Analysis: Must Read

Airlines gain altitude following Trump statement

Donald Trump has struck again. A hundred words in all caps posted on his Truth Social network have triggered a spectacular easing of crude prices: WTI and Brent are down 8% and 7% respectively. This...

Aviation Sector: Brace for Turbulence

The aviation sector has been caught in a downward spiral for a month, driven by a brutal oil shock. While airlines are partially hedged against this, they are beginning to worry about this prolonged...

Airline sector: brace for turbulence

The airline sector has been caught in a month-long downward spiral, hit by an oil shock of unusual brutality. While carriers are partially hedged, they are starting to worry about this prolonged air...

If the Middle East Conflict Gives You the Jitters, Imagine Taiwan…

Stagflation fears are rattling markets as war continues in the Middle East. However, a conflict triggered by China in Taiwan would have an impact of an entirely different magnitude on the global...

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 Rejects the Idea of a Cease-Fire in the Conflict With Iran

U.S. President Donald Trump has ruled out any possibility of a cease-fire in the ongoing conflict with Iran. The stance comes as military tensions continue to intensify 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.

The Trump administration proposes a national framework to govern artificial intelligence

The White House wants to establish a unified federal regulatory regime for artificial intelligence to curb state-level initiatives and avoid a fragmented legal landscape.

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...

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...

Powell ready to stay on as Fed chair if no successor is confirmed

Jerome Powell said he would remain chairman of the Federal Reserve if his designated successor, Kevin Warsh, is not confirmed by the Senate before his term ends in May. He said the decision is...

The Fed expects only one rate cut despite rising energy prices

The Federal Reserve is keeping a cautious monetary policy stance in the face of persistent inflation, driven in part by higher oil prices. Officials' expectations are now converging on just one rate...

The Fed Holds Rates Steady Amid Economic and Geopolitical Uncertainty

The US Federal Reserve decided to leave interest rates unchanged against a backdrop of Middle East tensions, stubborn inflation and mixed signals from the economy. The outlook for cuts remains...

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.

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.