Emilie Servoz

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The biggest structural macro shock expected in the coming years

Semiconductors on fire, oil has priced out the war, gold has fallen out of favor: a second quarter for the history books

What energy exposure should you own if Hormuz reopens?

The Price of High Margins

Wall St opens higher after June jobs report eases rate-hike bets

TSX opens higher as gold prices lift materials stocks

	Iran prepares to bury slain supreme leader with week of mass mourning
	Merz's reforms have potential - eventually - to boost German growth
	Canadian factory PMI edges higher despite war-linked supply disruptions
	New transaction in the Europe portfolio
	Ford US second quarter sales fall 10%