Analysis: Must Read

British exports to US nosedive after Trump tariffs

UK goods exports to the United States plunged by £2 billion in April, marking the sharpest monthly drop since records began in 1997. Official data from the Office for National Statistics showed a...

Trade war: Deadlines no longer exist

Two months have passed since the start of the 90-day trade truce, and progress has been negligible, to say the least. At this stage, only one agreement has been signed, with the UK. For the first...

US equities: risk is no longer rewarded

While the S&P 500 has rebounded by around 20% since the beginning of April, analysts at PIMCO are ringing the alarm bells: the risk premium on US equities is now zero, a rare phenomenon that has...

Circle: Wall Street's new star - Crypto review

The issuer of the USDC made a sensational debut on the stockmarket, multiplying its valuation by 2.7 in a single day. However, behind this record IPO lies much more than just a stablecoin. Circle is...

US inflation: where are the tariffs?

A pleasant surprise for US inflation. In May, the consumer price index rose 0.1% month-on-month and 2.8% year-on-year. These figures are below economists' expectations. At this stage, the impact of...

Crypto companies want to ride the stockmarket trend

The current climate is considered favorable for companies in the cryptocurrency sector. The market rebound and several recent successes on the stockmarket are encouraging more and more players to...

Towards a decline in US oil production in 2026?

After years of growth in oil production in the United States, a reversal of this trend appears to be on the cards for 2026. While Donald Trump was aiming for an increase of three million barrels per...

Qantas draws a line under Jetstar Asia

Faced with soaring costs and increasingly fierce regional competition, Qantas is ending its Jetstar Asia venture. The Singapore-based low-cost subsidiary will cease operations on July 31, after twenty...

Why is platinum soaring?

The rare metal has jumped by 30% since the beginning of April, now approaching $1,300/ounce. Behind this surge, several fundamental factors are converging to support demand at a time when supply is...

Europe, once again fertile ground for private funds

After two years of high interest rates, the private equity sector was hoping for a recovery in fundraising in 2025. But instability prevails. The US environment, marked by political uncertainty,...

Salesforce locks Slack out of AI competition

Faced with the rise of artificial intelligence, Slack, owned by Salesforce, is tightening access to its data. By modifying its terms of use, the collaborative messaging service is cutting the ground...

The Week’s Biggest Mergers Unpacked

A flurry of significant merger activity has marked the first full week of June, reshaping industries from automotive and music streaming to pharmaceuticals and broadcasting. From Japan's truck-making...

Musk sends Trump a kiss

We thought Elon Musk was immune to remorse and pressure. But no, he is apparently capable of making amends. On Wednesday, the CEO of Tesla, SpaceX, and the platform formerly known as Twitter...

Meta ready to invest heavily in Scale AI

Meta is going all-out on artificial intelligence. According to The Information, the group is forming a team of the best AI engineers on the market. To attract these talents, Meta is not shy about...

Trump and the Republicans stay the course on tax reform

After a vote in the House of Representatives at the end of last month, Donald Trump's tax bill is currently being debated in the Senate. Several points, such as cuts to tax credits in the Inflation...

UBS, $8bn less for shareholders?

The Monday morning blues did not affect UBS yesterday. And for a good reason: the Zurich stock exchange was closed for Pentecost. So it's Tuesday morning blues for the bank instead, with the three...

Markets becoming increasingly concentrated

While the current market concentration can be partly justified by solid economic fundamentals, its pace of acceleration—unprecedented since the 1950s—is raising growing concerns. This dynamic...

Apple, more AI and designs

At its Worldwide Developers Conference, Apple detailed its upcoming strategy for its operating system as well as the implementation of AI in its smartphones. Currently losing momentum, the...

The London Stock Exchange at its zenith

The UK's FTSE 100, which has seen 77% of trading days end in gains over the last 40 sessions, is flirting with the record high of 8,871 points reached on March 3 ....