Markets Fear High Interest Rates More Than War

The oil shock is just the beginning. The final bill for inflation will be footed by the bond market, whose rising yields threaten …

Wall Street Shrugs Off Oil and Keeps Climbing

A barrel of oil at $100 no longer signals a recession. The West is steadily breaking free from its dependence on oil, and it is ar…

The Prophet of Doom: A Managed Decline or a Hard Crash?

The end of cheap energy: French engineer Jean-Marc Jancovici argues that Europe cannot abandon fossil fuels without nuclear power …

Keeping Cool Is Becoming a Hot Investment

Europe is heating up, and air conditioning is no longer optional. Paired with the rise of AI data centers, it has become a busines…

Why Are Stock and Bond Markets Diverging in Expectations?

While banks profit from market volatility and the AI boom, bond investors are increasingly worried about deficits, war spending an…

SpaceX Investors Take a Hit – with the Toughest Test Still Ahead

Investors face a volatile summer as geopolitical turmoil pushes up energy prices and an impending share unlock threatens to put fu…

From Ballot Box to Boardroom: Where Free Speech Ends

Democracy slows things down, which is why companies prefer to operate like dictatorships. But there is a catch. Even the best busi…

How France's Pursuit of Equality Is Reshaping Free Speech

Liberté or égalité? France has gradually placed equality above free speech, transforming the fight against hate into a broader deb…

Strategy's Bitcoin Playbook Meets Its Hardest Test

Michael Saylor's Bitcoin machine has stalled, and the “don't sell” rule has been broken. Will the halving save his company, or wil…

IBM Becomes First Casualty of the AI Boom

IBM’s CEO said customers had shifted spending toward servers, data storage and memory chips at the expense of the company’s tradit…

Why Artificial Intelligence May Fuel Inflation Instead of Reducing It

Stocks related to artificial intelligence are experiencing sharp fluctuations. Following SK Hynix’s record-breaking IPO, the compa…

Stock Market Tips from the Oval Office

Trump's vast investment portfolio and cryptocurrency profits are adding a new dimension to America's debate over conflicts of inte…

Insect Decline Becomes an Economic Threat

The silent collapse of pollinators is exposing the fatal fragility of modern agriculture.

The Billion-Dollar Business of Man's Best Friend

The global pet economy is worth billions, fueled by emotion rather than necessity. But while pets make wonderful companions, compa…

Thomas Paukner Changes the Rules of Czech Media Space

The information monopoly has fallen. You no longer need an editorial team to dictate public debate. The new weapons are open data …

When Excavator Makers Become Tech Winners, Something Is Wrong

Michael Burry, the investor made famous by The Big Short, is betting against Caterpillar. His wager exposes the cracks beneath the…

The New Case for Green Stocks Is AI Infrastructure, Not Ideology

Less idealism, more megawatts. Green energy is leaving ideology behind to become a hard-nosed infrastructure business, and the for…

Hydrogen Loses the Road but Finds New Life in AI

Hydrogen has lost the battle for the car market. But the technology is not disappearing. It is moving from showrooms to the power …

Dow Jones Breaks Records Despite War and Weak Yen

The weak Japanese yen, tensions in the Middle East and trade uncertainty have done little to dent a market rally driven by AI, chi…

AI Is Starting to Siphon Off Capital as Memory Manufacturers Win

Wall Street is beginning to question whether trillion-dollar investments in artificial intelligence will turn into profits any tim…

The New Real Estate Map: Living Costs Are Replacing Price per Square Meter

The old real estate mantra of location and price per square meter is losing its force. Energy labels are no longer just another do…

Has Real Estate Lost Its Safe-Haven Status?

