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When the exceptional is no longer enough
25/11/2025
2 min
After several weeks of turmoil, financial markets, searching for a savior, awaited NVIDIA's results with the same anticipation as the hero's last-minute rescue at the end of a Marvel blockbuster. And, in this scenario that seemed almost predetermined, Jensen H ...
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When the exceptional is no longer enough
25/11/2025
After several weeks of turmoil, financial markets, searching for a savior, awaited NVIDIA's results with the same anticipation as the hero's ....
Like a doubt
18/11/2025
US stock indices paused last week, even posting their worst session since October on Thursday. Artificial intelligence (AI), previously the ....
A market in search of benchmarks
11/11/2025
The end of the longest federal government shutdown in history finally seems within reach. This weekend, a split among some Democratic senato ....
Rational exuberance?
04/11/2025
In 1996, Alan Greenspan, then chairman of the US Federal Reserve, delivered a now-famous speech to the American Enterprise Institute, warnin ....
The most important week of the year-end?
29/10/2025
Financial markets ended the week in turmoil, shaken by rising concerns about the strength of US bank credit. Two regional banks, Zions Banco ....
Serial turbulence for the banking sector
22/10/2025
Financial markets ended the week in turmoil, shaken by rising concerns about the strength of US bank credit. Two regional banks, Zions Banco ....
Rare Earths and Sino-American Tensions : The Awakening of "Trump's Krakatoa"?
17/10/2025
Marked by significant market volatility, last week ended with Donald Trump's angry outcry. The S&P 500 fell 2.71% last Friday, and the N ....
Time in the (bull) market versus timing the (bull) market
30/09/2025
David Einhorn recently warned about the valuation levels reached by the markets, particularly in the artificial intelligence sector. During ....
Risk management according to Jerome Powell
24/09/2025
Jerome Powell continues to steer his ship well. Despite headwinds—both political and economic—the Fed Chairman has managed to initiate a dov ....