Analysis: Must Read

China Opts for Higher-Quality Growth

Overnight, the opening of the National People's Congress in Beijing marked a turning point, with the announcement of a lower growth target and the launch of the 15th five-year plan....

Iran Conflict: Higher Oil Prices Could Speed Up Airline Fleet Renewals

In a note published this morning, Jefferies analysts examine the implications of the recent rise in crude prices for the airline industry and commercial aerospace.

The Magnificent Seven on Sale

Although investors are not rushing in to buy…

Gas prices surge… and Europe is playing with fire

A targeted attack, a blocked strait, and the entire global gas market is set on fire. In 48 hours, the TTF gas price has doubled-a stark reminder of how Europe remains at the mercy of global market...

Europe Starts to Worry as Spot Gas Prices Spike

The military escalation between Iran, the United States and Israel has sent a shockwave through energy markets. Oil is higher , but it is European natural gas that is posting unprecedented moves: up...

Oil: The $100 Target - And Why It May Not Get There

The oil market appears to be capable of absorbing this geopolitical shock - at least in the near term.

It's the Sales for European SMEs: valuations at their lowest since 2014

In Europe, private-company deals are back to valuation levels not seen since 2014. Let's take a look at the latest report on the Argos index.

In charts: Active management reigns on Wall Street this year

The S&P 500 is almost perfectly flat so far in 2026, which might look reassuring at first glance. Yet more than 100 companies have already swung by more than 20%, one way or the other.

Can ChatGPT and Grok beat the market?

Active management is losing influence amid current trends. And as if that wasn't enough, it turns out that large language models may even do better than the indices.

Weekly recap: a long speech, a long saga, a long series

🎯 The 5 stories of the week Marathon speech Donald Trump delivered the traditional State of the Union address this week. The nearly two-hour speech focused on domestic issues. It was, for example,...

With the "bromance" over, the tech bosses are facing more hostility from Washington

It is not just Wall Street that is worried about AI's impact.

The Week's Best Reads: Luxury, AI, Karl Marx and Super Narratives

Giorgio Armani has thrown luxury into disarray and the stock market loves stories - especially apocalyptic ones.

Asia is comfortably outperforming Wall Street in 2026

The performance gap between Asian and Western equities is widening in 2026. In Seoul, the Kospi has soared 44%, for example. Meanwhile, in Taipei, the TWSE has +25% an finally, in Tokyo, the Nikkei...

Sections 122, 232, 301, 338… the big tariff bingo

The Supreme Court has struck down most of the tariffs imposed by Donald Trump. But the US president still has other cards to play.

Citrini Research's prophecy rocks Wall Street

You've probably never heard of Citrini Research. It's one of many finance publications hosted by Substack . Citrini pulled off a clever stunt yesterday by publishing a fictional study on what...

Citrini Research's Prophecy Rattles Wall Street

You have probably never heard of Citrini Research. It is one of the many finance publications hosted on Substack . Citrini pulled off a neat coup yesterday by publishing a fictional study about what...

Tariffs: how the White House tripped over its own feet

The White House loves to dramatize what is at stake, but it is a double-edged strategy.

The Arctic could become Beijing's biggest geopolitical win

At the top of the world, where the ice is retreating, Beijing is moving in. While the major Western powers squabble over American imperialism in Greenland, China is already drawing its lines on the...

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...