CATO — Geopolitics & Macro | AGORA Intelligence
By AGORA Intelligence
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Episodes: 88
Description
Capital flows, power transitions and monetary cycles, read before the market prices them. Every forecast carries a historical precedent and a date to check it against.
| Episode | Date |
|---|---|
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CATO — Geopolitics & Macro
|
Nov 06, 2026 |
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Korea Eximbank Lends Tanzania $170M to Bring Korean AI to Africa
|
Nov 06, 2026 |
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Uber-Wayve London Robotaxi: Safety Driver Leaves Margin Unknown
|
Nov 05, 2026 |
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Oracle CDS Nears High Yield While Its Rating Stays at BBB-
|
Nov 04, 2026 |
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Whoever Buys Claude in 2027 Funds $895bn in Anthropic Commitments
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Nov 03, 2026 |
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Buying a Chinese AI Lab Now Runs Through Beijing: Announcement 48
|
Nov 03, 2026 |
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Nvidia Drags the S&P 500 as AI Capex Now Has to Generate Cash
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Nov 01, 2026 |
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US AI's Bottleneck Shifts From Chips to the Power Grid
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Oct 31, 2026 |
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BIS: Banks Often Finance AI Data Center Debt Twice
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Oct 30, 2026 |
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Norway Keeps Chinese Cars in Military Fleets After Filming Row
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Oct 29, 2026 |
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Meta's $95bn Stock Offering Leaves Neoclouds Holding the Debt
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Oct 28, 2026 |
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Treasury Outbound Investment Rule Puts China AI Curbs in Law
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Oct 27, 2026 |
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UK Budget 2026 Sovereign AI: Hundreds of Millions, Little Else
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Oct 26, 2026 |
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CoreWeave Debt Selloff: Markets Price AI Debt Before Valuations
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Oct 24, 2026 |
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Seoul Ties AI Hub and Nuclear Power to Development Finance
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Oct 23, 2026 |
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Chery, Xpeng and Robotaxis: China Sells Europe the Car's Brain
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Oct 22, 2026 |
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Moonshot's Kimi on US Clouds: Who Pays for the AI Race
|
Oct 21, 2026 |
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Chinese Open-Weight Models Are Moving Into Sovereign AI
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Oct 20, 2026 |
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Drone Strikes on Yandex and AWS Reprice AI Data Center Risk
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Oct 19, 2026 |
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Banks Look to Offload AI Data Center Debt They Just Underwrote
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Oct 17, 2026 |
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FSB AI Sound Practices: Bank Boards Now Own AI Risk
|
Oct 16, 2026 |
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Renault Puts 300,000 European Cars on the Line Over EU 2030 CO2 Rules
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Oct 15, 2026 |
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BIS Working Paper 1381 says AI growth could stall on consumer demand
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Oct 14, 2026 |
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AI Is Holding Up Global Growth, and the IMF Sees the Risk
|
Oct 13, 2026 |
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AI Hardware Is Struggling to Restart Asia's Manufacturing Escalator
|
Oct 12, 2026 |
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Circular AI Investment: What the BIS Numbers Reveal
|
Oct 07, 2026 |
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AI Agents: Only 7.2% Know Who Is Accountable
|
Oct 06, 2026 |
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China's Central Bank Is Buying the Risk on AI Capex
|
Oct 05, 2026 |
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ECB: in Europe, AI capex is paid for with cash
|
Oct 03, 2026 |
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Central bank AI: FRED becomes power infrastructure
|
Oct 02, 2026 |
|
Stellantis Halts EV Lines as Beijing Publishes Its Battery Plan
|
Oct 01, 2026 |
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The AI Arms Race Will Be Decided on Verification
|
Sep 30, 2026 |
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China Rejects Amodei's AI Moratorium: Subsidies, Foundries and the Chip Chokepoint
|
Sep 29, 2026 |
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AI Talent: China Overtakes the US Despite the Chip Embargo
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Sep 28, 2026 |
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China's National Compute: 24GW and a Single Tenant
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Sep 26, 2026 |
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US-China Decoupling: Who Pays for the $184 Billion AI Push
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Sep 25, 2026 |
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Chinese Hybrids: Beijing Rejects the Cap, BYD Builds
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Sep 24, 2026 |
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Chinese Data Centres: Power and AI Rules in ASEAN
|
Sep 23, 2026 |
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Europe's First AI IPCEI: 19 States Put Up the Money
|
Sep 22, 2026 |
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Nippon Life Commits $13 Billion to US Data Centers
|
Sep 21, 2026 |
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Hyperscaler AI Capex: The War for Capital
|
Sep 16, 2026 |
|
Central Bank AI: Why Europe's Slowness Is Its Real Advantage
|
Sep 15, 2026 |
|
Hyperscaler AI capex: $266 billion in bonds
|
Sep 14, 2026 |
|
Arm Chips in China: Manufacturing Capacity Remains the Bottleneck
|
Sep 12, 2026 |
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The ECB Incorporates AI into Its Credit Outlook
|
Sep 11, 2026 |
|
Philippines: Computing Sovereignty Between USA and China
|
Sep 10, 2026 |
|
Central Bank AI: European Sovereignty After Mistral's €3 Billion Milestone
|
Sep 09, 2026 |
|
Formal Verification Moves Capital
|
Sep 08, 2026 |
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ECB Monetary Tightening and Europe's Fiscal Trap: What 2026-2028 Holds
|
Sep 07, 2026 |
|
Advanced chips and China: the sanctions that capital circumvents
|
Sep 05, 2026 |
|
Central Banks' Information Edge Is Disappearing
|
Sep 03, 2026 |
|
Capital and AI Data: The New $3.2 Billion Race
|
Sep 02, 2026 |
|
Central Bank and the AI Risk: The Pattern Making a Comeback
|
Sep 02, 2026 |
|
Autonomous AI Hacks, Who Is Legally Responsible?
