Hungary's landmark election swept Viktor Orban from power after 16 years as Peter Magyar's Tisza party secured a historic two-thirds majority. The result reshapes EU dynamics and may unlock frozen aid — with real implications for investors in Central Europe.

Global markets staged a historic relief rally after the US-Iran ceasefire, but inflation expectations have risen sharply and the Fed is on hold all year. The question is not whether to join the rally — it's how to position for the structurally more expensive world that follows.

A dramatic last-minute reversal by President Trump transformed a potential military catastrophe into an uneasy ceasefire. Iran emerges with its leverage largely intact and a possible new revenue stream from the world's most critical oil chokepoint.

French Senator Claude Malhuret delivers a scathing warning about America’s retreat from global leadership, likening Trump to Nero as the pillars of democracy burn. His viral speech urges Europeans to wake up, rearm morally and militarily, and stand firm for Ukraine and democratic values. In his view, Europe's future now depends on its own resolve—not Washington’s.