AGP Executive Report
Last update: 10 hours agoAI & Markets: Bain says the global AI market could reach $6tn a year by 2031, driven by new categories beyond productivity, while Bank of England’s Bailey warns AI could trigger market shocks. Tech Supply Chain: Micron flags memory chip shortages may persist through 2026 as AI server demand outpaces new capacity. Energy & Carbon: EU power firms back a meaningful carbon market as ETS talks begin, and Maharashtra businesses are turning to battery storage to shift renewable supply into peak demand. Consumer Pressure: Conagra’s sales slide shows inflation-squeezed shoppers trading down, while Pandora says US demand is stabilising at a low level. Housing & Credit: Australia faces a “perfect storm” in housing as valuations fall and private credit exposure rises; Switzerland also moves to ease labour-market access for protected status holders. Policy & Regulation: CFTC prediction market rules head to the White House as courts still weigh state challenges; Labour in NZ targets hidden fees and hard-to-cancel subscriptions. Payments & Finance: Kora launches One Rail for stablecoin payments across Africa, and Open USD goes live for business settlement. Global Risk: Strait of Hormuz disruption is cutting oil and LNG supplies, hitting Asia—especially India.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.
Perspectify News
