Loader image
Alexis Bienvenu
Hormuz: the bottleneck and the supply chain

Hormuz: the bottleneck and the supply chain

It is not only ships laden with oil, gas or industrial products that pass through the Strait of Hormuz. It...

A turbulent oil market

A turbulent oil market

The United States is awash with oil. It is, by far, the world’s leading oil producer: over 21 million barrels...

Global nuclear explosion

The atom explodes: the MarketVector Global Uranium and Nuclear Energy Infrastructure Index, which tracks nuclear-related stocks, has risen 123% in...

Global nuclear explosion
Meiji Magic

Meiji Magic

All developed markets are currently preoccupied with identifying the losers of AI. All of them? Not quite: one market is...

The power of the golden egg

According to Hindu mythology, the universe was born from a golden egg, shining like the sun. Thus, gold radiates all...

The power of the golden egg
The Kospi-pop wave

The Kospi-pop wave

A recently impeached president facing the death penalty; a tradition of presidents convicted of corruption, then pardoned by new leaders...

Happy 2036!

Financial forecasts for 2026 – if not as much use as a chocolate teapot – will soon prove out of...

Happy 2036!
Tokenisation: apprehension or opportunity?

Tokenisation: apprehension or opportunity?

Which asset class has grown by 118% since the beginning of 2025? No, not gold – although its value has...

The demographic winter: watch out for slippery financial conditions

France should be ready “to lose its children” in the event of an armed conflict, according to the Chief of...

The demographic winter: watch out for slippery financial conditions
Supreme blow?

Supreme blow?

5 November was a strange day on equity markets – the stocks that had been hardest hit by US trade tariffs...

All that glitters is not gold

Good or bad news? The answer to this depends on whether we are assessing the causes or the outcomes, but...

All that glitters is not gold