Analysis: Must Read

Judge blocks subpoenas targeting Fed in Jerome Powell investigation

A federal court has stayed subpoenas issued to the Federal Reserve as part of a criminal investigation into its chair, Jerome Powell. The judge ruled that the prosecutors' actions could constitute...

The Best Articles of the Week: Oil, AI, Private Credit, Gamification? a Week in Hell

Oil news has been a bit overwhelming this week… making it hard to miss in the press review. AI is never very far away either at the moment - it is even waging war now. To escape this...

The Xiaomi "sandwich" - why low-cost tech is not immune to inflation

Xiaomi finds itself squeezed between rising chip prices and a cooling Chinese market, two pressures that are showing no signs of easing. The upcoming 2025 earnings report is already looking bleak,...

Death of Memory Chips: timing its fall

Samsung Electronics crossed $1 trillion in market cap, SK Hynix is nearing $500 billion, and the KOSPI is up 30% YTD on the back of two stocks. The last time memory stocks looked this good was May...

Market Panic: A User's Guide

The VIX index reached 35 points at the beginning of the week, a level of stress the market had not experienced since April 2025. Although while some see this as a simple indicator of anxiety, others...

The US budget deficit has topped $1 trillion since October

Rising revenue, notably from tariffs, has nonetheless narrowed the gap compared with the previous year.

The economy is Americans' top concern - but not their president's

Yet it was on this issue that he won the US Presidential Election in 2024.

What if the real value in defence isn't where you're looking?

The reflex is almost mechanical. As soon as missiles fly somewhere in the world, weapon makers' share prices jump. The day after the first US-Israeli strikes against Iran, US defence stocks were up...

US inflation: it was too good to be true

In February, core inflation hit its lowest level in five years, however, investors are now bracing for a reversal in the months ahead.

The dramatic rise of tokenized assets: How RWAs are reshaping global finance

The tokenized asset market has grown to $340 billion, with stablecoins and tokenized funds driving the shift of traditional finance onto blockchain rails.

Middle East tourism sector could lose $600m a day, WTTC says

The World Travel & Tourism Council is warning of the immediate impact of regional tensions on traveler flows and air connectivity in the Middle East.

Opinion: Defensive competitive devaluation to save Europe

Industrial Europe has hit a wall. The findings of the report recently presented by Clément Beaune on the Chinese steamroller are crystal clear: Europe faces a price gap of 30% to 40% against China-at...

A Republican senator still has reserves on Kevin Warsh's nomination to lead the Fed

Republican Senator Thom Tillis said he would not lift his opposition to Kevin Warsh's nomination as chairman of the Federal Reserve. Speaking to reporters at the Capitol, the North Carolina lawmaker...

Cuba under pressure: America's strategy of economic strangulation

Just 150 kilometers from US shores, Cuba is going through an historic stretch where an energy crunch, diplomatic pressure, geopolitical tensions and a gradual economic collapse all collide. Donald...

The Strait of Hormuz threatens global agricultural supplies

The Strait of Hormuz plays a central role in the trade of natural gas and nitrogen fertilizers. A prolonged disruption of this sea route could severely upset agricultural supply chains and reignite...

Netanyahu wants to see it through. Trump wants a win.

The two leaders are today presenting a united front against Iran, with the stated goal of toppling the regime. The question now is how long that unity can hold. Because neither has same history nor...

The Law of Asymmetry Applied to the Conflict in Iran

A clash between a great power and a more fragile opponent rarely follows the most intuitive logic. From a distance, everything may seem straightforward: on one side, a force with overwhelming...

SGX prepares futures contracts on Asian sovereign bonds

The Singapore Exchange plans to launch futures contracts on Asian sovereign bonds in the coming weeks to meet rising demand for hedging tools amid geopolitical tensions and market volatility....

FDA proposes easing testing requirements to speed biosimilar development

The Food and Drug Administration has published draft guidance aimed at simplifying certain testing requirements for biosimilars, in a bid to accelerate their development and reduce the cost of...