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Cloudflare launches NetDollar stablecoin for AI agent microtransactions. Ethereum stablecoins at $159B, Tron $77B, as the agentic web takes shape.
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U.S. office vacancy hits a 30-year high at 18%. CMBS markets freeze. European banks face contagion from 8% CRE loan book exposure.
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ECB's Schnabel challenges the dual mandate. Fed's Powell defends autonomy under political assault. No central bank can fight inflation and support growth.
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Broadcom targets $100B in AI revenue through custom XPU silicon. NVIDIA's data center hits $62.31B but faces saturation and custom silicon erosion.
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PPI surged +2.9% YoY with core at +3.6% as 2026 stagflation grips the economy. Housing buying power erodes while construction contracts sharply.
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Gold hit $5,120, silver surged to $84, and Bitcoin reclaimed $70K as investors rotated into safe-haven assets during the 2026 geopolitical crisis.
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