Antoine Alves d'Oliveira

For Canada, 35% tariffs but many exemptions

While Canada is standing firm against Washington, the country has been hit with 35% tariffs, 10 points higher than previously set. However, the trade agreement signed during Donald Trump's first term should enable Canada to mitigate the impact of these measures.

July 11, 2025 at 08:17 pm IST

The Fed wants to relax its assessment criteria for large banks

The US Federal Reserve is considering relaxing its system for assessing large banks, a reform that could facilitate mergers and acquisitions. This initiative is also in line with the Trump administration's policy of deregulation.

July 11, 2025 at 03:26 pm IST

Shares take off as Delta Air Lines reassures investors

After suspending its annual forecasts in the first quarter, Delta Air Lines is now adopting a more optimistic tone. Stabilizing demand and momentum in the premium segment are increasing the airline's confidence. Its shares are currently surging on Wall Street.

July 10, 2025 at 08:31 pm IST

Faced with uncertainty, investors are betting on corporate America

Letters every day, new sectors targeted… After a few weeks in which international affairs and budget debates in Congress have dominated the news, Donald Trump is relaunching his tariff offensive. However, these threats have not prevented US indices from reaching new record highs. While investors may sometimes doubt America, they remain unwavering in their confidence in corporate America.

July 10, 2025 at 07:31 pm IST

A double-edged political commitment for Elon Musk

Elon Musk's political stance and the creation of the "America First Party" are causing turmoil for Tesla's stock. By breaking with Donald Trump, the brand's CEO is jeopardizing his influential relationships, while his partisan commitments are increasingly worrying investors.

July 09, 2025 at 06:01 pm IST

Washington cracks down on copper imports, a market dominated by its neighbors and China

Tariffs are once again the focus of attention. After beginning to send letters to several countries on Monday, yesterday Donald Trump announced his intention to impose a 50% tax on copper imports. While the US administration is emphasizing its desire to counter China's dominance, the US is primarily dependent on imports from South America.

July 09, 2025 at 03:09 pm IST

Tariffs: three months for nothing?

Yesterday, Donald Trump sent a letter to 14 countries notifying them of the tariffs that will be applied to them. The US president also postponed the implementation of these measures until August 1. While the announced rates are close to the "day of liberation" levels, the markets have reacted little to these announcements. Investors continue to bet on the US president backing down.

July 08, 2025 at 07:42 pm IST

TikTok is preparing a specific version of its app ahead of an imminent sale in the US.

While TikTok is still threatened with a ban in the United States, if its US operations are not sold by September 17, a specific version of the app is reportedly being developed. This is one step closer to the split. Although the issue has been dragging on for months, Donald Trump said on Friday that an agreement could be reached as early as this week.

July 08, 2025 at 02:12 pm IST

Why is the rise of the euro a problem for the ECB?

Contrary to the consensus at the beginning of the year, the euro has risen sharply against the dollar. This rise limits imported inflation, but the high level of the currency is now worrying the ECB. While US tariffs are already expected to slow growth, the strength of the euro is likely to increase pressure on exports.

July 07, 2025 at 08:24 pm IST

OPEC+ announces further increase in production despite fears over demand

This weekend, OPEC+ once again raised its production, with a larger increase than anticipated and higher than the previous month. This will keep prices under pressure in a market where tariffs are fueling fears of a slowdown in demand. OPEC+ seems to have definitively changed its strategy and is now aiming to regain market share.

July 07, 2025 at 07:27 pm IST

Weekly recap: a major law, a minor agreement, and new records

The vote on Donald Trump's tax reform, the trade agreement with Vietnam, record highs on Wall Street… all eyes were once again on the United States this week. However, London was not to be outdone, with political drama causing renewed stress on long-term interest rates.

July 04, 2025 at 08:28 pm IST

US employment: good news is good news

While everyone has been preparing for weeks for a slowdown in the labor market, June's figures are significantly better than expected. A Fed rate cut in July now seems definitively off the table. This has not prevented equity indices from opening at new record highs.

July 03, 2025 at 07:17 pm IST

The United States announces a trade agreement with Vietnam

With just a few days to go before the July 9 deadline, Donald Trump has announced a trade agreement with Vietnam. Vietnamese products will be taxed at 20%. This is half the rate set in April. The US will also impose 40% tariffs on products transiting through Vietnam to prevent China from circumventing US trade sanctions.

July 03, 2025 at 03:17 pm IST

The US Senate narrowly passes the tax bill, with a final vote expected in the House.

July 4 is approaching and Donald Trump is on the verge of fulfilling one of his main campaign promises. The Senate passed the tax bill yesterday by 51 votes to 50. House lawmakers must now proceed to a final vote. Negotiations are expected to be tight given the narrow Republican majority.

July 03, 2025 at 01:58 pm IST

Gilts yields soar amid concerns about Rachel Reeves' future

The UK financial markets are faltering as doubts intensify around Finance Minister Rachel Reeves. The sharp rise in gilt yields reflects investor concerns about budget uncertainties and the fragility of Keir Starmer's government.

July 02, 2025 at 07:27 pm IST

Major US banks reward shareholders after successful stress tests

A week after passing the Fed's stress tests, US banks announced an increase in dividends and share buybacks. This is an additional catalyst for stocks that have significantly outperformed the S&P 500 since Donald Trump's election.

July 02, 2025 at 03:53 pm IST

The US Senate narrowly passes the tax bill, with a final vote expected in the House

July 4 is almost here and Donald Trump is on the verge of fulfilling one of his main campaign promises. The Senate passed the tax bill yesterday by 51 votes to 50. House lawmakers must now proceed to a final vote. Negotiations are expected to be tight given the narrow Republican majority.

July 02, 2025 at 03:27 pm IST

Tariffs: the July 9 deadline is fast approaching

With just a few days to go before the end of the tariff truce declared by Donald Trump, investors are waiting for the outcome and hoping for the conclusion of trade agreements. However, given the complexity of the issues, the July 9 deadline is unlikely to be met. If no progress is made, Donald Trump could lose patience and unilaterally set the level of tariffs.

July 02, 2025 at 01:22 pm IST

Lower rates: Donald Trump's counterproductive strategy

Donald Trump is increasing pressure on the Federal Reserve to cut interest rates massively, at the risk of undermining the institution's independence. This aggressive strategy could well backfire.

July 01, 2025 at 07:14 pm IST

Senate close to an agreement on Donald Trump's tax cut plan

The US Senate is engaged in a decisive battle over Donald Trump's sweeping tax plan. Despite internal divisions and criticism of its potential impact on the debt, Republicans are pushing ahead. Senators could vote on the bill as early as Monday, before a final vote in the House of Representatives.

July 01, 2025 at 01:04 pm IST

Lower rates: Donald Trump's counterproductive strategy

Donald Trump is increasing pressure on the Federal Reserve to cut interest rates massively, at the risk of undermining the institution's independence. This aggressive strategy could well backfire.

June 30, 2025 at 07:02 pm IST