South Korea reactivates its tungsten deposits to reduce a dependence on China exceeding 65%. A discreet but structural signal in the global recomposition of critical supply chains—the metal of hard tools and munitions enters the geopolitical battle.
22 h ago 5 8
The U.S. employment report for July 3 presents an end-of-cycle paradox: job creation is slowing, but the unemployment rate is falling—not due to economic strength, but because of a shrinking labor force linked to tighter migration policies. Markets are relieved, but Warsh's Fed doesn't have a free hand.
yesterday 9 13
After installing Kevin Warsh as Fed chair, Trump's allies cross a new threshold: reshaping the entire Board of Governors. An institutional escalation with potentially systemic consequences for U.S. monetary credibility.
yesterday 8 11
Germany's budgetary golden rule gives way. 10 billion euros in tax relief, a decision that reshuffles the cards between Berlin, Frankfurt, and the European bond markets.
Jul 2, 2026 at 16:36 9 11
A stablecoin network with 140 players has just been launched, Circle collapses on the stock market. The digital dollar infrastructure war has been declared.
Jul 2, 2026 at 10:17 8 9
Nigeria joins the map of global strategic resources: the announced discovery opens a new geopolitical front in the race for critical minerals of the energy transition.
Jun 30, 2026 at 23:30 8 8
As markets digest the worst monthly close for the Mag7 since 2022, U.S. Q2 2026 growth surprises on the upside. A macro paradox that reinforces the "higher for longer" stance and complicates any Fed pivot scenario before the end of the year.
Jun 30, 2026 at 16:49 8 9
While the Mag7 lose $2.3 trillion in June, ASML shows notable relative outperformance and Micron confirms the HBM memory supercycle. The contrarian angle of the tech sell-off: upstream infrastructure holds up better than platforms.
Jun 30, 2026 at 16:48 9 10
The Bank for International Settlements sounds the alarm: massive investments in AI could form a capital bubble likely to crash markets and trigger a recession—a warning that resonates as the U.S. Moratorium Act puts pressure on the sector.
Jun 29, 2026 at 17:15 8 11
When the price of spodumene collapsed by 90% since 2022, producers are optimizing every step of the chain. Pilgangoora has made mechanical sorting its core process—a sign of resilience, not innovation.
Jun 26, 2026 at 23:03 15 14
Since 2013, Beijing has promised a pivot to domestic consumption. In 2026, Stephen Roach's (Project Syndicate) verdict is unequivocal: the rebalancing has failed. This structural misalignment weighs on global markets as a whole.
Jun 26, 2026 at 15:55 18 15
The pullback in technology markets since mid-June 2026 is no accident: it is the result of two structural forces that reinforce each other and are reshaping the sectoral geography of portfolios.
Jun 26, 2026 at 15:55 14 11
