The Path To A September Rate Cut (Despite AI Inflation)

Israeli Finance Minister Bezalel Smotrich on Tuesday said it was “best” for Israel to stay out of the current conflict between the US and Iran, as the US continues bombing the Islamic Republic, and Iranian missiles and drones continue to target bases in Arab states across the region but have so far spared Israel. “The […]

German Parliament Moves To Criminalize Denying Israel's "Right To Exist" Various European initiatives and policies which criminalize "holocaust denial" have for years dominated headlines and driven immense controversy over freedom of speech and public debate. But Germany is now taking it a big step further, with the Bundesrat, Germany's upper house of parliament, having just approved a bill that would criminalize publicly denying Israel's "right to exist" or calling for its abolition. via Reuters If passed into law, a conviction would bring up to five years in prison, according to the proposed legal change. The...

"Skies Are Changing": Northrop Grumman Unveils Chain Gun To Defend Critical Infrastructure From Drone Swarm Attacks Our view of the missing air-defense layer around data centers and other critical infrastructure emerged in late January, roughly one month before the US-Iran conflict, when we published "Explosion in AI Data Center Buildouts Will Demand Next-Gen Counter-Drone Security." That theme was validated shortly after the war began, when Iran targeted multiple data centers with Shahed-series one-way attack drones, which generally fall within the Group 3 category. The strikes marked one of the clearest demonstrations...