global markets
By lens · 3 takes across the edition
Reports the headline figure and underscores France's nuclear-power capacity as the pitch to AI data-centre investors, distinguishing it from grid-constrained rivals.
“Macron says France got €93 billion of foreign investment pledges.”
Sets the metals revamp within the wider June tariff build-out, arguing the cumulative regime is redrawing global winners and losers and hardening into a durable 'tariff wall' rather than a negotiating tactic.
“Trump builds a new US tariff wall in shakeup of winners and losers.”
Granular intraday read on gilts and sterling, arguing the muted move reflects a leadership change already largely priced in rather than fresh shock.
“Gilts steady, pound lower as UK Prime Minister Starmer resigns.”