Analysis: Must Read

Donald Trump suffers setback in his strategy to take back control of the Fed

The reappointment of regional Fed presidents, announced yesterday, is a new setback for Donald Trump.

The UK economy slips backward

The UK economy contracted again in October, just as policymakers weigh the timing and scale of interest rate cuts. Gross domestic product fell by 0.1% month on month, matching the decline recorded in...

The Best Articles of the Week: AI in Time, AI in the FT, AI in Noéma, AI in the NYT, AI in Aeon…

In our weekly press review: Europe's decline according to Trump, Burberry's comeback, and private equity's takeover of residential real estate. Also on the menu: the suffering of machines and the...

Jerome Powell stays the course amid a divided Fed

Risks on both sides of the mandate are making the Fed's job difficult.

Amid cost-of-living concerns, Donald Trump hits the campaign trail again

On Tuesday night in Pennsylvania, the American president began a series of trips to highlight his economic record. With less than a year to go before the midterms, the cost of living has emerged as...

SpaceX targets a record IPO of more than $25bn in 2026

SpaceX, the space company founded by Elon Musk, plans to raise more than $25bn in an initial public offering slated for 2026, according to a source familiar with the matter. The deal could push the...

Grizzly Research targets Ceres Power

Grizzly Research just announced that it is short on Ceres Power. It has published a new report questioning the commercial outlook of the UK solid oxide fuel-cell developer whose shares have surged in...

ABC of financial analysis: the number of shares outstanding

The capital of listed companies is divided into a certain number of shares outstanding.

Are analysts over-optimistic?

According to FactSet, in 2026 analysts expect 14.5% EPS growth for S&P 500 companies.

Photonics: the new oil of data centers

The great AI factories are no longer marketing metaphors. We now speak of data centers with 100,000 GPUs and more, interconnected in tight clusters where every millisecond lost costs billions of...

Finally, it's inevitable: investors prepare for a third cut in Fed rates

Market expectations have varied in recent weeks, but the Fed is expected to cut rates by 25 basis points on Wednesday. However, the FOMC remains divided - and the absence of shutdown-related data...

The return of Google Glass weighs on EssilorLuxottica

In 2026 Alphabet, Google's parent company, plans to launch its first generation of smart glasses integrating Gemini AI, according to Bloomberg. The project marks its return to the burgeoning augmented...

Australian central bank holds rates at 3.6% and delays before potential hike

The Reserve Bank of Australia has decided to keep its cash rate at 3.60%, while saying that it is not in a hurry to tighten monetary policy despite rising inflationary pressures.

The US authorizes Nvidia to export its H200 chips to China, with a 25% tax

Donald Trump announced that Nvidia will be able to sell its AI chips H200 to China, in exchange for a 25% import tax. A decision that draws mixed reactions in Washington.

Should the ECB's mandate change?

In an interview with Les Echos, Emmanuel Macron revived the idea of changing the ECB's mandate to take growth and employment into account. The ECB has long been criticized for focusing solely on...

Overview of 2026 prospects published by the largest banks

To attempt a balanced article, two American banks, JPMorgan and Goldman Sachs, and two European banks, BNP Paribas and Barclays, were selected.

The end of the "European discount" for TotalEnergies?

Patrick Pouyanné bets on the launch of a cross-listing in New York to energize Total's stock. The average P/E over the last four years for its two American peers, Chevron and Exxon Mobil, is 48%...

Earnings calendar for week of December 8-12, 2025: Oracle, Adobe, Broadcom a trio to watch

Welcome to the earnings publication calendar for the listed companies for the week of December 8-12, 2025. Amongst this week's main announcements are those Oracle, Adobe and Broadcom, big AI-related...

The Week in Review: trying to circumvent the Chinese

The 5 stories of the week Trying to Circumvent the Chinese Emmanuel Macron this week undertook a three-day visit to China, his fourth state visit since 2017. In Beijing, then Chengdu, the French...