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Economie

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

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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…
avril 11, 20260Comments

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Analyse de marchéAnalyse de marché

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…
avril 11, 20260Comments

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Analyse de marchéAnalyse de marché

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…
avril 11, 20260Comments

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Analyse de marchéAnalyse de marché

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,…
avril 10, 20260Comments

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Analyse de marchéAnalyse de marché

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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Analyse de marchéAnalyse de marché

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 (spot) at $141, a $32 gap reflecting a strong "backwardation." Normally, future prices are higher than spot prices (contango) due to storage costs; this inversion signals an immediate scarcity of physical oil. The $141 price…
avril 4, 20260Comments

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Analyse de marchéAnalyse de marché

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 la Banque Centrale Européenne (BCE), se concentrant sur l'état de l'économie de la zone euro en mars 2026. La stagflation est définie par une convergence simultanée d'inflation supérieure à la cible (πt ​> π∗…
avril 3, 20260Comments

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