Analysis: Must Read

Holcim: Cement maker seeks new status

Holcim has long been perceived as a mere cyclical cement manufacturer, exposed to energy costs and carbon quotas. However, since the spin-off of its North American operations, the Swiss group has been...

Tariff Refunds Begin in the US Following Supreme Court Invalidation

The initial wave of refunds related to tariffs struck down by the US Supreme Court has begun reaching affected companies. Several months after the ruling deemed certain taxes implemented by Donald...

Senate confirms Kevin Warsh, bringing Donald Trump closer to a leadership change at the Fed

Kevin Warsh has cleared a decisive hurdle towards the chairmanship of the US Federal Reserve following the Senate's approval of his nomination to the Fed's Board of Governors. The upper chamber...

Why is Telegram's crypto skyrocketing?

You likely know Telegram for its trading signals, crypto groups, news channels, private communities, encrypted chats, bots, mini-apps, or creators broadcasting content directly to their audiences....

Is AI Inflationary or Deflationary?

Artificial intelligence promises a revolution in terms of productivity, leading to a wealthier, more efficient, and perhaps even more solvent economy. However, in the bond markets, this grand promise...

Electric Vehicles: Caught between Tesla and China, what choices for Europeans?

Are European automakers carving out a space for themselves between the two global giants, Tesla and BYD?

Ireland's fiscal success faces the risk of over-reliance

Taxation is a classic lever for attracting investment. In Ireland, it has helped transform the national economy, although it has also created a budgetary dependence that is increasingly worrying...

Our Favorite Articles of the Week: AI is breaking everything, even hyperscaler accounting

This week in the MarketScreener press review: the courage of The Atlantic, what AI can do and what it cannot ....

Polymarket, Kalshi: A retail losing machine?

Prediction markets promise to distill news into collective intelligence. However, behind the facade of event finance, a tiny minority captures the lion's share of the gains....

Costco signals firmer US demand, despite high gasoline prices

Costco's April sales figures demonstrate highly resilient and accelerating household consumption in the United States, even after adjusting for calendar shifts, foreign exchange, and gasoline price...

US Corporate Earnings: An Exceptional Season

S&P 500 companies are projected to post 27.1% EPS growth in Q1, marking the strongest reporting season since Q4 2021.

Market Miscellany: AI continues to fuel market euphoria… but not for employees

While Wall Street celebrates artificial intelligence and robust corporate earnings, the US economy is sending more mixed signals. In the tech sector, layoffs are piling up, despite the AI-driven...

Why investors love companies they do not understand

The harder a company is to understand, the more room it leaves for the imagination. Artificial intelligence, biotechnology, semiconductors, cybersecurity, quantum computing: markets love sectors where...

Are We Already Seeing the End of NATO?

Donald Trump has long brandished the possibility of a US withdrawal from NATO. However, the mere shadow of a doubt regarding Washington's commitment to defending its allies is already undermining the...

Infineon: The Other Winner in AI

While market attention is monopolized by American artificial intelligence giants, Infineon Technologies continues a more discreet trajectory.

Sam Altman wants to scan your eyes to save the Internet from AI

Last Friday, in a packed San Francisco auditorium, Sam Altman, co-founder of OpenAI and chairman of the startup Tools for Humanity , unveiled the next phase of World, his ambitious digital proof of...

The American consumer says they are in the doldrums, but data tells a different story

And that's not good news for the White House.

Opinion: The Industrial Accelerator Act - a Paper Shield

With a price gap of up to 40% vis-à-vis China, the Industrial Accelerator Act offers protection to, at best, 20% of the European automotive market and just 15% of industry overall. Worse still, even...

Europe running out of arguments

The return of macroeconomic risk is now firmly in place in Europe. There has been a stark contrast with US markets since the start of the war in Iran. Across the Atlantic, markets are being buoyed by...