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Trump will travel to Beijing during the first week of April for a meeting with Chinese President Xi Jinping. BBG
White House eyes data center agreements amid energy price spikes, while a draft pact seeks to help ensure data centres do not raise household electricity prices and strain water resources or undermine grid reliability.
Trump said his pick to lead the Federal Reserve can stoke the economy to grow at a rate of 15%, an exceedingly rosy target that nonetheless underscores the pressure that Kevin Warsh will face if confirmed to the role. BBG
The Trump administration is planning this week to repeal the Obama-era scientific finding that serves as the legal basis for federal greenhouse-gas regulation, according to U.S. officials, in the most far-reaching rollback of U.S. climate policy to date. WSJ
Alphabet is selling sterling and Swiss franc-denominated bonds for the first time, including an ultra-rare issue of a 100-year note. This follows a bumper $20 billion debt deal in the US to fund its AI ambitions. BBG
Indian investors put a record $2.65 billion into gold ETFs in January, slightly more than equity funds, underscoring strong demand for bullion amid geopolitical and monetary risks. BBG
Emmanuel Macron warned that the EU must stand up to Donald Trump. In an interview with newspapers including Le Monde and the FT, Macron said he anticipates a clash with the US over digital regulation. BBG
TSM (TSMC) January sales grew at their fastest clip in months, a sign of sustained global AI spending even as concerns persist about an industry bubble. The contract chipmaker for Nvidia Corp. reported a 37% rise in January revenue to NT$401.3 billion ($12.7 billion), above the 30% revenue growth TSMC expects for the full year. BBG
Keir Starmer has managed to shore up his position for now, but low approval ratings and electoral and party challenges put his leadership at risk — even as the UK economy strengthens. BBG
The Fed’s Stephen Miran advocated a smaller Fed balance sheet while maintaining the option for large-scale asset purchases during crises. BBG
US Department of Health and Human Services is to cut USD 600mln in public health grants to blue states: BBG
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