S&P Global

Bill Ackman is acquiring Netflix again, while also adding multiple new stocks to his portfolio. The hedge fund disclosed recent positions in Visa, Mastercard, S&P Global, Intercontinental Exchange, and Alcon.

Non-oil business activity in Gulf economies rebounded in July as hostilities eased, with Kuwait and UAE showing growth and Saudi Arabia expanding for four months. Renewed Iranian and US strikes and slower Hormuz traffic threaten a sustained recovery, and all four economies remain below pre-war levels due to delays and costs.

U.S. services growth reached a nine-month high in July, with input costs hitting a 14-month high. S&P Global's final July reading was 54.6, driven by rising tariffs and energy costs pushing prices higher.

SpaceX reported better-than-expected revenue growth and narrowed losses in its first public earnings report, but shares fell over 5% due to higher-than-anticipated capital expenditures on AI infrastructure. Elon Musk reiterated an accelerated $1 trillion annual revenue target for 2030 and promoted Starlink's potential to dominate global internet, though investors remained skeptical amid rising costs and insider stock sales.

UK manufacturers increased production for the fourth consecutive month in July, with the fastest growth in nearly two years, according to the S&P Global survey. Despite this optimism, concerns persist over potential economic impacts from a prolonged US-Iran conflict affecting oil and gas supplies.

UK manufacturers increased production for the fourth consecutive month in July, reaching the fastest pace in nearly two years, as easing Trump tariffs improved conditions. However, concerns remain about potential economic impacts from a prolonged US war on Iran, which could disrupt oil and gas supplies and raise production costs.

S&P Global is acquiring a majority stake in Nigeria's Agusto & Co, expanding its African presence. The move follows Fitch's conflict with the African Export-Import Bank and precedes the African Union's planned homegrown ratings agency launch in October.

Queensland and the Northern Territory rejected federal plans to mandate renewable energy use for AI datacentres, criticizing the proposals as empowering Canberra. The dispute follows a warning from S&P Global that datacentre energy consumption could surge to 10% of Australia’s total by 2035, risking higher electricity bills.

Queensland and the Northern Territory have rejected federal government plans to mandate renewable energy use for AI datacentres, dismissing the proposal as 'underdeveloped ideas'. A warning from S&P Global highlights potential energy bill increases due to rising datacentre power consumption.

S&P Global is set to acquire a majority stake in Agusto & Co. The terms of the transaction have not been disclosed.

The article argues that confidence is a critical business skill that companies should teach, as it drives action and overcomes fear. It highlights the structural confidence gap between men and women in the workplace, linking underrepresentation of women in leadership to business performance issues. Studies cited show companies with more women in leadership outperform competitors.

The U.S. economy showed signs of acceleration before Iran peace talks failed and oil prices increased. S&P Global surveys indicate rising inflation and supply chain challenges.

The article highlights five companies recommended by Morgan Stanley analysts for investment in 2026, citing positive consensus ratings and strong earnings growth potential despite economic uncertainties like inflation and geopolitical risks. The S&P 500 has risen 9.7% year-to-date, and analysts emphasize buying attractively valued stocks with solid balance sheets to mitigate portfolio risk.

S&P Global reports a rise in clean petroleum transport costs from Northwest Europe to West Africa, but the Dangote Refinery is helping Nigerians avoid global fuel price shocks. Transport costs increased from US$29.70 to US$37.12 per metric tonne due to vessel repositioning.

The Iran war is causing disruptions in global energy markets, leading to new investments in US liquefied natural gas export infrastructure, according to S&P Global.

The UAE’s non-oil economy hit its weakest level in seven years in June, with the private sector PMI at 50.8, driven by weak demand, supply chain disruptions, and rising costs linked to the Iran war. While improved trade through the Strait of Hormuz eased some pressures, Saudi Arabia’s non-oil PMI rose to 53.3, while Kuwait and Qatar’s indices remained below 50.

S&P Global has improved its outlook on the city of Houston’s finances. The credit ratings agency had previously lowered its outlook in 2024.

Dangote Refinery’s $4 billion IPO, valued at $40 billion, is poised to be Africa’s largest listing and a landmark for Nigeria’s stock exchange. The Nigerian Stock Exchange CEO, Temi Popoola, highlighted its potential to attract global investment and strengthen the exchange’s role in economic transformation. The refinery, now operating at full capacity and leading aviation fuel exports, has driven market growth and a 51% return for the exchange’s index in 2025.

Barclays upgraded Pakistan's dollar bonds to 'overweight' due to improved oil market prospects and economic stability, citing stronger fiscal positions and external buffers. The report recommended specific sovereign bonds and a credit default swap, while noting potential credit rating upgrades in 2026.

