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A shift from the shadows into open confrontation The widening confrontation between Israel, the United States and Iran marks a transition from the long‑standing shadow conflict of cyber...
A dangerous convergence is taking shape
The new geography of power: minerals as the fault line of the 21st century The devices that define modern life and increasingly the energy transition are built on a foundation of obscure minerals...
Grounded in power: How minerals are rewriting global influence
There is something oddly euphoric about the present moment. Markets celebrate every technological breakthrough. Executives promise unprecedented productivity gains. Universities are overhauling their...
AI: Are we caught in a collective delusion?
When a rocky world forms where physics says it shouldn’t, it’s a reminder: assumptions fail quietly, then all at once. Let’s dive into it. I. A system that should not...
When models fail: What an inside out planetary system tells us about Europe’s economic future
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
Energy
The oil market is currently moving in an unstable balance, dominated by the nuclear negotiations between the United States and Iran. Brent and WTI prices are fluctuating within a narrow range but...
Oil: a market suspended between US–Iran negotiations, physical oversupply and explosive geopolitical risk
Oil prices have surged sharply this week, with Brent moving above USD 71 and WTI climbing past USD 66, its highest level since August. This rise does not reflect improving fundamentals, but rather...
Oil prices surge amid rising middle east tensions
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
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
The current macroeconomic environment illustrates a market in transition, torn between disappointment over Nvidia’s post‑earnings reaction and a sector rotation that is breathing new life...
A market in transition where sector rotation opens new opportunities
The week was dominated by two major U.S. indicators: growth and inflation. Fourth‑quarter GDP rose by only 1.4% at an annualized rate, half the pace expected. The 43‑day government shutdown last...
Sluggish growth, persistent inflation: The U.S. economy enters a zone of uncertainty
Over the past decade, a quiet yet profound transformation has redefined the contours of global finance. Sustainable assets, long viewed as a marginal niche, now attract substantial capital flows....
The silent rise of sustainable assets: how responsible investing is reshaping financial markets
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...