Economy

62 links
Alaska Airlines cancels 24 Mexico flights Unrest around Jalisco airports disrupts routes, security risk becomes a line item
fox13seattle.com
Bitdeer sells 943 bitcoin Miner treasuries act as liquidity buffers not ideology, Balance-sheet pressure decides who sells first
news.bitcoin.com
Lamborghini drops all-electric supercar plan EV demand weak among supercar buyers, Hybrid strategy keeps profits while policy timelines drift
theguardian.com
Japan and Indonesia tariff deals with Trump turn into long-term commitments Investment and procurement pledges outlast tariff threats, Governments discover exit costs are the real price
nytimes.com
US states move to pause AI data center buildout Tax breaks and grid costs turn cloud into local political liability, Data centers promise jobs then automate them away
businessinsider.com
US GDP grows 2.2% in 2025 as job creation nearly stalls Output decouples from hiring outside recession playbook, K shaped gains reward capital while entrants queue for scraps
businessinsider.com
UK insurers warn romance scams recruit victims into staged crash claims IFB says fraud shifts from stealing money to borrowing identities, Premiums rise as honest customers fund verification arms race
theguardian.com
UK industrial electricity costs stay far above peers Network charges and net zero levies hit manufacturers and indoor growers, Deindustrialisation risk grows while exemptions pick winners
theguardian.com theguardian.com
Thailand coffee chains cut default sweetness under health drive Sugar tax pushes reformulation while street vendors stay exempt, Soft regulation becomes industrial policy by compliance cost
theguardian.com
FATF pushes tougher crypto AML as $100 million laundering case shows 81 bank accounts Compliance burden shifts to banks and exchanges, Criminals arbitrage rules while customers get debanked
news.bitcoin.com news.bitcoin.com
Dubai Land Department pushes tokenised real estate on XRP Ledger Fractional property promises liquidity while expanding state legibility, Housing becomes permissioned cap table
news.bitcoin.com
DOJ probes Netflix Warner deal Antitrust case pivots from consumer prices to platform gatekeeping, Hollywood fears software-run studio system
dnyuz.com
Toyota deploys Digit humanoid robots at Ontario plant Robots-as-a-Service targets factory logistics and repetitive labor, Automation replaces staffing volatility with subscription costs
globalnews.ca
Prediction markets reprice Trump tariff odds after Supreme Court blocks parts of regime Legal risk becomes tradable macro variable, politics gains a live order book while voters get slogans
nytimes.com japantimes.co.jp news.bitcoin.com
JPMorgan admits debanking Donald Trump after Jan. 6 KYC-AML regime turns bank accounts into permissioned infrastructure, private compliance teams enforce state risk without due process
nytimes.com independent.co.uk
Nadella says Gates expected Microsoft OpenAI bet to burn a billion Platform strategy shifts risk to model labs while Azure sells compute, subsidized frontier AI becomes cloud moat
dnyuz.com
Costco tightens return policy enforcement Return fraud turns customer-friendly terms into surveillance and friction
independent.co.uk
IKEA opens 10 new US stores in 2026 Flat-pack retail bets on warehouses as e-commerce logistics get pricier
independent.co.uk
OpenAI projects $665bn cumulative cash burn by 2030 Inference and training costs turn AI into capital-and-electricity business, Investors promised software margins get utility economics
the-decoder.com the-decoder.com
US courts Central Asia investment via Kazakhstan deals DFC mining-transport talks and Boeing 787 push, De-risking looks like public underwriting dressed as diversification
euronews.com
US evacuates personnel near Iran Oil market prices conflict risk into Brent and gasoline, central banks face inflation shock they will call temporary
aljazeera.com di.se dnyuz.com
PacifiCorp pays $575 million to settle US wildfire claims Berkshire Hathaway utility keeps absorbing liability from grid-caused fires, electricity customers get a new line item called lawsuit-capital
independent.co.uk
Basel 1 250% risk weight makes bitcoin toxic for banks, Strategy CEO Michael Saylor lobbies to rewrite capital rules, regulators price assets by decree while crypto tries the back door
news.bitcoin.com
UK Ofgem price cap set to cut household energy bills by £120 Government shifts costs by scrapping efficiency programme, political risk reappears as higher capital costs and 2029 cliff edge
independent.co.uk
California lends BART $590 million to avert service cuts Post-Covid farebox collapse turns transit agencies into rolling budget liabilities, bridge loan becomes business model
latimes.com
Airbus unit Aalto expands Zephyr HAPS operations in Australia Stratospheric platforms compete with LEO and fiber on cost curve, regulation and insurance decide investability
spacenews.com
Blue Owl fails to line up third-party funding for $4bn data-center project AI infrastructure hype meets credit committee, Capital finally says no
zerohedge.com
Stocks slide on weaker US data and tariff uncertainty PMIs hit 10-month lows as trade policy acts like tax on supply chains, markets price higher risk premia
globalnews.ca zerohedge.com
US Q4 GDP slows to 1.4% annualized Government shutdown subtracts output in national accounts, growth narrative turns into budget optics
globalnews.ca zerohedge.com
AI data centers trigger memory supercycle Kingston founders David Sun and John Tu add $14bn each, hottest asset is DRAM and packaging capacity not chatbot narratives
businessinsider.com
UK PMI rises to 53.9 as export orders surge Employment falls 17th straight month with services leading cuts, Growth arrives without hiring
standard.co.uk
EU steel exports to US fall 30% under 50% tariffs July EU-US deal excludes steel while Brussels readies its own quotas, Rules-based trade becomes permissioned trade overnight
