https://caymanjournal.com/articles/richemonts-jewellery-machine-roars-ahead--cartier-and-van-cl-cmrmc0a7f001njlhsez9ki06u Cayman Journal en 2026-07-16T18:00:00.000Z Richemont's jewellery machine roars ahead — Cartier and Van Cleef widen the gap in a bifurcating luxury market Business https://caymanjournal.com/articles/saudi-aramcos-chinese-refining-jvs-have-reached-full-contrib-cmr3x5rja0005molkwu7ntocv Cayman Journal en 2026-07-16T18:00:00.000Z Saudi Aramco's Chinese Refining JVs Have Reached Full Contribution — Downstream Integration Has Landed the Margin Capture the Upstream Story Missed Business https://caymanjournal.com/articles/nigerias-fx-reform-has-reached-its-endpoint--the-cbns-dollar-cmr3x5rjd0008molk6ji5ouqg Cayman Journal en 2026-07-16T18:00:00.000Z Nigeria's FX Reform Has Reached Its Endpoint — The CBN's Dollar Backlog Is Cleared and the Naira Is Now Trading Cleanly Business https://caymanjournal.com/articles/egypts-imf-program-has-passed-its-sixth-review-cleanly--and-cmr3x5rjh000bmolk3mxpj3ex Cayman Journal en 2026-07-16T18:00:00.000Z Egypt's IMF Program Has Passed Its Sixth Review Cleanly — And the Currency Stability the Structural Reformers Promised Has Held Business https://caymanjournal.com/articles/mexicos-nearshoring-wave-has-moved-into-tier-two-supplier-bu-cmr3x5rjk000emolkxszy9dzz Cayman Journal en 2026-07-16T18:00:00.000Z Mexico's Nearshoring Wave Has Moved Into Tier-Two Supplier Buildout — And the Bajio Corridor Is Where the Second-Order Investment Is Landing Business https://caymanjournal.com/articles/colombias-local-currency-debt-has-returned-to-foreign-portfo-cmr3x5rjn000hmolkfo1ctbbw Cayman Journal en 2026-07-16T18:00:00.000Z Colombia's Local-Currency Debt Has Returned to Foreign Portfolio Buyers — Petro Fiscal Discipline Has Been Better Than Priced Business https://caymanjournal.com/articles/malaysias-data-center-boom-has-hit-a-power-constraint--and-t-cmr3x5rjq000kmolke5n4wgeb Cayman Journal en 2026-07-16T18:00:00.000Z Malaysia's Data Center Boom Has Hit a Power Constraint — And TNB's Grid Capex Response Is the Trade the Market Missed Business https://caymanjournal.com/articles/indonesias-nickel-hpal-cost-curve-has-reset-the-battery-indu-cmr3x5rjt000nmolkn8kk40o8 Cayman Journal en 2026-07-16T18:00:00.000Z Indonesia's Nickel HPAL Cost Curve Has Reset the Battery Industry's Assumptions — And the Chinese Operators Are Where the Value Now Sits Business https://caymanjournal.com/articles/australias-critical-minerals-production-tax-credit-has-made-cmr3x5rjv000qmolki599forn Cayman Journal en 2026-07-16T18:00:00.000Z Australia's Critical Minerals Production Tax Credit Has Made Its First Payouts — And the Framework Is Now the Template for Downstream Capital Business https://caymanjournal.com/articles/norways-sovereign-wealth-fund-has-formalized-its-ai-thematic-cmr3x5rjy000tmolk589efwxd Cayman Journal en 2026-07-16T18:00:00.000Z Norway's Sovereign Wealth Fund Has Formalized Its AI Thematic Tilt — And the Portfolio Reallocation Is Larger Than the Fund Has Disclosed Business https://caymanjournal.com/articles/asm-internationals-hybrid-bonding-position-has-repriced-semi-cmr3x5rk0000wmolkdggergfx Cayman Journal en 2026-07-16T18:00:00.000Z ASM International's Hybrid Bonding Position Has Repriced Semiconductor Advanced Packaging — And the Dutch Second Line Now Has a Global Franchise Business https://caymanjournal.com/articles/canadas-oil-sands-emissions-cap-has-bitten--and-the-pathways-cmr3x5rk3000zmolkp3feypie Cayman Journal en 2026-07-16T18:00:00.000Z Canada's Oil Sands Emissions Cap Has Bitten — And the Pathways Alliance Carbon Capture Project Is Now the Compliance Path That Actually Delivers Business https://caymanjournal.com/articles/brazils-vale-has-widened-its-high-grade-iron-ore-premium--an-cmr3x5rk60012molkahk7fdw9 