Analysis: Must Read

Italy catches up with France on 10-year rates, a first since 2008

Just a month ago, we were talking here about the end of the historic spread on short-term maturities between Italy and France. Now we are back with a slightly more alarming observation: the end of the...

Jerome Powell's successor or the new season of The Apprentice

For those who find the summer period generally too quiet on the markets, this one is giving us plenty to keep us busy. Amid earnings reports, monetary policy meetings, and tariffs, one topic is...

There are lessons to be learned from the Minsk agreements for Ukraine.

Donald Trump and Vladimir Putin will meet on Friday in Alaska. Finding a lasting solution to the Ukrainian conflict seems almost illusory, given how divergent the interests are. Several scenarios...

Inflation or employment: which part of its mandate should the Fed prioritize?

Between persistent inflation and a labor market showing some signs of weakness, the Federal Reserve faces a dilemma. Should it prioritize price stability or support economic activity, as political...

Artificial intelligence to the rescue of manufacturers facing the tariff storm

Faced with the volatility of tariffs imposed by the Trump administration, some US manufacturers are choosing to maintain low inventories, relying on artificial intelligence to manage their supply...

How the US tracks AI chip shipments around the world

US authorities have quietly integrated geolocation devices into certain targeted shipments of advanced chips deemed at risk of being diverted to China, according to information obtained by Reuters.

Between Donald Trump and the markets, records and misunderstanding

It's not just the thermometer that's going crazy this August. Yesterday, the S&P 500 and Nasdaq hit new record highs, up over 1%. Investors therefore welcomed the eagerly awaited US inflation...

Casino: Evolution caught up in banned games scandal

Videos filmed clandestinely between 2021 and 2024 show that casino games developed by Swedish company Evolution AB were allegedly accessible in countries under US sanctions or where gambling is...

Corporate results schedule for August 13, 2025

Welcome to the listed company calendar for August 13, 2025. The main announcements of the day include results to be published by EON SE, Cisco Systems, Inc., Tencent Holdings Limited, and Commonwealth...

How did the Norwegian fund achieve its best quarter since 2023?

The world's most famous sovereign wealth fund also publishes its performance. This is understandable for an entity that alone holds 1.5% of global market capitalization. With a quarterly return of...

Uber is trading above its 20-day and 50-day moving averages with a neutral RSI

The stock is down over the month but remains above its key moving averages, while the medium- and long-term trends remain upward.

The Swiss stockmarket remains unfazed

The Swiss government has returned empty-handed from its impromptu visit to Washington, and tariffs are now in effect. However, the Swiss index is resisting, remaining stable, with the country's growth...

Trump appoints E.J. Antoni to head the Bureau of Labor Statistics

US President Donald Trump has appointed economist E.J. Antoni as the new commissioner of the Bureau of Labor Statistics , ten days after ousting the previous head, who was accused - without evidence -...

Donald Trump gives hope to the cannabis industry

The US president has quickly tackled most of his campaign promises, but not yet the one on cannabis deregulation. It is an issue on which he now seems ready to move forward, as stocks in the sector...

Corporate results calendar for August 12, 2025

Welcome to the listed company calendar for August 12, 2025. Among the main announcements, Coreweave, Cardinal Health, Inc, Hannover Re, Demant A/S, and Saudi Arabian Mining Company will release their...

Tariffs: US consumers have yet to feel the impact

On the eve of a highly anticipated inflation report, investors are still trying to answer one question: who will pay the tariffs? So far, companies have absorbed most of the additional costs, but...

The momentum of AI is trickling down to nuclear power

Nuclear energy is back in the spotlight. The tailwind first came from politicians with climate targets in their sights, then from the crazy demand for energy fueled by AI.

China's producer prices fall more than expected in July, with the shadow of deflation still looming

Last month, a further decline in producer prices was recorded in China, reflecting the two headwinds facing the economy: weak domestic demand and US tariffs. This situation reinforces the need for the...

Corporate results schedule for week of August 11, 2025 to August 15, 2025

Welcome to the schedule of listed companies for the week of August 11 to August 15, 2025. Amongst the week's major announcements are those from giants such as Cisco Systems, Deere & Company, Tencent...