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...

Pro-Market Wave Sweeps Colombia, Brazil Now in Focus

The liberal shift continues across Latin America. Following the election of Javier Milei in Argentina in 2023, and Jose Antonio Kast in Chile last December, Colombia has now reached its own turning...

What Kevin Warsh's Arrival Means for the Fed and the Markets

Kevin Warsh's appointment to lead the Federal Reserve represents more than just a change in leadership. The former Fed Governor, who served from 2006 to 2011, has already begun to dismantle the...

EU Car Sales Rose in May

According to data from ACEA , new passenger car sales increased by 3.2% in May 2026 compared with the same period a year earlier, totaling 955,013 units....

The Pro-Market Wave Sweeps Into Colombia, Brazil Now in the Crosshairs

The liberal turn is continuing across Latin America. After Javier Milei’s election in Argentina in 2023, followed by José Antonio Kast’s victory in Chile last December, Colombia has now...

What Kevin Warsh's Arrival Changes for the Fed and Markets

Kevin Warsh's arrival at the helm of the Federal Reserve is not just a change of face. The former Fed governor, who served from 2006 to 2011, has already begun to upend the institution's norms.

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...

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...

Fed Holds Rates Steady and Adopts a More Hawkish Tone

The US Federal Reserve left its benchmark interest rate unchanged within a range of 3.5% to 3.75% at its first meeting under the chairmanship of Kevin Warsh. While the decision was widely anticipated,...

The Fed Holds Rates Steady and Strikes a More Hawkish Tone

The U.S. Federal Reserve kept its benchmark rate unchanged in a range of 3.5% to 3.75% at its first meeting under Chairman Kevin Warsh. While the decision was widely expected, the central bank shifted...

Despite inflation's return, US household spending is holding up

US households increased their spending in May, despite the sharp rise in gasoline prices that is eating into purchasing power, according to official figures released Wednesday.

Trump threatens to resume strikes against Iran, despite progress in negotiations

US President Donald Trump said on Wednesday that the memorandum of understanding currently being negotiated with Iran is not yet final, warning that the United States could resume military operations...

Trump Threatens to Resume Strikes Against Iran Despite Progress in Talks

U.S. President Donald Trump said Wednesday that the memorandum of understanding being negotiated with Iran was not yet final and that the United States could resume military operations if the terms of...

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

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