Analysis: Must Read

Stablecoins Enter the Mastercard Network

Mastercard no longer wants to move payments solely through traditional banking rails. The credit card giant is preparing financial plumbing capable of settling transactions 24/7, directly on the...

Elon Musk now a Trillionaire

The initial public offering of SpaceX has propelled Elon Musk to the rank of the first trillionaire in history, according to estimates based on the value of his holdings. Shares of the aerospace group...

G7: Going to Great Lengths to Accommodate Donald Trump

The French presidency has spared no effort to ensure President Trump's attendance and avoid friction with the American delegation.

After Euphoria, a Traffic Jam on the Multi-Billion Dollar Kilo-Highway

While obesity treatments have existed for decades with varying degrees of success, such as the amphetamines of the 1940s and 1950s, the first true revolution arrived in 2021 with Novo Nordisk's...

The Best Articles of the Week: Musk Dominates the Space (The Media Space… for Now)

SpaceX prepares for an IPO, Anthropic releases a model capable of exploiting vulnerabilities in mere hours, and three editorial boards simultaneously examine the growing impunity of Elon Musk: the...

The ECB Kicks Off a Cycle of Rate Hikes

The ECB's primary aim is to demonstrate its resolve and to anchor inflation expectations.

The Economy of Laziness

After decades of automation and innovation designed to save us time, what's the final verdict? Have we made the right choices, or has our free time simply served to fuel the growth of tech giants?

Market Odds and Ends: Wall Street vs. the Rest of the World

Fifteen years of American outperformance is a long enough streak to turn a bet into a certainty. Buying American has paid off so handsomely that the rest of the developed world has nearly disappeared...

Opinion: A strong Euro is suffocating European industry

The ECB is clinging to a 2% inflation target at the cost of high interest rates and a strong Euro. However, by relentlessly fighting domestic inflation that is already under control while its economy...

Convertible bonds on track for a record year

Convertible bonds are experiencing a spectacular resurgence this year, driven by a particularly favorable environment. Technology companies require capital to fund their investments, their shares...

2026 World Cup and the Stock Market: Football's Great Marketplace

The 2026 World Cup is almost on us, and it is set to reach a new scale. While perhaps not yet the greatest, it is already the largest in terms of format. The tournament will bring together 48 teams...

US Employment Regains Momentum, Complicating the Fed's Task

Official and alternative data are converging toward a clearer recovery in the US labor market, while inflation remains too high to justify interest rate cuts by the Fed.

The Week's Best Reads: Generational Clashes and Many "whys"

It's been a week defined by profound disruptions: the question of whether we are reliving the 1930s or the 1950s haunts the columns of Foreign Policy, while AI continues to upend everything -...

US tax withholdings defy

Federal tax withholdings accelerated in May in the United States, providing a rather reassuring leading signal for wages, employment, and domestic demand.

Market Odds & Ends: The S&P 500 has never been more expensive relative to sales

The S&P 500 has surpassed its Dot-com bubble record, active managers are falling behind… and a chip giant is distorting the small-cap index.

Costco confirms resilience of US consumer in May

Following an already robust April, Costco's US comparable sales accelerated further in May, confirming steady demand for everyday essentials.

Do you own enough agricultural commodities?

Most investors are actively debating whether inflation is temporary or structural. But if you look past the headline numbers, a massive correlation is hiding in plain sight.

Is the US Economy Accelerating again?

Several leading economic indicators suggest that this may be the case. Despite oil prices hovering near $100 a barrel and consumer sentiment surveys hitting record lows, several signals point toward a...

Trump establishes early government access to most advanced AI models

Donald Trump has signed an executive order aimed at strengthening oversight of the most advanced artificial intelligence models in the United States. The text provides for the creation of a framework...