THE EDGE INSIGHTS
Latest Economic Insights
Economic developments that matter to regional and global markets, analysed daily.
Report: Who Is Really Winning the Global AI Race, With 725 Billion Dollars of Spending Planned for 2026 and the Model Gap at 2.7 Percent
The Edge for Economic Consultancy has published a special report, "The 725 Billion Dollar Question: Who Is Really Winning the Global AI…
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TSMC Profit Jumps 77 Percent to a Record Even as a Chinese AI Model Helps Tip Chip Stocks Into a 20 Percent Bear Market
The two faces of the artificial-intelligence trade were on display within a single week. Taiwan Semiconductor Manufacturing Company reported a 77.4 percent…
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Saudi PIF Nears EU Clearance for Its 55 Billion Dollar Electronic Arts Takeover
Saudi Arabia's Public Investment Fund and its partners are set to win European Union clearance for their 55 billion dollar acquisition of…
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The Week Ahead: The ECB Decides on 23 July, UK Inflation Lands, and Tesla Opens Big Tech Earnings as the Fed Goes Quiet
The coming week is the last full one before the Federal Reserve meets, and with US policymakers in their pre-meeting blackout the…
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Market Wrap US-Europe-Asia 17 July: A Global Chip Rout Deepens With Taiwan Down 6.5 Percent and the Nasdaq Off 1.4 Percent as the VIX Jumps 12 Percent
The escalation week ended on its heaviest risk-off note. A global chip and technology selloff deepened on Friday: Taiwan's Taiex fell 6.47…
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Commodities Wrap 17 July: Oil Jumps Nearly 5 Percent to Cap a 16 Percent Weekly Surge as Gold Reclaims 4,000 Dollars
Oil jumped nearly 5 percent on Friday, capping a roughly 16 percent gain on the week, while gold reclaimed the 4,000 dollar…
Read more →Market Wrap US-Europe 16 July: Korea’s Rate Shock Reaches Wall Street With the Nasdaq Down 1.5 Percent While the FTSE Rises on 0.7 Percent UK Growth
The escalation's bill crossed the Pacific on Thursday. Wall Street closed lower with the Nasdaq down 1.47 percent at 25,881.95 as the…
Read more →Commodities Wrap 16 July: Gold Posts Its First Close Below 4,000 Dollars of the Escalation as Oil Logs Its First Decline and the VIX Jumps 8.9 Percent
The line gold defended through four sessions of war finally gave way on a day when nothing else offered shelter either. Gold…
Read more →Market Wrap MENA-Asia 16 July: Cairo Nears 53,000 and Saudi Edges Up to Close the Week as the Bank of Korea’s First Hike Since 2023 Sinks Seoul 6.4 Percent
Asia's whipsaw week found its policy trigger on Thursday and the Gulf closed its first full week of the escalation barely changed.…
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Bank of Korea Raises Its Base Rate to 2.75 Percent in Its First Hike Since 2023
The Bank of Korea raised its benchmark base rate by 25 basis points to 2.75 percent from 2.50 percent on 16 July,…
Read more →Market Wrap US-Europe 15 July: Wall Street Adds a Second Day of Gains on Soft Producer Prices as the DAX Slips Below 25,000 and Oil Revives the ECB Rate Question
Wall Street kept rallying on disinflation on Wednesday while Europe blinked at oil. The S&P 500 rose 0.38 percent to 7,572.40 and…
Read more →Commodities Wrap 15 July: Oil Goes Flat at 85 Dollars as the Blockade Premium Stalls, Platinum Jumps 2.3 Percent and the VIX Sinks 4.7 Percent
The oil rally stopped climbing on Wednesday and simply held. Brent was effectively unchanged at its settlement window, quoted up 0.02 percent…
Read more →Market Wrap MENA-Asia 15 July: Gulf Barely Moves Through Fresh Hormuz Strikes and Cairo Adds 0.5 Percent as Seoul Surges 6.2 Percent and China Slows to 4.3 Percent
