Analyse de marché

Toute l’actualité de la finance et des marchés (Banques, assurances, gestion d’actifs, M&A, matières premières…). Vidéos, analyses, commentaires et interviews.

Russia Seeks to Create Grain Hub in BRICS Country

Russia is negotiating a grain distribution hub in Egypt, a BRICS member, using existing port infrastructure and Russian traders already…

21 heures ago

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…

2 jours ago

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

https://twitter.com/AlmaANET25/status/2041782097908789395 IATA Director General Willie Walsh warning that jet fuel supply restoration in the Middle East will require months even…

2 jours ago

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,…

2 jours ago

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…

3 jours ago

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…

5 jours ago

Gold demand from China likely to persist ; Global Research, UBS

UBS a publié un commentaire sur les métaux précieux intitulé "From the Ground :Gold demand from China likely to persist",…

6 jours ago

Gold’s Secret Twin Market Mimics Oil’s Supply Stress Signals

https://twitter.com/FGMR/status/2041204702554038335 The text highlights a divergence between physical and paper markets for both oil and precious metals, using oil as…

6 jours ago

De Facto Tolls Solidify: Iran Moves to Formalize Strait of Hormuz Fees and Transit Bans

The Brent oil market shows an extreme divergence between the paper price (futures contracts) at $109 and the physical price…

1 semaine ago

Inférence stagflationnaire tirée des déclarations de Fabio Panetta et du contexte macro-énergétique

Notre article développe le "Théorème de l'inférence stagflationnaire" en appliquant une analyse multi-méthodes aux données macroéconomiques et aux déclarations de…

1 semaine ago