Exchanges

Corporate M&A could jump 30-35% this year to a record, Exchanges finds

6 takeaways: Why the firm expects nominal US growth north of 6%, what a "bias for scale" means for dealmaking, and why 2027 should be a bigger AI year…

2 hrs ago • Scuttlebutt

Nick Healy and Doug Isles: Visa is a network, and networks do not get disrupted

4 calls: Why Howard Lutnick's FMX taking 1% of the futures market counts as a failure, the credit-scoring fight the two cannot settle, and the engine…

Sep 11 • Scuttlebutt

Top of Mind: the Fed kept buying mortgages as home prices jumped 20% after COVID

9 takeaways: why Kohn says Warsh's July press conference alarmed him, how Hatzius says obscuring the Fed's reaction function backfires, and Miran's case…

Sep 11 • Scuttlebutt

Brian Singer and Carly Davenport: AI's new power demand by 2030 equals all of Japan

12 takeaways: Why the global data center forecast went from 117% to 170% in four months, the 7-year grid queue, and the survey on nuclear plants vs data…

Sep 2 • Scuttlebutt

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