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Enguerrand Artaz
Semiconductors : Europe’s quiet comeback

Semiconductors : Europe’s quiet comeback

The AI revolution continues to drive the markets and underpin economic growth. Investors, however, have gradually shifted their focus to...

Draghi or Trichet?

Draghi or Trichet?

Will Mario Draghi go down in European history as the man who preached in the wilderness? The highly pertinent conclusions...

Jay Powell’s final hurrah

After more than eight years at the helm of the US Federal Reserve (Fed), Jerome Powell chaired his final monetary...

Jay Powell’s final hurrah
And in the end, is it China that wins?

And in the end, is it China that wins?

It would be hard to find a more striking contrast in the way the conflict in Iran is being managed....

TACO without flavour

The acronym TACO, standing for ‘Trump Always Chicken Out[1] ’, emerged in the summer of 2024 to describe the Republican...

TACO without flavour
The central banks’ dilemma

The central banks’ dilemma

The surge in energy prices has quickly brought to mind a term synonymous with a highly unfavourable environment for the...

A solid backdrop

Operation Epic Fury, launched by the United States and Israel against the Iranian regime, has reshuffled the deck on the...

A solid backdrop
AI and energy, a political issue

AI and energy, a political issue

With mid-term elections looming, rising electricity prices have become a major political issue in the United States. More specifically, there...

Back to reality

The year 2026 got off to a flying start, buoyed by optimism bordering on euphoria. Against a backdrop of unanimously...

Back to reality
Doctor Gold and Mister Treasuries

Doctor Gold and Mister Treasuries

Since the mid-1990s, US sovereign bonds have become the most widely held asset in global reserves, dethroning the previous leader:...

United States: a new job market?

Grow or die. This hyperbole has long summed up the functioning of the American job market. One statistic symbolises this:...

United States: a new job market?