Daily Global Economic News
Live coverage of macro, capital markets, AI, blockchain, real estate and the companies shaping the future economy.
Powell: 'Disinflation path intact, but data-dependent through 2026'
Stripe files confidential S-1; valuation targeted at $110B
BlackRock IBIT crosses $80B AUM, largest spot-BTC ETF on record
Anthropic raises $7B Series F at $190B post-money, led by Lightspeed
PIF acquires 35% of Lucid Motors at $4.2B follow-on round
DAMAC tokenizes $1.1B Dubai luxury portfolio on Polygon
- 01Risk assets bid into the US session as softer ISM services data revived rate-cut hopes; 10Y yields slip 4bps.
- 02AI infrastructure spending dominates flows: Nvidia at fresh ATH, Microsoft locks 1.5GW nuclear capacity for inference workloads.
- 03Capital formation accelerates: Stripe and Klarna both file for US listings; Anthropic raises $7B at $190B post.
- 04Tokenization story extends beyond crypto-natives — JPMorgan ships an on-chain MMF, DAMAC tokenizes $1.1B in Dubai prime property.
Stripe's IPO filing reopens the window for the next generation of fintech listings.
After a four-year freeze in marquee tech IPOs, Stripe's confidential S-1 lands at a $110B target and signals a reopening for late-stage payments, BNPL and AI-infrastructure companies. Bankers say at least 18 deals are queued behind it for H1 2026.
CEO & Founder Interviews
- CEO, ANTHROPIC
"We are budgeting compute the way utilities budget power generation."
— Dario Amodei - CEO, STRIPE
"The next decade of payments is programmable money on shared rails."
— Patrick Collison - GOVERNOR, PIF
"Saudi Arabia is no longer allocating to tech — it is building it."
— Yasir Al-Rumayyan - CEO, BLACKROCK
"Tokenization is the next generation for markets. Full stop."
— Larry Fink
Institutional Analysis
The new compute capex cycle
AI infrastructure spend now rivals the build-out of the early internet. Five charts.
Why tokenized treasuries cleared $4B
BlackRock's BUIDL and competitors are absorbing real institutional flows.
The Gulf's sovereign tech doctrine
PIF, Mubadala and ADQ are coordinating across compute, real estate and fintech.
Real estate's quiet repricing
Logistics is exiting hands; data-centers are entering them. The rotation, mapped.
Where capital is moving today
On the runway
- StripeFiled confidential S-1 · payments$110BTarget Q2 2026
- KlarnaRe-filed US IPO · BNPL$20BGoldman, JPM lead
- DatabricksRoadshow underway · AI/data$80BPricing Mar 14
- SheinHong Kong listing approved$66BCornerstone secured
- CerebrasAI chip · NASDAQ filing$8.1BPricing Apr 02
Capital raised
- AnthropicSeries F · AI foundation models$7.0B@$190B post · Lightspeed
- xAISeries D · model + compute$6.0B@$120B · Sequoia, ADQ
- Mistral AILate stage · open-weights AI$2.0B@$25B · Gen. Catalyst
- HelsingSeries C · defense AI$680M@$5.4B · Prima Materia
- Capimax BRXStrategic round · tokenization$140MReal-estate exchange
Deals in motion
- Adobe → CanvaTalks · creative suite$26BAntitrust risk · high
- Cisco → Splunk follow-onObservability tuck-in$3.4BCleared FTC
- Permira → Squarespace 2Take-private follow-on$7.8BClosed
- ExxonMobil → PioneerPermian basin consolidation$64BClosed Q1 '24
- Capital Group → MarshallAsset mgmt roll-up$1.9BPending