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Computing Control In 2022, Washington restricted the export of advanced semiconductors and manufacturing equipment to China, specifically targeting high-performance computing capabilities. Dominant...
AI as a Geopolitical Weapon and a Financial Governance Challenge
On an ordinary morning, your banking app warns you of a potential overdraft and suggests adjusting your budget. A few hours later, your investment platform automatically rebalances your portfolio in...
When AI Decides for Us: How Algorithms Are Redefining Financial Choice
Speed read: The bond markets are sending an unambiguous message: public debt is once again a major political issue. After nearly eighteen years in which monetary...
90 seconds to understand the world of tomorrow
The technology market is currently going through a phase of adjustment after excessive optimism around artificial intelligence (AI). Stocks of Big Tech giants (Alphabet, Meta, Amazon, Microsoft)...
AI and Tech: Healthy valuation reset and component boom
Volatile today, strategic tomorrow: Silver’s uneasy path through the energy transition Silver has long been overshadowed by gold, yet its price swings are often far more dramatic. Recent months...
Volatile today, strategic tomorrow: Silver’s uneasy path through the energy transition
Energy
Oil markets are showing signs of hesitation as traders weigh a complex mix of factors. Brent briefly climbed above $70 per barrel before retreating to around $67.6, while WTI slipped from a peak of...
Oil markets hesitate amid oversupply and geopolitical uncertainty
The global oil market represents one of the strategic sectors of the energy industry, crucial for the global economy and industrial production. It consists of several types of crude oil,...
Oil: Geopolitical volatility, investment opportunities for strategic investors
Oil remains one of the world’s most strategic resources, serving as fuel, an industrial raw material, and a price benchmark for energy. Key benchmarks are: Brent Crude:...
Geopolitical Tensions Fuel Price Surge and Short-Term Opportunities for Energy Prices
[et_pb_section admin_label="section"] [et_pb_row admin_label="row"] [et_pb_column type="4_4"][et_pb_text admin_label="Text"]Hydrocarbons, and in particular crude oil (Brent and WTI) and...
Oil Falters, Gas Ignites — How to Invest in a Tense Market
The global oil market remains highly sensitive to geopolitical and macroeconomic dynamics. Brent and WTI, the main benchmark indices, reflect both: global supply and demand, ...
Oil: a volatile market between hopes for peace and geopolitical tensions
Precious Metals
The precious and base metals market plays a central role in the global economy and in investment portfolios. Precious metals, such as gold and silver, have historically been used as safe-haven assets...
Metals: Gold and Silver Surge, Copper Hits New Records
The precious and industrial metals market is currently experiencing exceptional dynamics: Silver has crossed the USD 60/oz mark, reaching USD 64.4/oz, with an increase of approximately...
Precious and Industrial Metals: Silver and Copper Boosted by Tight Supply and Global Demand
The strategic metals market is entering a strong expansion phase, driven by powerful structural forces: global electrification, energy transition, digitalization, and geopolitical tensions. Two...
Copper & Gold: Cornerstones of the Energy Transition and Financial Stability
Metals are essential commodities, used both in industry and as a safe-haven asset: Copper: a key industrial metal for construction, electronics, and the energy transition (batteries,...
Metals: Copper and Precious Metals boosted by U.S. Monetary Policy
Industrial and precious metals play a critical role in the global economy, both for industrial applications and for value preservation and portfolio diversification. This week: Copper:...
Investing in copper and gold: Drivers of growth and safe havens
TopDown-View
AI is not just transforming production; it is quietly reshaping the geography of global liquidity. When globalization carried the dollar Since the end of Bretton Woods, the US dollar has entrenched...
AI, industrial relocation and the thinning supply of dollars: Towards a new monetary geography
The sectoral rotation we noted last week remains firmly in play across U.S. markets. Investors continue to sell into potential losers from AI disruption, while struggling to identify the next likely...
US market rotation continues amid mixed labor and inflation signals
The global economy is currently experiencing a phase marked by increased volatility and capital rotation across different market segments. While investors initially showed concern...
Macro & Monetary: sectoral volatility and opportunities in the rotation to value
The global macroeconomic environment remains marked by high nervousness and elevated volatility across all asset classes. Key factors at play: Equity markets: after record highs at...
Macro Outlook: Volatility Returns Amid Mixed Corporate Results and Monetary Uncertainty
Macroeconomics analyzes the major economic balances at the level of a country or region: growth, inflation, employment, fiscal and monetary policy. In the current context, the U.S. macroeconomy plays...