Money Moves
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Copper Near Its Record Is Not a Bubble — It’s a Bottleneck
LME copper closed August near $14,343 a tonne, within reach of its record. In short: deeply negative treatment charges confirm a real upstream bottleneck, and…
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Two Housing Signals in One Week: Less Risk, Longer Debt
China’s housing sector got two signals in one week: off-plan projects must be structurally topped out before sale with full funds in escrow, and home-loan…
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Foreign Investment Rebounded, but the Map Got Narrower
Global foreign investment rose to $1.6 trillion, yet four-fifths went to only 20 destinations. The recovery is real, concentrated and increasingly shaped by strategic-sector policy.
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The Demand Delay Is Already on the Departure Board
A practical, evidence-led examination of consumer demand and service delivery, focused on coordination, access, timing and the operating measures that turn a visible trend into…
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The Bond Market Just Became the Loudest Voice on AI Spending
Companies funding AI buildouts with debt are making a promise to the bond market. The market is listening carefully — and starting to price the…