Macron is wrong: ASML is not a European chokepoint but a Euro-American one.
What Macron said and didn’t say about China, rare earths, semiconductors, ASML, and more. Aresu’s analysis
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Vogon Today
Selected News from the Galaxy
StartMag
Machine translations of posts from Italian newspaper Start Magazine.
How the government blessed the Caltagirone-Delfin concert on MPS-Mediobanca
Here are all the government moves that favored Caltagirone and Delfin’s maneuvers at MPS and Mediobanca. Excerpt from an in-depth article by Stefano Feltri on Appunti.
Read MoreWill the European chemical industry withstand China’s plastics boom?
Europe must worry not only about overproduction of steel, but also of plastics. China is building up additional capacity, which could be diverted abroad and worsen the (already serious) crisis in the chemicals sector. Full details.
Read MoreI’ll reveal to you what will happen in Italy, France and Germany
Hypotheses and scenarios for the economic future of Italy, France, and Germany. Ruggeri’s Cameo.
Read MoreUS Ambassador Attacks EU Directive on Corporate Sustainability
The US ambassador to the European Union warns that the Sustainability Directive stifles reindustrialization by imposing unrealistic targets on supply chains and hindering access to LNG. The Financial Times article is based on Liturri’s press review.
Read MoreSpain on the brink of social crisis, the government offers new housing. Report: El Mundo
The state becomes the master of the house: here’s why, according to the Spanish newspaper El Mundo. Excerpt from Liturri’s review.
Read MoreBoom or bubble for artificial intelligence?
If we’re truly approaching the bursting of the AI bubble, then it’s important to understand where we stand today. Analysis by Chris Buchbinder, equity portfolio manager at Capital Group.
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