Analysis: Must Read

The Fed was close to a soft landing. And now, there's Iran

The Fed was entering 2026 in a relatively comfortable position. However, the conflict in the Middle East is reshuffling the pack.

Global air traffic could more than double by 2050, according to the IATA

The International Air Transport Association highlights robust demand prospects, largely driven by emerging markets despite a structural slowdown in growth....

Between the US and Iran, a War of Attrition

The United States has undeniable military superiority. However, time is working against them.

Global air traffic could more than double by 2050, IATA says

The International Air Transport Association is highlighting solid demand prospects, driven notably by emerging markets despite a structural slowdown in growth....

London and Berlin work on a next-generation deep-strike missile

The UK Ministry of Defence and German authorities are pressing ahead with their military cooperation to develop a new family of long-range missiles, aimed at strengthening deterrence and the two...

Steel Sector Under Pressure, