Weekly Intelligence 13 Oct 2026 Europe first, America next ? The American economy may now resemble, in several respects, Europe one or two quarters ago. The question is whether the United States is escaping the economic pressures affecting Europe, or simply experiencing them with a delay.
Weekly Intelligence 05 Oct 2026 The geography of hidden leverage Every major financial crisis appears to leave behind better financial reporting. Enron
Weekly Intelligence 28 Sep 2026 The hidden dispersion: from company fundamentals to portfolio strategy Recent results suggest the economic shock is far from uniform. We look at the hidden dispersion between sectors and companies, and what it means for strategies.
Weekly Intelligence 23 Sep 2026 The way out of the AI Capex conundrum may be commoditization AI demand is real, but the capital required to meet it is growing faster than profits. What are the possible ways out?