Tech Leads Strong Growth Signals From US Services Sector Surveys; But Prices Are Soaring

Nuclear Power Capacity To Jump 44% By 2036 As China Surpasses US Global nuclear capacity is set to surge by 44% over the next decade as China topples the United States as the biggest nuclear power capacity holder and India will hike its capacity to boost energy security. These are the estimates in a new report by BloombergNEF, which sees total global nuclear capacity at 535 gigawatts (GW) by 2036, up from the 372 GW of installed capacity as of the end of 2025. The world is projected to have as much...

Hold The Horses By Rabobank There are five G10 central bank meetings scheduled this week and not a single policy move is expected between them. That said, the signalling of policymakers will be crucial. For each of the BoJ, Fed, BoC, ECB and the BoE, the market will be watching to see how rate setters are gauging the two sided the risks to growth and inflation implied by the Iran war. It remains Rabo’s view that the Fed will likely cut rates again this year. This outcome may have been made...

Intel Leak: Russia Mulled Giving Iran Un-Jammable Drones To Fight US Forces Russia offered Iran thousands of advanced drones built to bypass electronic jamming systems, along with training for attacks on US troops in the Middle East, according to a confidential intelligence document obtained and reviewed by The Economist. Already the two countries have deepened their defense ties in the context of the years-long Ukraine war, with Tehran providing tens of thousands of Shahed suicide drones, but this fresh allegation points to potential increasing Russian involvement against the United States in...