Analysis: Must Read

The Week's Best Reads: Luxury, AI, Karl Marx and Super Narratives

Giorgio Armani has thrown luxury into disarray and the stock market loves stories - especially apocalyptic ones.

ETF: put momentum in your portfolio

This week, the focus is on an equity index built around the European stocks with the strongest upward trends, overweighting high-momentum names and underweighting those losing steam, to amplify...

You don't own enough LatAm

MSCI LatAm delivered +56% in 2025 vs. 16.3% for the S&P 500. The AI-driven tech rotation into real assets has collided with three structural drivers in LatAm for a decade-long bull run. And you're...

The Bias Workshop: This Is Not Occam's Razor

The picture is enough to raise a smile. A very real razor, set against a neutral background, accompanied by a caption that denies what it shows. An obvious nod to Magritte: the representation is not...

Asia is comfortably outperforming Wall Street in 2026

The performance gap between Asian and Western equities is widening in 2026. In Seoul, the Kospi has soared 44%, for example. Meanwhile, in Taipei, the TWSE has +25% an finally, in Tokyo, the Nikkei...

Sections 122, 232, 301, 338… the big tariff bingo

The Supreme Court has struck down most of the tariffs imposed by Donald Trump. But the US president still has other cards to play.

Citrini Research's prophecy rocks Wall Street

You've probably never heard of Citrini Research. It's one of many finance publications hosted by Substack . Citrini pulled off a clever stunt yesterday by publishing a fictional study on what...

Tariffs: how the White House tripped over its own feet

The White House loves to dramatise the stakes. But it is a double-edged strategy.

The Arctic could become Beijing's biggest geopolitical win

At the top of the world, where the ice is retreating, Beijing is moving in. While the major Western powers squabble over American imperialism in Greenland, China is already drawing its lines on the...

3 Swiss equipment suppliers in the semiconductor industry

Already essential and highly strategic, semiconductor industry sales are expected to rise by over 25% to reach $1,000 billion this year-staggering growth at that scale. The Swiss stockmarket features...

Trump announces a 10% global surcharge after Supreme Court setback

Just hours after the Supreme Court struck down his reciprocal tariffs, Donald Trump announced the forthcoming introduction of a 10% global surcharge. The new measure would be added to taxes already in...

US Supreme Court Strikes Down Donald Trump's Tariffs

The US Supreme Court has struck down a large share of the tariffs imposed by President Donald Trump, triggering a sharp rebound in major global stock indexes.

Five European countries launch LEAP initiative to strengthen air defence

France, the UK, Germany, Italy and Poland are joining forces to rapidly develop low-cost air defence systems to counter drone and missile threats.

This week's best articles: Rubio in the spotlight, France was right, Big Oil goes back to basics

From Venezuela to Cuba, Marco Rubio has been calling the shots in recent weeks. The US Secretary of State has gradually established himself as a key figure in the Trump administration. An...

Defence 2.0: Next great catchup trade?

NATO allies agreed to spend 5% of GDP on defence by 2035. Most only just hit 2%. The 2022-2024 defense rally rewarded obvious names across the board. The second leg, however, will reward precision.

Transfer market heats up at the ECB; Lagarde next on the list?

According to the Financial Times, Christine Lagarde could leave the ECB presidency before the end of her term, due to run until October 2027.

Equities rally and yen stabilises: the new clothes of the "Takaichi Trade"

By Valentin Grille - Comfortably in place, the conservative Prime Minister will be able to push ahead with her stimulus plan. Fueling equity markets, without necessarily upsetting the yen or debt.

In the semiconductor race, China has new competitors - and they appeal to Western investors

By Valentin Grille - Montage Technology made a flying start in Hong Kong this month. This is the latest episode in a series of flourishing IPOs, where Beijing-backed companies meet investors seeking...

Strategy is now worth less than its bitcoin treasury

Yesterday, crypto treasuries looked like a machine for amplifying the bull run. Today, the market is flipping the premium: some of these stocks now trade below the value of their bitcoins. The most...