Analysis: Must Read

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.

Weekly Earnings Calendar: Oracle and Adobe Take Center Stage

Welcome to the weekly corporate earnings calendar . Major announcements scheduled for this week include Oracle Corporation, Adobe Inc., BT Group plc, Halma plc, LPP SA, Dollarama Inc., Groupe...

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...

UBS: Is the banking champion becoming too big for Switzerland?

Since the forced takeover of Credit Suisse, UBS has entered a new dimension. Now ranked third amongst European banks by market capitalization, its sheer scale is alarming regulators, who fear that a...

Michael Saylor Sold Bitcoin: The End of a Myth?

Michael Saylor built his legend on a single dogma: never sell your Bitcoin. However, Strategy has just offloaded 32 BTC to fund its distributions - a tiny amount, yet one with immense symbolic weight....

Stock Markets: Ever-Increasing Positivism

Despite a war that is reigniting inflationary pressures, prompting central banks to harden their rhetoric, and pushing government bonds back towards their peaks, major equity indices are climbing...

AI champions rewrite global stockmarket rankings

For a long time, the global stockmarket hierarchy primarily reflected the size of economies and their ability to attract international savings. Today, it also reflects their exposure to critical AI...

Trump sets terms for Iran deal ahead of imminent decision

Donald Trump has said that he is on the verge of making a final decision regarding a potential agreement with Iran aimed at ending the 3-month conflict between the two nations. In a post on Truth...

Weekly Earnings Calendar: Broadcom, Inditex and CrowdStrike in the Spotlight

Welcome to the corporate earnings calendar for the week of June 1 to 5, 2026. Key highlights this week include financial results from Hewlett Packard Enterprise, Palo Alto Networks, Inditex, Broadcom,...