The war in Iran caused rapid reversals in world markets, challenging key investment rules. Unlike the 2025 tariff crisis which caused a 20% drop, the recent correction was limited to 9%. They collapsed traditional relations: shares and bonds moved downward simultaneously, the dollar was linked to the course of oil, while gold lost its role as a safe haven. The Central Banks of Turkey and Russia went on to liquidate gold. Liquidity emerged as the new absolute sovereign, with markets being overly complacency despite the long-term duration of the conflict.

The Apostle Manthus The lotteries and gaming industry acquires a strong imprint on Euronext Athens, as Allwyn and Bally’s Intralot now raise a capitalization of EUR 12.6 billion, representing 8.3% of the market. Allwyn (ALWN) enters a longer range orbit, with 2025 setting the base and 2026 highlighting the full size. The merger with [...]