7/10/2026 Economy & Markets Markets weigh rising yields and AI exuberance Understand what is driving the recent rise in bond volatility and what higher yields could mean for investors across fixed income and equities.
6/01/2026 Geopolitics Implications of the US move on Venezuela US intervention in Venezuela raises new questions for oil markets and global geopolitics.
5/11/2025 Economy & Markets China: Strategic Choices in a Changing Century After months of anticipation, Beijing has revealed how it plans to keep the Chinese economy steady – growing at around 5% – in a challenging and uncertain...
27/10/2025 Economy & Markets Default shockwaves: short‑term pass, medium‑term wake‑up cal... Discover why recent defaults are a short-term shock but a warning for rising credit risks ahead.
7/10/2025 Economy & Markets France after Lecornu: What’s next? Prime Minister Lecornu’s resignation amid opposition from both the left and right has ushered in a new phase of political uncertainty.
2/09/2025 Economy & Markets The future of France’s budget We analyse how Prime Minister Bayrou's confidence vote and October's budget bill could shape France's economy, debt, and investment outlook.
25/06/2025 Geopolitics The evolving Israel-Iran conflict US strikes on Iran triggered missile retaliation and a fragile ceasefire. Markets reacted cautiously with oil settling near $68, while geopolitical tensions...