Analysis: Must Read

The Fed can lower rates, but…

This time, he went all out. After months of stalling on rate cuts, Jerome Powell clearly opened the door for the September meeting. This pivot in Jackson Hole was welcomed as it should be on Wall...

MarketScreener's roundup: mixed signals from the US economy and wind no longer blowing in Germany's sails

It is difficult to read the US economy at present as the indicators are so contradictory. This week provides another illustration of this: the manufacturing PMI has reached its highest level since...

The promise of American economic freedom overshadowed by central control

A new wind of economic interventionism is blowing through the US economy. While economic liberalism is seen as the cornerstone of US policy, Donald Trump is redrawing its contours.

The Fed faces a labor market conundrum

This week, all eyes are on Jackson Hole and Jerome Powell's speech. Between the September rate cut, the review of the monetary policy framework, and his own assessment of his two terms at the helm of...

Solar energy, a symbol of Chinese industrial overcapacity

By investing early in renewable energies, China has become the leader in this industry. While Beijing can now boast that it controls most of these value chains, there is a downside to this leadership:...

All eyes are on the Chinese stock market: a 10-year record

The Chinese stock market's surge is not due to strong economic indicators, but to renewed confidence in the capital markets, both in mainland China and in Hong Kong.

Target: New CEO Appointment Sparks Market Sanction

Despite better-than-expected quarterly results, the appointment of Target's new CEO, Michael Fiddelke, was met with a cool reception by the markets. Losing ground to its competitors, the company is...

Jackson Hole: pressure from Donald Trump and time to take stock for Jerome Powell

It's the name that marks the end of the summer for investors: Jackson Hole. The annual symposium organized by the Fed marks the start of the new season for central bankers. While Jerome Powell will be...

UK inflation climbs to 18-month high of 3.8% in July

UK consumer price inflation rose to 3.8% in the year to July, up from 3.6% in June, marking the highest rate since January 2024. The increase leaves Britain with the highest inflation among the G7...

Simple question: Why is a stock's life simpler when it is liquid?

Liquidity refers to the ease with which an investor can sell an asset without causing significant price fluctuations. It plays a decisive role - not only in the price of a share, but also in the...

When employees become a competitive advantage

In today's ultra-competitive environments, organizations recognize that their true wealth no longer lies solely in technology or capital, but in the talent that drives them. Recruiting an influential...

Is Donald Trump losing the bond battle?

Not a week goes by without Donald Trump putting pressure on Jerome Powell to lower interest rates. But between threats to the Fed's independence and tax cuts that are widening the deficit, long-term...

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...