
Ghana’s cocoa regulator Cocobod owes farmers for tens of thousands of tons of beans as global cocoa prices have halved to about $4,000 per metric ton. The payment backlog forces smallholders like Joseph Dautey and Jacob Tetteh to skip meals, defer school fees, and abandon farm maintenance. Licensed buying companies have closed their local offices, cutting off the only legal sales channel and leaving 50,000 metric tons of unsold cocoa at ports. Farmers are demanding immediate payment and a price‑linking mechanism to align farm‑gate rates with international market movements.

Things have been quiet on the rate side, with the 10-year yield trading at around 4 ¼ percent and expectations for a few more rate cuts (down to 3.1%) holding firm. We will likely soon have a lot more coordination between...
The IEA‑PVPS Task 13 report warns that the second‑life photovoltaic module market remains fragmented due to missing IEC‑based qualification standards, costly manual repairs, and absent policy support. It recommends fast‑tracking IEC specifications, investing in automated testing hubs, and creating financial instruments...

In this episode the host shares resources for both learners and active traders, highlighting the free CME Trading Simulator and educational posts on implied forwards and Jensen's inequality. The main focus is on using AI tools to transform textual insights...

The State Pension Fund of Finland (VER) generated an 11.3% return on its €1 billion hedge‑fund allocation in 2025, up from 10.9% in 2024. The outperformance was driven primarily by Asia‑focused and event‑driven managers, while CTA strategies lagged but still posted...
The article warns that relying on outdated tax and legal structures for inherited commercial real‑estate can trap heirs in inflexible, costly situations. While a step‑up in basis lowers capital‑gains tax, it does not address liquidity, governance, debt maturity, or asset...

U.S. commercial crude inventories rose by 8.5 million barrels in the week ending Feb 6, reaching 428.8 million barrels—about three percent below the five‑year seasonal average. Total petroleum stocks slipped 1.7 million barrels week‑on‑week but remain up 81.9 million barrels year‑on‑year. Refinery runs edged lower...

Nebius, an AI infrastructure business, just released their Q4 2025 earnings. Here’s everything you need to know at a glance:
Spain’s installed solar capacity hit the 50 GW milestone in early 2026, after adding roughly 8.7 GW in 2025. Solar now represents 33.9% of the country’s total installed power capacity and supplied 18.4% of electricity last year. The expansion was led by...

On November 9 2026 the Bank of Canada published its quarterly Market Participants Survey, a systematic outreach to a broad cross‑section of financial‑market actors. The survey solicits expectations on key macro‑economic indicators such as inflation, growth, and exchange rates, as well as...

The Bank of Canada released a detailed Summary of Deliberations outlining the Governing Council’s discussion of the monetary‑policy decision announced two weeks earlier. The document highlights the Council’s assessment of inflation trends, labour‑market tightness, and the domestic growth outlook. It...

On December 9, 2026 the Bank of Canada will release its next overnight rate target, one of eight scheduled policy announcements each year. The press release will outline the economic factors shaping the decision, including inflation trends, labour market conditions, and global...

The Bank of Canada’s Governing Council released a detailed summary of its monetary‑policy deliberations for the decision announced two weeks ago. The Council kept the policy interest rate steady at 4.75%, citing modest progress toward its 2% inflation target. Officials...
Solar photovoltaic installations continued strong growth in 2025, with Europe reaching a record 70 GW and global cumulative installations surpassing 700 GW, led primarily by China’s over‑half share. The market is increasingly bifurcated: mature regions stagnate while emerging economies accelerate, and battery...

I'm super excited for my new paper with @ATabarrok and Mark Whitmeyer: "Chaos and Misallocation under Price Controls" During the 1973-74 gasoline crisis, the U.S. had about a 9 percent national shortfall. But that was far from evenly spread out. Over...

Rystad Energy highlighted that January U.S. non‑farm payrolls increased by 130,000, pushing the unemployment rate down to 4.3% and surpassing consensus expectations. The stronger labor market is viewed as a modest tailwind for demand for transport fuels, petrochemicals and power...

