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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...

The winner of the upcoming World Cup has already been decided

The kick-off for the upcoming Men’s World Cup is just around the corner. The tournament, hosted by the United States,...

The winner of the upcoming World Cup has already been decided
Europe, a dream body?

Europe, a dream body?

The European Union (EU) dreams of being a perfect body – eurOpe incorporated. Like in an organism, the unity of...

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
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

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

Oil Carnival
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...

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....

And in the end, is it China that wins?
TACO without flavour

TACO without flavour

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

The central banks’ dilemma

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

The central banks’ dilemma