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Toute l’actualité économique et financière en France et dans le monde. Vidéos, analyses, interviews.

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Economie

Toute l'actualité économique et financière en France et dans le monde. Vidéos, analyses, interviews.

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Les ETFs thématiques « Smart City »

Les ETFs thématiques "Smart City" investissent dans les entreprises qui contribuent au développement des villes intelligentes : infrastructures connectées (IoT, 5G, réseaux intelligents), mobilité durable, gestion de l’énergie et de l’eau, bâtiments efficaces, télécoms et technologies industrielles. Ces thématiques profitent de l’urbanisation mondiale, de la transition énergétique et des investissements en infrastructures numériques. En avril…
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Morgan Stanley Warning: The U.S. Could Face a Major Power Shortage by 2028

Morgan Stanley warns that accelerating global AI adoption is fueling an unprecedented demand for electricity, potentially leading to a 20% U.S. power shortfall by 2028 if supply doesn't match the exponential growth. Massive U.S. data centers, driven by major tech investments exceeding $400 billion by companies like Microsoft, Google, Amazon, and Meta for compute capacity…
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Beyond the Ceasefire: Real Energy Damage Pushes Brent Crude Differentials to Record Highs

The perceived political resolution, described as "co-ordinated social media posts" rather than a genuine US-Iranian ceasefire, has failed to stabilize the energy market, leading to deepening fallout. European and Asian refineries scrambling for oil cargoes have driven North Sea prices to record highs, with Forties Blend nearing $147 a barrel, surpassing 2008 levels, indicating severe…
2 jours ago0Comments

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Hormuz Truce Fails to Quell Fuel Fears: IATA Warns of Months-Long Supply Snag

IATA chief says jet fuel supply could take months to recover after Hormuz reopening https://t.co/0KqLSqjPPM pic.twitter.com/H0qhi64avY — Alma Angeles (@AlmaANET25) April 8, 2026 IATA Director General Willie Walsh warning that jet fuel supply restoration in the Middle East will require months even after Strait of Hormuz reopening, due to major refining capacity damage. The statement follows…
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Oil and Gas Infrastructure Impact. Recession Risks through H2 2026

A JP Morgan Commodities Research table listing specific oil and gas assets hit across the Middle East, including pipelines, terminals, ports, depots, and fields in Saudi Arabia, UAE, Iran, Iraq, and Oman. The table details drone strikes, missile attacks, and fires causing capacity outages, with examples like partial shutdowns at Saudi East-West pipeline, full disruptions…
2 jours ago0Comments

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Systemic Evaluation of the « Selective Credit Crunch » and Modeling of Bank Non-Contagion

Private Credit will not trigger a systemic global banking crisis like 2008, but acts as an extreme amplifier of sector volatility, generating a "sawtooth recession" in corporate credit with a structural rotation towards AI-Native. The analysis conducted by integrating the 7 quantitative layers (semantic NLP, macro DSGE, factor decomposition, Markov-switching regimes, quantum-classical portfolio optimization,…
3 jours ago0Comments

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Family offices are shifting from PE funds to direct deals

Direct investing, or direct deals, is the practice where investors like family offices or high-net-worth individuals commit capital directly into private companies or assets, bypassing traditional private equity (PE) funds where a General Partner (GP) manages the portfolio. This trend is accelerating, evidenced by family offices significantly shifting allocations away from funds toward direct deals,…
avril 8, 20260Comments

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