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The debate around moral investing has become one of the defining tensions of modern finance. Investors increasingly want their portfolios to reflect their values, institutions want to demonstrate...
Morality is one thing. Investing is another; The Princeton realism
The first week of June opens against a backdrop of remarkable strength in global equity markets. The S&P 500 has just completed its ninth consecutive positive week, marking its longest winning...
Weekly outlook: navigating a narrow rally with asymmetric opportunities
A weightless capitalism, facing a generation that is letting go Financial markets are experiencing an almost surreal euphoria. Global indices break record after record, NVIDIA has become the...
The stock market rises, but societies fall behind
The global equity setup heading into next week remains cautiously constructive, but the rally is still carried by a narrow group of AI-driven leaders. In the United States, the S&P 500 keeps its...
Markets stay constructive, but next week will decide whether momentum broadens
The paradox of a revolution that accelerates nothing For the past two years, the global economy has been living inside a double narrative. On one side, companies promise a radical transformation of...
Faster, Smarter, Slower: the great illusion of productive AI
Energy
The oil market is once again moving to the rhythm of Middle Eastern geopolitics. After three consecutive sessions of gains, Brent and WTI prices pulled back following the announcement of a...
Energy: a market caught between diplomatic signals and structural tensions
The oil market recorded another week of sharp declines, with Brent down 8% and WTI falling 5%, bringing prices back toward their lowest levels seen in April. Brent is now trading around 91 dollars,...
Energy: Geopolitical easing sends oil prices sharply lower
The oil market is going through a phase of extreme volatility, reflecting a fragmented geopolitical environment and contradictory economic expectations. Brent crude is down about 4% on the week,...
Oil: a market under pressure where every diplomatic step forward triggers a new wave of uncertainty
A Crude Market Once Again Driven by Geopolitical Nerves The oil market ended the week with a sharp rebound, fuelled by persistent geopolitical tensions and a deepening supply deficit. Brent rose...
Oil Market: Geopolitics Takes Back Control of a Market Under Strain
The Strait of Hormuz remains one of the most sensitive geopolitical chokepoints in the world. Nearly one-fifth of global oil supply passes through this narrow corridor, making it an immediate...
Hormuz, the fragile balance that sets the pace for global oil markets
Precious Metals
The metals market is evolving in a mixed environment, with gold and copper following diverging paths. Gold, traditionally a barometer of macroeconomic uncertainty, is stagnating around USD 4,460 per...
Metals: a market split between gold’s inertia and copper’s breather
The metals market delivered a mixed performance this week, marked by a modest late-week rebound in gold and continued stability in copper. The yellow metal benefited from reports suggesting a...
Metals: A fragile rebound in gold as copper remains in waiting mode
The metals market is going through a period of marked fragility, with a broad decline in prices and volatility driven by energy tensions and geopolitical risks. Gold, traditionally a barometer of...
Metals: a market under pressure amid persistent inflation and geopolitical uncertainty
A Metals Market Driven by Copper’s Rally and Mounting Supply Tensions The metals market delivered a sharply contrasting performance this week, dominated by the spectacular rise in copper prices...
Metals: Copper Surges While Gold Retreats — A Market Split Between Shortage and Inflation
The metals market is moving in step with geopolitical developments in the Middle East, oscillating between hopes of de-escalation and persistent tensions. Gold, the traditional safe haven in times of...
Metals, a market under pressure between geopolitical hopes and supply constraints
TopDown-View
The Broadcom episode delivered an important message to markets: fundamentals in AI infrastructure remain strong, but expectations had drifted into unrealistic territory. Broadcom posted record...
Weekly Market Outlook: Expectation Reset, Not AI Cycle Peak
Investors hoping for signs of a cooling U.S. labor market were disappointed. With 172,000 jobs created in May versus expectations of 85,000, the American economy continues to show a strength that...
Macro: a market wavering between economic overheating and rising financial nerves
The week was dominated by hopes of a peace agreement between Iran and the United States, even though the Strait of Hormuz remains closed. This prospect has supported equity markets, still driven by...
Macro: Markets bet on peace despite an uncertain horizon
Global macroeconomic conditions are entering a zone of turbulence where warning signals are piling up, yet they still fail to derail the upward trajectory of major equity indices. The closure of the...
Macro: markets remain unfazed despite a mounting wall of explosive risks
The coming week is shaping up to be one of the most consequential of the quarter, with NVIDIA’s earnings set to dominate market psychology. Expectations remain exceptionally high, with...