Analysis: Must Read

China: industry slows, consumption accelerates

While Chinese industrial production slowed in May, retail sales rebounded sharply. On the front line of the trade war launched by Donald Trump, China is showing resilience but is still facing...

Trump blows up green credits: critical minerals at risk

The One Big Beautiful Bill Act, Donald Trump's tax bill, continues to make waves. Amongst the sensitive points is the elimination of the 45X tax credit, which directly threatens the critical minerals...

BPCE accelerates European strategy with Novo Banco

French banking group BPCE has announced the acquisition of Novo Banco, Portugal's fourth-largest lender. The deal marks the largest cross-border acquisition in the European banking sector in a decade....

Donald Trump keeps up the pressure on Jerome Powell

After inflation figures were deemed reassuring this week, Donald Trump once again urged Jerome Powell to lower rates, going so far as to call him a fool. While criticism of the Fed chairman has been...

Israeli strikes on Iran cause oil prices to skyrocket

Last night, a major Israeli attack targeted Iran's nuclear program. Tehran immediately retaliated with a drone attack. The escalating tensions in the Middle East are raising fears of disruption to...

The Best Articles of the Week: Jaws, Super Tomato's revenge, and where is Barack?

The world is going every which way but loose this week, and so are our articles. Hedge funds are rummaging through France's industrial ruins, while the war of autonomous drones is knocking at the door...

Israel strikes Iran with massive airstrikes

Israel launched a large-scale military operation against Iran on Friday, saying it was targeting its nuclear facilities, ballistic missile factories, and senior military officials.

The euro at its highest since 2021… but facing competition from gold

While the dollar is weakening under trade tensions reignited by Donald Trump, the euro has reached its highest level since 2021. However, the single currency remains under pressure from an unexpected...

British exports to US nosedive after Trump tariffs

UK goods exports to the United States plunged by £2 billion in April, marking the sharpest monthly drop since records began in 1997. Official data from the Office for National Statistics showed a...

Trade war: Deadlines no longer exist

Two months have passed since the start of the 90-day trade truce, and progress has been negligible, to say the least. At this stage, only one agreement has been signed, with the UK. For the first...

US equities: risk is no longer rewarded

While the S&P 500 has rebounded by around 20% since the beginning of April, analysts at PIMCO are ringing the alarm bells: the risk premium on US equities is now zero, a rare phenomenon that has...

US inflation: where are the tariffs?

A pleasant surprise for US inflation. In May, the consumer price index rose 0.1% month-on-month and 2.8% year-on-year. These figures are below economists' expectations. At this stage, the impact of...

Crypto companies want to ride the stockmarket trend

The current climate is considered favorable for companies in the cryptocurrency sector. The market rebound and several recent successes on the stockmarket are encouraging more and more players to...

Europe, once again fertile ground for private funds

After two years of high interest rates, the private equity sector was hoping for a recovery in fundraising in 2025. But instability prevails. The US environment, marked by political uncertainty,...

Trump and the Republicans stay the course on tax reform

After a vote in the House of Representatives at the end of last month, Donald Trump's tax bill is currently being debated in the Senate. Several points, such as cuts to tax credits in the Inflation...

Trade negotiations between US and China continue in London

After the truce initiated in Geneva, this week the Americans and Chinese are meeting again in London for a new round of negotiations. The talks are focusing on two major strategic issues: rare earths...

Kennedy Ousts Vaccine Panel in Sweeping Health Overhaul

U.S. Health Secretary Robert F. Kennedy Jr., a long-standing vaccine skeptic, has dismissed all 17 members of the Centers for Disease Control and Prevention's Advisory Committee on Immunization...

Spirits regain hope thanks to Beijing

After a string of bad news, spirits stocks are back on track. The reason: the Chinese Ministry of Commerce announced that an agreement had been reached on the essential conditions for a compromise on...

Deflation takes hold in China

The truce agreed in Geneva between Washington and Beijing raised hopes of a return to normal trade relations. However, this has not been the case: trade flows between the two superpowers continue to...