Analysis: Must Read

Bitcoin, cookies and the White House: behind the scenes at Washington's crypto summit - Crypto recap

A historic summit for crypto. Trump opened the doors of the White House to some 30 major industry figures last Friday, marking a clean break with the Biden era. Discussions on Bitcoin, stablecoins and...

Trump threatens Europe with 200% wine tax

Donald Trump raises his voice. On Thursday, the American president threatened to impose a 200% tariff on European wine and other spirits, in retaliation for Brussels' decision to tax American whisky....

The Great Federal Workforce Slimdown

President Donald Trump and tech mogul Elon Musk have embarked on a mission to trim the federal workforce, which numbers a hefty 2.3 million. So far, over 100,000 employees have either been shown the...

IG Group's Revenue Climbs 12% Amid Market Volatility

In the current unpredictable environment across markets, the UK's IG Group has found a silver lining. The online trading platform reported a 12% increase in third-quarter revenue, thanks to a surge in...

Trade war or war on drugs: What's the logic behind tariffs?

Yesterday, Wall Street experienced another session punctuated by Donald Trump's tariff announcements. What's hard to understand in this sequence is that the two countries most targeted by these...

Stock market: defense stocks are soaring, here's how to benefit from it!

Europe is facing an historic turning point in terms of defense. Long dependent on the US security umbrella, European states are realizing the urgent need to strengthen their military capabilities,...

TSMC Proposes Joint Venture with Intel: A New Chapter for U.S. Chipmaking?

In a move that could reshape the semiconductor landscape, Taiwan Semiconductor Manufacturing Company has approached U.S. chip designers Nvidia, AMD, and Broadcom with a proposal to form a joint...

Rheinmetall expects strong sales growth in 2025 thanks to geopolitical tensions

Rheinmetall, a major beneficiary of rising defense spending in Europe, said on Wednesday it expected sales to rise sharply in 2025, fueled by the war in Ukraine and the decoupling of the US and...

TSMC, Nvidia, AMD and Broadcom are dreaming of taking on Intel

Faced with the difficulties of the former American semiconductor giant, TSMC has reportedly proposed an alliance with Nvidia, AMD and Broadcom to operate its factories. A move that raises many...

Delta Air Lines lowers forecasts in the face of economic uncertainty

Delta Air Lines has halved its first-quarter profit forecast, citing an uncertain economic environment in the U.S. that is weighing on travel demand....

On Wall Street, the return of Value stocks

Away from the spotlight and the excesses of the Nasdaq, traditional stocks are regaining ground against the stars of US growth. And the Warren Buffett touch still has a long way to go.

Wall Street: where are the IPOs and M&A?

After uncorking the champagne on the night of Donald Trump's election, investment bankers are suffering from a hangover. The champion of deregulation and low interest rates was supposed to promise...

Oracle anticipates 15% sales growth thanks to AI and cloud

Oracle forecasts 15% growth in sales for the next fiscal year, driven by the expansion of its cloud services and investments in artificial intelligence. This guidance exceeds analysts' estimates of...

Two central banks, three nationalities, Goldman Sachs: Who is Mark Carney, Canada's new strongman?

Former governor of the Bank of Canada and the Bank of England, Mark Carney is promoted in charge of the country. A crisis manager who must now prove himself in politics.

Swiss franc and yen benefit from turbulence

Investors continue to prefer safe-haven assets in an uncertain macroeconomic environment. This is illustrated by the continued rise of the yen and the Swiss franc against the greenback . ...

Money market funds recover money from shunned investors

It's a familiar refrain amongst investors: as soon as uncertainty knocks on the door, they switch to money market funds. And this time, it's the White House that's playing spoilsport by stepping up...

The shutdown approaches: What impact for the economy and markets?

Republicans and Democrats must reach an agreement on funding for 438 federal agencies by midnight on March 14, failing which vast swathes of the US government will cease operations: the so-called...

United States: The feeling has turned

Macroeconomic data have deteriorated in recent weeks, indicating a reversal in sentiment. The narrative about the US is shifting. And it's the S&P500 that's suffering.

The Must-Read Articles: Machiavelli vs. Trump, a huge financial scam and still plenty of AI

AI continues to reshuffle the cards. Trump terrifies the markets. Europe watches the semiconductor train go by… Business as usual, in short… But can things change? In any case, financial scams...