Section
Markets
Currencies, commodities, rates, indices and capital flows.
18 published articles
Featured
Debt, AI and Shadow Banking: Who Will Absorb the Next Bond Market Shock?
Governments are borrowing heavily, artificial intelligence is mobilizing enormous amounts of capital, and hedge funds are playing an increasingly important role in sovereign debt markets.
AnalysisRecent publications
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MarketsHong Kong: The New Route for Russian Gold
For a long time, sanctioning a commodity essentially meant shutting it out of the major markets where it could be sold, financed and converted into liquidity. Russian gold is now exposing the limits of that logic.
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MarketsBill Gates and the Unplanned AI Era
In March 2023, Bill Gates declared that the age of artificial intelligence had begun. At the time, he compared its transformative potential to that of the personal computer, the mobile phone, and the internet. Three years later, his vocabulary has changed. Revolution has given wa
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MarketsThe World Under Insurance
The invisible power of those who decide which risks can still be taken
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MarketsThe Trading Giants: The Companies That Keep the Global Economy Moving
They do not always produce the oil, copper or wheat. Nor do they consume it. But between the two, they organise part of the world.
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MarketsFinancial Markets in Emerging Economies : Engines of Development, Vectors of Vulnerability, or Instruments of Resilience ?
For decades, the rise of a stock exchange, the opening of the capital account and access to international bond markets were presented as almost automatic signs that a country had entered economic modernity. An economy capable of attracting foreign investors, financing its compani