Analysis: Must Read

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.

Washington Imposes Tariffs of Up to 100% on Imported Medicines

The Trump administration is tightening its trade policy by targeting the pharmaceutical sector. The measures aim to bring down prices and shift production back to the United States.

The US economy no longer needs to create jobs

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

Trump makes ceasefire contingent on reopening of Strait of Hormuz

The US President claims Iran has requested a truce, while imposing strict conditions. The Strait of Hormuz is emerging as a central flashpoint in the conflict.

Trump Ties Cease-Fire to Reopening of the Strait of Hormuz

The US president says Iran has asked for a truce, while laying out strict conditions. The Strait of Hormuz is emerging as a central fault line in the conflict.

They did everything to avoid this conflict: Now they want to finish the job

While Donald Trump appears to be seeking a way to get out of Iran, Gulf nations are looking to neutralize the Iranian threat once and for all.

The war in the Middle East is starting to show up in inflation

The war in the Middle East is starting to show up in eurozone inflation, judging by the data released this morning by Eurostat, prompting economists to question the ECB's stance in this environment.

Air freight: global demand accelerates 11.2% in February despite geopolitics

The International Air Transport Association points to solid sector momentum, driven by global trade, but warns about uncertainty tied to the Middle East and fuel costs.

Morgan Stanley puts the brakes on Europe’s auto sector

Morgan Stanley has taken a closer look at Europe’s auto sector, which is grappling with the conflict in the Middle East and the export ambitions of Chinese automakers.

A wild market debut for Fundrise Innovation

A private fund holding stakes in high-profile companies such as OpenAI, Anthropic, and SpaceX has just gone public. It is currently trading at $173, despite a Net Asset Value per share of $18.97....

Tokens: Chinese "low cost" defies Silicon Valley

The artificial intelligence industry is entering the era of mass commoditization. The consumption of tokens, the unit of measurement for data processing, is exploding under the impetus of Chinese...

The world needs Gulf hydrocarbons. And their cash, too.

The conflict in Iran threatens to dry up this windfall.

Tokens: China's Low-Cost Challenger Takes On Silicon Valley

The artificial intelligence industry is tipping into an era of mass-market commoditization. Consumption of 'tokens', the unit that measures data processing, is surging on the back of Chinese models....

Defense: Lecornu Unveils the New Military Budget

Prime Minister Sébastien Lecornu spoke yesterday before lawmakers to provide an update on the situation in the Near and Middle East. The head of government highlighted the effort required in the face...