ametisto and future canvas

🍔 La hamburguesa que desnuda la guerra mundial de las monedas

El Índice Big Mac cumple 40 años demostrando que una simple hamburguesa puede revelar profundos desequilibrios económicos. Al comparar su precio entre países, el indicador sugiere que monedas asiáticas como el yuan chino, el yen japonés y el won surcoreano están considerablemente infravaloradas frente al dólar. En cambio, el franco suizo, el euro y la libra esterlina aparecen sobrevalorados.

Un Big Mac cuesta alrededor de US$9,04 en Suiza, pero apenas US$2,38 en Indonesia. Estas diferencias reflejan salarios, productividad, inflación, costes locales y políticas cambiarias. El índice no predice con precisión el próximo movimiento del mercado, pero ayuda a entender por qué las tensiones comerciales y las acusaciones de manipulación monetaria continúan creciendo.

A veces, una hamburguesa explica la economía mundial mejor que cientos de páginas de estadísticas. 🍟🌍

#Economía #Divisas #BigMacIndex #Dólar #mercados

🍔Binance Bigmac

GLOBAL MARKETS SURGE AS TRUMP DELIVERS IRAN “LAST CHANCE” ULTIMATUM

Global markets are trading higher as technology stocks rebound and investors brace for a decisive wave of corporate earnings. However, geopolitical risk remains dangerously elevated after Donald Trump confirmed that negotiations with Iran are underway and described the American proposal as a “last chance.”

In the United States, attention turns to the JOLTS job openings report, trade balance figures and factory orders. Earnings season is also accelerating, with Caterpillar, McDonald’s, HSBC, BP and AMD reporting results. The biggest event, however, will be SpaceX’s first earnings release since going public—a historic test of investor enthusiasm for Elon Musk’s space empire.

Markets may be rising, but with Iran negotiations, central-bank decisions and blockbuster earnings converging at the same time, volatility could erupt without warning.

China obtiene más inteligencia artificial por cada dólar que Estados Unidos

Mientras Estados Unidos domina la carrera de la inteligencia artificial en términos de inversión, infraestructura y potencia informática, China está demostrando que gastar más no siempre significa innovar mejor.

Según The Economist, las empresas chinas desarrollan modelos cada vez más competitivos con presupuestos muy inferiores a los de sus rivales estadounidenses. Las restricciones al acceso a chips avanzados han obligado al sector tecnológico chino a optimizar recursos, mejorar la eficiencia del software y encontrar métodos más económicos para entrenar y ejecutar sistemas de IA.

Este enfoque convierte una aparente debilidad en una ventaja estratégica. Mientras las compañías estadounidenses compiten mediante enormes centros de datos y desembolsos multimillonarios, China prioriza modelos compactos, baratos y fáciles de desplegar a gran escala.

La gran pregunta ya no es solamente qué país tiene la IA más poderosa, sino cuál puede producir más innovación con menos capital. En esa batalla por la eficiencia, China podría estar avanzando mucho más rápido de lo que Washington esperaba.

Big Oil vs. Trump: A New Political Battle Begins

Donald Trump has turned his fire on America’s biggest oil companies, accusing giants like ExxonMobil and Chevron of making “too much money” while U.S. drivers struggle with soaring gasoline prices. He urged the industry to cut fuel prices and “give some of that back to the public,” despite having long positioned himself as one of the sector’s strongest allies.

The criticism comes after blockbuster quarterly earnings fueled by elevated oil prices linked to the conflict with Iran and ongoing disruptions to global energy markets. Trump also publicly rebuked Chevron’s CEO, saying the company failed to acknowledge how his administration helped strengthen the American oil industry. (Reuters)

The episode highlights a difficult balancing act: supporting domestic energy producers while trying to keep inflation and gasoline prices under control ahead of the U.S. midterm elections. As geopolitical tensions continue to shape oil markets, the White House is now putting unprecedented public pressure on the very industry it has championed.

$BICO Biconomy had a genuinely wild June. A speculative meme coin listing tied to Scilex Holding's Dream Bowl token sparked a 76.5% price surge and a staggering 717% spike in trading volume on the Biconomy exchange — proof that the platform's listing pipeline can still move markets fast. On top of that, a foundational collaboration with the Ethereum Foundation on AI standards added a genuine long-term bullish angle, and AlphaPepe just confirmed Biconomy as one of three centralized exchanges for its upcoming presale token listing — showing the platform is still attracting fresh projects.

Alpha Market Watch

$SKYAI 🤖 stands out with a 39.77% rally backed by 7.41M in trading volume. The project combines artificial intelligence with Web3 infrastructure, positioning itself in one of the fastest-growing sectors of crypto. Strong liquidity and sustained buying pressure suggest today’s momentum could continue if AI-related tokens remain in focus.