Cayman Journal en 2026-07-16T18:00:00.000Z Brazil's Vale Has Widened Its High-Grade Iron Ore Premium — And the Carajás Product Mix Is Now the Structural Trade Against Australian Fines Business https://caymanjournal.com/articles/israeli-tech-has-reopened-its-venture-cycle--and-the-late-st-cmr3x5rk80015molkp7omg6f0 Cayman Journal en 2026-07-16T18:00:00.000Z Israeli Tech Has Reopened Its Venture Cycle — And the Late-Stage Round Cadence Has Returned to Pre-2023 Levels Business https://caymanjournal.com/articles/greeces-piraeus-port-under-cosco-has-extended-its-regional-f-cmr3x5rkb0018molk59wjnth8 Cayman Journal en 2026-07-16T18:00:00.000Z Greece's Piraeus Port Under COSCO Has Extended Its Regional Franchise — And the Eastern Mediterranean Logistics Map Has Been Redrawn Business https://caymanjournal.com/articles/irelands-corporate-tax-windfall-has-persisted-longer-than-co-cmr3x5rke001bmolkhnvzx204 Cayman Journal en 2026-07-16T18:00:00.000Z Ireland's Corporate Tax Windfall Has Persisted Longer Than Consensus Modeled — And Pharma Reshoring Is the Structural Explanation Business https://caymanjournal.com/articles/denmarks-novo-nordisk-has-solved-its-glp-1-supply-constraint-cmr3x5rkh001emolk8s5swayb Cayman Journal en 2026-07-16T18:00:00.000Z Denmark's Novo Nordisk Has Solved Its GLP-1 Supply Constraint — And the Manufacturing Capacity Build-Out Is Now the Story Business https://caymanjournal.com/articles/the-swiss-national-bank-has-returned-to-negative-rates--and-cmr3x5rkj001hmolkethigu0a Cayman Journal en 2026-07-16T18:00:00.000Z The Swiss National Bank Has Returned to Negative Rates — And the Franc Has Not Weakened the Way the 2015 Playbook Would Have Predicted Business https://caymanjournal.com/articles/swedens-northvolt-has-restarted-under-new-ownership--and-the-cmr3x5rkm001kmolkbeym2nt0 Cayman Journal en 2026-07-16T18:00:00.000Z Sweden's Northvolt Has Restarted Under New Ownership — And the Cell Restart Is Producing the Output the Original Investors Never Saw Business https://caymanjournal.com/articles/finlands-nokia-has-landed-its-first-ai-native-ran-orchestrat-cmr3x5rko001nmolkgclxm5g1 Cayman Journal en 2026-07-16T18:00:00.000Z Finland's Nokia Has Landed Its First AI-Native RAN Orchestration Commercial Contracts — And the Franchise the Turnaround Promised Is Now Visible Business https://caymanjournal.com/articles/barratt-redrow-bows-to-palliser-with-400m-buyback--uk-houseb-cmrmc0a6k000tjlhsfb5oobxy Cayman Journal en 2026-07-16T18:00:00.000Z Barratt Redrow Bows to Palliser With £400m Buyback — UK Housebuilders Are Now Choosing Capital Returns Over Land Banks Business https://caymanjournal.com/articles/blackrock-vaults-to-a-record-153tn--second-quarter-net-incom-cmrmc0a6o000wjlhsmiwpst67 Cayman Journal en 2026-07-16T18:00:00.000Z BlackRock Vaults to a Record $15.3tn — Second-Quarter Net Income Jumps 20% on Alternatives Push Business https://caymanjournal.com/articles/morgan-stanley-blows-past-estimates--spacex-millionaires-tur-cmrmc0a6r000zjlhsevega31a Cayman Journal en 2026-07-16T18:00:00.000Z Morgan Stanley Blows Past Estimates — SpaceX Millionaires Turbocharge Wealth Management Flywheel Business https://caymanjournal.com/articles/brussels-readies-bank-capital-easing--european-lenders-push-cmrmc0a6u0012jlhsqq0ouivd Cayman Journal en 2026-07-16T18:00:00.000Z Brussels Readies Bank Capital Easing — European Lenders Push to Close Competitive Gap With US and UK Rivals Business https://caymanjournal.com/articles/us-june-cpi-slides-to-35--traders-rule-out-a-july-fed-hike-a-cmrmc0a6z0018jlhs40oea05a Cayman Journal en 2026-07-16T18:00:00.000Z US June CPI Slides to 3.5% — Traders Rule Out a July Fed Hike as Energy Costs Cool Business