Analysis: Must Read

Transactional Diplomacy Serving Common Interests Between Japan and the United States

Japan is seeking to make itself indispensable to the United States by offering strategic solutions to a president whose diplomacy operates largely on a transactional basis.

Trump rejects ceasefire proposal in Iran conflict

US President Donald Trump has ruled out any possibility of a ceasefire in the ongoing conflict with Iran. This stance comes as military tensions continue to escalate across the region.

Trump administration proposes national framework to oversee artificial intelligence

The White House wants to establish unified federal regulation for artificial intelligence to curb state-level initiatives and prevent legal fragmentation.

European stocks moving in lockstep with the TTF

Several companies have emerged today as genuine gas proxies. Their common denominator: a business model that translates gas price fluctuations into shifts in margins, earnings, and share prices. We...

The Million-Dollar Question: What Will Powell Do Now?

It is not just the future of the current Fed Chair that is at stake, but that of the institution itself.

European Union reacts to surging oil and gas prices

Faced with a spectacular spike in crude oil and gas prices since the beginning of the month, the European Union is attempting to cushion the blow. As Middle East tensions threaten strategic global...

The Week's Best Reads: Sex, a Bear Cub, a (Real) Ponzi and Tax Shelters

This week's press review focuses heavily on geopolitics in general and Iran in particular. Meanwhile, the tech sector remains under scrutiny, pondering which AI will ultimately prevail. We also...

LPU: Nvidia popularizes a new AI acronym

The artificial intelligence sector is teeming with acronyms. Following the ubiquitous GPUs and CPUs, then XPUs, TPUs, and NPUs, a new term has emerged: LPU. This designation was highlighted by Nvidia...

Fed expects only one rate cut despite rising energy prices

The Federal Reserve is maintaining a cautious monetary policy stance in the face of persistent inflation, fueled notably by rising oil prices. Policymakers' expectations have now converged toward a...

Powell prepared to remain at Fed helm if successor is not confirmed

Jerome Powell has said that he would remain Chair of the Federal Reserve if his designated successor, Kevin Warsh, is not confirmed by the Senate before his term expires in May. He specified that this...

Fed holds rates steady amid economic and geopolitical uncertainties

The US Federal Reserve has decided to leave interest rates unchanged, against the backdrop of Middle East tensions, persistent inflation and mixed economic signals. Prospects for future rate cuts...

The ECB facing the ghost of 2022

ECB members are still traumatized by the last wave of inflation. However, the context is now very different.

Comfort Systems: The Company Seeing Tomorrow's America Two Years Ahead

Mechanics, electricians, pipefitters. Comfort Systems USA is anything but a tech company. Yet, its stock is already up 50% since the start of the year, and its order book is driving a performance of...

The Fed was close to a soft landing. And now, there's Iran

The Fed was entering 2026 in a relatively comfortable position. However, the conflict in the Middle East is reshuffling the pack.

Kering bets on jewelry to revive growth

The luxury group Kering has announced the creation of Kering Jewelry, a division dedicated to structuring and accelerating the development of its jewelry activities. This new step comes at a delicate...

The Human Cost of Meta's AI Race

Meta could be preparing to launch one of the biggest waves of layoffs in its history. According to sources obtained by Reuters, the group led by Mark Zuckerberg is considering job cuts that could...

Global air traffic could more than double by 2050, according to the IATA

The International Air Transport Association highlights robust demand prospects, largely driven by emerging markets despite a structural slowdown in growth....

Honda: In search of lost time

Once admired for its financial stability, the Japanese brand is preparing to announce the first loss in its history. After long years of unproductive investment, Honda is developing a revised business...

Between the US and Iran, a War of Attrition

The United States has undeniable military superiority. However, time is working against them.