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Small Drones and Big Disruptions

Conflicts between major powers have been primarily characterized by deterrence for several decades. Asymmetric warfare, however, is profoundly transforming the nature of combat in the 21st century.

The Week's Best Reads: The Mythos Threat and Why Drones Aren't for Kids

AI is like Captain Haddock's sticking plaster: we try to shake it off in our press review, but it just won't budge. This week, we are reading about Hormuz, but also about IPOs and the energy market....

Oil: A Break Amid Persistent Tensions

While the ceasefire between the United States and Iran has triggered a cooling of prices, the path for supply to get back to normal remains a long one.

Hedge funds: the shadow players making and breaking markets

They manage trillions of dollars and dictate the pace of trading sessions. Yet most retail investors know them only by their generic name.

Tehran accuses Washington of violating newly brokered ceasefire

Iran is already denouncing American breaches of the two-week truce. These allegations undermine an agreement that was already on shaky ground.

Fed stays the course for rate cuts, despite geopolitical tensions

The US central bank remains cautious amid uncertainties stemming from the conflict with Iran. It continues to weigh monetary easing while monitoring inflationary risks.

Trump threatens tariffs on countries providing military support to Iran

The US President has announced 50% tariffs against Tehran's military allies. This measure is part of a strategy blending economic pressure with diplomatic overtures.

European indices soar

And some are feeling the burn.

Op-ed: "The ECB's 2% dogma is dragging our economy down"

The legacy of the 2% inflation dogma inherited from the 1970s is plain to see: high debt, deindustrialization, and weakening purchasing power. Yet the the postwar economic boom shows that another path...

With the Strait Open is Ordeal Closed?

The announcement of a ceasefire in Iran has revived investor enthusiasm and marks a crucial step toward the reopening of the Strait of Hormuz. However, tensions persist, and the aftermath of this...

AI Hits the Electric Wall: Three Winners Benefiting from the Crunch

For a long time, the narrative surrounding artificial intelligence was one of chips, algorithms, and venture capital. But as massive computing campuses sprout up from the ground, a different reality...

Bitcoin's Creator Finally Unmasked?

An investigation by The New York Times has reignited one of the 21st century's greatest mysteries: the identity of Satoshi Nakamoto. After a 2-year probe, journalist John Carreyrou points to one name:...

How a Lack of Snow is Driving Up Electricity Prices in Europe

The 2025/2026 winter is shaping up to be one of the driest on record for Norway. Europe's battery is supposed to recharge during this season, but this year it has failed to fully play its part....

Explainer - Dividends: Let's make things clearer (1/3)

With every announcement, dividends spark controversy. Yet, they are far from the gift to the shareholder that many perceive them to be. Explanations in our three-part series. Today, the first episode:...

Inflation takes center stage

Inflation will be at the heart of this week's agenda. It also remains the primary focus for the Fed, following the latest employment report, which was reassuring.

What to make of a high-tension quarter for European equities?

Before the second earnings season of the year kicks off, there is an opportunity to take a step back and analyze a quarter that was more turbulent than the Stoxx 600's 0.75% gain might suggest.

KNDS: An IPO between market appetite and sovereignty imperatives

KNDS CEO Jean-Paul Alary has confirmed that the group's IPO is on track for 2026. This is a compelling case, both from a stockmarket and a geopolitical perspective.

Why is Israel's stock market so resilient?

With the S&P 500 down 7.5% YTD, Nasdaq down 10.5%, and crude oil reaching $105/barrel, there's one country posting positive returns since the year began. Israel. But the question is, why?

Luxury sector under pressure at the start of 2026

Since January 1, major luxury stocks have fallen sharply across the markets. From LVMH to Hermès, including Richemont and Kering, all are posting double-digit declines. Against a backdrop of...

The US economy no longer needs to create jobs

This is one of the most tangible effects of the tightening of immigration policy.

Nike: A colossus with feet of clay

Since the 1990s, Nike has established global dominance through its cult franchises and technical innovations that have set the market standard. However, this historic leadership is faltering. New...