Analysis: Must Read

Bessent Cannot Win Against the Bond Market

The fundamentals are all pointing in the same direction: higher rates.

Is Britain escaping its productivity trap?

Britain's economy has spent most of the past 15 years producing remarkably little extra output for each hour worked. New research from the Resolution Foundation suggests that this may finally be...

For Janus Henderson, the time has come to take a position in short-term bonds

The asset manager believes that the global geopolitical backdrop marks the end of over half a century of bullish bond markets

Sanctions on Iran could derail the truce with China

If Washington wants to further intensify economic pressure on Iran, the new sanctions will have to target the Islamic Republic's main partners.

Gold tops $4,600 an ounce

The past few days have been dominated by rising geopolitical tensions around Iran. Precious metals have resisted well in this climate of uncertainty.

MarketScreener's odds and ends: AI, IPOs and… Crime rates

Between stock market promises that often disappoint, financial frenzy around AI and a European safe haven, a look at what's really worth funding ....

Is Britain Winning Its Brexit Bet?

Ten years after the referendum, could Brexiters have been right all along about leaving the EU? Business activity accelerated in August, while France contracted and Germany managed only modest growth....

Seoul Tests Arctic Route to Bypass the Suez Canal

On Saturday a South Korean container ship is set to depart for Europe via the Northern Sea Route, which has been made more accessible by melting ice. Seoul hopes to cut transit times, although the...

Should we be worried about the US economy?

August data has been rather disappointing.

Washington moves toward a sale of offshore mining leases near the Northern Mariana Islands

The United States is preparing a possible sale of leases for mining critical minerals in federal waters off the Northern Mariana Islands. The plan, which is still subject to several regulatory steps,...

What if bitcoin has already emerged from its bear market?

In just over a week, the mood around bitcoin has completely changed. After spending much of the summer stuck between $60,000 and $65,000, BTC has suddenly accelerated and pushed above $80,000....

Weekly earnings calendar: Nvidia steals the show

Welcome to this week's calendar of listed-company reports for August 24 to 28, 2026. Amongst this week's key releases, Nvidia tops the bill, although investors will also be watching Salesforce, Pernod...

Do you own enough gold?

China's holdings of US Treasuries fell to $633bn in June, an 18-year low, while its central bank bought 20 tonnes of gold in July, the most since 2023. Three very different buyers provide a structural...

The Week's Best Reads: Bessent as the Firefighter on Call

An August week when markets pretended to be asleep. Beneath the surface, things are shifting, however: the bond market reminded stocks that it still matters. In AI, the question right now is less does...

Wall Street Wants to Put the Stock Market on the Blockchain

As the cryptocurrency market goes through a particularly bleak stretch, one small corner is actually moving in the opposite direction. Bitcoin is hovering around $60,000 to $65,000, Coinbase has just...

The 3 Biggest Checks in the AI Race

Amazon, Microsoft and Alphabet each plan to make investments of nearly $200bn this year to dominate artificial intelligence. Here is a look at the three biggest checks in the industrial revolution...

The SMR nuclear bet now faces reality

Short sellers have made $2.1bn betting against three American small nuclear reactor stars. According to the Financial Times, enthusiasm fueled by AI and Washington's backing is now running into costs,...

Nvidia chips join oil in the futures markets

On October 5, CME Group, the world's largest derivatives marketplace, will begin listing the rental price of the graphics processors that power artificial intelligence. What oil or wheat have long...

This Week's Earnings Calendar: Walmart, Alibaba and Xiaomi in Focus

Welcome to the earnings release calendar for listed companies for the week of August 17 to 21, 2026. Key reports this week include Aeroports de Paris, BHP Group Limited, The Home Depot, Geberit AG,...

Jane Street Takes a $15bn Loss in July

The American trading powerhouse lost about $15bn in July, caught wrong-footed by turbulence in AI-related stocks. According to the Financial Times, the setback is notably related to troubles at the...

With reassuring inflation data, the Fed buys time

The Fed now appears positioned to hold steady in September.

The Week's Best Reads: still no AI eclipse

Tracking Bigfoot, dusting off Troy, watching an eclipse, sailing with modern-day privateers… This week's press review is on the move.

Japan's in trouble, or is it?

The yen hit a 40-year low, Tokyo spent a record $54bn in a single day defending it, Washington joined in for the first time in 15 years. The same week, Japan's megabanks printed record profits. What...