Analysis: Must Read

Despite conflicts, global tourism posts a historic record in 2025

The sector is reaffirming its role as a driver of global growth, fueled by a strong rebound and sharply contrasting regional dynamics.

The EU mobilizes more than €1bn in defense projects

The program aims to support innovation and industrial cooperation, while accelerating strategic readiness through 2030.

China's winning bet in times of crisis

While the West struggles to manage the Middle East crisis, Beijing sees an opportunity to assert its leadership status. Surging crude prices are accelerating the transition towards green energy, a...

Tax Cuts to Counter Slumping Poll Numbers

With the midterm elections just months away, the Trump administration is attempting to pivot its messaging back to tax cuts.

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.

Economists See the Fed Hitting Pause After US Inflation Data

If the early-afternoon inflation figures clearly show the impact of the surge in oil prices in the United States, economists are taking a relatively reassuring view of what this means for monetary...

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....

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.

Tehran Accuses Washington of Violating a Newly Reached Cease-fire

Iran is already alleging American breaches of the two-week truce that was announced. The accusations undermine an agreement that was uncertain to begin with.

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.

The Fed Stays on Track for a Rate Cut Despite Geopolitical Tensions

The US central bank remains cautious amid uncertainty tied to the conflict with Iran. It is still considering monetary easing, while keeping a close eye on inflation 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.

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...

Trump Threatens Tariff Sanctions Against Countries Providing Military Support to Iran

The U.S. president is announcing 50% tariffs on the military allies of Tehran. The move is part of a strategy that blends economic pressure with diplomatic outreach.

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....

Is the US airline sector ready to withstand a spike in jet fuel?

As geopolitical tensions in the Middle East send jet fuel prices soaring, the US airline industry appears better positioned than its rivals to absorb the energy shock, according to US Global...

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.