on Monday, but overall it retained its recently regained strength amid persistent Middle East tensions and speculation that the Federal Reserve (Fed) will have to raise the benchmark interest rate in September. The USD resumed its advance on Friday, as upbeat employment data brought back demand.United States employment and inflationIn between, the Greenback suffered a minor setback: Fed Governor Christopher Waller cooled the odds for a September rate…

Canada lost nearly 42K jobs in August against forecasts for a 15K gain, and the unemployment rate stayed at 6.4% anyway. Wages grew 2% on the year, the slowest since November 2017 outside the pandemic years. Two days after the Bank of Canada (BoC) held at 2.25% with a rate statement that called the labour market improved, demand subdued, and excess supply continuing, the August Labour Force Survey (LFS) has confirmed the last two claims and taken a quarter of the first one back. Then the curve did the strange thing: it priced in more hikes.In the same hour, US…

Commerzbank highlights that Bank Negara Malaysia kept the OPR at 2.75% but shifted to a more hawkish bias, removing language that policy is “appropriate” and signalling vigilance on cost pressures. Strong growth and benign inflation allow patience, yet the bank appears to prepare markets for a possible hike later this year or early 2027, with USD/MYR seen in a 4.00–4.07 range.Hawkish BNM stance underpins MYR”Bank Negara Malaysia (BNM) kept the Overnight Policy Rate (OPR) unchanged at 2.75% yesterday, as widely expected, but the statement contained a distinctly more hawkish tilt. The policy bias appears to have shifted from neutral towards…

OCBC’s Christopher Wong notes that Bank Negara Malaysia (BNM) kept the OPR at 2.75% and struck a slightly firmer tone, with growth expected to stay resilient into 2027. The economist still projects an OPR normalisation to 3.00% in January 2027. Wong highlights that a relatively firm domestic backdrop should support the Malaysian Ringgit, but says near-term USD/MYR moves will track the broader USD, risk sentiment and global rates.Ringgit supported but range-bound”BNM kept the OPR unchanged at 2.75%, as expected, but the accompanying statement carried a slightly firmer tone. “”BNM now expects the economy’s sound fundamentals to keep growth resilient into…

Key PointsChevron and ExxonMobil endured criticism from the White House recently.The president says the oil giants made too much money off the war in Iran.That’s likely election-year chatter and not an impetus to sell Chevron stock.10 stocks we like better than Chevron ›If there’s one sector that’s littered with political boogeymen, it’s the energy sector, oil producers in particular. That status is arguably amplified in a midterm election year in which affordability, including gas prices, is a marquee issue.So it’s not surprising that some bellwether energy stocks have political targets on their backs. Chevron (NYSE: CVX) and ExxonMobil (NYSE: XOM)…

S&P 500 profits have expanded for 12 straight quarters, showing powerful momentum that reaches far beyond Big Tech. That sets a strong backdrop for the start of Q3 earnings season, which begins Thursday, September 10th, with quarterly reports from Oracle ORCL and Adobe ADBE.The quarterly chart below details actual results alongside Q3 2026 growth expectations and forward projections.Image Source: Zacks Investment ResearchAs you can see here, 2026 Q3 earnings for the S&P 500 index are expected to increase by +23% from the same period last year on +11.2% higher revenues. This would follow the unusually strong showing in 2026 Q2.The…