Analyse de marchéMiddle East oil recovery and supply-demand dynamic
Five largest Persian Gulf oil producers raised output to 21.61 million barrels per day by October, recovering 81% of the production lost by May. In February they produced 23.54 million, in March 15.41 million, and in May 13.49 million, the lowest since November 2000. By October they had…
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Réglegulation 2026: MiCA, Omnibus ESG, AI Act compliance becomes an alpha factor.
Thesis By 2026, European regulation has ceased to be background noise and become a measurable allocation variable:…
Choix de l’éditeurArticles en vedette
Microsoft FY2026 Q3: Growth, AI Investment, and Valuation Risks
Microsoft’s FY2026 Q3 results reveal a structural shift in the economics of…
From speculation to rent: how RWAs rewrite the contract between capital and return
Cap: For a decade, the value of a digital asset hinged on…
MiCA, ISO 20022, digital euro: Europe finishes the plumbing of programmable finance and the market looks elsewhere
Headline: While the spotlight remains fixed on the price of bitcoin, three…
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