Skip to content Skip to footer

Blog Classic

HomeBlog Classic
Analyse de marchéAnalyse de marché
Cartel collapse and depressive supply shock. The withdrawal of Saudi Arabia and the UAE of OPEC/OPEC+
The simultaneous withdrawal declaration of Saudi Arabia and the United Arab Emirates from OPEC and OPEC+ (April 28-29, 2026) constitutes the most severe institutional rupture in the oil market since 1985-1986. This study demonstrates that this exit is not a purely bearish signal but rather the prelude to a two-speed structural dislocation: …
avril 30, 20260Comments
Analyse de marchéAnalyse de marché En chiffresEn chiffres
Evaluation of Kepler Cheuvreux’s Asset Management Methodology (PE/Private Credit Integration via Ellipsis AM)
Kepler Cheuvreux has undergone a major strategic transformation since 2020. The integration of Ellipsis AM (Private Equity focused on Small/Mid-Caps) along with the approval of a Private Credit arm (Direct Lending/Structured Credit) of €12 Billion (AUM) currently underway (Run-Rate) represents one of the most successful examples of capital arbitrage and institutional leverage in Europe. …
avril 22, 20260Comments
Analyse de marchéAnalyse de marché
Premium Shockwave: War-Risk Hikes Trigger Global Food and Fuel Shortages
Catherine Austin Fitts, in an interview clip, asserts that Lloyd's of London insurance decisions by the City of London effectively shut down shipping through the Strait of Hormuz, creating global energy shortages and famine conditions rather than direct Iranian blockade. Amid March 2026 Iran conflict escalation, Lloyd's dramatically hiked war-risk premiums for Gulf tankers, causing…
avril 22, 20260Comments
Chroniques juridiques
Analyse technique de l’optimisation fiscale de TotalEnergies via sa filiale de trading à Genève. Application des principes de pleine concurrence (arm’s length principle)
Notre analyse multi-modèles appliquée aux données publiques confirme que TotalEnergies utilise une architecture complexe d’optimisation fiscale via sa filiale de trading à Genève. La catégorie "reste du monde" dans ses rapports fiscaux agit comme une variable proxy pour des juridictions à fiscalité réduite, principalement la Suisse. Les travaux empiriques de l’Institut de Genève ont démontré…
avril 20, 20260Comments