AGP Executive Report
Last update: 11 hours agoAI & Markets: Bain says the global AI market could reach $6tn a year by 2031, driven by new categories beyond productivity, while Bank of England’s Bailey warns AI could trigger market shocks. Tech Supply Chain: Micron flags memory chip shortages may persist through 2026 as AI server demand outpaces new capacity. Energy & Carbon: EU power firms back a meaningful carbon market as ETS talks begin, and Maharashtra businesses are turning to battery storage to shift renewable supply into peak demand. Consumer Pressure: Conagra’s sales slide shows inflation-squeezed shoppers trading down, while Pandora says US demand is stabilising at a low level. Housing & Credit: Australia faces a “perfect storm” in housing as valuations fall and private credit exposure rises; Switzerland also moves to ease labour-market access for protected status holders. Policy & Regulation: CFTC prediction market rules head to the White House as courts still weigh state challenges; Labour in NZ targets hidden fees and hard-to-cancel subscriptions. Payments & Finance: Kora launches One Rail for stablecoin payments across Africa, and Open USD goes live for business settlement. Global Risk: Strait of Hormuz disruption is cutting oil and LNG supplies, hitting Asia—especially India.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.
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