Analysis: Must Read

Paraguayan Digital Bank Ueno Collapses amid Corruption Scandal

Santiago Pena was impeached last Friday, before being indicted on breach of trust and self-dealing charges, and detained in a military facility. The former President is accused of funneling public and...

The bond market welcomes the Democrats' victory

The bloodbath in stocks was cushioned by the rise in bonds.

The Week's Best Articles: Trump as Trump, and Without the Helipad

Halloween at Mar-a-Lago, Trump's first bizarre outing after the midterms: the week had a common thread. We also took a close look at US inflation and the discreet art of lobbying.

Does a lame duck become more dangerous?

The Allies are concerned about the consequences of Donald Trump's defeat in the midterms for his foreign policy.

The 10 post-midterm shocks reshuffling the market deck

The Dow Jones jumps 3%, oil prices collapse, renewable energy stocks soar and chipmakers tumble as far as Asia. The Democrats' victory in the US elections is triggering a spectacular rotation,...

This is His Defeat

A manual for losing elections.

Europe gets back in the game against Wall Street

And it's more than a simple rotation out of AI.

What if the best AI trade was a German software company from the 1970s?

Did you think AI had buried old-timers like SAP and IBM? Think again: while Silicon Valley burns through its cash, the veterans are quietly getting back in the race.

MarketScreener's odds and ends: Wall Street Has Fangs, Hershey Gets the Jitters

At Wall Street, Halloween is also celebrated in the markets. While Crocs leaps forward, leaving the tech giants behind in the dust, chocolate makers are discovering that candy can have a bitter taste....

US bonds back in investors' good books

After exceeding 5.3% in early October, the yield on 10-year US bonds has fallen back below the 5% threshold. A notable easing in a bond market under intense pressure. The move erases a significant...

What if a Democratic victory saved hyperscalers… and US real estate?

A Democratic victory in the midterm elections could have paradoxical consequences for financial markets. By slowing the development of data centers, tighter regulation could ultimately benefit digital...

United States: Labor market remains robust in October

The US labor market appears to have remained fairly resilient in October. According to US Treasury data on payroll tax withholdings, analyzed by TaxTracking, receipts rose 6.5% y-o-y, their strongest...

Midterms: a long day ahead for Trump and the markets

US voters head to the polls Tuesday to elect a new Congress. Democrats are expected to retake control of both chambers, but the actual outcome is uncertain. Early trends are expected this evening, but...

Semiconductors: Valuations Return to Crisis Levels

Semiconductors, and more broadly everything related to AI infrastructure, had a particularly difficult October. The Philadelphia SOX semiconductor index fell more than 16%, its sharpest correction...

The Week's Best Articles: gold, pizza, Donald Trump and other unfathomable mysteries

No one understands the price of gold, but everyone understands pizza, to which The Atlantic was already devoting an ode in 1949. The rest of the week is more down to earth: the winners and losers of...

Who will run the ECB after Christine Lagarde?

In Frankfurt, there is certainly one question that has not yet been asked out loud, but is very much on everyone's mind: who will take the reins of the ECB after Christine Lagarde's departure?

How Saudi cows triggered a bull run in water (and how you can profit from it)

Pumping water from Arizona for free to grow hay and ship it to Riyadh, a perfect heist orchestrated by Almarai. Except Wall Street loved the idea and has already got its hands on the tap.

When AI works, everything's fine

When construction goes well, everything's fine. The saying long summed up real estate's role as an economic engine. However, on Wall Street, artificial intelligence is calling the shots. As technology...

The Man Who Set the Middle East on Fire

Israel has now become a destabilizing force in the region.

Fed, ECB, BoJ and Big Tech, the week that could turn markets around

Three major central banks, three technology giants and an avalanche of corporate earnings. Investors are bracing for an exceptionally busy week, as surging oil prices complicate the monetary outlook...

Lula wins a fourth term as president of Brazil… and sends stock market plunging

Against all expectations, the incumbent president defeated Flávio Bolsonaro, son of the former head of state, who in turn refuses to acknowledge his defeat and has raised the possibility of nullifying...

This is the real threat hanging over the markets

Editorial - An expert from the International Monetary Fund sounded the alarm a few days ago. Beyond rising interest rates and the bubble surrounding artificial intelligence, a third major risk is...