Analysis: Must Read

India, a fiscal signal and an index back at support

India's finance minister opened the debate Tuesday on the tax levied on every stock market transaction in the country, with shares jumping. Behind that signal is a market weighed down by oil and down...

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

The period beginning on November 3 will be highly uncertain.

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

The political pressure was just too strong for Donald Trump.

What future do fabless companies have in the age of AI?

The best testing ground is probably the semiconductor sector, where companies that design chips without manufacturing them occupy the most profitable business in technology, a business whose entire...

Brazil's Stock Market Anticipates Its Liberal Revolution

Brazilian financial markets soared Monday after Senator Flavio Bolsonaro outperformed expectations in the first round of the presidential election. The son of former leader Jair Bolsonaro narrowly...

Why Record Profits Will Send Your Stocks Tumbling This Week

As the big Q3 earnings season gets underway this week, with the major US banks leading the way, one question is probably keeping you up at night: should you hold on to your stocks or cash in your...

Could this be the end of the good times for America's big banks?

Just days before the official start of the Q3 earnings season, some fund managers around the world must be looking at the KBW Bank Index with a touch of nostalgia.

How Scott Bessent Lost Track of the Markets

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

Growth, debt, inflation, deficit: Is there still a top student in Europe?

Amongst Europe's major economies, only one meets all four criteria, and that's Denmark. The bond market confirms it: France now borrows at 10 years at a higher cost than Italy, Greece, Spain and...

MarketScreener's odds and ends: when markets go astray

An S&P 500 that is becoming increasingly fragmented, US earnings pulling away from the rest of the world and a European gas storage mechanism coming undone: three charts to understand the anomalies...

A 5% inflation before a return to the 2% target?

In the United States, the prospect of a rapid return of inflation to 2% appears increasingly unrealistic. In September, consumer prices surprised consensus to the upside, rising 0.65% month over month...

Washington seeks to accelerate aircraft certification amid Chinese competition

US Transportation Secretary Sean Duffy is due to meet Wednesday with executives from several aerospace groups, including Boeing and GE Aerospace, to discuss reforming certification procedures for new...

Oddo BHF AM: How artificial intelligence is shaping the "augmented portfolio manager"

Innovation is profoundly transforming the asset management industry. New sources of information and analysis, enhanced research, evolving investment processes, development of new areas of expertise:...

Stars in their eyes, Finaltis analysts look to the skies and beyond

Long the preserve of governments, space is opening up to private companies. With launch costs falling, commercial prospects are multiplying, from telecommunications to artificial intelligence. A...

Energy shock, bond market volatility and AI bubble: Allianz Trade unveils its scenarios for 2026-2028

At a press lunch meeting held at its offices yesterday, attended by MarketScreener and other journalists, Allianz Trade presented its economic outlook through 2028.

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.

2027 Budget: "I will be the guardian of the temple," Roland Lescure says

On October 6, Roland Lescure conscientiously makes the rounds of the tables at the Petit Riche, a chic cafe in Paris' 9th arrondissement, shaking the hands of journalists gathered at the initiative of...

Mistral unveils Large 4, its new open-weight AI model

Mistral has unveiled Large 4, its new open-weight artificial intelligence model, which will be made publicly available on October 27. The French startup says it has narrowed the gap with the most...

Trump paints diesel red to bring down prices at the pump

Donald Trump may have found a way to bring down the price of diesel without producing a single additional gallon: eliminating some taxes. With fuel prices above $6.50 a gallon, the White House wants...

The Best M&A Vintage Since 2001 Played Out in Six Months

Mergers and acquisitions totaled $3,900bn in the first nine months of 2026, up 28% from last year and the highest level since 2001, according to LSEG. The number of deals is nevertheless expected to...

Europe Falls Behind Again

After a strong start to the year, Europe is falling behind Wall Street....

America's Answer to DeepSeek Arrives

The major AI companies in America have invested billions of dollars in creating ever bigger barriers around their most powerful models. Reflection AI, however, intends to knock some of these down. As...