Analysis: Must Read

Trump Establishes Early Government Access to Advanced AI Models

Donald Trump has signed an executive order aimed at strengthening oversight of the most advanced artificial intelligence models in the United States. The directive establishes a framework for...

Stock Markets: Ever-Increasing Positivism

Despite a war that is reigniting inflationary pressures, prompting central banks to harden their rhetoric, and pushing government bonds back towards their peaks, major equity indices are climbing...

AI champions rewrite global stockmarket rankings

For a long time, the global stockmarket hierarchy primarily reflected the size of economies and their ability to attract international savings. Today, it also reflects their exposure to critical AI...

Trump sets terms for Iran deal ahead of imminent decision

Donald Trump has said that he is on the verge of making a final decision regarding a potential agreement with Iran aimed at ending the 3-month conflict between the two nations. In a post on Truth...

Trump Sets Conditions for Iran Deal Ahead of Imminent Decision

Donald Trump has stated he is on the verge of making a final decision regarding a potential agreement with Iran aimed at ending the three-month conflict between the two nations. In a post on Truth...

Why is it so difficult to beat the market over the long term?

The idea of beating the market seems simple to many. They believe it's merely a matter of picking the right stocks, avoiding the wrong ones, buying at the right time, and selling before everyone else....

Why is it so difficult to beat the market over the long term?

The idea of beating the market seems simple to many. They believe it is merely a matter of picking the right stocks, avoiding the losers, buying at the right time, and selling before everyone else. In...

Groundhog Day for Iran-US Negotiations

Donald Trump needs a trophy. Iran is not ready to give him one.

The Best Reads of the Week: From Data Centers to Battlefields

This week, artificial intelligence is everywhere : it is unsettling central bankers, redefining warfare, threatening office space in Phoenix and finally it's driving up water and electricity bills for...

Global air traffic falls for the first time since the pandemic

Global air transport suffered its first annual contraction in April 2026 since the post-Covid recovery, amid geopolitical tensions in the Middle East and rising oil prices.

Global air traffic retreats for the first time since the pandemic

Global air transport suffered its first annual contraction in April 2026 since the post-Covid recovery, amid geopolitical tensions in the Middle East and rising oil prices.

Trump finally has his man at the helm of the Fed. But the Fed's more hawkish now

The President wants to see the Fed cut rates. However, Kevin Warsh will likely be unable to satisfy this in the coming months.

Two new members in the trillion-dollar club… and the figures are staggering

To say the least.

After Milei, Colombia Could Extend Latin America's Liberal Shift This Weekend

The pro-market wave in Latin America could gain further momentum this weekend with the Colombian presidential election. Following Javier Milei in Argentina in 2023 and Jose Antonio Kast in Chile in...

EU Car Sales Rise in April

According to data from ACEA, the European Automobile Manufacturers' Association, new passenger car registrations in the European Union rose by 5.1% to 972,314 units in April.

For Tim Duy, Kevin Warsh's Fed must prepare markets for a rate hike

Tim Duy, Chief US Economist at SGH Macro Advisors, believes that the central question is no longer when the Fed can cut rates, but rather whether it should instead prepare investors for a further rate...

For Tim Duy, the Warsh Fed Must Prepare Markets for a Rate Hike

Tim Duy, Chief U.S. Economist at SGH Macro Advisors, believes the central question is no longer when the Fed can ease policy, but whether it must instead prepare investors for another rate hike if...

EU-US Trade Deal: Much Ado About Nothing

European negotiators likely didn't miss out on great literature by skipping Donald Trump's The Art of the Deal, but one thing is certain: they are not emerging as the victors of this bilateral trade...

Beyond Models: OpenAI and Anthropic Pivot Towards Implementation

The line between model providers and consulting firms is blurring as partners increasingly become competitors.