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Rates & Liquidity · Latest

Monetary policy, bonds and capital flows

10 selected reportsIn the last 30 days 10 reportsIndexed 136 reports

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Selected: Rates & Liquidity

Oct 30FriItems 1–10
  1. TechCrunch · AI

    Amazon CEO Andy Jassy Projects AWS to Reach Trillion‑Dollar Revenue in 5–10 Years

    During Amazon’s earnings call, Andy Jassy reiterated that Amazon Web Services (AWS) could become a trillion‑dollar annual revenue business within the next five to ten years. He said the company will need to increase capital expenditures, with 2026 capex projected at about $220 billion—most of which will be allocated to AWS infrastructure—and expects to spend even more in 2027. AWS revenue grew 39 % YoY in the most recent quarter, and Jassy forecast 40 % growth for 2027 and 2028, driven by enterprise adoption of AI workloads. Investors questioned the size of the investment and the profitability of the expansion, but Jassy described the AI boom as a “once in a lifetime opportunity” that justifies the spending. Shares fell roughly 6 % in after‑market trading following the call.

    Read source techcrunch.com
  2. European Central Bank NewsFirst-party

    ECB Executive Board Member Piero Cipollone says Europe will transition to T+1 settlement by October 2027, reducing trade-to-payment time from two to one day

    ECB Executive Board Member Piero Cipollone stated that Europe will move to T+1 securities settlement on October 11, 2027, reducing the settlement cycle from two days to one. The transition is part of a broader modernization effort to make Europe's financial infrastructure more efficient, resilient, and competitive. It will force standardization and automation of post-trade processes and align Europe with other major markets shortening their own settlement cycles.

    Read source ecb.europa.eu
Oct 29Thu
  1. TechCrunch · AI

    Microsoft Posts 10th Consecutive Quarter of Record Revenue

    Microsoft announced quarterly revenue of $92.3 billion, up 19% from the same period a year earlier, marking the tenth straight quarter of record‑breaking sales. Net income rose 32% to $36.6 billion. The surge was driven largely by Microsoft Cloud, which generated $63.9 billion—30% higher YoY—comprising $33.2 billion from Azure and $10 billion from OpenAI services. Microsoft 365 contributed nearly $28 billion. Devices and Consumer revenue fell 3% to $15.5 billion, with Windows OEM and device sales down 22%. Capital expenditures hit $45.2 billion, a new quarterly high, and commercial remaining performance obligations increased 73% to $677 billion, reflecting future AI‑related contracts.

    Read source techcrunch.com
  2. TechCrunch · AI

    Microsoft Earns $10 B from OpenAI in Q3 2026, 11% of Total Revenue

    Microsoft reported $10 billion in revenue from commercial arrangements with OpenAI in the quarter ended September 30, 2026, according to a regulatory filing. That figure represents almost 11% of Microsoft’s $92.3 billion quarterly revenue. For the full 2026 fiscal year, revenue from OpenAI totaled $24.1 billion, implying an annualized rate of about $40 billion if the current pace continues. Microsoft also disclosed $7.2 billion in outstanding receivables from OpenAI as of September 30, up from $6 billion at the end of June. The source of the revenue—whether from revenue‑sharing payments, Azure cloud services, or other commercial arrangements—has not been clarified. OpenAI has committed to continue sharing revenue with Microsoft through 2030 under a capped agreement, while also agreeing to purchase an additional $250 billion in Azure services as part of an October 2025 deal. Microsoft’s ownership stake in OpenAI fell from about 25% in June to 24% in September, part of a gradual decline following the October 2025 recapitalization.

    Read source techcrunch.com
  3. TechCrunch · AI

    Microsoft Reveals Azure Generated $33.2 B in Q3, Outpacing Google Cloud

    Microsoft disclosed that its Azure cloud platform earned $33.2 billion in revenue for the July–September quarter, a 48% year‑over‑year increase. This marks the first time Microsoft has reported Azure’s revenue in dollars, allowing a direct comparison with Amazon Web Services and Google Cloud. In the same period, Alphabet reported $30.7 billion for Google Cloud, while AWS continues to lead the market but has not yet released dollar‑level figures. Azure’s revenue now accounts for roughly 36% of Microsoft’s $92.3 billion quarterly revenue, surpassing analyst expectations of $32.3 billion and exceeding the growth rate forecast by CFO Amy Hood. The disclosure places Azure as Microsoft’s largest and fastest‑growing product line and signals a more transparent race among the top cloud providers.

    Read source techcrunch.com
Oct 27Tue
  1. European Central Bank NewsFirst-party

    Euro area banks tighten credit standards for firms and consumer credit in Q3 2026, loan demand drops

    Euro area banks further tightened credit standards for loans to firms and consumer credit in the third quarter of 2026, citing higher risk perceptions and reduced risk tolerance. Loan demand across all segments declined, primarily due to higher interest rates. Banks expect credit standards to tighten further in the fourth quarter of 2026 for firms and significantly for housing and consumer loans.

    Read source ecb.europa.eu
Oct 24Sat
  1. European Central Bank NewsFirst-party

    ECB Executive Board Member Piero Cipollone says digital euro will provide European payment sovereignty

    ECB Executive Board Member Piero Cipollone stated that the digital euro is necessary to reduce Europe's dependence on non-European payment infrastructure. Online payments in the euro area grew from 6% in 2019 to 24% in 2024, with two-thirds using non-European card schemes. Cipollone argued that reliance on third-party payment systems threatens the smooth functioning of payment systems, which is within the ECB's mandate, and that the digital euro will provide a sovereign alternative similar to cash.

    Read source ecb.europa.eu
Oct 23Fri
Oct 22Thu
  1. NVIDIA BlogFirst-party

    European financial institutions adopt open models to build proprietary intelligence on NVIDIA accelerated computing

    At GTC Berlin, financial institutions including Revolut and Starling Bank showcased production-scale AI built on open weight models and NVIDIA accelerated computing. Revolut is scaling its foundation model PRAGMA to service 80 million customers, while Starling Bank developed Starling Intelligence on U.K. sovereign cloud. Open models enable cost efficiency, with bunq's assistant Finn matching leading closed models at 60% cost per answer.

    Read source blogs.nvidia.com
Oct 21Wed
  1. PublisherFirst-party

    Google, Temasek and Bain report Southeast Asia's digital economy reaches $368 billion in 2026, driven by AI

    The 11th annual e-Conomy SEA report projects Southeast Asia's digital economy will grow 17% year-on-year to $368 billion in GMV in 2026, reaching $1 trillion by 2035. Generative AI is used daily by 243 million people in the region, scaling four times faster than mobile internet, with AI implementation sustaining growth across e-commerce, online travel, media, mobility and financial services.

    Read source blog.google