Valentin Aufrand

The Fed Stays on Hold, Powell Defends the Institution's Independence

Jerome Powell's press conference did not deliver any major change to the policy trajectory, but it did confirm the statement's more cautious message released earlier. The Fed kept rates in a 3.50% to 3.75% range and toughened its description of inflation, now deemed "elevated" in part because of the recent rise in global energy prices. Powell also warned that in the near term, this shock would push headline inflation higher, while acknowledging that the size and duration of its effects remain uncertain.

April 30, 2026 at 12:41 am

The Fed Holds Rates Steady but Toughens Its Message on Inflation

The U.S. Federal Reserve unsurprisingly held its policy rates steady Wednesday in a range of 3.50% to 3.75%, but its statement is less reassuring for investors who had hoped the central bank would lay the groundwork for a rapid rate cut. The biggest change is on prices: inflation is no longer described as merely "somewhat elevated" but now "elevated", partly reflecting the recent rise in global energy prices.

April 29, 2026 at 10:30 pm

Robinhood Slips After Results That Look Less Solid Than They Seem

Robinhood falls about 4% in after-hours trading following a mixed quarterly report, marked by revenue below expectations despite still-healthy customer activity.

April 29, 2026 at 01:11 am

Starbucks jumps after a quarter that bolsters the turnaround

Starbucks rises 5% in after-hours trading after posting a better-than-expected second quarter, marked by a clearer rebound in traffic at its U.S. cafes and a lift to its full-year targets.

April 29, 2026 at 12:28 am

Solar Is Scaling Up, Putting Power Grids Back at the Center of the Game

According to the annual report from energy think tank Ember, low-carbon sources accounted for the entire increase in global electricity demand, up 849 TWh. Fossil generation therefore edged down by 38 TWh, or 0.2%, despite demand that continues to rise.

April 28, 2026 at 11:25 pm

Amazon Deepens Its Partnership With OpenAI in Enterprise AI

Amazon Web Services (AWS) announced a major expansion of its partnership with OpenAI, bringing the start-up's latest models to Amazon Bedrock. Bedrock is AWS's managed platform that lets companies access multiple large AI models through a single environment, then build generative applications and agents while keeping AWS controls over security, compliance and costs.

April 28, 2026 at 10:39 pm

Public Storage Flat After a Solid, Cautious Quarter

The U.S. self-storage specialist posted first-quarter results slightly above expectations, but keeping its full-year guidance unchanged tempered enthusiasm.

April 28, 2026 at 12:42 am

Deutsche Bank Sees Gold at $8,000 in a World Less Dependent on the Dollar

In a research note published Monday, April 27, Deutsche Bank lays out an ambitious case for gold, no longer framed merely as a hedge against inflation or a weaker dollar, but as one of the big winners in a fragmenting world. For the German lender, the era that opened after the fall of the Berlin Wall, shaped by globalization, American hegemony, and the buildup of dollar reserves by emerging countries, is now drawing to a close.

April 28, 2026 at 12:40 am

GSK wins two regulatory accelerators for its MASH treatment

GSK said Monday it has scored a major regulatory milestone for efimosfermin, its experimental treatment for metabolic dysfunction-associated steatohepatitis, also known as "MASH". The disease is a severe form of fatty liver that often occurs in patients with obesity, type 2 diabetes or metabolic disorders, and can progress to cirrhosis, liver failure or liver cancer.

April 27, 2026 at 11:16 pm

Brussels seeks to open Android further to Gemini rivals

Brussels is calling on Google to better open Android to artificial intelligence services competing with Gemini. The group is contesting the intervention, which it deems excessive and a risk to user security.

April 27, 2026 at 10:52 pm

Brussels wants Android to be more open to Gemini rivals

Brussels is urging Google to open Android more fully to artificial intelligence services that compete with Gemini. The company is pushing back against what it calls excessive intervention that could put user security at risk.

April 27, 2026 at 10:26 pm

The Fed at the moment of handoff between Powell and Warsh

As Jerome Powell prepares to leave the chair, the Fed must manage a delicate transition shaped by inflation, politics and monetary independence.

April 25, 2026 at 01:36 am

Wall Street at record highs, driven by chip fever

U.S. markets finished mixed on Friday, as resilient corporate earnings and a surge in semiconductors partly offset pressure from still-elevated energy prices. The S&P 500 rose 0.80% to 7,165.1 points, the Nasdaq 100 gained 1.95% to 27,303.7 points, marking a new record close, while the Dow Jones slipped 0.16% to 49,230.7 points.

April 25, 2026 at 12:09 am

Nike makes another round of job cuts to speed its turnaround

The group is eliminating about 1,400 positions, mainly in technology, as part of its "Win Now" turnaround plan. The latest cuts underscore Elliott Hill's push to simplify the organization as sales remain under pressure, particularly in China.

April 24, 2026 at 01:07 am

U.S. tech is splitting, with software under pressure and semiconductors in favor

The Nasdaq 100 is setting records, but the divide is widening between punished software makers and chip manufacturers still buoyed by AI.

April 24, 2026 at 12:54 am

First Citizens slips despite an earnings beat

First Citizens reported quarterly results that topped expectations, helped by a solid adjusted earnings per share figure and strong deposit inflows, but a weaker net interest margin and a slight deterioration in some credit metrics weighed on the stock. Shares fell more than 4% at the open before trimming the decline to about 2%.

April 23, 2026 at 10:53 pm

Trump Extends the Truce, Wall Street Hits the Gas Again

U.S. markets rebounded on Wednesday, lifted by the indefinite extension of the ceasefire with Iran and a fresh wave of well received corporate earnings. The S&P 500 rose 1.05% to 7,137.9 points, the Nasdaq 100 gained 1.73% to 26,937.3 points, while the Dow Jones advanced 0.69% to 49,490.0 points.

April 23, 2026 at 12:10 am

Amazon Bursts Into GLP-1s, Upending the Obesity Drug Distribution Chain

The company is rolling out, via One Medical, an integrated offering built around GLP-1 weight-loss treatments, combining primary care, pharmacy and telehealth. The announcement weighed on several sector players, but it appears above all to intensify the fight over access, pricing and patient monitoring.

April 22, 2026 at 11:01 pm

Deutsche Telekom Weighs a Full Merger With T-Mobile, Bloomberg Reports

The German group is said to be considering a listed holding company structure to bring Deutsche Telekom and its U.S. unit T-Mobile under a single transatlantic umbrella.

April 22, 2026 at 10:44 am

New York Sues Coinbase and Gemini, Robinhood Slips in Sympathy Too

Coinbase and Gemini posted sharp declines Tuesday after New York Attorney General Letitia James filed suit targeting their prediction markets, while Robinhood also fell in their wake.

April 21, 2026 at 11:06 pm

Could October's election be the catalyst for a re-rating of Brazil's market?

Brazil's stock market has rallied sharply since January 2025, riding a broader re-rating of emerging markets. The benchmark Ibovespa is up about 60% since January 1, 2025, and not because of FX, the market has done even better in dollar terms, with a gain of roughly 100%.

April 21, 2026 at 09:16 pm