Analysis: Must Read

Trump back on the attack against the pharmaceutical industry

Donald Trump is continuing his crusade against the cost of drugs. In May, he signed an executive order to tackle exorbitant drug prices. Yesterday, his spokesperson Karoline Leavitt announced that the...

Tariffs: Trump strikes hard on Brazil, Canada, India, and Switzerland

US President Donald Trump has launched a new round of massive tariffs targeting dozens of countries, including Canada, Brazil, India, Switzerland, and Taiwan.

Powell staying the course

Unsurprisingly, the Fed has decided to keep its key rates unchanged, resisting growing pressure from Donald Trump, who has been calling for lower borrowing costs for several months. The decision,...

US pressure pushes oil prices up

The threat of economic sanctions from the US against buyers of Russian oil, particularly China, has caused crude prices to rise. This possibility, combined with the trade agreements of recent days,...

Trade agreements: victories for Donald Trump, uncertainty for the US economy

The trade agreements are finally coming to fruition. After weeks of negotiations and delays, the tariff saga may be coming to an end, or at least in part. In political terms, there is only one...

Washington and Beijing move towards a 90-day trade truce

Indeed, this is the third meeting in three months. After Geneva in May and London in June, the Chinese and US delegations are meeting again on Monday in Stockholm. No trade agreement is expected, but...

A victory for Donald Trump, a lesser evil for the EU

Donald Trump and Ursula von der Leyen have announced a trade agreement between the United States and the European Union. While it marks a welcome de-escalation in transatlantic tensions, the...

Importers, exporters or consumers: who pays the customs duties?

The issue remains divisive. The Trump administration has always insisted that exporters will pay. The Fed, which is cautious as ever, prefers to wait before moving too quickly and is monitoring...

50 years of EU-China relations: a summit of appearances

The summit, which was supposed to celebrate half a century of diplomatic relations between the European Union and China, took place in a frosty atmosphere. Officially, it was meant to mark the...

The return of "meme stocks" and exuberance

Are Kohl's and Opendoor the Gamestops and AMCs of 2025? In recent days, these stocks have been experiencing movements similar to those seen in early 2021, the heyday of meme stocks. Four years later,...

European automotive sector upbeat after trade agreement with Japan

The trade agreement reached with Japan offers some respite for the automotive sector. It provides for an exemption from surcharges for the sector, a move that is fueling optimism in Europe as European...

Trade negotiations: Japan coming out on top

Washington and Tokyo have announced a trade agreement introducing lower tariffs on Japanese car exports. In return, Japan will invest heavily in the United States and open up its market further to...

S&P 500: international business boosts performance, up 7% compared to domestic business

While 28% of the S&P 500 index's total revenue comes from abroad, the 50 companies with the highest international exposure significantly outperform the 50 most domestic ones. Beyond taxes and, above...

Employment figures offer some respite for the Bank of England

The Bank of England has been given some breathing space, as the latest UK employment figures show a slower slowdown in the labor market than in the previous month. This, combined with a moderation in...

When volatility boosts US banks

As usual, US financials have kicked off the earnings season. After JPMorgan, Citigroup, and Wells Fargo yesterday, it was the turn of Bank of America, Goldman Sachs, and Morgan Stanley on Wednesday....

Shorting the dollar: the most popular trade amongst fund managers

This is a little treat for MarketScreener team: the monthly survey of Bank of America managers. It's a goldmine of information that can sometimes make up for a lack of inspiration. This is once again...

How did Indonesia go from 32% to 19% customs tariffs?

In 2024, Indonesia had a trade deficit of $17.9bn. Compared to its neighbors, this figure remains reasonable, even though it is amongst the highest in the world. After receiving a letter notifying it...

Is Scott Bessent the ideal candidate to succeed Jerome Powell?

With Jerome Powell's term as head of the Federal Reserve coming to an end in May 2026, speculation around his successor is intensifying. Kevin Warsh and Kevin Hassett are regularly mentioned, but...

Mexican tomatoes: Made in the USA or higher prices, the Trump dilemma

When Donald Trump promises to renegotiate all trade agreements, he does not mince his words. The US has recently announced the end of the agreement with Mexico on the minimum price for Mexican...