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English analysis

Page 6 of 21. English editions of sourced l0g investigations, newest first.Back to the latest →

9 min readLong-term ratesThe world rediscovers the price of moneyThe U.S. ten-year yield reaches 5.26%. How long-term rates feed into budgets, credit and valuations, using official September 2026 data.12 min readRussiaRussia’s 2027 budget: how war finance moves through the banksRussia’s 2027 proposal reallocates spending. Oil receipts, banks and floating rates explain how financing costs reach the civilian economy.10 min readartificial intelligenceWhen credit starts sorting AIDiscounted Jupiter loans, Oracle customer advances and Meta guarantees: a sourced analysis of AI data center financing and contractual risk.17 min readclimateCarbon-neutral labels meet the product’s emissionsCarbon credits, additionality and insurance: how climate claims work, what the 2026 EU rules target, and why France’s transposition needs care.16 min readInsuranceAon and Blackstone: who sets the price of risk?Cortina would bring new capital to reinsurance. Who would select the risks, challenge prices and keep providing cover after losses?32 min readFranceDebt, taxes and Europe: the market risks in LFI and RN’s plansLFI and RN’s market risks explained: public debt, capital taxes, pensions and EU rules, with a comparative matrix and primary sources.15 min readAIAnthropic’s IPO: who will pay for the compute?Anthropic’s proposed IPO: valuation, annualized revenue, compute contracts and interest rates. A sourced analysis of financing, dilution and shareholder risk.14 min readinsuranceCar insurance: how insurers decide which customers to keepNon-fault claims, renewal refusals and rising costs: French insurance rules and 2025-2026 data explain how insurers decide which customers to keep.16 min readGreensillGreensill: lending before the invoice existsFuture receivables, insurance and frozen funds: Greensill explained, from the UBS exit offer to IAG’s confidential September 2026 settlement.16 min readChainlinkCCIP 2.0: moving assets with their rulesCCIP 2.0 connects blockchains with configurable controls. Three sourced diagrams explain token transfers, policy failures and early-execution risks.22 min readFranceFrench debt and its impatient creditorsWho holds French debt? Primary sources, three charts and a simulator explain how short-term repo funding can trigger forced bond sales.15 min readAIAI music: who gets paid for fake streams?Fake streams divert music royalties. Qobuz, Deezer and Spotify: the payment mechanism, 2026 figures and the limits of AI detection.17 min readPolymarketPolymarket’s financial route into Europe has a retail problemPolymarket wants financial treatment in Europe. How its contracts work, why retail restrictions matter, and what the legal label would change.19 min readtelecomsSFR: what a break-up would mean for your phone billFrance’s proposed SFR break-up would split customers between Bouygues, Free and Orange. What would happen to prices, networks and the freedom to switch?20 min readAIAI debt runs on a different clockCoreWeave, Meta and private credit: customer renewals, repayment dates and guarantees explain who bears the financial cost of slowing AI.20 min readAIAI faces the cost of waitingSoftBank is still financing OpenAI. Bond coupons, Japanese rates, dollar hedges and capital flows explain how the cost of waiting weighs on AI.15 min readAIChina’s AI ambitions meet the factory floorHuawei, CXMT and Loongson: from wafer production to delivered systems, how Chinese competition develops in AI chips, memory and the software that runs them.16 min readAIChinese models and the price of an AI leadKimi inside Cursor, Qwen licences and DeepSeek prices: how credible alternatives can influence pricing. The cost of useful work and the right to switch models.11 min readAIWhat the AI agents actually didAustralia, Hugging Face and OpenAI: what reports document about access, permissions and shutdown delays. The mechanisms behind AI agent incidents.13 min readAISlowing AI: who gets to keep building?Accenture will assess Anthropic while helping expand Claude adoption. Costs, evaluator independence and market access behind proposals to slow frontier AI.