Analysis: Must Read

A "regime change": Kevin Warsh, the man who wants to revolutionize the Fed

Since resigning in 2011, Kevin Warsh has been a vocal critic of the Fed. A message that echoes that of Treasury Secretary Scott Bessent.

MarketScreener's odds and ends: The $1 trillion club has a new member

And it does not make AI chips.

Opinion: "Floor price" for cars, or how to undermine European strategic autonomy

In 2024, the EU introduced additional tariffs on electric vehicles imported from China, on the grounds that these carmakers benefit from subsidies that enable them to sell at very low prices, to the...

The video game industry again rocked by AI

Alphabet has just announced the launch of its interactive world generator. While over 90% of the industry already uses AI agents in game creation, this innovation could prove to be one of the most...

Norway's sovereign wealth fund earns EUR565m a day

The world's largest sovereign wealth fund booked NOK 2,362bn in profits in one year, or around 206 billion euros - the equivalent of over EUR565m in gains per day. In 2025, Norway's sovereign wealth...

The voices shaking Wall Street

At the end of the day, it is only a handful of voices shaping the narrative around US markets. Knowing who they are is key to understanding the levers of the Trump era.

It will ultimately be the other Kevin : Warsh is expected to be named to lead the Fed

While White House adviser Kevin Hassett had long been seen as the frontrunner, it is ultimately former Fed governor Kevin Warsh who is expected to succeed Jerome Powell.

In the End, It Will Be the Other Kevin: Warsh Expected to Be Named to Lead the Fed

While White House adviser Kevin Hassett long looked like the favorite, former Fed governor Kevin Warsh is now expected to succeed Jerome Powell.

Is the euro's rise a problem for the ECB?

The 1.20 level, described by the ECB's vice-president last summer as a pain threshold, was breached yesterday.

US real estate: home-sale cancellations at a record level since 2017

The US housing market is facing growing instability, marked by a record rate of canceled home sales. In December, 16.3% of purchase agreements fell through, representing over 40,000 canceled...

US Real Estate: Home Sale Cancellations Hit a Record High Since 2017

The US housing market is showing growing instability, highlighted by a record rate of canceled home sales. In December, 16.3% of purchase contracts fell through, representing more than 40,000 canceled...

And a Dash of Monetary Politics

Between the Lisa Cook saga, threats of indictment against Jerome Powell and the question of who will succeed him at the helm of the Fed, monetary policy risks taking a back seat at this meeting.

Lindy Effect: When Older Companies Outperform Newer Ones

At a time when some investors swear by disruptive technologies, it is sometimes century-old companies that deliver the best performance. Building a portfolio made up only of long-established firms...

European private equity finds alternatives to IPOs

In 2025, European private equity broke records, although exits through initial public offerings are still struggling to regain traction. The ecosystem is adapting and shoring up its alternatives.

The weekly recap: Things really heated up… for a chunk of ice

🎯 The week's 5 stories A heatwave for a chunk of ice The week got off to a bad start. Over the weekend, Donald Trump threatened to impose tariffs on European countries that have deployed troops to...

Donald Trump will not have control over the next Fed chair… and he knows it

As the announcement of Jerome Powell's successor has seemed imminent for several weeks, the president is stalling.

Trump Announces Framework Deal With NATO on Greenland, Suspends Tariffs Against Europe

President Donald Trump said Wednesday that he had reached a framework for a future agreement with NATO Secretary General Mark Rutte on Greenland and the broader Arctic region. In the wake of the...

Donald Trump got what he asked for last year in Davos. Well, almost.

Over the past year, oil prices have fallen. But that does not solve everything.

The Fed's independence is at stake today

Supreme Court justices are due to deliver their ruling in the Lisa Cook case.