Analysis: Must Read

The US Treasury Fuels the Debasement Trade in Turn, Gold and Bitcoin Jump

The US Treasury's bold decision to double its buybacks of long-maturity bonds - from $2bn to $4bn per operation - signals a strategic pivot amid mounting fiscal pressures and soaring funding costs....

Should we be worried about the US economy?

August data has been rather disappointing.

IMF says Europe is giving up 3% of GDP for lack of an integrated financial market

Better integration of banking and venture capital could lift EU GDP by about 3% over the long term, according to the International Monetary Fund. Two thirds of the gain would come from removing...

Nvidia chips join oil in the futures markets

On October 5, CME Group, the world's largest derivatives marketplace, will begin listing the rental price of the graphics processors that power artificial intelligence. What oil or wheat have long...

Japan sees growth slow in Q2

Japanese growth disappointed between April and June, held back by household spending and business investment.

Goolsbee Sees Latest Inflation Signals as More Encouraging

Chicago Federal Reserve President Austan Goolsbee said the latest US inflation data shows modest improvement. He hopes price gains will keep cooling as the effects of tariffs and the Iran war-driven...

Trump's new tariffs threatened by a third court setback

Since the announcement of reciprocal tariffs on Liberation Day in April 2025, the Trump administration has already invoked three different legal foundations to preserve the core of its trade policy....

With reassuring inflation data, the Fed buys time

The Fed now appears positioned to hold steady in September.

Corporate earnings: an exceptional season on Wall Street, Europe's moves are mixed

As investors await results from Nvidia and Broadcom , which should help gauge the staying power of investment in artificial intelligence infrastructure, the Q2 season shows performance that is well...

MarketScreener Odds and Ends: The eclipse, a new market indicator?

Looking for buy signals in an eclipse, panicking over summer's air pocket, and watching Trump trip over his own feet: thanks for the summer entertainment, America.

Bank of Japan will have to take action to support the yen

The joint intervention carried out 10 days ago by the United States and Japan offered only a brief respite for the yen.

United States: what is behind the drop in unemployment

The latest US jobs report presents a paradox that is hard to square at first glance: the unemployment rate fell to 4.1% from 4.2% in July, even as the economy shed 23,000 jobs. This divergence does...

AI should attract over 1,000bn USD of investment in 2026, according to Goldman Sachs

The wave of investment in artificial intelligence should cross the 1,000bn USD threshold in 2026, according to Goldman Sachs Research. That figure is about 200bn USD above the capital spending...

Still lots to do for the midterms

An unpopular president, an election that traditionally punishes the party in power, and a White House that is far from campaign-ready… Republicans look to be headed straight for defeat in November;...

Trump Exfiltrated in an Airport Catering Truck in Turkey in July?

To foil an assassination threat, the American president reportedly left Ankara aboard a discreet military aircraft, while the White House deceived, using a standard Air Force One flight, according to...

After electric cars, China kicks off the battle for humanoid robots

After upending the electric auto industry, China is now looking to follow the same trajectory in humanoid robotics. According to Morgan Stanley Investment Management, the country shipped about 13,000...

The US labor market is holding up better than the NFP suggests

The US labor market surprised in July with the loss of 23,000 non-farm jobs, far from the image of resilience it had projected in recent months.

Luxury: when Chinese consumers choose face cream over a bag

Less willing to spend several thousand euros on a handbag, Chinese consumers are turning to high-end beauty skincare. A new way to buy into prestige without breaking the bank.

This Week's Best Reads: a little soccer, lots of AI and a dash of conspiracy thinking

In our press review this week, the familiar fear of AI slipping beyond its creators' control and the comeback of monetary activism sit alongside Miami family offices and the birthplace of soccer. Pick...