Investors have had to grapple this month with geopolitical tensions, a pivotal U.S. Supreme Court ruling over Trump's tariffs and fickleness over the artificial intelligence trade, among other developments. But while the broader markets remained volatile, moves in the currencies for the month were driven primarily by shifting rate expectations. "The rates are reflecting the changing macro situation," said Sim ‌Moh Siong, a currency ⁠strategist at ⁠OCBC. "Last year was about which central banks will cut rat ...

Core Viewpoint - IHS Towers has agreed to sell its Latin America tower operations, including approximately 8,860 sites in Brazil and Colombia, to Macquarie Asset Management for an enterprise value of approximately $952 million, marking the company's exit from the Latin American market as part of its strategic initiatives aimed at shareholder value creation [1]. Group 1: Transaction Details - The Latam Tower transaction reflects an enterprise value of approximately $952 million [1]. - The transaction is expected to close later in 2026, subject to certain conditions being met [1]. - J.P. Morgan is acting as the financial advisor to IHS Towers for this transaction [1]. Group 2: Company Background - IHS Towers is one of the largest independent owners, operators, and developers of shared communications infrastructure globally, with over 37,000 towers across seven markets, including Brazil, Colombia, and others [1]. - Macquarie Asset Management manages US$477 billion in assets and aims to invest in wireless and digital infrastructure to support 5G network buildout in Brazil and Colombia [1].

Group 1 - Qube Holdings has signed a scheme implementation agreement with a consortium led by Macquarie's asset management arm, valuing the logistics firm at A$11.7 billion (approximately $8.26 billion) [1][1][1]

本文源自：金融界AI电报 麦格理集团第三财季的利润表现得到了大宗商品及全球市场部门以及资产管理业务强劲表现的有力支 撑。根据周二发布的一份公告，该集团银行与金融服务部门的利润贡献在其他方面表现为"略有上升"。 截至2025年12月31日，麦格理资产管理的资产管理规模为7361亿澳元，较9月30日增长3%。在麦格理发 布此项业绩之前，摩根大通和高盛集团等美国同行已从交易撮合和市场活动的丰收年中受益。 ...

Australia's Macquarie Group said on Tuesday its thirdquarter profit rose from a year earlier, helped by stronger performance across its business divisions. ...

Macquarie Group’s third-quarter profit was supported by its commodities and global markets division as well as a strong performance in its asset management unit. https://t.co/JpLDwVCXlx ...

Core Viewpoint - Bitfarms Ltd. has announced a plan to redomicile from Canada to the United States, which is expected to enhance long-term shareholder value and align with the company's strategic focus on high-performance computing (HPC) and artificial intelligence (AI) infrastructure development [1][2][3] Group 1: US Redomiciliation - The Board of Directors has unanimously approved the US Redomiciliation plan, which requires shareholder, stock exchange, and court approvals [1][2] - The new parent company will be formed under Delaware law and will operate under the name Keel Infrastructure [3][4] - The US Redomiciliation is anticipated to be completed around April 1, 2026, pending necessary approvals [8] Group 2: Strategic Focus and Benefits - The transition to the US is aimed at expanding access to capital, increasing eligibility for index inclusion, and simplifying the company's narrative for U.S. investors [3][5] - The company emphasizes its shift from being a Bitcoin-focused entity to an infrastructure-first developer for HPC/AI data centers across North America [4] - The US Redomiciliation aligns with Bitfarms' commitment to convert to U.S. GAAP, further supporting its strategic focus on U.S. operations [5] Group 3: Financial Position and Debt Management - Bitfarms has announced the full repayment of its $300 million debt facility with Macquarie Group, which strengthens its balance sheet and provides financial flexibility for future projects [11][12] - As of February 5, 2026, the company holds $698 million in net liquidity, primarily in unrestricted cash and some bitcoin, allowing for the retirement of the debt facility while maintaining capital for ongoing developments [12][13] Group 4: Operational Continuity - The US Redomiciliation is not expected to impact existing operations or facilities in Canada and the United States, as Keel Infrastructure will continue the current business activities of Bitfarms [6]

(US GAAP) Consolidated Results of Operations Third quarter, year ending March 2026 January 2026 Nomura Holdings, Inc. © Nomura Outline Presentation Financial Supplement 1 ◼ Executive summary (p. 2-3) ◼ Trend in stable revenue (p. 4) ◼ Overview of results (p. 5) ◼ Business segment results (p. 6) ◼ Wealth Management (p. 7-9) ◼ Investment Management (p. 10-11) ◼ Wholesale (p. 12-14) ◼ Banking (p. 15) ◼ Non-interest expenses (p. 16) ◼ Robust financial position (p. 17) ◼ Consolidated balance sheet (p. 19) ◼ Valu ...

Oil Futures Make Headway on Geopolitical RiskCONCLUDED[Stock Market News From Jan. 28, 2026: S&P 500 Breaks Win Streak]Last Updated:---4 hours ago# Oil Futures Make Headway on Geopolitical RiskByAnthony Harrup, Dow Jones NewswiresOil futures post back-to-back gains with geopolitical risk keeping a bid in the market against a bearish fundamental backdrop.Despite builds in global onshore crude stocks so far this year, "geopolitical risk premium and physical supply losses have created a strong floor," Macquari ...

Core Viewpoint - The intervention by the New York Federal Reserve could significantly amplify the appreciation of the Japanese yen, indicating a strategic move beyond mere symbolism [1] Group 1 - Macquarie Group strategist Gareth Berry suggests that if the New York Fed intervenes, it would not only increase the momentum of yen appreciation but also signal a broader intention for a weaker dollar under Trump's administration [1] - Japan possesses a substantial amount of dollars available for sale, but the New York Fed's dollar reserves are virtually limitless, which could enhance the impact of such an intervention [1]