This week, former president Donald Trump signed a new wave of executive orders aimed at revitalizing the coal industry. The measures include opening up federal lands for coal mining, repealing regulations seen as unfavorable to coal, and even exploring ways to use coal power for AI data centers. The message is clear: “beautiful, clean coal” (his words, not ours) should play a c ...

In a week when financial markets were rattled by President Trump’s tariff saga, marked by announcements of global import duties, an outright trade war, and a resulting market crash, it was refreshing to spend Wednesday afternoon and evening following the Fusion Virtual Mini-Conference, hosted by investment bank Jefferies. During this event, six promising companies and organizat ...

In a world gripped by rising tariffs, geopolitical tension, and financial market uncertainty, some firms prove to be more resilient than other. As there is high volatility in financial markets and many companies have recently experienced large swings in their share price, we thought it might make sense to focus on a more resilient stock instead of a fiery flasher.While many com ...

Well, that escalated quickly! Recent trading days have been a rollercoaster, and definitely not for investors with a weak stomach.   Last week’s reciprocal tariff announcement sent shockwaves through financial markets, plunging major equity indices into bear market territory. But after the POTUS announced a pause on reciprocal tariffs (except for China), US equity indices poste ...

Remember this chart? Back in December, we highlighted how U.S. equities in November delivered their strongest monthly outperformance versus global equities (excluding the U.S.) since the Global Financial Crisis, driven by the optimism surrounding Trump’s election and expected policies. Things changed quickly…   After Liberation Day comes Retaliation Day. Countries and regions a ...

Next week, the International Maritime Organization (IMO) convenes in London for its 83rd session of the Marine Environment Protection Committee (MEPC). On the table: nothing less than the future climate pathway for international shipping. While emissions from global maritime transport have long flown under the radar, the sector currently accounts for nearly 3% of global greenho ...

A bloody red week. Not just for a few unlucky names, but for all financial markets, across all sides of the great oceans. So, with candidates aplenty for this week’s Fiery Flash, we’ve taken the simplest and sharpest approach: spotlighting the biggest decliner in the Euro Stoxx 600. Our Fiery Flash of the week is Ubisoft Entertainment, the once high-scoring gaming giant in a wo ...

A single post on Truth Social or X can reshape economic policies the broader business climate. As uncertainty around the U.S. economy intensifies, investors may begin to demand higher risk premiums. Yet, high-yield spreads remain remarkably tight. President Trump continues to escalate tariff threats, a strategy that eventually will lead to a squeeze of corporate profit margins ...

As the world transitions to a climate-friendly system, demand for critical raw materials –essential to the clean and digital technologies driving this shift – is on the rise. While circular strategies like recycling and car sharing can and should help reduce the need for mined materials, some mining will remain necessary. And yes, mining undeniably impacts nature. A recent stud ...

And you better start swimmin’Or you'll sink like a stoneFor the times they are a-changin’— Bob Dylan “No one goes there anymore. It’s too crowded.”— Yogi Berra   For global markets, and in particular the US market, 2024 was a vintage year. The S&P ended the year up around 24%, and the Nasdaq soared by 32%, led by AI chipmaker NVIDIA, which jumped 170%, having risen tenfold ...