$BTW 🛡️ gains 34.98% with 4.41M traded. Designed around decentralized finance and blockchain utility, the project has gradually expanded its ecosystem while maintaining an active community. The current breakout is supported by improving volume, making it one of today’s stronger mid-cap opportunities.

$KOMA 🦊 advances 20.89% as interest in BNB Chain meme coins remains elevated. Inspired by Japanese folklore and internet culture, the token has built a highly engaged community. Previous rallies have demonstrated its ability to attract rapid inflows, and today’s move suggests buyers are still active.

$WAXP 🎮 WAXP advances 11.97%, extending the recovery of one of the best-known blockchain ecosystems for gaming, NFTs and digital collectibles. Having processed millions of NFT transactions over the years, WAX maintains an established user base that often returns when GameFi sentiment improves.

$ROBO 🤖 Fabric Protocol climbs 14.37% despite relatively modest 1.33M volume. The protocol is building decentralized infrastructure for AI agents and robotics, including governance and machine-to-machine coordination. Recent governance upgrades and additional exchange listings have increased visibility, even as the project continues developing its long-term roadmap.

$TUT 📚 Tutorial gains 16.19% while attracting 5.38M in volume. The project focuses on blockchain education and onboarding, aiming to make crypto easier for new users through interactive learning. Educational ecosystems have attracted increasing attention during this market cycle, helping sustain buying interest.

$BICO 🪪 Biconomy leads the image with a 39.13% surge and 23.28M in trading volume. The project has long focused on simplifying Web3 through account abstraction, gasless transactions and cross-chain infrastructure. As Ethereum adoption expands, Biconomy’s technology continues to position it as a key infrastructure layer, giving today’s rally stronger fundamental support than a typical speculative spike.

The AI Empire Is Cracking: Larry Ellison Just Lost Over $200 Billion

Less than a year ago, Larry Ellison briefly held the title of the world’s richest person. Today, he has become one of the most financially exposed figures in the AI race.

Oracle has poured tens of billions of dollars into AI infrastructure, betting that explosive demand from companies like OpenAI will eventually justify the spending. But the gamble has come at a steep price. Oracle invested $55.7 billion in fiscal 2026, burned $23.7 billion in free cash flow, and saw its total debt climb above $160 billion, prompting S&P to downgrade its credit rating.

The market has responded brutally. Oracle shares have plunged around 64% from their 2025 peak, while Ellison’s personal fortune has collapsed from nearly $388 billion to roughly $170 billion—erasing more than $200 billion in less than ten months.

Ironically, Oracle’s cloud business continues to expand at a remarkable pace, with cloud revenue surging 77% and contracted future revenue reaching $638 billion. The real question is whether those future cash flows will arrive in time to justify one of the biggest debt-fueled bets in tech history.

The AI revolution is creating new billionaires—but it’s also exposing how quickly fortunes can evaporate when growth depends on massive leverage. Larry Ellison’s story may be the clearest warning yet that the AI boom carries risks as enormous as its promises.
$ORCL

TRUMP RECUA? APÓS MESES DE CONFRONTO, WASHINGTON APOSTA NOVAMENTE NA DIPLOMACIA COM O IRÃ

Depois de meses de ameaças militares e sucessivas escaladas, o governo Donald Trump voltou a priorizar a via diplomática diante da dificuldade de alcançar uma vitória estratégica sobre o Irã. Segundo autoridades ouvidas pelo Wall Street Journal, a Casa Branca suspendeu uma nova ofensiva militar após apelos de aliados do Golfo, na esperança de que as negociações consigam reabrir o Estreito de Ormuz e criem as bases para um novo acordo sobre o programa nuclear iraniano.

A mudança de postura ocorre em um momento delicado. O conflito já provocou fortes impactos nos mercados de energia, elevou os riscos para o comércio internacional e aumentou a pressão política sobre Washington. Embora existam sinais de avanço nas conversas mediadas por países da região, permanecem divergências importantes, incluindo questões relacionadas à navegação comercial e às garantias exigidas por Teerã. (The Wall Street Journal)

Agora, a grande dúvida é se a diplomacia conseguirá produzir resultados duradouros ou se representa apenas uma pausa temporária antes de uma nova escalada militar. O futuro do Estreito de Ormuz, da estabilidade do mercado de petróleo e do equilíbrio geopolítico no Oriente Médio pode depender das negociações dos próximos dias.

THE AI BILLION-DOLLAR BET: ARE TECH GIANTS DELIVERING… OR JUST BURNING CASH?

