Analysis: Must Read

Trump's Rant Against China Sends Global Markets Reeling

Global stock markets plunged on Friday after Donald Trump accused China of launching an unprecedented wave of export controls on rare earth elements and other key materials, escalating tensions...

The Best Articles of the Week: Cowboys and currency traders, amongst others

In this week's press review: gold shining bright, apocalyptic journalists, and news about Donald Trump's Peace campaign....

Gold medal for silver

Gold is not the only precious metal that shines. In the wake of gold, which has crossed the symbolic threshold of $4,000 per ounce, silver has also exceeded $50.

Labor market frozen In the US

Yesterday, the Fed released the minutes of its last meeting. They confirm that the 25bp cut was due to concerns about the slowdown in the job market. This is indeed experiencing an unusual situation,...

MarketScreener's roundup: the IPO gamble and gold hits symbolic $4,000 an ounce

Verisure rings the bell Alarm system specialist Verisure made its stockmarket debut on Wednesday, October 8, on the Nasdaq Stockholm. It is the largest IPO in Europe since Porsche in 2022. It enables...

In France the political crisis is paralyzing the economy

After the failure of three prime ministers in one year, the political deadlock is now clear. While France needs to adopt a budget to reduce its deficit, the lack of a majority in the National Assembly...

The dollar makes all the difference on Wall Street

Wall Street continues to break records. Despite all the concerns that have dominated conversations this year, from tariffs to the budget deficit and the independence of the Fed, the United States...

The strange equilibrium of the US job market

It is difficult to know where the US economy stands. While recent data show a resilient economy, the ADP survey is somewhat out of step. In September, 32,000 private sector jobs were lost, while...

AI and index funds cause concentration of the S&P 500 to skyrocket

The Apollo fund recently released a presentation that caused quite a stir on the North American financial markets.

With the withdrawal of Antoni's nomination to head the BLS, Donald Trump finds the limits of his power

With the shutdown monopolizing attention and likely to lead to the closure of the Bureau of Labor Statistics , the announcement of EJ Antoni's withdrawal from the nomination has gone somewhat...

The big comeback of deals on Wall Street

Just under a year ago, Donald Trump's election raised high hopes amongst investment banks. After several years of high interest rates hampering their business, the Republican's return to the White...

At midnight in Washington and 5:00 a.m. in London, the shutdown began in the United States

At 5:00 a.m. London time, the US government began shutting down its operations after Congress failed to progress with the federal budget bill. The famous shutdown has therefore come into effect.

Less immigration, less inflation?

Since returning to the White House in January, Donald Trump has made the fight against immigration one of his priorities. And the goal is not just to stop the arrival of migrants, but also to deport...

Inflation on vacation?

Will tariffs be reflected in inflation figures? This is the question we have been asking ourselves for months, and August's figures have not provided us with any more answers. On the other hand, the...

The big comeback of tariffs

Did you miss them? Well, they're back. After several weeks of relative calm on the trade front, Donald Trump has announced a new series of tariffs. Investors are watching the impact of these measures...

What if the Fed stopped cutting rates?

This has been the narrative in recent weeks: markets are rising because the Fed is going to cut rates. While lowering the cost of capital is in principle positive for risky assets, history shows that...

European real estate: the credit gap widens

The European real estate market continues to fragment in terms of credit, according to an analysis by Scope Ratings. While terms of financing are improving for the highest-rated companies, weaker...

No risk-free path for the Fed

Less than a week after the Fed's rate cut, the market is already looking ahead to what's coming next. While expectations are high, Fed members are divided. Between the downside risks to employment and...

The Fed faces the risk of a second wave of inflation

Last week, the Fed resumed rate cuts after several months on pause. Two further 25 basis point cuts are probably due by the end of the year. The Fed is in risk management mode: faced with risks in the...