Analysis: Must Read

Trump Ties Cease-Fire to Reopening of the Strait of Hormuz

The US president says Iran has asked for a truce, while laying out strict conditions. The Strait of Hormuz is emerging as a central fault line in the conflict.

They did everything to avoid this conflict: Now they want to finish the job

While Donald Trump appears to be seeking a way to get out of Iran, Gulf nations are looking to neutralize the Iranian threat once and for all.

The war in the Middle East is starting to show up in inflation

The war in the Middle East is starting to show up in eurozone inflation, judging by the data released this morning by Eurostat, prompting economists to question the ECB's stance in this environment.

Air freight: global demand accelerates 11.2% in February despite geopolitics

The International Air Transport Association points to solid sector momentum, driven by global trade, but warns about uncertainty tied to the Middle East and fuel costs.

Morgan Stanley puts the brakes on Europe’s auto sector

Morgan Stanley has taken a closer look at Europe’s auto sector, which is grappling with the conflict in the Middle East and the export ambitions of Chinese automakers.

A wild market debut for Fundrise Innovation

A private fund holding stakes in high-profile companies such as OpenAI, Anthropic, and SpaceX has just gone public. It is currently trading at $173, despite a Net Asset Value per share of $18.97....

Tokens: Chinese "low cost" defies Silicon Valley

The artificial intelligence industry is entering the era of mass commoditization. The consumption of tokens, the unit of measurement for data processing, is exploding under the impetus of Chinese...

The world needs Gulf hydrocarbons. And their cash, too.

The conflict in Iran threatens to dry up this windfall.

Tokens: China's Low-Cost Challenger Takes On Silicon Valley

The artificial intelligence industry is tipping into an era of mass-market commoditization. Consumption of 'tokens', the unit that measures data processing, is surging on the back of Chinese models....

Defense: Lecornu Unveils the New Military Budget

Prime Minister Sébastien Lecornu spoke yesterday before lawmakers to provide an update on the situation in the Near and Middle East. The head of government highlighted the effort required in the face...

Oil, Equities, Bonds… Markets Put Trump Under Pressure

And it is the Iranians' best point of leverage.

Trump Appoints Tech Executives to Strategic AI Advisory Council

The US administration is strengthening ties with Big Tech by appointing industry leaders to a key advisory board. The move aims to accelerate artificial intelligence development amid intensifying...

Trump Appoints Tech Leaders to a Strategic AI Advisory Council

The U.S. administration is strengthening its ties with major technology companies by bringing their leaders onto an advisory council. The goal is to speed the development of artificial intelligence...

Oil Price Collapse: Who Placed Their Bets Before Trump?

As Donald Trump ramps up messages on Truth Social to de-escalate tensions with Tehran, massive capital flows recorded just moments before his posts are sending shockwaves throughout the financial...

Oil plunge: who bet ahead of Trump?

As Donald Trump ramps up messages on Truth Social to dial down tensions with Tehran, massive money flows recorded just ahead of his posts are setting Wall Street buzzing. Between colossal oil volumes,...

EU approves €15.09bn in defense financing for France

The European Commission is accelerating the rollout of its SAFE instrument to strengthen member states' military capabilities.

Iran conflict reshuffles the pack of global diplomacy

Pakistan could emerge as the primary beneficiary of the shifting geopolitical landscape.

Defense: The EU Launches a €115m Program to Support Innovation

The European Commission aims to close the industrial gap and spur the rise of disruptive technologies by bringing more SMEs and start-ups in the sector into the fold.

Why financial crises always return: The Minsky cycle explained

1987, 1997, 2008, 2020. At first glance, these dates suggest an almost rhythmic regularity. Every decade or so, a major crisis hits the financial markets following a period of calm. Minsky's theory...