Wall Street’s Q2 earnings season has been far stronger than expected—but the real story is no longer who is investing the most in AI. It’s who is actually making money from it. As of July 31, 61% of S&P 500 companies had reported results. An impressive 86% beat EPS estimates, 77% topped revenue forecasts, combined earnings surged 47.4% year-over-year, and revenue climbed 14.1%.

Those headline numbers, however, come with an important caveat. Extraordinary AI-related investment gains at Alphabet and Amazon significantly boosted the aggregate figures. Excluding those two companies, earnings growth would still stand at a robust 28.8%, proving that this is not just a story of a few mega-cap winners. Ten of the eleven S&P 500 sectors have posted year-over-year profit growth, led by Energy, Communication Services, Consumer Discretionary, Technology, and Materials.

The biggest winners so far are the companies turning AI into real cash flow. Microsoft and Amazon impressed with accelerating cloud demand through Azure and AWS, while Apple demonstrated resilient consumer demand across the iPhone, Mac, and Services businesses. Meta continued delivering strong advertising growth but faced pressure on free cash flow as AI spending accelerated. Meanwhile, major U.S. banks exceeded expectations thanks to stronger trading, investment banking activity, healthier net interest margins, and resilient credit quality.

The market’s message is becoming crystal clear: investors are no longer rewarding AI spending alone—they are rewarding AI profitability. Analysts now expect 27.4% earnings growth in Q3, 25.2% in Q4, and 29.1% for full-year 2026. With the S&P 500 trading around 19.6x forward earnings, valuations remain defensible—but only if companies continue converting AI investments into recurring revenue, durable margins, and sustainable cash generation.
$GOOGLB $AMZNB

IS THE FED LOSING CONTROL? THIS WEEK COULD SHAKE WALL STREET

Wall Street is entering one of its most critical weeks of the year. Investors are bracing for a wave of U.S. economic data that could reshape expectations for the Federal Reserve’s next move. Friday’s July jobs report is expected to show 88,000 new payrolls, up from 57,000 in June, while the unemployment rate is forecast to remain at 4.2%. Before then, markets will digest the ISM Manufacturing PMI, JOLTS job openings, ADP employment, ISM Services PMI, the Fed’s Senior Loan Officer Survey, and the New York Fed’s consumer expectations report.

The data arrives after a July FOMC meeting that markets viewed as leaning slightly more dovish, even as Lorie Logan, Beth Hammack, and Neel Kashkari backed a 25-basis-point rate hike. Softer inflation, easing housing costs, and limited tariff pressure have fueled hopes that the tightening cycle may be nearing its end, but labor market resilience remains the key variable.

Earnings season is set to be just as influential. Investors want proof that massive AI spending is translating into higher revenue, stronger margins, and sustainable cash flow. This week’s lineup includes the first SpaceX earnings report since its public listing, alongside results from Palantir, AMD, Disney, Uber, Eli Lilly, Airbnb, and ConocoPhillips. After blockbuster reports from Microsoft and Amazon reinforced that demand for AI infrastructure still exceeds supply, markets will closely examine semiconductor investment plans, consumer spending trends, and whether corporate growth is expanding beyond the AI boom.

🚨 WALL STREET IGNORA A CRISE? BOLSAS DISPARAM ENQUANTO O MUNDO CONTINUA EM ALERTA

Os investidores voltaram ao modo “risk on”. O Dow Jones avançou mais de 1%, enquanto o S&P 500 e o Nasdaq também registraram fortes ganhos após a queda do petróleo, impulsionada pela expectativa de negociações entre Estados Unidos e Irã. A redução dos preços da energia aliviou temores inflacionários e reacendeu o apetite por ativos de risco.

A temporada de balanços continua surpreendendo: cerca de 86% das empresas do S&P 500 divulgaram lucros acima das estimativas, um dos melhores desempenhos dos últimos anos. O mercado também acompanha de perto os resultados de gigantes como Palantir, AMD e outras empresas de tecnologia, que podem movimentar centenas de bilhões de dólares em valor de mercado nas próximas sessões.

Apesar da euforia em Wall Street, permanecem dúvidas importantes: o conflito no Oriente Médio está longe de uma solução definitiva, a política monetária dos EUA continua cercada de incertezas e qualquer mudança no cenário geopolítico pode inverter rapidamente o humor dos mercados. A pergunta é inevitável: os investidores estão enxergando uma recuperação sustentável ou apenas ignorando riscos cada vez maiores?

Attentat meurtrier au Pakistan : au moins 14 morts lors d’un rassemblement pour la paix

Un kamikaze s’est fait exploser dimanche près d’un rassemblement contre le terrorisme à Kabal, dans la vallée de Swat, au nord-ouest du Pakistan. Selon CNN, l’attaque a fait au moins 14 morts, dont neuf civils et cinq policiers, ainsi que plus de vingt blessés.