Factory job cuts are occurring at the fastest rate since the 2020 lockdowns, with S&P Global's survey indicating the pace is the worst since the 2009 financial crisis. Manufacturing headcounts fell at an unprecedented rate, excluding the 2020 period.

Abu Dhabi aims to attract 55 billion dirhams ($15 billion) in private capital for infrastructure projects through expanded public-private partnerships. The initiative targets assets like dams, roads, schools, and urban landscaping, with 24 projects set to launch in the next two years. S&P Global reports global investor commitments despite geopolitical risks.

The U.S. and Iran announced a deal to reopen the Strait of Hormuz, easing long-term oil supply concerns, but energy analysts predict physical crude markets will remain tight until summer 2027 due to infrastructure repairs and shipping risks. S&P Global estimates supply losses will exceed 1.5 billion barrels by June, with full production normalization delayed.

China's ports dominated global efficiency rankings in 2025 with seven in the top 10, according to a World Bank and S&P Global study. The report highlights the critical role of ports amid global supply chain disruptions caused by the Red Sea crisis and the US-Israel war.

Argentina's inflation slowed to 2.1% in May, the lowest in eight months, providing a boost for President Javier Milei. The government highlighted the decline, but annual inflation remains at 33.2%, and challenges persist, including corruption scandals and economic struggles in retail and manufacturing sectors.

S&P Global warns that rising fertiliser and transportation costs may lead to sharper increases in food prices, potentially driving inflation in emerging markets. The report highlights pressure on global supply chains contributing to this risk.

Marvell Technology's stock rose nearly 9% in premarket trading after S&P Global announced the AI chipmaker will join the S&P 500 index on June 22. The inclusion is set to take effect on that date, leading to the stock's significant premarket increase.

Commercial traffic through the Strait of Hormuz remains sharply reduced due to ongoing closure, raising concerns about global energy markets and supply chains. U.S.-Iran talks show little progress, prolonging the disruption.

Copper prices declined from a three-week high as traders monitor developments related to the Iran war. A study by S&P Global highlights that increased demand from artificial intelligence and defense spending may exacerbate an existing copper shortage, as producers face challenges in expanding production.

The U.S. manufacturing sector shows signs of recovery with the ISM manufacturing PMI hitting 54, the highest in four years, indicating expansion for five consecutive months. However, industry leaders highlight concerns over the Iran conflict's energy shock, high input costs, and supply chain disruptions, suggesting the rebound may be driven by stockpiling rather than sustained demand.

Industrial metals are declining as Gulf strikes reduce optimism about deals. A projected copper shortage is expected to intensify due to rising demand from artificial intelligence and defense spending, according to an S&P Global study.

Copper prices held gains as traders monitor potential developments in a US-Iran deal. A study by S&P Global warns that surging demand from AI development and defense spending could worsen copper shortages, as producers face challenges expanding production.

Industrial metals, including copper, are sliding due to inflation fears and a bearish mood. A new study by S&P Global projects a shortage of copper due to increased demand from the race for artificial intelligence and surging defense spending. Producers are struggling to expand production.

A report by Ledn predicts the consumer Bitcoin-backed loan market could grow to $1 trillion within a decade, despite current barriers to adoption. The research found that 88% of crypto holders are open to borrowing against their digital assets, but only 14% currently do. The market is expected to expand significantly in the next ten years.

S&P Global's Mobility Unit is selling $2 billion of notes ahead of its spinoff. The move comes as the company prepares for the separation. S&P Global is headquartered in New York.

Copper prices are retreating due to a US-Iran stalemate fueling inflation fear, with a projected shortage of copper intensifying as producers struggle to expand. The race for artificial intelligence and surging defense spending are contributing factors. A new study by S&P Global highlights the struggles of copper producers.

Junk-rated firms are rushing to reprice debt as demand for loans surges, indicating a shift in market dynamics. This surge in demand is driven by companies seeking to capitalize on favorable borrowing conditions. The repricing of debt allows these firms to take advantage of lower interest rates.

Copper prices are steady near record levels due to a projected shortage, intensified by the race for artificial intelligence and surging defense spending. A new study by S&P Global highlights producers' struggles to expand. The situation is affected by global events, including Trump's rejection of Iran's peace plan.

China's crackdown on metals traders may have a global impact, intensifying a projected shortage of copper due to increased defense spending and the race for artificial intelligence. Copper producers are struggling to expand production. A new study by S&P Global highlights this issue.

Copper prices ended a four-day decline due to increased buying in China ahead of a holiday. A study by S&P Global highlights that AI development and rising defense spending will likely worsen a copper shortage as production struggles to keep pace.

Daniel Yergin of S&P Global warns that the current energy landscape is experiencing the most significant disruption in history. The statement highlights ongoing challenges and transformations in the energy sector.