Analysis: Must Read

2025: A Record Year for Global Military Spending

According to the report released yesterday by the Stockholm International Peace Research Institute , the leading authority on the subject, humanity has never devoted as much capital to arming itself...

Why a French Weather Sensor is at the Heart of a Crypto Scandal

Could a simple weather sensor, tucked away on the tarmac at Roissy, have been enough to turn a few euros into nearly EUR30,000? On April 6, an abnormal temperature reading was recorded, a threshold...

Earnings Calendar for the Week: A Star-Studded Lineup on the Markets

Welcome to the corporate earnings calendar for the week of April 27 to May 1, 2026. The highlights this week include results from Microsoft, Exxon Mobil, LVMH, Alphabet, TotalEnergies, Airbus, Meta...

Beyond Oil: Other Commodities Impacted by the War in Iran

The war in Iran has already driven up the prices of several commodities. In a context where the fluidity of international trade can no longer be taken for granted, identifying the dependencies of...

SpaceX, OpenAI, Anthropic: Blockbuster IPOs on the Horizon, but Still No Profits

The exceptional valuations reached by SpaceX, OpenAI and Anthropic will soon face the scrutiny of public markets, which are inherently more transparent and less patient.

The Fed: A high-stakes baton pass from Powell to Warsh

As Jerome Powell prepares to step down as Chair, the Fed is having to navigate a sensitive transition balancing inflation, politics and monetary independence.

Department of Justice drops investigation into Jerome Powell

The US Department of Justice has announced that it is closing its criminal investigation into Federal Reserve Chair Jerome Powell, ending a probe related to the funding of the Fed's headquarters...

The Week's Best Reads: Plenty of AI, a Hint of Oil and a Healthy Dose of Narcissism

Will artificial intelligence and narcissism rule the world? Or perhaps they already do? Some of articles in our weekly press review delve into the subject. We also feature striking photography,...

Memory: The ETF betting big on three global giants

The explosion of the memory sector is attracting investors. Roundhill has seized the opportunity by launching the first ETF dedicated to memory chipmakers. The market has welcomed the initiative,...

AI, Aviation, Silver: The Great Silent Shortage

Three markets, three points of tension, and the same underlying message: supply is faltering in the face of structural demand. From AI to aviation and precious metals, here is an overview of the...

The Price of Patience

Following the post-Covid euphoria, Roche is entering a transition phase. Between patent erosion and the need to reignite innovation, the Swiss Pharma giant must prove that it can still create value...

The great energy reshuffle

Hormuz still carries about 20% of the world's oil & gas, and April's disruption opened an 11.1 million bpd supply gap. American major services, pipes & materials manufacturers, and specialised players...

Who are the six global stars of memory chips?

With the rise of artificial intelligence, the industry hierarchy is shifting. The latest generation of memory chips and the growing requirements of AI have placed Micron, Samsung, SK Hynix, Seagate,...

Strategy Now Holds More Bitcoin Than BlackRock

Strategy has finally overtaken BlackRock. What many deemed improbable just a few months ago has now become reality: Michael Saylor, through Strategy, now holds more Bitcoin than Wall Street's most...

MizarVision: Military Intelligence Within Everyone's Reach

How has Twitter become the primary source of information for the general public regarding global military movements? MizarVision is reshaping the landscape of international intelligence by making...

Trump extends Iran truce amid internal divisions

US President Donald Trump has announced an extension of the ceasefire between the United States and Iran, citing an internal political landscape in Tehran deemed severely fractured. Originally...

October elections as a catalyst for a Brazilian market re-rating?

The Brazilian stock market has seen a significant rally since January 2025, following a broader re-rating of emerging markets. The Ibovespa, the Brazilian market's benchmark index, has gained...

US Earnings Growth Remains Highly Concentrated

Just two stocks are single-handedly driving earnings growth estimates.

Pizza, skyscrapers, underwear… what are alternative stockmarket indicators really worth?

When traditional economic indicators become unreadable, some investors look for signals elsewhere. Satellites, cardboard boxes… or sales of pizzas and underwear: these alternative indicators...