Post-Trump assault on Greenland, the EU parliament delivers a big win for the digital euro as it wins 420-158 backing in EU Parliament straw poll The digital euro couldn't have better timing as the EU looks to the digital euro...

The episode explains the new Workforce Pell Grant, which extends Pell eligibility to short‑term (8‑15 week) workforce training programs that meet strict outcome, credential, and labor‑market standards. It highlights that applicants must still complete the FAFSA and demonstrate financial need,...

Suzano SA surged to a 52‑week high of $11.22, closing up 13.5% at $11.18 after reporting a dramatic swing to profitability. Net income jumped to R$13.4 billion in 2023 from a R$7.04 billion loss the prior year, while revenues rose 6% to...

Globalfoundries swung from a $262 million loss in 2024 to an $888 million profit in 2025, posting a 439 percent year‑on‑year earnings improvement. Revenue grew only 1 percent to $6.79 billion, highlighting higher‑margin contracts and cost efficiencies as the profit drivers. The fourth‑quarter profit of...

The AI spending surge is rewarding infrastructure providers more than software developers, with data‑center REITs emerging as a conservative play on the trend. Equinix and Digital Realty benefit directly from hyperscalers’ massive compute investments, delivering immediate revenue growth. Equinix reported...

Frugal living in 2026 emphasizes intentional spending rather than strict deprivation, offering 35 practical habits to balance savings with quality of life. The guide highlights realistic budgeting, price comparison, durability focus, meal planning, and cash‑envelope techniques as core strategies. It...

The episode dissects the impact of January's surprisingly strong jobs report, which undermined expectations of a weakening labor market and pushed anticipated Federal Reserve rate cuts further into the future. It also examines a new Congressional Budget Office outlook that...

INVESTMENT MANAGERS sold futures and options on the Dutch TTF European gas benchmark for the first time in eight weeks as prices retreated despite inventories well below average for the time of year. Funds sold the equivalent of 15 terawatt-hours...
Today's GDP figures show a much needed pickup in real GDP per capita - 2025 was the first year this measure grew for three years. In April, energy bill reductions from the 2025 Budget will come into effect, tackling inflation...

Swiss sensor specialist Sensirion expanded its Debrecen, Hungary facility, earning the top award for Europe’s most impactful small operational project. The plant, originally opened in 2021, added capacity through a 2023‑24 expansion and is projected to create 200 jobs by...

Consolidation Featured after Yesterday's Big FX Moves: The general tone in the foreign exchange market is one of consolidation after yesterday’s stronger than expected January jobs data injected volatility into dollar trading. The news stream is light… https://t.co/TEyGQAuZOx https://t.co/b9kn9ngrdN
Culture change is hard. Utilities like @DukeEnergy would rather raise rates 15% on their ratepayers because they feel forced to pay “$3k/kW” for gas instead of adding 7,200 MWs of batteries paid for by data centers at existing solar sites...

Natixis’s Centre of Expertise in Porto has surged to more than 2,500 employees, quadrupling its original target. The hub earned second place in fDi Intelligence’s Investment Impact Awards for operational mid‑sized projects, praised for sustainability and inclusive hiring. The expansion...

Makhlouf says next ECB move could be interest-rate cut or hike https://t.co/A8bEIJQ2pB via @livfletcher_ https://t.co/Wq9tyTki8q

South Korean conglomerate SK Group’s battery separator plant in Dąbrowa Górnicza, Poland, was named the second‑most impactful operational mega project in Europe for 2026. The €4.4 bn investment has created more than 1,200 jobs and strengthens Europe’s battery supply chain amid rising...

Chinese battery giant CATL is investing €7.34 bn to build a gigafactory in Debrecen, Hungary, the country’s largest greenfield project. The company has already assembled over 120,000 battery modules in a rented facility and aims to start lithium‑ion cell production in...
A wave of U.S. ETF launches between February 5‑12 2026 adds a diverse mix of credit‑linked, leveraged, commodity, dividend, small‑cap, and AI‑managed products. Providers such as Fidelity, Direxion, State Street, and FINQ introduced CLO‑focused funds, 2x leveraged tech and semiconductor ETFs, and...

