Analysis: Must Read

A Possible Interpretation of the US Military Operation in Venezuela

The US military operation against Venezuela, officially justified by the fight against drug trafficking, the defence of democracy or regional security, fits into a much broader framework than that...

New president, Powell's future, Lisa Cook's dismissal… 5 issues for the Fed in 2026

Nearly half of the Fed's board could be renewed in 2026.

Venezuela: Panama 2.0? How to play the reconstruction of a failed state

We all know the regime was on borrowed time. But even for seasoned geopolitical analysts, the speed of collapse was breathtaking. What could go wrong for your portfolio now?...

Site visits, a broken escalator and a bulldozer : 2025 in 25 photos - Part 2

2025 as seen by MarketScreener . As part of our 2025 year-in-review series, we selected 25 photos. Twenty-five shots to tell the story of a year. ...

Engine of markets and US growth: AI steamrolled everything

2025 as seen by MarketScreener . Up 17% in 2025, the S&P 500 is set to post its third straight year of double-digit gains. For the Nasdaq 100, it is even three years of returns above 20%. Once again,...

The Great Nonsense of Thematic ETFs

You might think thematic ETFs are straightforward products that make it easy to gain exposure to the defining issues of our time. Not at all. The methodology used to monitor the indices they track is...

Big dispute, big chart and big crater : 2025 in 25 photos - Part 1

2025 as seen by MarketScreener . As part of our retrospective series on 2025, we selected 25 photos. Twenty-five shots to tell the story of a year. ...

Wall Street posts another strong year in 2025

After a year marked by a flurry of news, both macroeconomic and corporate, U.S. indexes have managed to maintain an overall positive momentum.

Silver plunges after its historic surge

The silver market fell sharply on Monday, initially due to a tightening of trading conditions on the futures markets. The Chicago Mercantile Exchange once again increased margin requirements on...

Silver squeeze: catching up to gold, $100 ahead?

once again increased margin requirements on futures contracts, for the second time in two weeks, forcing the most exposed traders to cut their positions. The sell-off was also amplified by a series of...

Founder-CEOs: a driver of stock outperformance

The idea does not look revolutionary at first glance: a company still run by its founder tends to outperform the market average. Intuitively, it makes sense. But it is worth exploring the reasons and...

In 2025, Bitcoin put on a show, while gold did the job

If you want to shine at year-end dinners, remember this: in 2025, gold won the safe haven contest, and bitcoin won the roller coaster one. One strung together records like an asset that reassures when...

2025, the year of the break between Europe and the US

2025 as seen by MarketScreener . While American presidents had long asked Europe to take charge of its own security, Donald Trump has gone much further. ...

The major challenges for 2026

The year 2025 gave investors the illusion of a world that had become readable again. Equity indices set record after record, volatility stayed muted , and the dominant narrative-of a resilient US...

Tariffs, from market crash to the Supreme Court bench

2025 as seen by MarketScreener . During the 2024 campaign, Donald Trump called tariffs the most beautiful word in the dictionary. It will, in any case, be one of the words of 2025. ...

Guochao 2: Chinese video games take over

Tencent & NetEase dominate a domestic $50B market, yet trade at 55% discounts to their Western & Japanese counterparts. With regulatory headwinds easing up, now looks like a great time to buy into the...

The week's recap: Selling his record at whatever cost

🎯 The 6 stories of the week Selling his record at whatever cost In a rare televised address aired in primetime on US networks, Donald Trump tried to sell his record after nearly a year in the White...

Central banks diverge, although all heading in same direction

Rate cuts, holds, rate hikes… the G4 central banks - the Fed, ECB, Bank of England and Bank of Japan - delivered different decisions over the past ten days. But all are moving in the same...

The Week's Best Reads: billionaires have too many kids, while Trump is missing data

This week's press review hunts for China's missing men, economists who can pin down the impact of tariffs and predictions for 2026. Donald Trump is the Personality of the week.