Analysis: Must Read

3 Swiss equipment suppliers in the semiconductor industry

Already essential and highly strategic, semiconductor industry sales are expected to rise by over 25% to reach $1,000 billion this year-staggering growth at that scale. The Swiss stockmarket features...

Trump announces a 10% global surcharge after Supreme Court setback

Just hours after the Supreme Court struck down his reciprocal tariffs, Donald Trump announced the forthcoming introduction of a 10% global surcharge. The new measure would be added to taxes already in...

US Supreme Court Strikes Down Donald Trump's Tariffs

The US Supreme Court has struck down a large share of the tariffs imposed by President Donald Trump, triggering a sharp rebound in major global stock indexes.

Five European countries launch LEAP initiative to strengthen air defence

France, the UK, Germany, Italy and Poland are joining forces to rapidly develop low-cost air defence systems to counter drone and missile threats.

This week's best articles: Rubio in the spotlight, France was right, Big Oil goes back to basics

From Venezuela to Cuba, Marco Rubio has been calling the shots in recent weeks. The US Secretary of State has gradually established himself as a key figure in the Trump administration. An...

Defence 2.0: Next great catchup trade?

NATO allies agreed to spend 5% of GDP on defence by 2035. Most only just hit 2%. The 2022-2024 defense rally rewarded obvious names across the board. The second leg, however, will reward precision.

Transfer market heats up at the ECB; Lagarde next on the list?

According to the Financial Times, Christine Lagarde could leave the ECB presidency before the end of her term, due to run until October 2027.

Equities rally and yen stabilises: the new clothes of the "Takaichi Trade"

By Valentin Grille - Comfortably in place, the conservative Prime Minister will be able to push ahead with her stimulus plan. Fueling equity markets, without necessarily upsetting the yen or debt.

In the semiconductor race, China has new competitors - and they appeal to Western investors

By Valentin Grille - Montage Technology made a flying start in Hong Kong this month. This is the latest episode in a series of flourishing IPOs, where Beijing-backed companies meet investors seeking...

Strategy is now worth less than its bitcoin treasury

Yesterday, crypto treasuries looked like a machine for amplifying the bull run. Today, the market is flipping the premium: some of these stocks now trade below the value of their bitcoins. The most...

Crypto winter 2026: institutional risk-off and quantum threat

Bitcoin is down 45% from its $126K peak as institutions de-risk and quantum computing concerns enter valuation models.

US defence: BAE Systems, Leonardo and Renk lying in wait

Against a backdrop of rising geopolitical tensions, US defence spending is expected to increase, with preparations already visible in missiles, air and missile defence, as well as naval programs. In...

The weekly recap: retreat or couple therapy?

🎯 The 5 stories of the week Retreat or couples therapy? Caught between China and the United States, EU countries must act to strengthen the bloc's competitiveness. The leaders of the 27 therefore...

No One is Resigning in This Administration

For his second term, Donald Trump has surrounded himself with loyalists and has no desire to yield to any pressure.

Software Apocalypse: It's the model not the sector.

Last week, public software companies lost $300B in market value in a single session. Leading banks have already coined the term SaaSpocalypse. Forward P/E multiples across the sector compressed from...

An American economy that is no longer creating jobs?

January's figures came in well above expectations. However, annual revisions actually show that job creations were very weak throughout 2025.

Europe's defence sector attracts record levels of venture capital

In Europe, the so-called DSR - defence, security and resilience - sector is seeing an unprecedented acceleration in private funding. Driven by the rise of AI, quantum technologies and technological...

China's industrial juggernaut threatens Europe's manufacturing heartland

In just a few years, China's industrial rise has become a systemic threat to Europe's productive base. What was once merely the world's workshop making low-cost goods has turned into a technology...

15% growth in the United States?

In an interview with Fox News, Donald Trump said that the United States could grow by 15% or more if Kevin Warsh does the job he is capable of doing. ...