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Commodities: Sharp oil volatility, gold gains, and wheat retreats

Our weekly commodities overview provides a comprehensive look at market developments, helping you better understand price fluctuations across energy, metals, and agricultural sectors.

Despite Conflicts, Global Tourism Hits Historic Record in 2025

The sector confirms its role as a primary engine of global growth, driven by a robust recovery and contrasting regional dynamics.

China's winning bet in times of crisis

While the West struggles to manage the Middle East crisis, Beijing sees an opportunity to assert its leadership status. Surging crude prices are accelerating the transition towards green energy, a...

Ten rises in a row for the Nasdaq

The Nasdaq has now posted 10 consecutive winning sessions, its longest winning streak since 2021.

Tax Cuts to Counter Slumping Poll Numbers

With the midterm elections just months away, the Trump administration is attempting to pivot its messaging back to tax cuts.

Is the bar set too high for corporate earnings?

While the conflict in Iran has clouded the macroeconomic outlook, analysts have yet to reduce their earnings estimates.

Currencies: Unstable Equilibrium in an Oil-Dominated Regime

The dollar is navigating a transitional environment, caught between an oil-driven inflationary shock and a global economy that - for now - remains resilient. Unlike typical periods of market stress,...

Small Drones and Big Disruptions

Conflicts between major powers have been primarily characterized by deterrence for several decades. Asymmetric warfare, however, is profoundly transforming the nature of combat in the 21st century.

The Week's Best Reads: The Mythos Threat and Why Drones Aren't for Kids

AI is like Captain Haddock's sticking plaster: we try to shake it off in our press review, but it just won't budge. This week, we are reading about Hormuz, but also about IPOs and the energy market....

Oil: A Break Amid Persistent Tensions

While the ceasefire between the United States and Iran has triggered a cooling of prices, the path for supply to get back to normal remains a long one.

Dividends: Debunking the myths! (2/3)

With every announcement, dividends spark controversy. Yet, they are far from the gift to shareholders that many perceive them to be. Here, in our three-part series, we explain why, in this second...

Dividends: Debunking the myths! (3/3)

With every announcement, dividends spark controversy. Yet, they are far from the gift to the shareholder that many believe them to be. We explain why in our three-part series. Today, the third...

Weekly Earnings Calendar: JPMorgan and Netflix in the US, LVMH and ASML in Europe,

Welcome to the corporate earnings calendar for the week of April 13 to 17, 2026. Key highlights this week include financial releases from Netflix, ASML, and Goldman Sachs, LVMH, JPMorgan Chase,...

AI Hits the Electric Wall: Three Winners Benefiting from the Crunch

For a long time, the narrative surrounding artificial intelligence was one of chips, algorithms, and venture capital. But as massive computing campuses sprout up from the ground, a different reality...

Bitcoin's Creator Finally Unmasked?

An investigation by The New York Times has reignited one of the 21st century's greatest mysteries: the identity of Satoshi Nakamoto. After a 2-year probe, journalist John Carreyrou points to one name:...

Hedge funds: the shadow players making and breaking markets

They manage trillions of dollars and dictate the pace of trading sessions. Yet most retail investors know them only by their generic name.

Tehran accuses Washington of violating newly brokered ceasefire

Iran is already denouncing American breaches of the two-week truce. These allegations undermine an agreement that was already on shaky ground.

Fed stays the course for rate cuts, despite geopolitical tensions

The US central bank remains cautious amid uncertainties stemming from the conflict with Iran. It continues to weigh monetary easing while monitoring inflationary risks.

Trump threatens tariffs on countries providing military support to Iran

The US President has announced 50% tariffs against Tehran's military allies. This measure is part of a strategy blending economic pressure with diplomatic overtures.

Op-ed: "The ECB's 2% dogma is dragging our economy down"

The legacy of the 2% inflation dogma inherited from the 1970s is plain to see: high debt, deindustrialization, and weakening purchasing power. Yet the the postwar economic boom shows that another path...

With the Strait Open is Ordeal Closed?

The announcement of a ceasefire in Iran has revived investor enthusiasm and marks a crucial step toward the reopening of the Strait of Hormuz. However, tensions persist, and the aftermath of this...

How a Lack of Snow is Driving Up Electricity Prices in Europe

The 2025/2026 winter is shaping up to be one of the driest on record for Norway. Europe's battery is supposed to recharge during this season, but this year it has failed to fully play its part....

Explainer - Dividends: Let's make things clearer (1/3)

With every announcement, dividends spark controversy. Yet, they are far from the gift to the shareholder that many perceive them to be. Explanations in our three-part series. Today, the first episode:...

Inflation takes center stage

Inflation will be at the heart of this week's agenda. It also remains the primary focus for the Fed, following the latest employment report, which was reassuring.