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Fitch Ratings: Italy’s defense and energy spending does not indicate a shift in fiscal policy.

2026-10-08

Fitch Ratings: Italy’s defense and energy spending does not indicate a shift in fiscal policy.

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2026-10-08

London Metal Exchange (LME): Nickel inventories remained unchanged, lead inventories decreased by 1,525 tons, copper inventories decreased by 4,650 tons, tin inventories decreased by 15 tons, zinc inventories decreased by 325 tons, and aluminum inven

London Metal Exchange (LME): Nickel inventories remained unchanged, lead inventories decreased by 1,525 tons, copper inventories decreased by 4,650 tons, tin inventories decreased by 15 tons, zinc inventories decreased by 325 tons, and aluminum inventories remained unchanged.
2026-10-08

Digital infrastructure is emerging as one of the largest new asset-backed financing sectors in a generation. If you break down the required AI capital expenditures, roughly 60 cents out of every $1 spent goes to chips and hardware. And this percentag

Digital infrastructure is emerging as one of the largest new asset-backed financing sectors in a generation. If you break down the required AI capital expenditures, roughly 60 cents out of every $1 spent goes to chips and hardware. And this percentage is likely to increase marginally as computing power costs continue to rise relative to other construction costs. About a quarter of the spending goes to electricity and cooling systems, with only about 15% going to land and the buildings themselves.
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