US – Strong jobs, soft inflation: the sweet spot A fresh round of US data last week reinforced the view that the labour market remains resilient. Communication from Hassett and Navarro in the days leading up to the Non-Farm Payrolls release had lowered market expectations for job creation, but the actual print surprised on the […]

Download On Friday, February 6, 2026, Stellantis announced a deep strategic “reset” of the group. Management acknowledged that the transition toward electric vehicles had been planned too aggressively compared with what customers are actually buying. Today the market is asking for greater flexibility: electric vehicles, yes, but also hybrids and advanced internal combustion engines. This […]

Japan – Takaichi consolidates power, fiscal unleashed Last Sunday, the LDP and Takaichi secured 316 of the 465 seats in the Lower House and, together with her coalition, now holds the two-thirds “super-majority” needed to override any rejection in the upper house. Takaichi is therefore in a historically strong position, and her political gamble has […]