Analysis: Must Read

Where has Chinese AI gone?

On January 27, 2025, an unknown app took the top spot on the US App Store. Named DeepSeek and hailing from Hangzhou, it was free. In its wake, the Nasdaq tumbled 3%, Nvidia shed 17% in a single...

Where did Chinese AI go?

On January 27, 2025, an unknown app takes the top spot on the US App Store. It is called DeepSeek, it is from Hangzhou, and it is free. Almost immediately, the Nasdaq tumbles 3%, Nvidia drops 17% in a...

2025: A Record Year for Global Military Spending

According to the report released yesterday by the Stockholm International Peace Research Institute , the leading authority on the subject, humanity has never devoted as much capital to arming itself...

2025, a record year for global military spending

According to the report published yesterday by the Stockholm International Peace Research Institute , a leading authority on the subject, humanity has never devoted as much money to arm itself as it...

Beyond Oil: Other Commodities Impacted by the War in Iran

The war in Iran has already driven up the prices of several commodities. In a context where the fluidity of international trade can no longer be taken for granted, identifying the dependencies of...

SpaceX, OpenAI, Anthropic: Blockbuster IPOs on the Horizon, but Still No Profits

The exceptional valuations reached by SpaceX, OpenAI and Anthropic will soon face the scrutiny of public markets, which are inherently more transparent and less patient.

The Fed: A high-stakes baton pass from Powell to Warsh

As Jerome Powell prepares to step down as Chair, the Fed is having to navigate a sensitive transition balancing inflation, politics and monetary independence.

The Fed at the moment of handoff between Powell and Warsh

As Jerome Powell prepares to leave the chair, the Fed must manage a delicate transition shaped by inflation, politics and monetary independence.

Department of Justice drops investigation into Jerome Powell

The US Department of Justice has announced that it is closing its criminal investigation into Federal Reserve Chair Jerome Powell, ending a probe related to the funding of the Fed's headquarters...

The Justice Department Drops Its Investigation Into Jerome Powell

The U.S. Department of Justice said it has dropped its criminal investigation into Federal Reserve Chair Jerome Powell, ending a probe tied to the financing of the renovation of the Fed's...

The Week's Best Reads: Plenty of AI, a Hint of Oil and a Healthy Dose of Narcissism

Will artificial intelligence and narcissism rule the world? Or perhaps they already do? Some of articles in our weekly press review delve into the subject. We also feature striking photography,...

AI, Aviation, Silver: The Great Silent Shortage

Three markets, three points of tension, and the same underlying message: supply is faltering in the face of structural demand. From AI to aviation and precious metals, here is an overview of the...

Aberdeen expects the BoE to stay on hold after the inflation data

Looking back at the UK inflation figures released early this morning, Luke Bartholomew, deputy chief economist at asset manager Aberdeen, believes the Bank of England should favor a wait-and-see...

MizarVision: Military Intelligence Within Everyone's Reach

How has Twitter become the primary source of information for the general public regarding global military movements? MizarVision is reshaping the landscape of international intelligence by making...

Trump extends Iran truce amid internal divisions

US President Donald Trump has announced an extension of the ceasefire between the United States and Iran, citing an internal political landscape in Tehran deemed severely fractured. Originally...

Trump Extends Truce With Iran Amid Internal Divisions

U.S. President Donald Trump announced an extension of the ceasefire between the United States and Iran, citing what he called a severely fractured domestic political situation in Tehran. Originally...

US Earnings Growth Remains Highly Concentrated

Just two stocks are single-handedly driving earnings growth estimates.

Pizza, skyscrapers, underwear… what are alternative stockmarket indicators really worth?

When traditional economic indicators become unreadable, some investors look for signals elsewhere. Satellites, cardboard boxes… or sales of pizzas and underwear: these alternative indicators...

The Week's Best Reads: Mythomaniacs, Mythophiles and Mythologies

Does Anthropic's new AI pose a threat to the world, and if so, how should this headlong rush be managed? Throw in Ralph Lauren, Macintoshes, geopolitics, and a few existential questions, and you have...