Analysis: Must Read

The Best Articles of the Week: AI, electricity and the soft apocalypse

There are artificial intelligences that guzzle electricity like others guzzle rosé, billionaires who are reshuffling the deck of global power , and politicians who are rewriting the Constitution as...

The strange equilibrium of the US job market

It is difficult to know where the US economy stands. While recent data show a resilient economy, the ADP survey is somewhat out of step. In September, 32,000 private sector jobs were lost, while...

AI and index funds cause concentration of the S&P 500 to skyrocket

The Apollo fund recently released a presentation that caused quite a stir on the North American financial markets.

Tether valued at $500bn… but is the bar set too high?

An XXL promise: Tether is aiming for a valuation of $500bn-OpenAI's orbit-and wants to move from being a USDT issuer to a conglomerate of tokenized dollar rails. If the market takes the bait, crypto...

With the withdrawal of Antoni's nomination to head the BLS, Donald Trump finds the limits of his power

With the shutdown monopolizing attention and likely to lead to the closure of the Bureau of Labor Statistics , the announcement of EJ Antoni's withdrawal from the nomination has gone somewhat...

The big comeback of deals on Wall Street

Just under a year ago, Donald Trump's election raised high hopes amongst investment banks. After several years of high interest rates hampering their business, the Republican's return to the White...

Pharmaceutical companies are booming in stockmarket thanks to Trump

European laboratory stocks soared on the stockmarket on Wednesday morning. They followed the lead of their US counterparts yesterday, which benefited from the announcement of an agreement between...

At midnight in Washington and 5:00 a.m. in London, the shutdown began in the United States

At 5:00 a.m. London time, the US government began shutting down its operations after Congress failed to progress with the federal budget bill. The famous shutdown has therefore come into effect.

Should you favor ETFs or individual stocks (and why)?

Whether you are a beginner or an expert in the financial markets, this is a question worth asking. Today, there are as many investment opportunities as you could possibly want.

Less immigration, less inflation?

Since returning to the White House in January, Donald Trump has made the fight against immigration one of his priorities. And the goal is not just to stop the arrival of migrants, but also to deport...

Inflation on vacation?

Will tariffs be reflected in inflation figures? This is the question we have been asking ourselves for months, and August's figures have not provided us with any more answers. On the other hand, the...

Corporate earnings schedule for week of September 29 to October 3, 2025: Nike sneaks forward

Welcome to the publications schedule for listed companies for the week of October 29 to October 3, 2025. Amongst the main announcements of the week, we will be closely following the results of Nike,...

The big comeback of tariffs

Did you miss them? Well, they're back. After several weeks of relative calm on the trade front, Donald Trump has announced a new series of tariffs. Investors are watching the impact of these measures...

The Best Articles of the Week: Will post-apocalyptic capitalism be sweet, crypto-compatible, and run by hobbits?

In this week's press review, donuts, memecoins, a democracy that works, and AI everywhere. In the US, while Donald Trump is busy rolling out his plan, some believe he has the worst opposition in the...

Goldman Sachs anticipates a recovery in mergers and acquisitions, driven by sector concentration

Goldman Sachs is banking on a resurgence in mergers and acquisitions, driven by sector consolidation and the dynamism of private equity. Lower interest rates should accelerate the trend. But John...

What if the Fed stopped cutting rates?

This has been the narrative in recent weeks: markets are rising because the Fed is going to cut rates. While lowering the cost of capital is in principle positive for risky assets, history shows that...

Is OpenAI close to an IPO?

OpenAI is currently undergoing a major restructuring, with the aim of creating an entity that could be listed on the stock market. After several months of tense discussions with its main partner and...

A wave of crypto ETFs is about to flood Wall Street

In Washington, the SEC has lifted a barrier: the approval of crypto ETFs will no longer be subject to endless procedures. Now, Solana, XRP, Dogecoin, and others are seeing a fast track to traditional...

European real estate: the credit gap widens

The European real estate market continues to fragment in terms of credit, according to an analysis by Scope Ratings. While terms of financing are improving for the highest-rated companies, weaker...