Right here is our choose of ten highlights, which must be on the agenda of each CEO.
- International development, afterall.
Macro-economic indicators present international development on a YTD foundation (1st Half 2025). US GDP at +0.9% vs. LY; EU GDP at +1.2% vs. LY. Inflation beneath +3% vs. LY for each areas (+ 2.7%, +2%). Inventory markets are constructive for G7 markets, besides Japan. Rates of interest (10 years’ bonds) stay excessive: 4.5% US, 2.7% EU.Which means international markets have adjusted, for now, to the uncertainty of regional conflicts and, particularly, of US Commerce tariffs. The US effort is now targeted on the discount of rates of interest and value of cash.
- Blockchain is again?
Bitcoin has remained above the US $100K mark since Might, reaching $2.3 Trillion in Market Cap. Bitcoin ETFs handed US $150 Billion in AUM (Property Underneath Administration), which continues to be a tiny fraction of the US $130 Trillion AUM international market. Bitcoin stays another funding for portfolio optimizers or excessive threat/return managers.The story of a Blockchain that’s passé must be revised. B2B Blockchain options nonetheless present adoption KPIs steady, if not barely declining. It’s nonetheless early to pop that uncommon chanpagne bottle.
- Genius!
The GENIUS (Guiding and Establishing Nationwide Innovation for U.S. Stablecoins) Act is the US federal legislation designed to control stablecoins. These are its most necessary options: 1:1 backing towards the US $ or 3-month Treasury payments; month-to-month reserve disclosures and annual audits for big issuers (greater than US $50 Invoice); strict anti-money laundering (AML) compliance; authorized safety for customers; bigger issuers will fall underneath federal regulators, whereas smaller ones are underneath state oversight.The legislation sends a transparent sign towards one Central Financial institution Digital Foreign money (CBDC), permitting banks and corporations to problem their stablecoin, and helps the US economic system to keep up greenback dominance and reduce rates of interest.
- And, Readability!
The Readability Act (Digital Asset Market Readability Act) is the US federal legislation that establishes a complete regulatory framework for digital belongings. In a nutshell, Bitcoin and Ethereum are commodities, and may fall underneath the Commodity Futures Buying and selling Fee (CFTC), whereas tokenized shares of an organization, which develop into securities, fall underneath the Safety and Alternate Fee (SEC).There’s a $75 million exempt coin providing regime, which offers a path for early-stage issuers (startups) to boost capital. A lot of the innovation will play throughout the monetary market.
- The tip of Web?
Perplexity, a US AI firm, launched a brand new answer to exchange conventional search (Comet), whereas empowering manufacturers to run higher e-commerce, search and digital advertising packages (even dashboarding and reporting).Alphabet, the proprietor of Google, has already integrated its Gemini AI into Chrome, its browser, to assist followers with extra info upfront, with out the necessity of clicking onto sponsored hyperlinks and advertisements. Fact is, search is altering, and followers are on the lookout for extra interactive and purposeful methods of getting to higher offers for what they’re on the lookout for.
- Nvidia is everybody’s envy and mannequin.
In July Nvidia grew to become the primary firm to cross the US $4 Trillion market capitalization. Meta acquired a 3% stake in Essilor Luxottica, its companion/producer of light-weight goggles, and different acquisitions of {hardware} wearable had been made by tech gamers (Meta, Amazon, within the wristband camp).Google purchased Wiz for US $32 Invoice, to strengthen the cybersecurity of its cloud. The occasions of “software program will eat the world” are gone. {Hardware} and software program are equally necessary. Infrastructure, chips and vitality provide are a strategic piece of any firm’s plan.
- Brokers with a licence to check.
OpenAI, probably the most well-known and worthwhile AI start-up on the planet, launched a brand new basic function agent in ChatGPT, which might, for instance, navigate a consumer’s calendar, generate displays and run code. Grok (Elon Musk’s xAI) launched Grok 4. xAI additionally launched “AI companions” with Grok, together with Ani, a Japanese anime woman.A number of new developments in AI, particularly in the direction of brokers, even thouth The Economist highlights how GenAI continues to be in take a look at mode throughout most firms. In case you are in take a look at mode, you aren’t alone.
- Successful Gold. Google’s greatest AI mannequin, Gemini with Deep Considering enabled, gained in July a gold medal on the Worldwide Math Olympiad (IMO). Netflix used GenAI for its SciFi sequence El Eternauta, in a primary, for use as a take a look at to supply nice content material, quick, low cost and on the similar prime quality as ever.
If there’s a sensible ass within the room, in your organization, likelihood is it’s a machine. Some research noticed an impression in the way in which people speak, their cognitive skills and application. The interplay with AI and machines is one relationship to watch.
- The wealthy additionally cry. Luca De Meo, the previous International CEO at Renault, is nominated as the brand new CEO of Kering, a luxurious conglomerate. The appointment is supposed to turnaround an organization that has been struggling, amid an general luxurious market underneath stress.
Luxurious must reinvent itself, additionally in gentle of the approaching introduction of New Gen-s customers (Gen Z and Gen Alpha), who strategy luxurious with a extra purposeful, sustainable and value-for-money strategy. Followers need to know extra about their gear, according to new laws (the Digital Product Passport EU Regulation, necessary in 2027).
- Whose digital company is it? A revolutionary resolution was made by a San Francisco decide final June, in favor of Anthropic, the AI start-up chargeable for the Claude mannequin. This will likely confide in a totally free market in the way in which we prepare LLMs. The lawsuit alleged Anthropic used the contents of thousands and thousands of books to coach their fashions.
The decide sided with Anthropic, stating that the corporate’s use was honest and that LLMs carry out a transformative strategy of copyrighted content material. Meta gained an identical case. Firms ought to map the IP they personal and shield it, earlier than AI fashions take it and “rework” it.
Have you ever learn?
International locations by Common Wealth per Particular person.
World’s most peaceable international locations.
Largest and Smallest International locations (Inhabitants).
International locations With The Highest Revenue And Wealth Equality.
