Analysis: Must Read

Israel and Lebanon reach ten-day truce under US mediation

A temporary ten-day ceasefire between Israel and Lebanon, announced by Donald Trump, offers a prospect of de-escalation in a region marked by high tensions, with the stated objective of reviving...

Future US nuclear reactors backed by public loans

The first projects for new nuclear reactors in the United States are expected to receive direct government financial support through federal loans, as part of a strategy aimed at delivering a lasting...

Israel and Lebanon agree to a ten-day truce under U.S. mediation

A temporary ten-day ceasefire between Israel and Lebanon, announced by Donald Trump, offers a path toward de-escalation in a region gripped by intense tensions, with the stated goal of restarting...

Market Odds and Ends: Poland now holds more gold than the ECB

Record gold accumulation in Poland, Taiwan overtaking London, persistent oil tensions and a retreating dollar: a look back at the movements shaking the markets.

Jerome Powell's Succession: A Process Far From Completion

Kevin Warsh's Senate confirmation hearing is scheduled for next week, but a Republican senator remains in a position to stall the proceedings.

Millennium Management: $84bn Set to Conquer Europe

In a previous piece, I explained the mechanics of a hedge fund. Now, welcome to Episode 1 of this series. $84bn in assets, 330 trading teams, 13 million orders per day. Founded in 1989 by Izzy...

Despite Conflicts, Global Tourism Hits Historic Record in 2025

The sector confirms its role as a primary engine of global growth, driven by a robust recovery and contrasting regional dynamics.

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.