Analysis: Must Read

London, the waiting room for private equity

Three British companies found the exit in a single day. Bodycote, Gamma Communications and Capricorn Energy have all backed takeover offers that would end decades on the London Stock Exchange. The...

The United States Strikes Iran After New Attacks in the Strait of Hormuz

US forces carried out fresh strikes against Iranian targets around the Strait of Hormuz on Tuesday, following several attacks on commercial vessels and US personnel. The operation marks a new...

The ECB knows what it will do in a week. What comes next is less certain.

The ECB must decide whether inflation pressures go beyond energy alone.

Donald Trump prepares new agreements to reduce drug prices

Donald Trump's administration is expected to announce a new round of agreements with pharmaceutical companies aimed at lowering the cost of drugs in the United States, where patients often pay nearly...

SG now expects three Fed rate hikes by March 2027

The US Federal Reserve is expected to raise interest rates three times by March 2027, by a quarter point each time, Societe Generale forecasts following the speech delivered Friday by Fed Chairman...

Jackson Hole: What to expect from Kevin Warsh's speech?

On Friday Kevin Warsh will make his first speech at Jackson Hole as Federal Reserve chair, with the key issue not so much to pre-signal the next FOMC decision, as to spell out his reaction function,...

Washington considers expanding its tariffs on technology products

Donald Trump's administration is reportedly weighing a new round of tariffs targeting semiconductors and a broader range of technology products. According to Politico, the measures could cover...

Kevin Warsh's Big Moment

The Fed chair will have to spell out where he stands at Jackson Hole.

Growth, AI, stocks: fund managers' consensus is getting uncomfortably crowded

Cash at its lowest, equity exposure at its highest since 2021, and strong confidence in growth and AI: Bank of America's survey shows investors still heavily committed to a favorable economic...

Canada hits back at US with tariffs on $20 billion

Canada will impose new levies on more than 700 American products starting September 8, in response to the 50% tariffs imposed by Washington. The move follows the collapse of trade talks between the...

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...

Fed and Treasury: Credibility Is Starting to Crack

Between the public deficit, the AI boom and a cautious Fed, the US policy mix is becoming increasingly hard to justify.

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.

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 ....

China: Beijing Prepares New Measures to Stem the Economic Slowdown

China is preparing new fiscal measures to support businesses and households, as weakening domestic demand pulls the economy further from Beijing's annual target.

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....

The Panama Canal cuts transits as El Niño threat looms

The Panama Canal will limit the number of ships allowed to cross starting in September, reversing what it was still projecting in the spring. Weak rainfall and the prospect of a prolonged El Nino...

Rates are surging, but nobody wants to administer the real cure

Sovereign yields have jumped sharply lately, dragging mortgage rates higher with them. The yield on the 30-year US bond has just hit its highest level since 2007 at 5.30%, France's has returned to a...

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...