News & Insights

Factsheet September 2025

Here's our factsheet for September 2025.

Oct 11 min read

The AI boom

Nice highlight by Rohan Paul on X summarizing some research on the sustainability of the current AI bull market. According to Deutsche Bank, the current AI boom is NOT sustainable.

Sep 272 min read

Europe – which countries are lending, and which are borrowing?

For the longest time, France (red) was a non-entity in the Eurozone's TARGET2 balances. But that's changed in recent years...

Sep 261 min read