Analysis: Must Read

Market Odds and Ends: Wall Street vs. the Rest of the World

Fifteen years of American outperformance is a long enough streak to turn a bet into a certainty. Buying American has paid off so handsomely that the rest of the developed world has nearly disappeared...

Opinion: A strong Euro is suffocating European industry

The ECB is clinging to a 2% inflation target at the cost of high interest rates and a strong Euro. However, by relentlessly fighting domestic inflation that is already under control while its economy...

AlphaValue maintains pessimistic outlook on automotive sector

In a recent note on the automotive industry, AlphaValue suggests that tariff-related headwinds will likely remain a structural fixture of the sector as the USMCA pact faces renegotiation.

Trump threatens Iran with further strikes, ramps up pressure for a deal

Donald Trump has asserted that the United States will conduct additional strikes against Iran following operations carried out the previous day. During a White House address, the American president...

Trump Promises Retaliation After U.S. Helicopter Downed Near Strait of Hormuz

Donald Trump has asserted that the United States will respond after accusing Iran of shooting down an American Apache helicopter on a patrol mission over the Strait of Hormuz. In a post on Truth...

Convertible bonds on track for a record year

Convertible bonds are experiencing a spectacular resurgence this year, driven by a particularly favorable environment. Technology companies require capital to fund their investments, their shares...

2026 World Cup and the Stock Market: Football's Great Marketplace

The 2026 World Cup is almost on us, and it is set to reach a new scale. While perhaps not yet the greatest, it is already the largest in terms of format. The tournament will bring together 48 teams...

U.S. Labor Market Remains Robust Despite AI Headwinds

The American labor market is showing remarkable resilience, according to the official report released Friday by the Department of Labor , which revealed job creation figures that far exceeded...

US Employment Regains Momentum, Complicating the Fed's Task

Official and alternative data are converging toward a clearer recovery in the US labor market, while inflation remains too high to justify interest rate cuts by the Fed.

U.S. Employment Regains Momentum, Complicating the Fed's Path

Official and alternative data are converging toward a clearer recovery in the American labor market, even as inflation remains too elevated to justify interest rate cuts by the Federal Reserve.

The Week's Best Reads: Generational Clashes and Many "whys"

It's been a week defined by profound disruptions: the question of whether we are reliving the 1930s or the 1950s haunts the columns of Foreign Policy, while AI continues to upend everything -...

US tax withholdings defy

Federal tax withholdings accelerated in May in the United States, providing a rather reassuring leading signal for wages, employment, and domestic demand.

Market Odds & Ends: The S&P 500 has never been more expensive relative to sales

The S&P 500 has surpassed its Dot-com bubble record, active managers are falling behind… and a chip giant is distorting the small-cap index.

U.S. Tax Withholdings Contradict the Economic Air Pocket Scenario

Federal tax withholdings accelerated in May in the United States, providing a reassuring leading signal regarding wages, employment, and domestic demand.

Costco confirms resilience of US consumer in May

Following an already robust April, Costco's US comparable sales accelerated further in May, confirming steady demand for everyday essentials.

Costco confirms American consumer resilience in May

Following an already solid April, Costco's comparable sales in the United States accelerated further in May, confirming the continued strength of demand for everyday purchases.

Is the US Economy Accelerating again?

Several leading economic indicators suggest that this may be the case. Despite oil prices hovering near $100 a barrel and consumer sentiment surveys hitting record lows, several signals point toward a...

Trump establishes early government access to most advanced AI models

Donald Trump has signed an executive order aimed at strengthening oversight of the most advanced artificial intelligence models in the United States. The text provides for the creation of a framework...

Trump Establishes Early Government Access to Advanced AI Models

Donald Trump has signed an executive order aimed at strengthening oversight of the most advanced artificial intelligence models in the United States. The directive establishes a framework for...