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For the Fed, inflationary risk has regained the upper hand

The question is no longer when to cut rates, but rather whether they must be raised.

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...

Currencies: Market begins to look beyond the oil shock

The dollar remains supported by a high interest rate environment, although the markets are gradually shifting away from a narrative that is purely dominated by the energy shock. After several weeks...

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...

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...

Commodities: Copper and lead are standing out

Copper prices were little changed on the LME on Thursday, supported by a weakening dollar, signs of robust demand in China and hopes for a de-escalation of the conflict between the US and Iran....

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...

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....

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...

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...

Asset Management: Revenues Driven by Markets, but a Model Under Pressure

Market gains continue to single-handedly prop up revenue growth for asset management firms. Behind this momentum, margins have remained stagnant since 2010. Boston Consulting Group's latest annual...

Have Markets Already Priced in a Peace That Does Not Yet Exist?

Financial markets never value the present alone. They seek to anticipate the next move, the next inflection point, and sometimes even the next collective illusion. This is precisely what makes the...

Massive AI Investment Bolsters US GDP

Real gross domestic product in the United States grew at an annualized rate of 2.0%, according to the advance estimate from the Bureau of Economic Analysis . This follows a modest 0.5% increase in Q4...