Analysis: Must Read

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.

What to make of a high-tension quarter for European equities?

Before the second earnings season of the year kicks off, there is an opportunity to take a step back and analyze a quarter that was more turbulent than the Stoxx 600's 0.75% gain might suggest.

KNDS: An IPO between market appetite and sovereignty imperatives

KNDS CEO Jean-Paul Alary has confirmed that the group's IPO is on track for 2026. This is a compelling case, both from a stockmarket and a geopolitical perspective.

Why is Israel's stock market so resilient?

With the S&P 500 down 7.5% YTD, Nasdaq down 10.5%, and crude oil reaching $105/barrel, there's one country posting positive returns since the year began. Israel. But the question is, why?

Luxury sector under pressure at the start of 2026

Since January 1, major luxury stocks have fallen sharply across the markets. From LVMH to Hermès, including Richemont and Kering, all are posting double-digit declines. Against a backdrop of...

The US economy no longer needs to create jobs

This is one of the most tangible effects of the tightening of immigration policy.

Nike: A colossus with feet of clay

Since the 1990s, Nike has established global dominance through its cult franchises and technical innovations that have set the market standard. However, this historic leadership is faltering. New...

Trump makes ceasefire contingent on reopening of Strait of Hormuz

The US President claims Iran has requested a truce, while imposing strict conditions. The Strait of Hormuz is emerging as a central flashpoint in the conflict.

Explainer: A New Warning for the 60/40 Model

For the first time since 1969, the fundamental principle of diversified management is weakening. Equities and bonds are falling in tandem, transforming the fixed-income safety net into a dead weight...

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.

Why infrastructure giants are vying for Getlink

Eiffage and Mundys are increasing their stakes in Getlink, the operator of the Channel Tunnel. Both companies will soon be positioned just below the mandatory takeover threshold, without intending -...

Why Circle has plunged 25% in a week

Shares in Circle - the issuer of the $78bn market-cap USDC - fell by approximately about a quarter last week, just as Washington, D.C. lawmakers were drafting a compromise text on the future of...

When AI fear reveals market irrationality

In mid-February, a US small-cap, Algorhythm Holdings, triggered an unexpected shockwave across the markets. Following a communication regarding the performance of its AI-based logistics solution,...

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....