Analysis: Must Read

Groundhog Day for Iran-US Negotiations

Donald Trump needs a trophy. Iran is not ready to give him one.

The Best Reads of the Week: From Data Centers to Battlefields

This week, artificial intelligence is everywhere : it is unsettling central bankers, redefining warfare, threatening office space in Phoenix and finally it's driving up water and electricity bills for...

Global air traffic falls for the first time since the pandemic

Global air transport suffered its first annual contraction in April 2026 since the post-Covid recovery, amid geopolitical tensions in the Middle East and rising oil prices.

The Great Pivot: Bitcoin Miners Shift Towards Artificial Intelligence

Inside bitcoin mining farms, the deafening roar remains unchanged: fans, transformers, rows of machines and megawatts consumed without respite. However, the destination of this power is shifting. Just...

Trump finally has his man at the helm of the Fed. But the Fed's more hawkish now

The President wants to see the Fed cut rates. However, Kevin Warsh will likely be unable to satisfy this in the coming months.

Why Korea remains the ETF star of the year

When using an ETF screening tool, it is impossible to miss South Korean equities at the top of the rankings. And for a good reason: the KOSPI, the Korean benchmark index, has nearly doubled in five...

Two new members in the trillion-dollar club… and the figures are staggering

To say the least.

Swatch Group: still searching for its margins in its rebound

Is Swatch still a formidable creator of desire or already a turnaround play? The Royal Pop collaboration with Audemars Piguet answers the first point. For the second, one must look less at the shop...

Data centers: Will AI blow the electric fuse?

Digital technology was once thought to be weightless. A click, a query, a video, an image generated by artificial intelligence: it all floats somewhere in the cloud, that convenient metaphor that...

For Tim Duy, Kevin Warsh's Fed must prepare markets for a rate hike

Tim Duy, Chief US Economist at SGH Macro Advisors, believes that the central question is no longer when the Fed can cut rates, but rather whether it should instead prepare investors for a further rate...

Weekly Earnings Calendar: Marvell, Soitec and Salesforce in the Spotlight

Welcome to the corporate earnings calendar for the week of May 25 to 29, 2026. Key highlights this week include reports from Salesforce, AutoZone, Costco, Dell Technologies, Royal Bank of Canada, and...

EU-US Trade Deal: Much Ado About Nothing

European negotiators likely didn't miss out on great literature by skipping Donald Trump's The Art of the Deal, but one thing is certain: they are not emerging as the victors of this bilateral trade...

Beyond Models: OpenAI and Anthropic Pivot Towards Implementation

The line between model providers and consulting firms is blurring as partners increasingly become competitors.

Kevin Warsh takes charge of the Fed under pressure from Trump and the markets

Kevin Warsh was sworn in on Friday as the new Chair of the US Federal Reserve during a ceremony held at the White House in the presence of Donald Trump. The former Fed Governor, who previously served...

The Week's Best Reads: Vibe Coding, the World's Worst Job… and Limitless Betting

A week of deep questioning. Is being Prime Minister the world's worst job? Should everything be subject to a forecast? Did Generation Z already exist two centuries ago? And should AI be allowed to...

Are cracks appearing in the Indian miracle?

In the glass towers of Mumbai, at the heart of Dalal Street, the red screens of traders tell a story that India is no longer accustomed to reading. For years, the country has been a top pick amongst...

Market Odds and Ends: A String of Bad News

Geopolitical tensions are now being compounded by energy price shocks and the resurgence of inflation. Meanwhile, a symbolic milestone has been reached across the Atlantic: the ten largest US...

Republicans are set to lose the midterms. At any rate, Trump is doing everything he can to make it happen

Make a list of everything one should avoid doing before an election. Donald Trump is checking a lot of those boxes.

Fed considers further rate hikes amid persistent inflationary risks

US Federal Reserve officials suggested at their latest meeting that they may have to increase interest rates if the conflict with Iran continues to fuel inflation, according to minutes released on...