Analysis: Must Read

Lost data and "half reports": an update on the US statistics calendar

On Friday, the Bureau of Labor Statistics said that the September employment report would be released on Thursday. Earlier, Kevin Hassett said that the October report would be a half report....

Everyone will have their share of AI

If you've read enough articles about a potential bubble in artificial intelligence, this one will serve as a counterbalance. A rather unique study has just proven the productivity gains for companies...

Make America affordable again: Donald Trump's challenge for 2026

According to the New York Times, the Trump administration is preparing to implement broad exemptions to certain tariffs in order to reduce high food prices. In recent days, several measures aimed at...

Britain's Fiscal Two-Step

Markets wobble as Rachel Reeves retreats from an income-tax rise-then steady when the reason emerges.

Will the Fed pause in December?

While most investors are betting on a rate cut in December, the lack of data and divisions within the Fed could lead to a status quo at its next meeting.

MarketScreener review: a slowdown? What slowdown?

No slowdown in sight In the United States, the number of mentions of economic slowdown is at its lowest level since 2007. This is what emerges from an analysis of conference calls during the last...

The shutdown is dead. Long live the shutdown!

After more than 40 days, the longest shutdown in history is expected to end this week. The government shutdown did not disrupt Wall Street, which nevertheless welcomed the end of the budget impasse...

The tobacco industry is becoming healthy again

You may have noticed the impressive performance of cigarette companies on the stockmarket this year? Let's discuss their battle: separating tobacco combustion from nicotine.

China-United States: fewer (highly) strategic bans

China has announced that it is suspending its ban on exports of several critical dual-use metals to the United States, i.e., metals with both civilian and military applications. This is a welcome new...

Week in review: the financial capital elects a socialist

🎯 Six news stories of the week The financial capital has elected a socialist Donald Trump has a new arch-enemy: Zohran Mamdani, 34, a self-proclaimed socialist, was elected mayor of New York this...

How inflation is catching up with Donald Trump

Re-elected a year ago amid discontent over renewed inflation, Donald Trump is indeed struggling to curb rising prices. This persistent problem weighed on this week's local elections, where Republicans...

The Best Articles of the Week: Left Bank New York, woke stickers and the end of the world

In this week's press review, the algorithmic apocalypse, geopolitical revolutions, and millennial mysteries are greeted with the serenity of a Finn under three meters of snow. We also discuss...

How do interest rates influence the stock market?

Interest rates have always been a permanent feature of the equity markets. Long before the era of social media and 24-hour news, central bankers already played a key role in the economic game. Paul...

The record-breaking shutdown derails the administration, but not the stockmarket

On the National Mall in Washington, D.C., the once-crowded museums and national monuments are closed to the public. Since October 1, the federal government has been shut down: no budget has been...

A tipping point for the US labor market?

According to data from Challenger, the US has exceeded one million layoffs this year, a first since 2009. This is enough to reignite the debate on a slowdown in the labor market.

Should we do away with quarterly results?

On Monday Donald Trump said on Truth Social that companies should be able to publish their results every six months, rather than every 90 days, as currently required by the SEC. This has reignited an...

The moment of truth for tariffs

On Wednesday, the Supreme Court will examine the legality of the tariffs imposed by Donald Trump under the International Emergency Economic Powers Act . This is a key decision for Donald Trump's...

Are we heading for the longest shutdown in history?

On the 34th day of the shutdown, Republicans and Democrats have not yet reached a compromise to allow the government to reopen. This shutdown is likely to break the 2019 record and become the longest...

Corporate America's earnings season

Three years after the start of the bull market, Wall Street continues to advance. Records are being broken every week and strategists are constantly raising their target prices for stocks. While...