Macquarie Group
Coverage of Macquarie Group in the Nexus archive.
- Southern Water Gets £300m Equity as Asterion Joins Macquarie
Southern Water Ltd. is receiving £300 million in equity as Asterion joins Macquarie. The UK government plans to impose new rules on water companies in England and Wales to reduce sewage spills into rivers and seas.
- Yuan May Hit Five Per Dollar on Carry-Trade Exit, Macquarie Says
Macquarie Group predicts the Chinese yuan could reach five per U.S. dollar due to exits from carry-trade strategies. The forecast highlights potential shifts in foreign exchange markets driven by changing investor behavior.
- AI infrastructure investment bubble unlikely to burst by 2027: Macquarie
Viktor Shvets from Macquarie Group predicts that the AI infrastructure investment bubble is unlikely to burst by 2026 or 2027, despite excessive spending on AI-related commodities and computing capacity. The bubble is expected to persist as various AI-related technologies including automation, quantum computing, and biotech continue to develop.
- Why June Is the Oil Market’s Point of No Return
A U.S.-Iran conflict has effectively closed the Strait of Hormuz, disrupting 20% of global seaborne oil trade and creating the largest supply disruption in oil market history. With global inventories draining at record rates and usable reserves depleting rapidly, JP Morgan projects operational stress by early June and potential prices reaching $200+ per barrel. The market faces an unprecedented crisis requiring demand destruction of approximately 11 million barrels per day to match remaining supply.