AGP Executive Report
Last update: 8 hours agoFed Watch: Schwab’s Collin Martin says the bar for a hike is falling as May jobs stay strong, but his base case is an “extended pause” ahead of the June 16-17 meeting. UK Growth Pressure: The CBI warns UK GDP forecasts are cut and about 200,000 more jobs could disappear by year-end as Iran conflict, energy costs, and employer tax hits bite. China Trade & AI: China’s May exports jumped 19.4% y/y, led by chips and autos, offering some relief as energy-shock pressure from the Middle East weighs on demand. Solar Momentum: A Germany PV recap shows installations surged to 698 GW in 2025 and solar now supplies ~16%-16.9% of electricity, with millions of systems registered. EV Connectivity: Wizz Air will offer free Starlink internet across its fleet from 2027, challenging the low-cost model. Market Forecasts (materials & infrastructure): Bioplastics to $18.7B by 2031; insulation materials to $101.9B by 2030; smart glass to $15.1B by 2030; waste recycling to ~$101.2B by 2032; electrolyzers to $34.4B by 2032. AI Hardware Theme: Nvidia’s “PC reinvented” push and Micron’s AI-memory outlook keep semis in focus.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.
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