Analysis: Must Read

European equities: exposure to the US is no longer paying off

Long an advantage for European companies, exposure to the US market now seems to be more of a liability. Between fears of a slowdown in the United States and the impact of the falling dollar, European...

A wait-and-see meeting for the Fed

As expected, the Fed left its key rates unchanged. With US trade policy posing downside risks to growth and upside risks to inflation, Jerome Powell could deliver only one message: we must wait and...

God Save the Deal: towards a US/UK trade agreement

US President Donald Trump is expected to announce a trade agreement between the United States and the United Kingdom on Thursday, according to the New York Times and a slew of other sources. The...

MarketScreener roundup: abysmal trade deficit and massive share buybacks in the US; Novo Nordisk's valuation on a diet

The US is running a record trade deficit, fueled by the anticipation of tariffs, while US companies are taking advantage of the downturn to buy back their shares. At the same time, Novo Nordisk's...

Whisky, cars, and curry: UK and India open a new trade era

In a world where tariffs are as unpredictable as the British weather, the United Kingdom and India have finally shaken hands on a free trade deal that promises to improve their economic relationship....

Is the Fed late?

As the Fed meets this week, Jerome Powell is under pressure from Donald Trump to cut interest rates. This is a difficult position to be in at a time when tariffs are raising fears of renewed...

With the US market off limits, Shein and Temu are ready to invade Europe

Faced with new customs duties in the United States, Chinese low-cost e-commerce giants Shein and Temu are refocusing their efforts on Europe and Latin America. This is more of a forced redeployment...

Fentanyl, Gaza, the environment… the Pulitzers reward hard-hitting journalism

The Pulitzer Prizes are to journalism what the Oscars are to cinema, an award for excellence presented each year to recognize the best articles.

How should we interpret the PMI indices?

On Monday, investors learned of the ISM services index for April in the United States. It came in above expectations, in line with reassuring economic statistics published in recent days. This is an...

Oil at its lowest level in four years

Oil continues to fall following OPEC's decision on Saturday to increase production again. This decision comes at a time when US trade policy is raising fears of a global economic slowdown. As a...

The US economy created more jobs than expected in March.

In March, the US economy added 177,000 jobs. This is more than the 138,000 expected by the consensus. The Bureau of Labor Statistics report also shows that the unemployment rate remains stable and...

Huge bribes: US sues three insurers for Medicare fraud

A major scandal is rocking the US health insurance industry. The Department of Justice is accusing three heavyweights—CVS Health , Elevance Health, and Humana—of orchestrating a vast kickback...

The US Treasury raises its financing needs for second quarter

This week, the US Treasury updated its bond issuance forecasts, raising them for the second quarter. With the US public deficit having been very high for several years — and projections showing this...

Opinion: Sectoral customs duties and inflation control are compatible

Faced with the influx of Chinese and Asian products initially intended for the US market, the imposition of tariffs on sensitive or vulnerable strategic sectors is becoming essential to protect...

Toasters, alarm clocks, game consoles… Here's how China has invaded American homes.

The New York Times published a very informative article after reviewing detailed US import data. This aimed to show which everyday products will inevitably become more expensive due to the tariffs...

Corporate results reassure investors

Highly anticipated in a period of great uncertainty, Q1 results have so far been reassuring and contributed to the rebound in indices last week. Nevertheless, some companies are sending more worrying...

Can the dollar lose its status?

With the dollar in sharp decline since the beginning of the year, some observers are questioning the sustainability of its status as the global reserve currency. While reducing exposure to US assets...

Trade war: the US capitulates first

While Donald Trump had adopted a firm stance toward China since the beginning of his term, and even more so since early April, the US president was ultimately forced to change his strategy.

Trade war: the US capitulates first

While Donald Trump had adopted a firm stance towards China since the beginning of his term, and even more so since early April, the US president was ultimately forced to change his strategy.