Analysis: Must Read

Trump says war against Iran is almost over

US President Donald Trump has said that the war against Iran could soon come to an end, claiming the conflict is now virtually over. He said Iran's military capabilities have been severely weakened,...

Trump Says the War Against Iran Is 'Virtually Over'

US President Donald Trump said the war against Iran could soon come to an end, arguing the conflict is now virtually over. He said Iran's military capabilities have been severely degraded, citing the...

FDA Proposes to Ease Testing to Speed Biosimilar Development

The Food and Drug Administration has published draft guidance aimed at simplifying certain testing requirements for biosimilars, in a bid to accelerate their development and cut the cost of biologic...

SGX Prepares Futures Contracts on Asian Sovereign Bonds

The Singapore Exchange plans to launch futures contracts on Asian sovereign bonds in the coming weeks, aiming to meet rising demand for hedging tools amid geopolitical tensions and market volatility....

Despite a rise in fatalities, air travel remains 'very safe,' IATA stresses

The International Air Transport Association highlights an overall improvement in accident rates, even as a handful of catastrophes sharply increased the death toll....

Can Airlines Weather the Shock of Oil at $105?

There are turbulent times ahead for the aviation industry! As Brent crude oil prices have surged 75% YTD to $105 per barrel, airlines have no choice but to contend with supply shortages and rising...

US customs says it cannot immediately refund $166bn in illegal tariffs

US Customs and Border Protection told a court it cannot immediately refund about $166bn in tariffs deemed illegal by the Supreme Court. The taxes were imposed last year by Donald Trump under the...

U.S. Customs says it cannot immediately refund $166bn in illegal tariffs

U.S. Customs and Border Protection told a court it cannot immediately refund roughly $166bn in tariffs that the Supreme Court found to be illegal. The levies were imposed last year by Donald Trump...

China opts for higher-quality growth

Overnight, the opening of the National People's Congress in Beijing marked a turning point, with the announcement of a lowered growth target and the launch of the 15th 5-year plan. ...

China Opts for Higher-Quality Growth

Overnight, the opening of the National People's Congress in Beijing marked a turning point, with the announcement of a lower growth target and the launch of the 15th five-year plan....

Iran Conflict: Higher Oil Prices Could Speed Up Airline Fleet Renewals

In a note published this morning, Jefferies analysts examine the implications of the recent rise in crude prices for the airline industry and commercial aerospace.

The Magnificent Seven on Sale

Although investors are not rushing in to buy…

Gas prices surge… and Europe is playing with fire

A targeted attack, a blocked strait, and the entire global gas market is set on fire. In 48 hours, the TTF gas price has doubled-a stark reminder of how Europe remains at the mercy of global market...

Europe Starts to Worry as Spot Gas Prices Spike

The military escalation between Iran, the United States and Israel has sent a shockwave through energy markets. Oil is higher , but it is European natural gas that is posting unprecedented moves: up...

Oil: The $100 Target - And Why It May Not Get There

The oil market appears to be capable of absorbing this geopolitical shock - at least in the near term.

It's the Sales for European SMEs: valuations at their lowest since 2014

In Europe, private-company deals are back to valuation levels not seen since 2014. Let's take a look at the latest report on the Argos index.

In charts: Active management reigns on Wall Street this year

The S&P 500 is almost perfectly flat so far in 2026, which might look reassuring at first glance. Yet more than 100 companies have already swung by more than 20%, one way or the other.

Can ChatGPT and Grok beat the market?

Active management is losing influence amid current trends. And as if that wasn't enough, it turns out that large language models may even do better than the indices.

Weekly recap: a long speech, a long saga, a long series

🎯 The 5 stories of the week Marathon speech Donald Trump delivered the traditional State of the Union address this week. The nearly two-hour speech focused on domestic issues. It was, for example,...