Analysis: Must Read

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.

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...

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...

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...

Massive AI Investment Puts More Muscle Behind U.S. GDP

U.S. real gross domestic product rose at a 2.0% annual rate, according to the Bureau of Economic Analysis advance estimate, after growth was limited to just 0.5% in Q4 2025 due to the historic...

Market Miscellany: Apple changes its core, as AI assigns the roles

Artificial intelligence is writing two opposing stories in the same week. It is crushing Chegg, forced into a turnaround after a 99% collapse, while simultaneously propelling the S&P 500 to new...

Fed remains on hold as Powell defends institutional independence

Jerome Powell's press conference brought no major shift to the monetary trajectory, but it reinforced the more cautious tone of the earlier policy statement. The Fed maintained interest rates within a...

The Fed Stays on Hold, Powell Defends the Institution's Independence

Jerome Powell's press conference did not deliver any major change to the policy trajectory, but it did confirm the statement's more cautious message released earlier. The Fed kept rates in a 3.50% to...

Fed keeps rates unchanged but toughens stance on inflation

The US Federal Reserve kept its benchmark interest rates unchanged on Wednesday within a range of 3.50% to 3.75%, as widely expected. However, the accompanying statement proved less comforting for...

The Fed Holds Rates Steady but Toughens Its Message on Inflation

The U.S. Federal Reserve unsurprisingly held its policy rates steady Wednesday in a range of 3.50% to 3.75%, but its statement is less reassuring for investors who had hoped the central bank would lay...

Kevin Warsh moves closer to Federal Reserve chairmanship after key vote

The Senate Banking Committee has approved the nomination of Donald Trump-backed Kevin Warsh, amid political and economic friction surrounding US monetary policy.

Kevin Warsh Moves Closer to the Top Job at the Federal Reserve After Key Vote

The Senate Banking Committee has approved the nomination of Kevin Warsh, backed by Donald Trump, amid political and economic tensions over U.S. monetary policy.

The ECB in the starting blocks

Faced with the return of inflation, the ECB has so far been content to toughen its rhetoric, letting the market do the heavy work. However, this game can only last so long.