Analysis: Must Read

Amrize Still Has to Prove Its Worth

Born from the spin-off of Holcim's operations, Amrize has inherited the Swiss cement giant's American exposure. The group benefits from a buoyant market, genuine pricing power, and growth potential...

SpaceX, Reflection AI and the Compute Boom: When AI Starts Looking Like Heavy Industry

The latest signal from the artificial-intelligence boom is not a new chatbot, a consumer application or a software feature, but a multibillion-dollar compute agreement that underlines how physical the...

The War is Over, but Rate Hikes are Still on the Table

Energy prices have plummeted over the last month, sidelining the most dire inflationary scenarios. However, investors are now bracing for a more hawkish Federal Reserve.

Brexit: Ten Years Later, the Bill Comes Due

Ten years after the 2016 referendum, the United Kingdom is marking its Brexit anniversary. The cake is on the table, the old red bus sits in the corner, and no one seems particularly eager to cut the...

Weekly Earnings Calendar: Micron Stands Alone

Welcome to the corporate earnings calendar for the week of June 22 to 26, 2026. Key announcements this week include FedEx, Paychex, Alimentation Couche-Tard, Carnival Corporation, Bunzl plc, and...

Switzerland Loses Top Spot in World Competitiveness Ranking to Singapore

Key Takeaways: - Switzerland falls to third place in the IMD World Competitiveness Ranking. - Singapore claims the top position, followed by Hong Kong in second. - The Swiss decline is attributed to...

After 23 Years of Dominance, BlackRock no Longer the ETF King in the US

For the first time since 2003, Vanguard has overtaken BlackRock as the leading issuer of ETFs in the United States.

Hormuz: The Hidden Cost of Dependency

The conflict involving Iran has served one primary purpose: reminding us that globalization still relies on very real and highly vulnerable physical bottlenecks. The Strait of Hormuz measures barely...

From Evian to Versailles, Three Days Transatlantic Relations Thawing

The Evian G7 summit served as a moment of convergence amongst Allies. However, it remains far too early to determine whether this sequence will be a mere footnote or a genuine turning point.

Macron brings on the works to keep Trump at the table

Following the G7 summit in Evian, Emmanuel Macron reserved a quintessentially French final stop for Donald Trump: a dinner at the Palace of Versailles. The American president was welcomed Wednesday...

Evian G7: A Turning Point for the War in Ukraine?

In Evian, Volodymyr Zelensky hopes to capitalize on a shifting geopolitical landscape.

Iran, Ukraine, China: The High-Stakes Agenda for the G7

Markets are approaching the G7 summit in Evian under significant pressure, caught between trade tensions, the war in Ukraine, energy risks and bond market volatility. While the preliminary agreement...

Weekly Earnings Calendar: Accenture and Orsted Stand Out

Welcome to the corporate earnings calendar for the week of June 15 to 19, 2026. Amongst the few announcements scheduled this week are reports from Accenture, Orsted, Progressive Corp. and Jabil,...

Stablecoins Enter the Mastercard Network

Mastercard no longer wants to move payments solely through traditional banking rails. The credit card giant is preparing financial plumbing capable of settling transactions 24/7, directly on the...

Elon Musk now a Trillionaire

The initial public offering of SpaceX has propelled Elon Musk to the rank of the first trillionaire in history, according to estimates based on the value of his holdings. Shares of the aerospace group...

G7: Going to Great Lengths to Accommodate Donald Trump

The French presidency has spared no effort to ensure President Trump's attendance and avoid friction with the American delegation.

After Euphoria, a Traffic Jam on the Multi-Billion Dollar Kilo-Highway

While obesity treatments have existed for decades with varying degrees of success, such as the amphetamines of the 1940s and 1950s, the first true revolution arrived in 2021 with Novo Nordisk's...

The Best Articles of the Week: Musk Dominates the Space (The Media Space… for Now)

SpaceX prepares for an IPO, Anthropic releases a model capable of exploiting vulnerabilities in mere hours, and three editorial boards simultaneously examine the growing impunity of Elon Musk: the...

The ECB Kicks Off a Cycle of Rate Hikes

The ECB's primary aim is to demonstrate its resolve and to anchor inflation expectations.