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Economics Headlines
AI’s biggest buildout is here. These stocks offer a way to invest in the data center boom fortune.com
For those seeking a pick-and-shovel approach to the AI wave, here’s a guide to utilities, grid hardware, cooling firms, and refinery stocks.
Source: fortune.com
CareScout CEO: the hidden economic cost of an aging baby Boomer generation fortune.com
CareScout’s Cost of Care data show the median cost of assisted living exceeds $74,000 annually, while a private room in a nursing home approaches $130,000.
Source: fortune.com
SCMP signs 3 MOUs in Malaysia to deepen Hong Kong-Asean regional cooperation scmp.com
The South China Morning Post among delegation signing agreements in Kuala Lumpur to unite policy research, journalism and business networks across Asia.
Source: scmp.com
Morocco’s two-speed economy leaves young workers behind ft.com
Failure to translate growth into better living standards has driven migration attempts into Ceuta
Source: ft.com
Financial Markets, Oil Prices, and Supply-Side Risks frbsf.org
The relation between stocks and bonds indicates whether supply or demand shocks dominate the risks to economic activity. After two decades of concerns primarily about changes in demand, the stock-bond correlation recently flipped, suggesting that the perceived source of risk to the economy has shifted towards supply shocks. Other financial correlations, such as the stock-oil correlation, also changed accordingly and thus agree with this interpretation. In line with this evidence, financial market pricing now indicates that elevated oil prices and potential inflation are prominent sources of risk.
Source: frbsf.org
Italy’s $4.7 billion cheese economy is feeling the heat as climate change threatens its cheese banks that hold Parmigiano wheels as loan collateral fortune.com
Extreme heat is straining the vaults that hold Parmigiano wheels as loan collateral, and economists say the damage runs wider than the vault
Source: fortune.com
China exports its economic problems to the world washingtonpost.com
With slow growth at home, Beijing juices its factories with state subsidies.
Source: washingtonpost.com
Apollo Global’s Zelter: AI infrastructure partnerships will benefit U.S. economy as competitive tool cnbc.com
Top Wall Street CEOs and Nvidia CEO Jensen Huang join ‘Closing Bell Overtime’ for a wide-ranging conversation around the $500 billion investment in AI infrastructure.
Source: cnbc.com
Trump bets economic pressure can squeeze Iran as regime’s own failures deepen the pain foxnews.com
President Donald Trump says he is “low-keying it” with Iran as sanctions and a naval blockade compound Tehran’s financial crisis and inflation.
Source: foxnews.com
GOP, Democratic mayors challenge Trump’s claims of economic ‘golden age’ ms.now
Democratic and Republican mayors: residents are struggling with affordability, rising costs despite Trump’s claims of a “golden age” economy.
Source: ms.now
Millions in US tariff refunds flow back to Chinese firms, buoying profits scmp.com
Five listed firms, operating mainly in automotive and healthcare sectors, disclosed payouts, as reversal of duties strains US customs revenue.
Source: scmp.com
Voters have seen the receipts on Trump’s “booming” economy ms.now
In today’s edition of The Tea: Kevin Hassett touts economy on CNN, the two-page ICE memo that led to thousands of detentions, and more.
Source: ms.now
NYC’s Mamdani praised for growing Florida’s economy in new Times Square billboard foxnews.com
Florida Chamber of Commerce President Mark Wilson explains why NYC Mayor Zohran Mamdani is ‘Florida’s Economic Developer of the Year.’
Source: foxnews.com
Sen. Darline Graham says data centers important to economy and national security but with restrictions wyff4.com
Sen. Darline Graham says data centers important to economy and national security but with restrictions
Source: wyff4.com
AI could live up to the hype and still leave investors disappointed: Moody’s businessinsider.com
Moody’s said that AI could be end up being a powerful force in the economy, but still lead to more muted stock gains in the coming years.
Source: businessinsider.com