euronews.com euronews.com
Aston Martin warns 2025 profits undershoot as US tariffs bite Luxury pricing meets policy-driven cost shock, F1 naming-rights sale plugs liquidity
standard.co.uk
Anglo American writes down De Beers another $2.3bn Lab-grown diamonds and weaker demand erode cartel-era pricing, Exit plan meets reality check
standard.co.uk
Bitcoin mining difficulty whipsaws from -11% to +14.73% in two weeks Hashpower reallocates with energy and financing conditions, protocol turns miner leverage into forced selling risk
news.bitcoin.com
UK posts record £30.4bn January budget surplus EDF pledges £15bn UK spending despite 12% nuclear output drop, cash optics improve while capital needs pile up
standard.co.uk standard.co.uk
AI capex jitters weigh on markets as oil rises on US-Iran tension Investors eye stranded data centers and private credit links, real economy intrudes on software hype
independent.co.uk
Japan shuntō wage demands rise to ¥18 000 monthly at major electronics firms, Nippon Steel sees China-driven supply glut nearing end, Real wage growth collides with global overcapacity and trade barriers
japantimes.co.jp japantimes.co.jp
Entrepreneurship as anti-politics Mises Circle argues markets solve by depoliticizing decisions, industrial policy rebuilds permission structures to re-politicize them
mises.org
Blue Owl tightens redemptions in private credit funds Interval-fund liquidity promise meets illiquid loans, Shadow banking without bank capital looks less like innovation than a gate that locks
nytimes.com
CME pushes toward 24/7 crypto futures access Traditional clearinghouse risk controls meet nonstop crypto price discovery, Always-open markets reward market makers and punish sleepy hedgers
news.bitcoin.com
Figure launches FGRD as SEC-registered onchain public stock Blockchain rails collide with transfer agents and settlement rules, Disintermediation marketed while permissioning quietly returns
news.bitcoin.com
Miami Herald attacks Florida property-tax caps Homestead exemptions shield incumbents while renters pay through higher rents and fees, Tax cuts marketed as liberty while tax base expands anyway
miamiherald.com
Trump administration subsidizes coal plant life extension DOE directs $175 million to six facilities amid AI-driven load growth, Energy scarcity answered with political favoritism
foxbusiness.com
US trade deficit widens in December despite tariff escalation Imports surge as firms front-run duties, Mercantilism collides with balance-of-payments arithmetic
globalnews.ca aljazeera.com foxbusiness.com
Retirees pushed into gold vs dividend-stock debates as policy distorts money CBS frames portfolio choice as personal preference, Inflation targeting and financial repression turn households into amateur macro hedgers
cbsnews.com
Nakamoto $107m merger sparks dilution revolt Crypto governance meets cap-table reality, decentralization stops where term sheet starts
news.bitcoin.com
Mistral CEO warns AI power concentrates in US Europe’s sovereignty talk depends on US compute and models, strategic autonomy drifts toward subsidies and mandates
euobserver.com
Whole Foods scales back Amazon One palm payments Biometric convenience collides with liability and creep, market learns what regulators will later mandate
zerohedge.com
GameStop CEO Ryan Cohen attacks parasitic corporate bureaucracy Burry compares him to Buffett, Consultants and directors get named as risk-free insiders
businessinsider.com
Airbus posts record deliveries and profits US government-assisted Boeing deals surge to $244bn, Free market rivalry curiously requires diplomacy and export-credit muscle
euronews.com
EU convenes emergency Oil Coordination Group over Druzhba disruption Hungary and Slovakia halt diesel to Ukraine and demand Croatian route, Crisis coordination expands Brussels discretion while energy markets lose price signals
euronews.com euronews.com
JPMorganChase Institute finds midsized US firms triple tariff payments Trade deficit stays near $901bn as exports slump, Industrial policy marketed as foreign tax lands on domestic supply chains
wtop.com zerohedge.com nytimes.com
IMF urges China to pivot from export-led growth to domestic consumption Article IV flags real RMB depreciation and current-account surplus, global tariff-and-subsidy spiral gets IMF blessing
japantimes.co.jp
Kalshi and Polymarket retail users report rapid losses Prediction markets blur into gambling without sportsbook guardrails, Crackdown likely to harden KYC moats
businessinsider.com dnyuz.com
EU hypes enhanced geothermal systems as 43 GW under €100/MWh 8 km drilling and engineered reservoirs need shale-style risk-taking, Brussels derisks with subsidies while permitting stays slow
euronews.com
Japan rewrites Economic Security Promotion Act to fund overseas ports AI data centers, subsea cables, JBIC first-loss capital turns national security into disguised industrial policy
japantimes.co.jp
Wall Street prices software apocalypse after AI-driven sell-off Anthropic plug-in sparks SaaS panic while Nvidia and OpenAI say software persists, Dependency hell and supply-chain risk remain the real fragility
businessinsider.com
UK retailers plan to cut staff hours as National Living Wage and payroll-tax costs rise BRC survey shows 61% targeting hours and overtime, invisible layoffs spread while politicians count higher hourly pay
standard.co.uk
Sweden posts SEK 32.2bn January budget deficit ESV reports 7.7% spending jump with flat revenues, fiscal drift rebranded as seasonal noise
borskollen.se
China exploits Trump tariffs to lock in trade dependence Reuters details Beijing push for deals and standards power, West answers with more licensing and subsidies
japantimes.co.jp
Tokenized Maldives real estate launches via World Liberty Financial and Securitize USDC flows on Base surge on LP rebalancing, Crypto keeps rebuilding dollar rails while selling decentralization
news.bitcoin.com news.bitcoin.com