Advisor Perspectives reports that Dallas-area manufacturing activity continued its downtrend in June, with the Dallas Fed noting a further dip in factory conditions compared to the previous month, signaling ongoing economic headwinds for industrial sectors. The central bank highlighted reductions in production, new orders, and hours worked.
According to the Financial Times, Alphabet has struck a deal with Commonwealth Edison to build a fusion-powered data center, marking a high-stakes move as the tech giant bets on future fusion energy for cloud infrastructure. The initiative, while in early stages, represents a strategic pivot towards sustainable and uninterrupted power sources. FF listeners are watching whether fusion proves cost-effective at scale.
Per Business Matters, UK steel import safeguards are set to commence in July, aiming to cushion domestic producers against cheap foreign imports. The move follows a government inquiry and is expected to involve quotas and tariffs tailored to uphold the viability of the UK steel sector. Industry leaders welcome the protections as a measure to preserve jobs and capacity.
WealthManagement.com reports caution about over-automation in marketing for advisory firms, cautioning that excessive reliance on tech can erode personalized client engagement. Despite efficiency gains, the piece warns that digital tools must be balanced with human insight to maintain trust and differentiation in the market.
Per the Financial Times, Chinese wind developers are turning their attention toward global markets through strategic alliances and overseas projects. The trend reflects their anticipation of slowing domestic demand and signals ambitions to compete internationally in renewables. Some are forming partnerships in Europe and Latin America to export both capital and expertise.
According to Advisor Perspectives, corporate bonds are entering a transitional phase in mid-2025, with professionals highlighting the importance of credit quality, duration management, and selective sector allocations. The piece explains that while yields have stabilized, investors face cross-currents from monetary policies and economic deceleration, making active credit research essential.
The Financial Times reports that a recent investigation revealed how Nasdaq deliberately throttled rival exchange orders—a practice known as “speed bumping”—to protect its own trading volumes. The piece describes pivotal regulatory scrutiny and growing debate over fair access and transparency in equity trading infrastructures.
Per Advisor Perspectives, real estate investing is being approached cautiously amid economic uncertainty, with commentary noting shifting capital flow toward defensive property sectors such as healthcare and industrial. The update emphasizes careful sector selection and the need to weigh rising interest rates against stabilizing income.