Asia set the pace on Wednesday and the Gulf answered with its calmest session since the escalation began. Seoul's Kospi surged 6.24…
Read more →Market Wrap US-Europe 14 July: Stocks Shake Off the Oil Shock as US Consumer Prices Fall 0.4 Percent, Goldman Jumps 9 Percent and IBM Craters 25 Percent
Wall Street closed higher on the coolest monthly US inflation print in six years and a rebound in the chip complex, and…
Read more →Commodities Wrap 14 July: Oil Holds Near 85 Dollars as US Consumer Prices Fall 0.4 Percent and Gold Rebounds Above 4,050
The commodities board flipped from Monday's panic to Tuesday's recalibration. Brent crude traded at 85.07 dollars a barrel in late New York…
Read more →Market Wrap MENA-Asia 14 July: Saudi Leads Gulf Lower and Cairo Slips as Asia Rebounds and Oil Nears 87 Dollars
Asia rebounded on Tuesday while oil kept climbing and the day's hardest number landed in Beijing. Seoul's Kospi closed 0.73 percent higher…
Read more →Market Wrap US-Europe 13 July: Wall Street Slides as Oil Tops 82 Dollars on the Iran Shipping Blockade While Europe Closes Higher
Wall Street closed lower on Monday under two converging pressures: a global semiconductor selloff that weighed on technology shares, and President Trump's…
Read more →Commodities Wrap 13 July: Oil Jumps More Than 8 Percent as Trump Moves to Reinstate the Blockade on Iranian Shipping and Gold Sinks to the 4,000 Dollar Line
Oil surged and almost everything else in the commodities complex fell on Monday after President Donald Trump announced that the United States…
Read more →Market Wrap MENA-Asia 13 July: Seoul Crashes Nearly 9 Percent and Oil Jumps as Gulf Markets Hold Their Ground and Cairo Rises
Monday distributed the weekend's escalation unevenly. Seoul's Kospi collapsed 8.95 percent to 6,806.93, a fall Korean media reported was deep enough to…
Read more →The Week Ahead: OPEC Answers the IEA, US Inflation Tests the Fed, and the Big Banks Open Earnings Season
The coming week compresses the quarter's biggest catalysts into four days: OPEC's monthly report opens the week, the first full post-escalation US…
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Beijing Reportedly Set to Let Top Chinese AI Firms Buy Nvidia H200 Chips, With Approvals Capped Below 200,000 Units
Chinese officials have told Alibaba, ByteDance and DeepSeek in recent weeks that they may soon receive permission to buy Nvidia H200 chips,…
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Bank of England Warns of Stretched Markets, AI Financing and Private-Credit Risks in Its Financial Stability Report
The Bank of England warned that high equity-market valuations, a rapid build-up of leverage and fast-growing financing tied to artificial intelligence pose…
Read more →Market Wrap MENA-Asia 7 July: Asia Sells Off Led by Korea as the Gulf Holds Firm and Egypt Rises
Asian equity markets fell sharply on Tuesday in a renewed technology-led selloff, led by a steep drop in South Korea, while Gulf…
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Germany’s 2027 Budget Signals Fiscal Break as Borrowing Tops 203 Billion Euros
Germany's cabinet has approved the draft federal budget for 2027 and the financial plan through 2030, marking one of the clearest fiscal…
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- Asia Market Wrap 7 October: All Eight Indices Fall as Seoul Drops 1.98 Percent
- The Week Ahead: The Federal Reserve Decides on 29 July, US Growth and Inflation Data Land, and the Megacap Technology Earnings Peak
- Asia Market Wrap 8 October: All Ten Indices Fall as Singapore Drops 3.49 Percent
- Asia Market Wrap 6 October: Nikkei Posts First Close Above 70,000 Since July as Kospi Falls
- Europe Market Wrap 9 October: All Nine Indices Rise as Basic Resources Jump 2.99 Percent