Tag: AI-capex

🌍 BERND PULCH GLOBAL REAL ESTATE INTELLIGENCE REPORT XIV
Fed hikes rates. Mortgage rates hit 7.05%. Nvidia $96B quarter. 268 GW AI power gap by 2030. Full intelligence briefing.
🌍 BERND PULCH GLOBAL REAL ESTATE INTELLIGENCE REPORT
Jobs blowout: +162K payrolls, rate hike odds surge to 62%. AI capex hits $1T. Q2 global investment $250B. Full briefing.
🌍 BERND PULCH GLOBAL REAL ESTATE INTELLIGENCE REPORT
Warsh shocks Jackson Hole: no rate cuts, inflation “concerning.” Rate hike odds surge to 55%. AI capex hits $745B. Full briefing.
🌍 BERND PULCH GLOBAL REAL ESTATE INTELLIGENCE REPORT
US inflation drops to 3.4%. Office vacancy falls 30 bps to 18.3% – largest drop since 2015. AI capex hits $600B–$800B. Full briefing.
GLOBAL REAL ESTATE INTELLIGENCE REPORT JULY 24 2026
Global Real Estate Crisis 2026: Oil tops $100, AI capex hits $769B, and the 2,600 GW grid bottleneck reshapes markets. Full analysis inside.
INVESTMENT THE ORIGINAL DIGEST 30 APRIL 2026 ✌ INVESTMENT DAS ORIGINAL 30. APRIL 2026 FOUNDED 2000 AD ✌
Excerpt: Brent crude touches $126.41 — a four-year high — as Trump is briefed on military strike plans and Iran’s new Supreme Leader declares a “new chapter.” The FOMC fractures 8-4 in Powell’s final meeting, the most divided vote since 1992. Alphabet soars 7% on cloud dominance, Meta plunges 6% on AI spending fears, and…
✌INVESTMENT THE ORIGINAL DIGEST AUGUST 12, 2025✌INVESTMENT DAS ORIGINAL REPORT 12. AUGUST 2025✌FOUNDED IN 2000 ANNO DOMINI
1. Global Snapshot – What Moved Overnight 2. Macro & Markets – Today’s Agenda (12 Aug 2025) Time (GMT) Country Indicator / Event Consensus Prior 06:00 UK Labour Market Report Emp. ‑10 k ‑19 k 09:00 GER ZEW Expectations (Aug) 18.0 15.3 12:30 US CPI MoM (Jul) 0.2 % 0.1 % 12:30 US CPI YoY…


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