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Showing posts from June, 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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Can Power Supply Keep Up With AI Demand?

on June 02, 2026

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

Executive Summary The latest U.S. manufacturing data presents a mixed but increasingly constructive picture for industrial markets. While the ISM Manufacturing PMI eased to 53.3 from the previous month's 54.0 reading, it remains firmly above the expansion threshold of 50, indicating that manufacturing activity continues to grow. At the same time, industrial companies continue to report strong demand, healthy order pipelines, and resilient capital spending trends. One company attracting particular attention is Caterpillar, which recently reported a backlog of approximately $40 billion alongside order growth exceeding 70%. Combined with improving demand across construction, energy, infrastructure, and power-related projects, these developments raise an important question: are the foundations of a new industrial investment cycle beginning to emerge? U.S. Manufacturing Remains in Expansion Territory Despite Moderating Momentum The latest ISM Manufacturing PMI reading of 53.3 s...

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...

Gold vs U.S. Dollar (XAUUSD) : Tracking the Correlation Since 1967, Bretton Woods System

The Relationship Between Gold and the U.S. Dollar (1967–2025): A Long-Term Analysis How the U.S. Dollar Impacts Gold Prices Gold and the U.S. dollar have one of the most important relationships in global financial markets. Many investors believe that when the dollar goes up, gold goes down, and when the dollar goes down, gold goes up. This idea is often true, but it is not always simple. Gold is seen as a store of value and a hedge against inflation. The U.S. dollar, on the other hand, is the world’s main reserve currency. Because gold is priced in dollars, changes in the dollar can directly affect gold prices. However, this relationship has changed over time. It was not always a free market. In fact, before the 1970s, gold prices were controlled by governments. This makes the long-term analysis more complex and interesting. In this article, we study the correlation between gold (XAUUSD) and the U.S. Dollar Index (DXY) from 1967 to 2025. We use long-term historical trends to...

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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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