1. Executive Summary: A Strong Report with Complex Market Reactions In my view, NVIDIA’s latest Q2 earnings report reinforces its central role in the ongoing AI wave. Yet, the market reaction reflects a disconnect between fundamentals and investor expectations. The numbers are impressive: revenue reached $46.7 billion, up 56% YoY, and EPS came in at … Continue reading NVIDIA Q2 2025 Earnings Commentary and Industry Outlook
As someone who has long followed the evolution of the European Central Bank and EU financial policy, I found the ECB’s blog post on June 27, 2025 “Crossing two hurdles in one leap” both revealing and thought-provoking. In it, the ECB introduces a bold new idea: the “European Savings Standard,” a proposal aimed at channeling … Continue reading The European Savings Standard: Between Market Logic and Democratic Risk
I’m excited to dive into the U.S. Senate’s recent passage of the GENIUS Act, a landmark bipartisan legislation designed to regulate stablecoins and modernize America’s payment systems. As an economist, I see this as a pivotal moment for digital finance, with profound implications for innovation, consumer protection, and the global dominance of the U.S. dollar. … Continue reading GENIUS Act
U.S. Bitcoin Legislation: Mastering Financial Discourse The U.S. is doing more than regulating Bitcoin—it’s seizing discourse power, the ability to define legitimate financial assets, much like when gold or silver standards ruled. This isn’t just about managing risks; it’s about positioning the U.S. as the epicenter of digital finance. Let me break down three core … Continue reading Bitcoin: U.S. Leadership vs. Europe’s Caution
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