US‑based climate‑tech firm Copeland announced a £19 million expansion of its Cookstown, Northern Ireland factory, adding a new production line for heat‑pump compressors. The investment, the most impactful small‑sized project in Europe according to the 2026 Investment Impact Awards, is projected...

Smart Solar Technologies, a Turkish cleantech firm, announced a €122 million investment to build a solar cell and module factory in Stara Zagora, Bulgaria. The plant will target 1,500 MW of wafer, cell and module output and is expected to generate more than...

Nordic hedge funds continued strong momentum into 2026, with the Nordic Hedge Index gaining 1.0% in January after an 8.0% return in 2025. Performance was highly dispersed; long/short equity managers ranged from -14% to +15%, while systematic CTA, macro, and...

Harro Höfliger, a German machinery maker, is expanding its Debrecen plant with a €15 million investment, creating 100 jobs. The project follows the 2024 acquisition of Manz’s Hungarian operations and was ranked the second most impactful small‑scale FDI in the 2026 Investment...

Adyen’s shares tumbled up to 20% after the payments firm issued a 2026 net‑revenue growth outlook of 20%‑22%, falling short of analysts’ 22.8% expectation. In the second half of 2025 the company posted 17% year‑on‑year net‑revenue growth to €1.27 billion, while...

Amundi has launched the Amundi Core GBP Corporate Bond UCITS ETF Dist on the London Stock Exchange, beginning trading on 12 February 2026. The fund tracks the Bloomberg Sterling Aggregate Corporate TR Value Unhedged GBP index, providing exposure to investment‑grade UK corporate...

51% of gains in Korea’s world-beating stock market come from just two stocks. The other 834 stocks account for the rest of net points contribution. https://t.co/1gO0xNXweZ

Perhaps the trade this year isn't so much "sell America," but rather something like: "spend a lot more money everywhere else" - at least so far this year. For example, Asian stocks have made their best start over US equities...

The episode examines China's rapid expansion of the humanoid robotics industry, driven by government subsidies and venture capital, and the resulting overcapacity warning from the National Development and Reform Commission. It highlights the high costs, limited real-world demand, and technical...

The article probes the feasibility of a shared BRICS currency aimed at challenging the US dollar’s global dominance. While mainstream economists have long dismissed the concept, the bloc is actively seeking new settlement rails to lessen dollar dependence. Structural hurdles—including...

Chinese premium EV brand Aito has signed a cooperation agreement with Abu Dhabi Motors to launch its high‑end models in the United Arab Emirates. The partnership gives ADM responsibility for sales, delivery, after‑sales service and brand‑experience centers, while Aito brings...

In a February 2026 speech, ECB Executive Board member Piero Cipollone warned that Europe’s monetary sovereignty is threatened by growing dependencies on foreign payment systems and digital assets. He argued that control over the euro, both in cash and digital...

Relx posted FY2025 revenue of £9.59 bn, a 7% increase, with operating profit climbing to £3.03 bn and earnings per share rising to 112.6p. The company also raised its full‑year dividend to 67.5p and completed £1.5 bn of share buybacks. These results arrived...

The episode analyzes a dramatic shift on Feb 12, 2026, where the Korean KOSPI surged over 3% on record foreign inflows while U.S. tech indices fell, highlighting a rotation from software‑focused “bits” to hardware‑centric “atoms.” Host LoRosha explains that institutional...

Is Dedollarisation driving bond yields lower or is social media pushing the wrong story? A deep dive into dollar strength, Fed policy, gold, and global trade dynamics. Full breakdown inside 👉️ : https://t.co/qdYNFtTIhV https://t.co/rMDnvdP14u

The UK Treasury announced an update on the Digital Gilt Instrument (DIGIT) pilot, selecting HSBC’s Orion platform as the technology provider and Ashurst LLP for legal services. The competitive tender, launched in October 2025, aims to test distributed‑ledger technology for...

Access to safe water remains a critical bottleneck in Sub‑Saharan Africa, with roughly one‑third of the population—and nearly half in rural areas—still lacking basic services. The African Union’s 2026 Year of Assuring Sustainable Water Availability and Safe Sanitation Systems, backed...