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On the record: NN Group's thresholds are ≥10 million tons and ≥5 GW, and the screen runs on vendor data. Plus the SEC's application to compel ISS, in the filing's own words.
China put Rmb360bn into eight state banks and insurers and the market marked it down. Japan spent a record $98.7bn holding the yen up. Korea stopped hedging. Australia wants future contributions to pay the rent. Four long-horizon savings pools, four short-term jobs.
Norway proposes holding half as much sovereign liquidity, a Chinese export licence stops guaranteeing a shipment, and S&P calls a Senegalese default extremely likely. Four stories, one shape: permission is not proof.
A Fed governor says the Treasury safety premium is gone, Kuwait writes a legal route to borrow from its own sovereign fund, and Lloyd's reports £1.4bn of Gulf war losses — an early, IBNR-heavy estimate.
Norges Bank told its owner not to cap the largest companies in its equity index and published the cap back-tests behind that advice. Its second letter proposes the change it will make: to the bond benchmark.
QT is changing what banks pledge for cash. The amount doubled; the share held. A central bank’s eligibility list is a price.
A federal judge struck down New York's $75 billion climate-superfund law; Nvidia showed up as supplier, leaseholder and bondholder; the 10-year printed 4.75%. Find the residual holder.
Two auctions, three regulators and two pension boards set the price of liquidity in 72 hours — and a Fed governor put the AI build-out inside the inflation outlook on the day its revenue was marked down.
The US ten-year auction cleared at 5.300 per cent, the highest since November 2000, and the three-year at 4.932 per cent. The Fed minutes point to another increase by year end. India took cuts off the table. The capital that did commit chose credit and preferred stock.
Google and Constellation contracted 3,590 MW in PJM, but only 890 MW of it is new generation; the rest pays existing reactors to stay. LS Power closed a $6 billion fund whose 4,959 MW of gas has not changed hands. Japan cleared a 10-year at 3.103 per cent on its highest coupon in about thirty years.
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