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Why Interest Rates Matter More to Property Investors Than They Think

on October 19, 2026

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53.3 Manufacturing PMI and a $40 Billion Backlog: Are the Early Signs of a New Industrial Cycle Emerging?

on July 01, 2026

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Global Data Center Power Demand Could Reach 945 TWh: Who Benefits From the Next Wave of Electricity Investment?

on June 30, 2026

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Is the Gulf Becoming the World's Next Strategic Capital Destination?

on June 29, 2026

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A New Supply Chain Stress Test: Evaluating Corporate Vulnerability to Hormuz-Related Trade Disruptions

on June 21, 2026

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Oracle Is Reinvesting 37% of Revenue Into AI Infrastructure While Raising Another $40 Billion: Why Today's CPI Matters

on June 10, 2026

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The 22% Capex Problem: How Strong U.S. Employment Data Could Increase Financing Costs and Delay Corporate Growth

on June 06, 2026

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When 14 Extra Shipping Days Become a Million-Dollar Problem

on June 05, 2026

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Popular Post

Cash is King: The Historic Correlation of DXY, Yields, Gold, and Stocks Since 2005

Cash is King: Understanding the Market’s Flight to the U.S. Dollar in 2025 In financial markets, trends fluctuate, but one principle remains constant—liquidity is paramount. When uncertainty rises and risk appetite declines, investors seek the safest asset available. The current market reflects this reality: the U.S. Dollar Index (DXY) is the only asset in positive territory, while stocks, gold, oil, and even Bitcoin are in decline . This pattern is not new. Historically, the DXY has maintained an inverse correlation with risk assets , a relationship evident since at least 2005. The key question is: Why does the dollar outperform during market stress, and what does this indicate about the broader economic environment? The Historical Correlation Between the DXY and Major Asset Classes Since 2005, the DXY has exhibited a well-defined pattern—when the dollar strengthens, equities, commodities, and even yields tend to decline. This inverse relationship stems from multiple factors, incl...

Global Data Center Power Demand Could Reach 945 TWh: Who Benefits From the Next Wave of Electricity Investment?

AI Is Turning Electricity Into a Strategic Resource Artificial intelligence has become one of the most important investment themes of the decade. Much of the attention has focused on semiconductor manufacturers, cloud providers, and software companies that are driving the rapid adoption of AI technologies. However, beneath the excitement surrounding large language models and data center expansion lies a less visible but increasingly critical factor: Electricity. As AI workloads become more complex, data centers require significantly more power to support training and inference activities. This growing demand is transforming electricity from a utility expense into a strategic resource. According to Gartner, global data center electricity consumption is expected to rise from approximately 415 terawatt-hours (TWh) in 2025 to around 565 TWh in 2026, with longer-term projections suggesting demand could reach approximately 945 TWh by 2030. This trend is attracting growing attention fro...

A New Supply Chain Stress Test: Evaluating Corporate Vulnerability to Hormuz-Related Trade Disruptions

Executive Summary Most discussions surrounding the Strait of Hormuz focus on oil prices. However, recent developments suggest that the more important story may be the operational adjustments already taking place across global supply chains. Shipping activity has slowed, freight costs have surged, procurement behavior has changed, and several major commodity buyers have already encountered transportation constraints. These developments provide early evidence that supply-chain stress is moving beyond a geopolitical risk scenario and into a real operational challenge. Global Energy Buyers Are Already Facing Transportation Constraints One of the clearest warning signs comes from the crude oil market itself. Both PetroChina and Indian Oil Corporation reportedly struggled to secure Very Large Crude Carriers (VLCCs) for Iraqi crude shipments during the recent disruption. According to Reuters, Indian Oil received no offers in one tender process and ultimately declared force majeure, whil...

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Darrisman's: Macro Intelligence & External Risk Interpretation Welcome to Darrisman Research. We provide institutional-style analysis focused on macroeconomic conditions, external risk developments, and their implications for corporate strategy, valuation, and business environments in Indonesia. Our approach emphasizes structured interpretation over speculation, helping decision-makers better understand cost pressures, liquidity conditions, inflation, FX risks, and evolving global dynamics.

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