Le rassemblement réunissait des habitants réclamant davantage de sécurité face au retour des groupes armés dans la province de Khyber Pakhtunkhwa. Aucun mouvement n’a immédiatement revendiqué l’attentat, mais les soupçons se tournent vers les talibans pakistanais, particulièrement actifs dans cette région. Les autorités ont condamné l’attaque et promis de poursuivre leur lutte contre le terrorisme. (AP News)

ARÁBIA SAUDITA CERCADA POR AMEAÇAS EM TODAS AS FRENTES

A Arábia Saudita enfrenta uma pressão de segurança sem precedentes. A leste, ataques iranianos contra infraestruturas e embarcações prejudicam as operações no Golfo Pérsico. Ao sul, os houthis, aliados de Teerã, ameaçam navios sauditas no Mar Vermelho. Ao norte, milícias apoiadas pelo Irã no Iraque ampliam sua ofensiva.

Segundo a Newsweek, esse cerco estratégico coloca sob forte tensão não apenas a segurança do reino, mas também a Vision 2030, ambicioso plano de Mohammed bin Salman para transformar o país em um centro global de investimentos, energia, turismo e inovação.

Em resposta, Riad anunciou uma coalizão marítima com 14 países para proteger rotas essenciais ao comércio mundial. O risco, porém, é evidente: uma nova escalada pode arrastar toda a Península Arábica para uma guerra regional ainda mais ampla e atingir diretamente o fornecimento global de petróleo.

#ArábiaSaudita #Irã #OrienteMédio #Geopolítica #Petróleo

À HONG KONG, MÊME VENDRE DES LIVRES PEUT DEVENIR UN CRIME

La répression contre les librairies indépendantes de Hong Kong semble ne jamais prendre fin. En juillet, la police chargée de la sécurité nationale a perquisitionné deux établissements du quartier de Mong Kok et arrêté cinq personnes, soupçonnées d’avoir vendu des publications considérées comme « séditieuses ». (AP News)

Depuis l’adoption des nouvelles lois de sécurité, les libraires doivent naviguer entre des interdictions imprécises et des « lignes rouges » que le gouvernement refuse de définir clairement. Des biographies de figures prodémocratie, des ouvrages sur l’histoire chinoise ou de simples critiques du pouvoir peuvent désormais entraîner perquisitions, fermetures et poursuites judiciaires. (Reuters)

Autrefois refuge de la liberté éditoriale dans le monde chinois, Hong Kong voit peu à peu ses librairies indépendantes disparaître. La censure ne consiste plus seulement à interdire certains livres : elle installe suffisamment de peur pour que les éditeurs, les vendeurs et les lecteurs se censurent eux-mêmes.

#HongKong #Chine #LibertéDExpression #Censure #Livres #Démocratie

HOUTHIS ABREM UMA NOVA E PERIGOSA FRENTE NA GUERRA DO IRÃ

Após meses de relativa distância do conflito, os rebeldes houthis do Iêmen intensificaram os ataques contra a Arábia Saudita, atingindo instalações petrolíferas da Aramco e anunciando um bloqueio a navios sauditas no Mar Vermelho.

A escalada ameaça transformar o estreito de Bab al-Mandeb em mais um ponto crítico para o comércio e o abastecimento energético mundial. Com o Estreito de Ormuz praticamente fechado, Riad passou a depender ainda mais de oleodutos que transportam petróleo até a costa do Mar Vermelho — justamente a região agora ameaçada pelos houthis.

Embora os ataques ainda sejam limitados, especialistas alertam que qualquer erro de cálculo pode reabrir a devastadora guerra entre sauditas e houthis e ampliar ainda mais o conflito envolvendo Irã, Estados Unidos e seus aliados. O risco agora não é apenas militar: petróleo, transporte marítimo e inflação global também estão novamente sob pressão. (The Washington Post)

#ArábiaSaudita #Iêmen #Houthis #Irã #MarVermelho #Petróleo #GeopoliticalUncertainty

Saudi Crown Prince Urges Trump to Step Back from the Brink

Saudi Crown Prince Mohammed bin Salman urged U.S. President Donald Trump to reduce tensions in the Middle East and prioritize dialogue over military escalation. According to CNN, the Saudi leader expressed concern about possible strikes against Iran and stressed the need for diplomatic efforts capable of restoring calm. Trump later canceled the planned attacks, citing progress in negotiations. The episode highlights Saudi Arabia’s growing role as a key mediator in a region increasingly vulnerable to a wider and potentially devastating conflict.