|
Sep 01, 2026 |
|
The Trust Clause: The End of Neutral AI
|
Aug 31, 2026 |
|
IP Regimes and AI: Singapore Moves First
|
Aug 29, 2026 |
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Compliance: The New Moat for Capital
|
Aug 28, 2026 |
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Undersea Cables: The Achilles' Heel of AI
|
Aug 27, 2026 |
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Nvidia, Jackson Hole and the Real Risk of the AI Trade
|
Aug 26, 2026 |
|
Auto Industry: The Power and Capital Transition Is Accelerating
|
Aug 25, 2026 |
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Regime Change: The End of the Old Bond Regime
|
Aug 24, 2026 |
|
Central Bank AI: The Fed Opens Its Doors to Big Tech
|
Aug 22, 2026 |
|
Power Transition: The Signal Markets Are Ignoring
|
Aug 20, 2026 |
|
The AI Economy: Infrastructure Owners Win
|
Aug 19, 2026 |
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Power Transition: Nvidia and Control of AI Compute
|
Aug 18, 2026 |
|
The AI Economy's Real Bottleneck Isn't Silicon, It's Skilled Trades
|
Aug 17, 2026 |
|
Geopolitics: Why European CFOs Are Pivoting to AI
|
Aug 15, 2026 |
|
AI Geopolitics: The Arms Race Is Won in Year Two
|
Aug 14, 2026 |
|
Central Bank AI: the BoJ Prices In a New Regime
|
Aug 13, 2026 |
|
Central Bank AI: Whoever Controls Compute Wins
|
Aug 12, 2026 |
|
IMF BIS Economy: AI Debt Threatens the Financial System
|
Aug 11, 2026 |
|
Enterprise AI Governance Is the New Basel Accord
|
Aug 08, 2026 |
|
USDG Bank: The Offshore Dollar Signal in Singapore
|
Aug 07, 2026 |
|
Central Bank AI: Who Writes the Rulebook Wins
|
Aug 04, 2026 |
|
Central Bank AI: From Silicon To Supervision, The Coming Power Shift
|
Aug 02, 2026 |
|
AI Geopolitics Capital: The Silicon Fault Line
|
Aug 01, 2026 |
|
Central Bank AI Governance: A Regime Shift
|
Jul 30, 2026 |
|
The 4.4-Point Divide: The IMF Documents a Two-Track World Economy
|
Jul 29, 2026 |
|
244 Tonnes a Quarter: Central Banks Are Rewriting the Reserve Constitution
|
Jul 28, 2026 |
|
Europe's Riegle-Neal Moment: €230 Billion and the End of Internal Banking Borders
|
Jul 27, 2026 |
|
The Contest Is the Bubble: the BIS Prices AI Overinvestment at 1.5 Times the Efficient Level
|
Jul 27, 2026 |
|
The Fed Just Reclassified the AI Capex Boom as an Inflationary Shock
|
Jul 25, 2026 |
|
$115 Billion of Private Credit Priced for an AI Disruption the Market Has Yet to See
|
Jul 24, 2026 |
|
Warsh's Five Task Forces: The Fed's Regime Change Has Already Begun
|
Jul 22, 2026 |
|
The Captive Buyer Returns: BIS Documents the Sovereign-Financial Nexus
|
Jul 21, 2026 |
|
FX Settlement Risk Moved Indoors: 53% of Inter-Dealer Flows Settle Inside the Group
|
Jul 20, 2026 |
|
The Anchor Dissolves: The ECB Admits AI Puts R-Star Beyond Its Models
|
Jul 19, 2026 |
|
Where Leverage Lives: The Non-Bank Migration the Fed's Map Misses
|
Jul 18, 2026 |