Google’s chips challenge Nvidia.

By: keiko

In just a few months, Google’s artificial intelligence chips have become one of the hottest products in the tech industry. Leading AI developers, including some of Google’s biggest rivals, are snapping up these chips in large quantities. Now, Google, a subsidiary of Alphabet Inc., plans to take advantage of the momentum and launch a new […]

UBS Group: More pessimistic about private credit, default rate may rise to 15%

By: keiko

A few weeks ago, analysts at UBS Group painted the worst-case scenario for defaults in the private credit space. Now, their outlook is even more pessimistic. Strategists including Matthew Mish now say that the default rate on private credit could soar to 15%, two percentage points higher than the forecast the firm issued less than […]

The United Nations: Restrictions on fertilizer and energy trade may trigger a food crisis.

By: keiko

As the conflict in the Middle East intensifies, the United Nations has urged countries not to restrict the transportation of energy and fertilizers, warning that such restrictions in the past have exacerbated the global surge in food prices. The Food and Agriculture Organization of the United Nations said that agricultural inputs must resume flowing through […]

Westpac: The rally in the AUD/NZD may have peaked.

By: keiko

The year-long rally of the Australian dollar against the New Zealand dollar may have peaked, strategists say, as hawkish remarks from the Reserve Bank of New Zealand are boosting the appeal of the kiwi. The New Zealand dollar retreated from a 13-year high on Wednesday after the Reserve Bank of New Zealand revealed that policymakers […]

After the US-Iraq War, the reserve status of the US dollar will further decline.

By: keiko

The war between the United States and Iran has brought about a potentially irreversible pressure on the global trade system. For the first time in decades, gold reserves have exceeded the dollar assets held by central banks after valuation adjustments. It is still too early for the United States and Iran to declare a ceasefire, […]

The Reserve Bank of New Zealand: If inflation rises, it will act resolutely.

By: keiko

New Zealand’s central bank governor, Anna Bollard, said on Thursday that if core inflation accelerates due to the soaring fuel prices caused by the conflict in the Middle East, the country’s central bank will respond by raising interest rates. In an interview with Bloomberg Television, Breman said, “The balance of risks regarding inflation has shifted, […]