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Consumers – the focus of worries – and hopes

Donald Trump’s second mandate differs from his first in many respects, and particularly with regards to consumer confidence. In 2016,...

Consumers – the focus of worries – and hopes
Thank you Mr President

Thank you Mr President

Two months after the inauguration of the new US President, Europe has cause for celebration. Of course, the US hurricane...

Battle stations!

Forget the Magnificent Seven, that exclusive club of US mega-stocks linked, in particular, to the tech and AI sectors. The...

Battle stations!
Chronicle of impermanence

Chronicle of impermanence

Even in the age of the most creative AIs, imagining Donald Trump as a Buddhist sage requires a fertile imagination....

In the US, the Overton window is wide open

Also known as the window of discourse, the Overton window refers to the range of ideas and opinion that the...

In the US, the Overton window is wide open
Rhinegold: a (cursed) treasure is rediscovered

Rhinegold: a (cursed) treasure is rediscovered

In Norse mythology, the Rhine holds a treasure: gold with magic properties, which confers immense power on those who own...

Socrates and trade tariffs

The opening salvo was quick to come. Faithful to the promises given at his inauguration, Donald Trump launched his trade...

Socrates and trade tariffs
Deepshift

Deepshift

USD 589 billion for starters – that’s the amount that was knocked off the valuation of Nvidia – the artificial...