Analysis: Must Read

Tariff Refunds Begin in the United States Following Supreme Court Invalidation

The first wave of refunds related to tariffs invalidated by the U.S. Supreme Court has begun reaching affected companies. Months after the ruling that found certain taxes introduced by Donald Trump...

Senate confirms Kevin Warsh, bringing Donald Trump closer to a leadership change at the Fed

Kevin Warsh has cleared a decisive hurdle towards the chairmanship of the US Federal Reserve following the Senate's approval of his nomination to the Fed's Board of Governors. The upper chamber...

Senate Confirms Kevin Warsh, Bringing Donald Trump Closer to a Leadership Shift at the Fed

Kevin Warsh has taken a decisive step toward the chairmanship of the U.S. Federal Reserve following the Senate's approval of his nomination to the Fed's Board of Governors. The upper house confirmed...

The Tehran Stock Exchange Faces the Test of War

Surging oil prices, out-of-control inflation, kerosene shortages: more than two months after the start of the conflict, the closure of the Strait of Hormuz is weighing more than ever on Western...

Ceasefire Between Washington and Tehran Faltered by Renewed Tensions

Donald Trump has stated that the ceasefire reached between the United States and Iran is now on life support after receiving an Iranian response he deems totally unacceptable. Speaking from the Oval...

Brussels seeks to tighten state aid rules for air transport

The European Commission is proposing to maintain transitional public support for small regional airports while tightening investment conditions and phasing out certain subsidies for airlines.

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...

Toward a major SoftBank Group investment in France

According to Bloomberg, Japan's SoftBank Group is considering a major investment in France, worth several billion dollars, for an AI-focused data center project.

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...

Costco flags firmer US demand despite pricey gas

Costco's April sales point to very robust, accelerating household spending in the United States, even after adjusting for calendar, currency and gasoline effects.

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...

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...

The market capitalization of the 100 largest companies hits a new record

According to a PwC study, the world’s 100 largest companies reached a new valuation record of $51,800bn.

Infineon: The Other Winner in AI

While market attention is monopolized by American artificial intelligence giants, Infineon Technologies continues a more discreet trajectory.

Jeanine Pirro Drops Appeal in Probe Targeting Jerome Powell

The federal prosecutor is abandoning the appellate route in the case involving the Federal Reserve chair, without definitively closing the matter.

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.