global markets
관점별 · 4 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.”
Quantifies the disruption: roughly 300,000 tonnes LNG loaded in the week ending June 19, about one-fifth of typical throughput; tracks suppression of the post-Hormuz energy-price rebound and European winter-stock implications; notes the accident complicates stock-build planning across Asia and Europe simultaneously.
“~300,000 tonnes LNG loaded the week ending June 19, roughly one-fifth of normal throughput.”
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.”