Ryan

Sovereign wealth, AI partnerships, and the politics nobody puts in the deck. Hype ≠ analysis

[lyn @lyn49556]

LETSSS GOOOO

#ZenlessZoneZero

[Brett Erickson @BrettErickson28]

IRAN WAR ANALYSIS: Over the last 24 hours, we have seen a chess move from Iran that is very notable, and worth highlighting in terms of what some of Iran’s key underlying goals are as the Iran War likely continues well into 2027.

You may have noticed that after the markets closed yesterday, there were MULTIPLE stories immediately released that showed that Trump:
- Decline the Iranian “peace deal”
- Will keep the blockade of Iran
- Will likely return to war post-midterm

You ALSO may have noticed the flurry of headlines that the United States and Iran met for multiple hours (indirectly) at the UN General Assembly this past week.

One of the KEY goals for Iran during the War is to keep global opinion on the side of Iran. Many people, especially those in the United States and the West, viewed Iran through the lens of propaganda and misinformation.

“These crazy jihadis want to nuke the entire world and cause Armageddon!”

… That’s just not REMOTELY compatible with their behavior during this war. You don’t need to “like” the Iranian government, I certainly don’t, but a rational person viewing this conflict objectively can see that, largely speaking, the Iranians have behaved in a very rational, strategic, and pragmatic manner.

And the world has NOTICED.

This is a key reason to why the “peace deal” offer being made from Iran was so significant.

It was never a “real” offer. It was the same exact offer that has been put forth by Iran a million times now, and has resulted in zero forward progress:
U.S. lifting of blockade
UP FRONT release of Iranian frozen assets
Ending of the war “on all fronts”

This has always been a nonstarter for Trump. Particularly the up front release of frozen assets.

But by publicly making this offer… by publicly giving Trump this “off ramp” in the lead up to the midterms, they paint TRUMP as the barrier to peace.

“Iran was willing to end this war. We TRIED everything we could”.

That is the messaging Iran can return home with to sell to their citizens. We tried, we were reasonable. It was the United States that refused to let you return to normal life.

By making this offer publicly, they can further the narrative both domestically inside of Iran, as well as around the world that IRAN is the rational actor, and TRUMP is the reason why the war must continue.

You make not like it… But that’s a savvy move.

[The Associated Press @AP]

The Trump administration uses a rare and contested authority to claw back nearly $1 billion in spending approved by Congress. https://t.co/w4GG56NqFw

[Ryan @RyanMcall]

Three UAE banking headlines worth a look:
• Remittances keep rising — the UAE remains a major corridor, with outward transfers up 28% to Dh188.8bn
• Emirates NBD launches the country’s first transition finance framework, targeting $30bn in sustainable and transition funding by 2030
• ADCB says services are restored after the tech disruption and customer data was not at risk

[The Associated Press @AP]

Many delegates were seen walking out of the UNGA assembly on Thursday after Israeli Prime Minister Benjamin Netanyahu took the stage to deliver his address.

[Ryan @RyanMcall]

The 10-year just printed a 2007 high.
Everyone still arguing about the S&P.
The bond market already priced the weekend

[The Associated Press @AP]

BREAKING: The Supreme Court lets the Trump administration use a revamped federal voter eligibility database for now. https://t.co/ij5lXVB0Y2

[Ryan @RyanMcall]

The Central Bank of the UAE (CBUAE) participating in high-level G20 Finance Meetings marks a major structural shift in global markets.

The UAE is steadily transitioning from a regional wealth hub into a co-architect of international monetary policy, cross-border financial security, and digital payment infrastructure.

By pairing active central bank diplomacy with rapid fintech integration and sustainable finance pipelines, the Gulf is cementing its position at the very center of future capital flows.

Read the full breakdown on Substack
https://t.co/fPwx3i4Lh8

[The Associated Press @AP]

Pope Leo XIV has arrived in France for a four-day visit. He’s hoping to draw attention to his appeals for peace at a time of war, and for greater reflection as artificial intelligence questions the very essence of what it means to be human. https://t.co/mVQY5I6PwT

[SAVEUR @SAVEURMAG]

Ursula Ferrigno's new cookbook shares the treasures of the Northern Italian region, from sweet-tart radicchio to tender butter cookies. https://t.co/OtfMDyfd4o

[The Associated Press @AP]

CNN, MS NOW and Politico reporters are back at the White House hours after a federal judge ordered Trump to lift a ban on the news outlets. https://t.co/AdRKSoa70N

[The Associated Press @AP]

BREAKING: Media outlets ask judge for an immediate hearing to address the White House's continued ban on journalists despite court order to restore access. https://t.co/BIfCXQQUme

[Ryan @RyanMcall]

@Booksey UAE just moved first and now everyone else is catching up

[Ryan @RyanMcall]

@proptechpioneer Australia and the UAE both are in expansion mode. Roads, housing, airports, energy projects actually get finished.

[Ryan @RyanMcall]

It is a bet that the Gulf (cheap energy, available land, government capital) will keep attracting AI infrastructure even as other regions tighten rules on U.S. cloud providers.

[WOLF @WOLF_Financial]

Microsoft $MSFT plans to invest $10B across Saudi Arabia, Kuwait, Qatar and the UAE through 2030.

The spending will go toward cloud, AI and data center infrastructure, including $400M for undersea cables.

The total includes its previously announced $7.9B UAE investment.

[Ryan @RyanMcall]

Despite regional turbulence, the UAE is cementing its position as an indispensable global financial capital.

In my latest substack, I break down:
🔹 How Dubai & Abu Dhabi continue to gain ground in global rankings
🔹 Why capital is choosing the UAE over traditional markets
🔹 The surging regional demand for top finance talent
Read the full breakdown here: https://t.co/RDioQUXJYs

[Ryan @RyanMcall]

UAE’s 10 largest listed banks grew combined Q2 net profit 2.7% QoQ, despite softer operating income and higher funding costs, A&M’s Banking Pulse shows. Loans rose 4.2%, deposits 2.3%, lifting the LDR to 81.9%.

[Ryan @RyanMcall]

0.9% of GDP net in 2027 is real. It’s also a lagging snapshot of the last 15 years of 0% rates. Ask for the same chart in 2035.

[(((The Daily Shot))) @SoberLook]

Despite rising yields, Japan’s net interest payments as a share of GDP are projected to remain among the lowest in the OECD in 2027.

Source: Japan Economy Watch https://t.co/pStOs5Jwu3

[Ryan @RyanMcall]

@TMGMgroup Great atmosphere. Wishing the team a successful couple of days at DWTC.

[Ryan @RyanMcall]

@AletihadEn This is the follow-through from the UAE–Seoul financial forum Hanwha, Kakao and the blockchain deals turning those talks into partnerships.