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
Sam Altman is negotiating a 5% stake for the U.S. government in OpenAI. This is not philanthropy—it's a strategic move that redefines global AI governance.
Jul 2, 2026 at 10:17 8 8
By keeping Lisa Cook at the Fed, the Supreme Court has drawn a constitutional red line. For bond markets, this is an institutional guarantee—and a lasting structural hawkish signal.
Jul 1, 2026 at 09:37 8 9
In June 2026, spot bitcoin ETF holders voted with their feet: $4 billion in net redemptions in a single month, a record since the launch of the products in the United States in January 2024. The mechanism is clear—and microstructure signals confirm it.
Jun 29, 2026 at 09:03 9 11
Two contradictory signals from the Fed in 48 hours, a Japanese government encoding its tolerance for further BoJ hikes – one month ahead of the FOMC/BoJ double meeting, markets are reading between the lines.
Jun 28, 2026 at 15:39 9 10
WTI below $70 is usually good news. Not this time. With core PCE at +4.0%, energy disinflation masks services inflation and puts the Fed in an untenable position.
Jun 26, 2026 at 23:04 12 10
OpenAI restricts the deployment of its latest model following a request from U.S. regulators—and takes care to specify that "this should not be the norm." The precedent is set. It won’t be the last.
Jun 26, 2026 at 23:03 11 11
With four days left before the MiCA deadline (June 30, 2026), Binance confirms the suspension of its services in several member states. European users are left without access. Licensed players are taking a stand.
Jun 26, 2026 at 08:37 15 13
$35 billion to quadruple THAAD production, $1.55 billion to revive the E-7 Wedgetail: Washington approves an industrial remilitarization unseen since the Cold War.
Jun 25, 2026 at 22:34 13 10
The UN Secretary-General launches an initiative to enforce environmental transparency in AI - a sign that regulatory pressure on the energy consumption of data centers is becoming institutionalized at the global level.
Jun 23, 2026 at 22:11 7 5
The U.S. government is opening an investigation into a fatal accident involving a Tesla in Texas. Beyond the legal case, the regulatory trajectory and the valuation of the Full Self-Driving program are at stake.
Jun 23, 2026 at 04:29 6 5
The new Federal Reserve chair opened his first FOMC meeting by distancing himself from his predecessor's approach-and implicitly from the White House. A shift in tone with significant market implications.
Jun 23, 2026 at 02:45 7 5