https://caymanjournal.com/articles/asml-lifts-guidance-as-ai-boom-cements-euv-demand--order-boo-cmrmc0a72001bjlhsqdwm4edp Cayman Journal en 2026-07-16T18:00:00.000Z ASML lifts guidance as AI boom cements EUV demand — order book signals a longer, deeper capex supercycle Business https://caymanjournal.com/articles/ibm-plunges-25-after-krishna-concedes-the-company-faltered--cmrmc0a74001ejlhse4n6fkml Cayman Journal en 2026-07-16T18:00:00.000Z IBM plunges 25% after Krishna concedes the company faltered — as clients redirect budgets to AI infrastructure Business https://caymanjournal.com/articles/brussels-lines-up-fresh-google-fines--testing-whether-europe-cmrmc0a79001hjlhs164vv0aw Cayman Journal en 2026-07-16T18:00:00.000Z Brussels lines up fresh Google fines — testing whether Europe can police big tech without reigniting Washington's ire Business https://caymanjournal.com/articles/new-york-halts-data-centre-construction--a-one-year-moratori-cmrmc0a7b001kjlhshkgagm5l Cayman Journal en 2026-07-16T18:00:00.000Z New York halts data-centre construction — a one-year moratorium tests whether the grid can keep up with the AI build-out Business https://caymanjournal.com/articles/indias-pli-20-for-ev-cells-has-delivered-its-first-deliverab-cmr3x5rj30002molk6sb0cfwp Cayman Journal en 2026-07-16T18:00:00.000Z India's PLI 2.0 for EV Cells Has Delivered Its First Deliverables — Ola, Reliance and Exide Are Now Shipping Domestically Made Cells Business https://caymanjournal.com/articles/chinas-monthly-car-exports-just-cleared-one-million-units--t-cmrmc0a5y000bjlhsi3pf2x4q Cayman Journal en 2026-07-16T18:00:00.000Z China's Monthly Car Exports Just Cleared One Million Units — The Auto Sector Has Quietly Become Beijing's Most Reliable Export Engine Business https://caymanjournal.com/articles/hormuz-stockpiles-are-running-thin-as-the-strait-closes--the-cmrmc0a5k0002jlhs5siqrua0 Cayman Journal en 2026-07-16T18:00:00.000Z Hormuz Stockpiles Are Running Thin as the Strait Closes — The Shock Absorber That Held Brent in Check Through Spring Has Been Depleted Business https://caymanjournal.com/articles/brent-punches-through-87-as-the-strait-of-hormuz-turns-hot--cmrmc0a5q0005jlhsiwbf73sh Cayman Journal en 2026-07-16T18:00:00.000Z Brent Punches Through $87 as the Strait of Hormuz Turns Hot — US Strikes on Iranian Tankers Have Recast the Middle East Risk Premium Overnight Business https://caymanjournal.com/articles/chinas-q2-growth-prints-below-the-floor--beijings-annual-tar-cmrmc0a5u0008jlhsharzihj2 Cayman Journal en 2026-07-16T18:00:00.000Z China's Q2 Growth Prints Below the Floor — Beijing's Annual Target Now Depends on a Second-Half Rescue That Retail Sales Are Not Delivering Business https://caymanjournal.com/articles/nvidia-halves-its-approved-asia-buyer-list-under-a-widening-cmrmc0a62000ejlhspaj5mkzw Cayman Journal en 2026-07-16T18:00:00.000Z Nvidia Halves Its Approved Asia Buyer List Under a Widening Chip Crackdown — Singapore, Malaysia and Japan Face the Same Vetting the Mainland Already Does Business https://caymanjournal.com/articles/stripe-and-advent-table-53bn-cash-and-stock-bid-for-paypal--cmrmc0a66000hjlhskntll7as Cayman Journal en 2026-07-16T18:00:00.000Z Stripe and Advent Table $53bn Cash-and-Stock Bid for PayPal — Fintech's Consolidation Wave Just Found Its Anchor Deal Business https://caymanjournal.com/articles/spacex-slips-below-its-june-ipo-price-for-the-first-time--st-cmrmc0a6a000kjlhsfnv10dib Cayman Journal en 2026-07-16T18:00:00.000Z SpaceX Slips Below Its June IPO Price for the First Time — Starship Delays and Cooling AI Premium Are Doing the Work Business https://caymanjournal.com/articles/cxmt-files-for-10bn-hong-kong-listing-the-biggest-mainland-c-cmrmc0a6e000njlhsvp7wjrfe Cayman Journal en 2026-07-16T18:00:00.000Z CXMT Files for $10bn Hong Kong Listing, the Biggest Mainland China IPO Since 2010 — HBM Demand Is Now a Listable Asset Business https://caymanjournal.com/articles/ecb-enlists-digital-euro-skeptics-for-pilot--deutsche-bank-d-cmrmc0a6w0015jlhs3d7yb2o9 Cayman Journal en 2026-07-16T18:00:00.000Z ECB Enlists Digital-Euro Skeptics for Pilot — Deutsche Bank, DZ Bank and BPCE Join 36-Institution Roster Business https://caymanjournal.com/articles/airtel-africa-files-mobile-money-carve-out-for-london--a-15b-cmrmc0a6h000qjlhssadexoe2 Cayman Journal en 2026-07-16T18:00:00.000Z Airtel Africa Files Mobile Money Carve-Out for London — A $1.5bn Litmus Test for the City's Post-Brexit Relevance Business https://caymanjournal.com/articles/two-markets-one-fed-bonds-have-fully-priced-warshs-hike-equi-cmrkr38930002mlozwigp5ekt Cayman Journal en 2026-07-14T14:32:36.998Z Two Markets, One Fed: Bonds Have Fully Priced Warsh's Hike; Equities Say It Won't Happen Research Reports https://caymanjournal.com/articles/the-cheap-price-is-the-volume-lilly-grew-56-while-cutting-ca-cmrkr1nfp0002bz2xby5ycrpg Cayman Journal en 2026-07-14T14:31:26.687Z The Cheap Price Is the Volume: Lilly Grew 56% While Cutting Cash Prices, Novo Fell 4% — Same Channel, Opposite Outcomes, and Mix Explains Neither Research Reports https://caymanjournal.com/articles/nobody-holds-the-licence-yet-the-stablecoin-market-stalled-a-cmrkr1fjf0002bvhvlrexr5jk Cayman Journal en 2026-07-14T14:31:18.933Z Nobody Holds the Licence Yet: The Stablecoin Market Stalled at $320bn While Washington Missed Its Own Deadline — and the Wrappers Are Onshoring to the OCC, Not to Cayman Research Reports https://caymanjournal.com/articles/hbm-taxes-commodity-dram--it-doesnt-destroy-it-and-the-wafer-cmrkr0x2o0002xrqw3vtlulez Cayman Journal en 2026-07-14T14:30:53.905Z HBM Taxes Commodity DRAM — It Doesn't Destroy It, and the Wafers Are Already Coming Back Research Reports https://caymanjournal.com/articles/being-the-bottleneck-is-not-the-same-as-getting-paid-for-it-cmrkr0qh6000212w77qpho63m Cayman Journal en 2026-07-14T14:30:44.380Z Being the Bottleneck Is Not the Same as Getting Paid for It: The Grid Queue Is the Wrong Metric, the Equipment Shortage Is Real, and the Rent Is Being Collected 60 Points Up the Stack Research Reports https://caymanjournal.com/articles/the-chips-are-not-the-collateral-the-tenant-is-gpu-debt-is-t-cmrkr0k710002npj0civcpv3m Cayman Journal en 2026-07-14T14:30:35.214Z The Chips Are Not the Collateral, the Tenant Is: GPU Debt Is Term-Matched, Amortising and Domiciled in Delaware — and the Four-Year Number Is a Meta Lease, Not a Chip Life Research Reports https://caymanjournal.com/articles/the-depreciation-wall-is-real--but-its-sitting-in-constructi-cmrknj2of0002oc196f8zs64s Cayman Journal en 2026-07-14T12:52:57.806Z The Depreciation Wall Is Real — But It's Sitting in Construction in Progress, Not in the Footnote Research Reports https://caymanjournal.com/articles/openai-isnt-short-14-trillion--its-long-a-free-option-the-du-cmrknj0q80002zv776pdg7fpk Cayman Journal en 2026-07-14T12:52:55.279Z OpenAI Isn't Short $1.4 Trillion — It's Long a Free Option. The Duration Mismatch Is on Oracle's, Broadcom's and CoreWeave's Books. Research Reports https://caymanjournal.com/articles/the-multiple-is-the-risk-a-965-billion-price-struck-on-a-28-cmrkniy1d00022mta8nh8o4ut Cayman Journal en 2026-07-14T12:52:51.791Z The Multiple Is the Risk: A $965 Billion Price Struck on a 28-Day Denominator Against $225 Billion of Fixed Compute Research Reports https://caymanjournal.com/articles/spcx-everyone-is-telling-the-float-story-the-filings-say-it-cmrkjlak10002bk9jj4vw05q4 Cayman Journal en 2026-07-14T11:02:42.863Z SPCX: Everyone Is Telling the Float Story. The Filings Say It Is Wrong. Research Reports