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 banks up in arms against the rise of stablecoins - Crypto review

Faced with the rapid rise of stablecoins, major US banks are taking action to slow down the integration of Web3 giants into the banking system. Circle, Ripple, Fidelity: they all want to become their...

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...

CK Hutchison is seeking a Chinese partner to appease Beijing over the sale of its ports

Under geopolitical pressure, CK Hutchison is revising its plans. The Hong Kong conglomerate wants to include a Chinese player in the sale of its ports to defuse tensions with Beijing, as the initial...

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,...

Elon Musk is betting on debt to propel xAI in the AI race.

With the aim of competing with giants such as Alphabet and OpenAI, Elon Musk could decide to raise up to $12bn in debt to accelerate the expansion of xAI and its AI agent Grok.

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...

JPMorgan opens up to crypto: Bitcoin-backed loans coming soon? - Crypto review

The CEO of JPMorgan, once a fierce opponent of Bitcoin, is now considering lending dollars to customers in exchange for cryptocurrencies. What Wall Street refused yesterday is now becoming a new...

Ashish Kacholia and Dolly Khanna: India's Star Investors Send Portfolio Signals

As the first half of FY 2025-26 concludes, two of India's most closely watched stock market investors, Ashish Kacholia and Dolly Khanna, have made notable shifts in their portfolios. Often hailed by...

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...