March 5, 2026March 5, 2026 Nvidia may be closing the door on future investments in two of the biggest names in artificial intelligence. CEO Jensen Huang said the company’s recent investments in OpenAI and Anthropic could be its last. Both AI firms are preparing for…
Highlights include US NFP, Retail Sales, ISM PMIs, OPEC, EZ Flash HICP, ECB Minutes and Australian GDP Iran International SUN: OPEC Meeting MON: German Retail Sales (Jan), Final Manufacturing PMIs (Feb), US ISM Manufacturing PMI (Feb) TUE: Japanese Unemployment (Jan), EZ Flash HICP (Feb), US RCM/TIPP (Mar), UK Spring Statement WED: Australian GDP (Q4),…
February 27, 2026February 27, 2026 India is aiming to sharply expand its AI firepower. Speaking at the Rising Bharat Summit in New Delhi on 27th February, Electronics and IT Minister Ashwini Vaishnaw said the government is targeting a GPU capacity of at least 200,000 units. This move aims to…
Why Markets Hate Uncertainty Supreme Court Rulings Financial markets had only just begun adjusting to the latest wave of U.S. tariffs when fresh uncertainty emerged. A recent ruling by the U.S. Supreme Court struck down the legality of using emergency powers to justify tariff implementation. Shortly after, President Donald Trump indicated during a press…
February 18, 2026February 18, 2026 As India sharpens its AI ambitions, Nvidia is expanding from chips to capital. Nvidia on 18th February said it is widening its India partnerships. It is teaming up with VC firms including Peak XV, Z47, Elevation Capital, Nexus Venture Partners…
Shares of E2E Networks Ltd and Netweb Technologies India Ltd rocketed up to 20% in trade on Wednesday, after announcing collaborations with chip major Nvidia. E2E Networks is building an Nvidia Blackwell GPU cluster on its TIR cloud compute platform, which will be hosted at the L&T Vyoma Data Center in Chennai. The platform will…
Highlights include policy announcements from the ECB, BoE, RBA, RBI, Banxico, US & Canada jobs data, EZ flash inflation, PMI data, OPEC meeting, ISM, Treasury QRA Treasury Yield Curve SUN: OPEC+ to hold a ministerial meeting. MON: BoJ SOO (Jan); Final Manufacturing PMIs (Jan); German Retail Sales (Dec); US ISM Manufacturing PMI (Jan); Treasury…
January 28, 2026January 28, 2026 After weeks of uncertainty, China has approved its first batch of Nvidia’s H200 artificial intelligence chips for import, signalling a shift as Beijing balances surging AI demand with efforts to support domestic chipmakers, according to people familiar with the matter….
Highlights include FOMC, BoC, Riksbank, EZ GDP, Tokyo CPI. Federal Reserve Interest Rates Mon: Australian Holiday (Australia Day), German Ifo (Jan). Tue: Chinese Industrial Profits (Dec), US Richmond Fed (Jan), US Consumer Confidence (Jan). Wed: Fed Policy Announcement, BoC Policy Announcement, BCB Policy Announcement, Australia CPI (Q4), German GfK (Feb), NZ Trade (Dec). Thu:…
The “Sell America Trade” Trading Strategy What Is the “Sell America Trade”? The “Sell America Trade” is not a traditional trading strategy. Instead, it represents a herd-like global investor reaction to political, fiscal, or economic developments that undermine confidence in the U.S. economy. When this trade emerges, global capital reduces exposure to U.S. assets…