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Alexis Bienvenu
The Return of the Dead Cow

The Return of the Dead Cow

An unexpected flood of dollars (or yuan) has been pouring into hydrocarbon-exporting countries since the Strait of Hormuz was blocked....

Oil Carnival

Oil Carnival

It’s party time! Money is pouring in! It’s flowing, glistening with the dark lustre of black gold. For with the...

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...

Hormuz: the bottleneck and the supply chain
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