Opportunities and Oklo-sions

Opportunities and Oklo-sions

The gas turbine industry, currently controlled by an oligopoly of three companies (Japan’s MHI, Germany’s Siemens, and America’s GE Vernova), is experiencing a new golden age due to a significant increase in demand generated by the AI...
BEV, MHEV, or ICE? That is the question

BEV, MHEV, or ICE? That is the question

The title might make you think we are talking about the dilemma of choosing the right cocktail, but we are actually talking about mobility. On May 5, in our In-Depth Analysis, we tried to outline the scenario of applying tariffs to the electric car sector, while on...
Private debt/credit in the US

Private debt/credit in the US

While US insurance companies have been investing in private credit since 2009, S&P is sounding the alarm about the risks of this asset class, which has experienced rapid growth aided by falling interest rates. However, it is not just the dynamics of interest rates...
“Gold, gold, gold!”

“Gold, gold, gold!”

The single entitled “Oro,” released in 1984, is perhaps Mango’s first real hit and could be the soundtrack to these days. Blogs and newspapers are now talking about nothing else: the new highs of gold, which has exceeded the psychological threshold of $4,000 per...
Swift also focuses on Blockchain

Swift also focuses on Blockchain

Visa has long feared competition from stablecoins, so much so that even before the Genius Act, it had begun exploring a partnership with Solana. The same is true for other electronic payment operators such as Revolut and PayPal. In truth, these operators are concerned...
Digital Euro: an update

Digital Euro: an update

The debate on the digital euro now has names and surnames, but what really interests us are the contrasting visions, which are essentially two.The problem stems from the US decision to liberalize the market for dollar-pegged stablecoins through a series of regulatory...