JPMORGAN_Webcast_DACH_Kapitalmarktausblick_Q3_2026.pdf
Merz Urges Currency Dialogue with China as Trade Worries Rise (13.07.2026)
German Chancellor Friedrich Merz reinforced a call for dialogue with China to address concerns that the world’s second-largest economy is shoring up an unfair trade advantage by keeping its currency artificially low.
Warsh Says Fed Has ‘No Tolerance’ for Elevated Inflation (14.07.2026)
Federal Reserve Chairman Kevin Warsh said policymakers at the central bank have no tolerance for high inflation, reiterating a vow to tame price growth that has been elevated for five years.
US CPI Falls for the First Time Since 2020, Core Gauge Unchanged (14.07.2026)
US consumer prices declined in June for the first time in six years and a key gauge of underlying inflation was little changed, taking some pressure off the Federal Reserve to raise interest rates.
China’s GDP Growth Weakens to 4.3%, Below Official Target Range (15.07.2026)
China’s economy slowed more than expected last quarter to the weakest in more than three years, raising pressure on policymakers to speed up public spending to ensure their annual growth goal is met.
China’s GDP Price Gauge Turns Positive After Years of Deflation (15.07.2026)
A key metric of China’s inflation turned positive for the first time in three years as a jump in oil prices put an end to a record streak of deflation.
ECB Will Stay Vigilant as Iran War Flares Up Again, Nagel Says (15.07.2026)
The European Central Bank is keeping a close eye on energy costs after renewed Middle East fighting increased geopolitical uncertainty again, Governing Council member Joachim Nagel said.
IEA warnt vor Abhängigkeit bei wichtigen Rohstoffen (16.07.2026)
ECB Views Splinter on Next Rate Move as Inflation Sinks With Oil (02.07.2026)
Just three weeks after the European Central Bank unanimously raised interest rates in response to the Iran war, there’s no consensus on what to do next.
Porsche and Other Luxury Car Icons Are Losing Appeal in China (02.07.2026)
Domestic brands are delivering on performance, technology — and price.
Trump Allies Double Down on Efforts to Reshape Federal Reserve (03.07.2026)
President Donald Trump and his allies are renewing a push to reshape the Federal Reserve after the Supreme Court this week blocked an effort to fire Governor Lisa Cook.
AI Poses Biggest Security Challenge of Decade, UK’s Cooper Warns (05.07.2026)
The world must urgently develop guardrails to contain the threat posed by artificial intelligence, Britain’s foreign secretary is set to warn.
Anthropic and OpenAI Face a New Threat from China (08.07.2026)
Silicon Valley has long defined victory in the global artificial intelligence race as being determined by capability. Whoever has the smartest and most powerful AI model leads the pack. But what if winning were instead defined by adoption by technologists? In that case, China is swiftly gaining ground.
Anthropic and OpenAI Face a New Threat from China (08.07.2026)
Silicon Valley has long defined victory in the global artificial intelligence race as being determined by capability. Whoever has the smartest and most powerful AI model leads the pack. But what if winning were instead defined by adoption by technologists? In that case, China is swiftly gaining ground.
Washington Is Looking to Keep China From Training Its AI on US Models (13.07.2026)
Anthropic and OpenAI’s warnings about “adversarial distillation” are reinvigorating one of the oldest debates in Silicon Valley.
Euro-Area Outlook Cut By Economists as Iran War Weighs on Region (13.07.2026)
Growth in the euro zone is set to be weaker this year than previously predicted after hostilities in the Middle East resumed, economists say.
VW CEO Outlines Up to 50,000 More Job Cuts to Hit Savings Goals (13.07.2026)
Volkswagen AG Chief Executive Officer Oliver Blume outlined a plan to eliminate as many as 50,000 more jobs globally as he attempts a far-reaching overhaul to reduce costs at Europe’s biggest carmaker.
Warsh Says Inflation Mission Not Accomplished, Hints at Options (14.07.2026)
Federal Reserve Chairman Kevin Warsh said slowing inflation in June doesn’t mean it’s mission accomplished — and for the first time since taking office he hinted at how the central bank may eventually have to respond.
Warsh Says Price Impact From AI Not Necessarily Inflationary (15.07.2026)
Federal Reserve Chairman Kevin Warsh pushed back on commentary that surging investment into artificial intelligence is stoking inflation, saying the boom won’t necessarily lead to persistent price pressures.
IHS-Prognose: Wachstum bleibt bis 2030 mager (16.07.2026)
Das Institut für Höhere Studien (IHS) hat am Donnerstag seine neue Mittelfristprognose bis ins Jahr 2030 präsentiert. Per anno ist lediglich mit einem Wirtschaftswachstum von durchschnittlich einem Prozent zu rechnen. Das ist deutlich weniger als in den letzten Jahren.
TSMC Sales Surge 36% in Fresh Sign of AI Spending Momentum (13.07.2026)
Taiwan Semiconductor Manufacturing Co. reported quarterly sales rose 36%, meeting high expectations and signaling global demand for AI hardware remains intact.
SK Hynix Debut Is a Bet That AI Breaks Boom-and-Bust Chip Cycle (10.07.2026)
South Korean memory chipmaker SK Hynix Inc. just pulled off the largest public listing by a foreign company in US market history. Shares soared 13% on their first day of trading.
Jobabbau offen: Sparplan für VW-Modellpalette (09.07.2026)
Mit Sorge ist am Donnerstag auf das Ergebnis der Aufsichtsratssitzung von Volkswagen gewartet worden. Konzernchef Oliver Blume stellte dort seinen „Zukunftsplan“ vor. Nach heftigen Protesten wurde am Donnerstag vorerst nur der Rotstift bei der Modellpalette angesetzt, die um bis zu 50 Prozent reduziert werden soll. Im Gespräch sind aber weiterhin ein drastischer Jobabbau und Werksschließungen. Viele Fragen bleiben damit offen.
Trump’s War Means Higher Global Interest Rates for Years to Come (06.07.2026)
Donald Trump’s war against Iran may be over, but the repercussions for global monetary policy are here to stay.
Trump’s War Means Higher Global Interest Rates for Years to Come (06.07.2026)
Donald Trump’s war against Iran may be over, but the repercussions for global monetary policy are here to stay.
South Korea Eyes Growth Fund From Chip Tax Windfall, Yonhap Says (05.07.2026)
South Korea plans to create an investment fund using tax revenue from its burgeoning semiconductor industry to finance long-term economic growth, Yonhap News reported Sunday citing the presidential chief of staff.
Trump Financial Disclosure Shows 21,000 Trades in 2025 (02.07.2026)
President Donald Trump made more than 21,000 securities trades in his first year back in office, often in intense bursts tied to market events he created.
U.S. adds just 57,000 jobs in June, a worrying sign as wage growth remains slow (02.07.2026)
It was the slowest month of hiring since February, when the labor market contracted. The unemployment rate slipped to 4.2%.
OpenAI Proposes Giving the US Government a 5% Stake, FT Says (02.07.2026)
OpenAI has begun discussions about giving the US government a 5% stake in the ChatGPT-developer, the Financial Times reported, citing two people familiar with the talks.
Lagarde Says Inflation, Growth Risks Now More Broadly Balanced (01.07.2026)
European Central Bank President Christine Lagarde said risks to euro-area inflation and growth have become less pronounced.