Years of soaring property prices have driven down yields and turned what was once a conservative investment into an increasingly s…

France’s Debt Trap Tightens as Borrowing Tops €3.5tn

French debt is breaking records. Yet without a political majority, Paris has little room to confront a state that has grown used t…

AI Gets a Cold Shower, but Micron Saves the Tech Sector

Markets were rattled by doubts over artificial intelligence valuations, a stronger dollar and the prospect of higher US interest r…

Middle East Relief Cheers Investors, but BMW Hits a Wall

Easing tensions in the Middle East have reassured investors, and artificial intelligence continues to excite markets. The decline …

Czech Defense Giant CSG Stumbles After Record IPO

Czechoslovak Group's (CSG) initial public offering this year promised to be a triumph. Now it faces speculators betting on a falli…

Europe's Arms Boom: Loaded with Orders, Short on Ammunition

Europe's arms boom is cooling. Defense spending will keep rising, but for shareholders it is more a necessary safety net than a su…

New Fed Chair Tears Up the Rulebook

Falling oil prices initially brought relief. Kevin Warsh’s first appearance as Federal Reserve chair has replaced it with uncertai…

The World's First Trillionaire Is Pulling Away from the Pack

Elon Musk has amassed wealth comparable to national economies, but his fortune remains highly dependent on market sentiment.

Did the ECB Shoot Itself in the Foot?

While the European Central Bank tightened monetary policy and exposed Europe’s economy to fresh risks, US markets rallied on renew…

Migration and the GDP Illusion

A larger economy does not necessarily mean greater prosperity. Migration keeps labor cheap, weakens the pressure to innovate and m…

France's Assimilation Reckoning: A Republic Without Frenchmen

France built its republic on the belief that it could turn anyone into a Frenchman. Mass migration and the slow failure of assimil…

The Perfect Story That Never Happened

A viral post by a supposedly French AI researcher turned out to be fiction. The episode highlights a growing challenge of the AI e…

Gold Joins Bitcoin and Tech Stocks in Market Rout

Gold has lost more than 26% of its value since March. This week brings the largest initial public offering (IPO) in history: Elon …

Reality Hits AI Stocks

Markets often resemble a crowded movie theater: when panic breaks out, everyone rushes for the exits. Investors who wait until fea…

Who Will Pay for Ukraine’s Survival as Europe’s War Bill Grows?

Europe has taken over much of the cost of keeping Ukraine’s state alive after American civilian aid dried up. The question now is …

Russia’s War-Driven Economy Discovers the True Cost of Its Resilience

Russia’s war model and tough monetary policy may have prevented collapse, but chronic shortages and expensive credit are slowly su…

Why Bitcoin's Worst Week in Months May Be Its Most Important

Bitcoin's sharp plunge is not a disaster but a necessary correction. How Strategy's token sale tested faith in halving cycles.

Markets Drunk on AI Ignore Oil Shock and Geopolitical Risk

Investors seem to believe that reality no longer applies to them. Oil-market tensions are rising and Europe faces a new inflation …

Trump, Dell and Pentagon Billions

Markets continue to celebrate record highs, but growing numbers of analysts see a widening gap between asset prices and economic r…

How the Euro Stopped Serving Germany

The common currency long powered Germany’s export machine. Today’s eurozone increasingly protects debtors, and Berlin risks gradua…

European Crisis: Sovereignty Cannot Be Imported

High debt and expensive energy are only symptoms. The real crisis is deindustrialization. Without factories of its own, Europe ris…

Oil Falls, Ferrari Hunts for Sound and Micron Rules AI

Oil is falling despite the Iran crisis, Ferrari is struggling to electrify emotion and Micron has become the latest star of the AI…

How Cheap Money Made Homes Unaffordable

The housing crisis is not just a failure of planning rules or slow authorities. Cheap debt helped push prices higher, turning home…

Musk, Mars and Market Amnesia

A record Dow Jones and a looming giant public offering of SpaceX stock are masking geopolitical tensions. Markets are betting on M…

Britain’s Bond Trap

The British lesson from Liz Truss to Keir Starmer shows that without investor confidence, many victorious politicians are governin…

Britain: The Country Where Motherhood Has Become a Crisis

For a growing number of women in Britain, pregnancy is no longer a milestone but a crisis. The country is approaching 300,000 abor…

Sudeten German Congress in Brno Reveals a Divided Czech Republic

The Sudeten German Landsmannschaft’s congress in Brno is not a threat to the Czech Republic, but it offers an ideal pretext. The r…

Artificial Intelligence Euphoria Collides With a Silent Bond Revolt

Bond yields are rising, stocks are being propped up by record leverage and investors are still waiting for a miracle. So why aren’…

Nvidia, Boeing and Geopolitics: Why Markets Lost Their Nerve

After the much-watched US-China summit produced few concrete results, bond markets are sounding the alarm. Rising yields in both t…