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Nuclear revival in Europe mainly benefits the US

British Prime Minister Keir Starmer announced a multibillion-dollar deal last week with the US for the construction of a series of Small Modular Reactors (SMRs). Although the so-called “nuclear renaissance” is also taking shape in Europe according to investors, they see American companies as the main beneficiaries.

IMF: geopolitical events can depress stock prices by 1 percent

Major geopolitical events can depress global stock prices by around one percent per month. In emerging markets, the impact can be as much as 2.5 percent. That’s according to the International Monetary Fund, which warns that geopolitics has started to exert greater influence on stock markets over the past few years.