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Infrastructure 
More wheat for Egypt, India’s SEPC to acquire Wintality, Channel Capital backs SME lending platform, and GMNSM raises USD 2 mn
Abu Dhabi-based Al Dahra has begun implementing a five-year wheat supply agreement with Egypt worth up to USD 500 mn
Abu Dhabi just took a third of a USD 24 bn LNG project 5k km from home
JPMorgan and Santander are leading a USD 15 bn financing package for Argentina LNG, with Abu Dhabi’s XRG holding a…
The AI trade and the Fed are sitting the same exam this week
Nvidia earnings and Kevin Warsh’s debut keynote will test whether investors can look past a mounting rotation out of AI…
What Bitcoin’s 22% week says about fiscal dominance
Crypto’s rally started hours after Scott Bessent’s failed Treasury intervention and is being framed by institutional research as a fiscal…
BTC tops USD 70k as a Treasury move to ease bond-market strain sparks a rush into risk assets
The Treasury is doubling long-term bond buybacks as US borrowing costs hit multi-decade highs
OpenAI’s 2Q revenue growth trails Anthropic as losses widen
The ChatGPT maker’s quarterly revenue increased from USD 5.7 bn to USD 6.7 bn, but Anthropic surpassed it on sales…
The 30-year Treasury hit 5.31%, the highest level since 2007
For the GCC's USD-pegged monetary system, every long-dated regional issuance in the pipeline just repriced against a harder curve
Adic’s USD 1 bn bet on Dymon Asia Capital is its third major hedge fund allocation this year
Adic is looking to build USD 15 bn worth of exposure to global hedge funds
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