Antoine Alves d'Oliveira

In the US, tech has become a macro issue

Growth, interest rates, regulation… all roads lead to tech.

October 22, 2026 at 07:30 pm

And now, should the ECB intervene?

The French 10-year yield has broken through the symbolic 5% threshold for the first time since 2002.

October 21, 2026 at 07:19 pm

Emmanuel Macron's Twilight

The president of crises no longer has the ability to respond to them.

October 21, 2026 at 10:50 am

Treasuries regain their safe-haven status

Concerns about AI have outweighed the reacceleration in inflation.

October 19, 2026 at 05:09 pm

Take a step back to jump further?

Fed officials still appear to favor a pause in October, at the risk of having to accelerate the pace of monetary tightening afterwards.

October 15, 2026 at 06:40 pm

The midterm result is uncertain, but what comes after is even more so.

The period beginning on November 3 will be highly uncertain.

October 14, 2026 at 04:28 pm

"Alaska No. 2": Donald Trump's latest turnaround on Ukraine

The political pressure was just too strong for Donald Trump.

October 12, 2026 at 06:36 pm

How Scott Bessent Lost Track of the Markets

The Treasury Secretary has made plenty of promises, but the market has run out of patience.

October 09, 2026 at 12:42 pm

Donald Trump close to sweeping South America

Flavio Bolsonaro's victory in Brazil would shift the last major South American country still governed by the left to the right.

October 07, 2026 at 05:23 pm

Christine Lagarde has to clarify her future

The ECB president cannot leave such uncertainty surrounding her future at a time when investors are worried about a new debt crisis in the euro zone.

October 06, 2026 at 04:56 pm

Europe Falls Behind Again

After a strong start to the year, Europe is falling (once again) behind Wall Street.

October 05, 2026 at 07:24 pm

How France has Become Europe's Weakest Link

In just a few years, France's position has not only deteriorated in absolute terms, but also relative to its peers.

October 02, 2026 at 04:08 pm

Oil isn't the Fed's only problem

The US economy's momentum is very strong. Indeed, maybe a little too strong.

October 01, 2026 at 05:34 pm

John Williams Resets the Fed's Rate Clock

A Fed rate hike in October had seemed all but guaranteed, although comments made by the New York Fed president have changed the situation.

September 30, 2026 at 01:43 pm

Two months of truce and two pandas

So far, those are the only concrete results of the summit between Donald Trump and Xi Jinping.

September 25, 2026 at 01:50 pm

One of the longest bear markets in history has still not bottomed out

The selloff in government bonds began in 2020. And it does not appear to be ending anytime soon.

September 25, 2026 at 12:46 pm

In New York, Donald Trump on all fronts

Before hosting Xi Jinping this weekend in Washington, the US president will line up a series of meetings on the sidelines of the United Nations General Assembly.

September 21, 2026 at 06:43 pm

The Fed is ready to fight

The Fed is at the start of a rate-hiking cycle.

September 17, 2026 at 05:39 pm

ECB enters a period of high-stakes maneuvering

The expected departure of Christine Lagarde and two of her fellow ECB Executive Board members in the coming months is opening a new round of horse-trading amongst European capitals.

September 16, 2026 at 03:58 pm

The Fed rate hike that came down to a hundredth of a point

It all came down to an inflation print. More precisely, the second digit after the decimal point.

September 14, 2026 at 06:41 pm

Rising interest rates are a disaster for stocks

Profits are soaring, but not stocks.

September 10, 2026 at 05:30 pm