Jenny · March 7, 2026
In 1984, Bernard Arnault acquired the bankrupt Boussac textile group for $15 million of his own capital — gaining control of Christian Dior, which he identified as the single asset worth saving. Forty-one years later, LVMH Moët Hennessy Louis Vuitton generates €84.7 billion in annual revenue, employs 211,000 people across 75+ brands, and is the [...]
Jenny · March 7, 2026
In April 1993, Jensen Huang founded Nvidia with $600 at a Denny’s diner in San Jose. In October 2025, Nvidia became the first company in history to exceed $5 trillion in market capitalisation. In FY2026, it reported $215.9 billion in revenue — up 65% year-on-year — and $120.1 billion in net income. These numbers describe [...]
Evelyn · March 7, 2026
In 2021, Russia supplied 45% of EU gas imports. By 2025, that share had fallen to 13%; Russian pipeline gas — once 40% of EU pipeline flows — represents just 6% today. This transformation is the result of the most ambitious energy policy reorientation in EU history: legally binding phase-out legislation, €300 billion in projected [...]
Evelyn · March 7, 2026
A January 2026 joint report by the ECB and ESRB confirms that geopolitical shocks lower expected growth, heighten financial stress and cause banks to reduce lending — especially cross-border. For European banks, geopolitical risk is no longer an external variable to be monitored from a distance. It is a direct input into credit, liquidity, market [...]
Evelyn · March 6, 2026
Markets often detect banking stress months before official data confirms it. During the 2023 SVB-Credit Suisse episode, the three-month EURIBOR/€STR OIS spread spiked to 70 basis points and euro area money market funds absorbed €18 billion in a single month — both warning signals that moved before supervisory interventions. For EU investors operating in a [...]
Evelyn · March 5, 2026
EU/EEA banks enter 2026 with liquidity ratios comfortably above regulatory minimums: LCR at 160.7% in Q3 2025, NSFR at 126.8%. On aggregate numbers alone, the system looks robust. But beneath the headline ratios, three structural shifts deserve close attention: the share of cash in HQLA buffers fell from 57% to 49% in a single year, [...]
