Analysis: Must Read

In the US, tech has become a macro issue

Growth, interest rates, regulation… all roads lead to tech.

AI has tipped China's stock market bearish

The CSI 300 is heading for a 10th consecutive week of declines. This time, it was neither real estate nor consumption that pushed it there, but the collapse of its own artificial intelligence stocks.

The rupee resists oil, supported by Jio Platforms IPO flows

The Indian rupee is holding its own in an environment of a stable dollar and rising oil prices, supported by foreign capital inflows linked to Jio Platforms' IPO.

And now, should the ECB intervene?

The French 10-year yield has broken through the symbolic 5% threshold for the first time since 2002.

Emmanuel Macron's Twilight

The president of crises no longer has the ability to respond to them.

They support the Dodgers, but bet $60,000 on their defeat

In Los Angeles, a restaurant group bet $60,000 on the Dodgers being eliminated to protect its revenue. Behind this unusual wager lies a well-known financial strategy: hedging risk, now being explored...

Nscale preparing a $30bn IPO - investors want nearly half that

A few weeks before its stock market debut, Nscale is seeing its ambitions run up against market reality. While the British artificial intelligence infrastructure specialist is hoping for a $30bn...

Treasuries regain their safe-haven status

Concerns about AI have outweighed the reacceleration in inflation.

VIX jumps 21%, what impact will it have on markets?

The US market's volatility index surged Friday to finish just shy of 20, its highest level in four months. Yet that level is in line with its long-term average, shifting the real question away from...

Chip Panic: Should You Flee South Korea?

If, unfortunately, you recently put all your savings into the South Korean market, chances are you are having a very bad month of October. The AI theme seems to have gone from undisputed queen to...

Lombard Odier: "in health care, earnings growth will accelerate to 18% in 2027"

After a difficult period, pharmaceutical stocks have advanced since the start of the year, amid easing headwinds related to US policy, innovation in drug development and the growing adoption of...

Carmignac: "A Democratic victory would be favorable for stocks, but unfavorable for bonds"

With President Trump's approval rating hovering around 38%, the political landscape has changed considerably as November's midterm elections arrive. Prediction markets such as Polymarket currently...

Artificial intelligence: after the euphoria, time to reckon

Persistent inflation, restrictive monetary policy, Chinese competition, doubts over profitability and the risk of a bubble bursting: the AI sector is moving through turbulent times. Several portfolio...

The Week's Best Articles: OK boomer

In 98% of countries, leaders are older than their voters… We also take the opportunity to explore the big unknown behind the Democrats' lead in the polls

The American consumer is resisting better than concerns about purchasing power suggest

While doubts about the purchasing power of US households regularly fuel the prospect of a slowdown, third-quarter results from the four major banks paint a much more reassuring picture, with card...

MarketScreener's odds and ends: the Nobel Prize comes at just the right time, yens come home, Meta's Muse has fun

This week, the Nobel Prize in economics honors the tools of the Fed and the ECB, Japanese investors finally repatriate their capital after the 10-year yield breached 3% for the first time since 1996,...

VanEck: "Semiconductors are the foundation of AI and the 4th industrial revolution"

In an era of economic transformation and the end of the traditional 60/40 model, portfolio construction is undergoing a profound change. Meeting in Paris yesterday, VanEck, the global asset manager,...

Take a step back to jump further?

Fed officials still appear to favor a pause in October, at the risk of having to accelerate the pace of monetary tightening afterwards.

A 5% inflation before a return to the 2% target?

In the United States, the prospect of a rapid return of inflation to 2% appears increasingly unrealistic. In September, consumer prices surprised consensus to the upside, rising 0.65% month over month...

Washington seeks to accelerate aircraft certification amid Chinese competition

US Transportation Secretary Sean Duffy is due to meet Wednesday with executives from several aerospace groups, including Boeing and GE Aerospace, to discuss reforming certification procedures for new...

The midterm result is uncertain, but what comes after is even more so.

The period beginning on November 3 will be highly uncertain.

Oddo BHF AM: How artificial intelligence is shaping the "augmented portfolio manager"

Innovation is profoundly transforming the asset management industry. New sources of information and analysis, enhanced research, evolving investment processes, development of new areas of expertise:...

"Alaska No. 2": Donald Trump's latest turnaround on Ukraine

The political pressure was just too strong for Donald Trump.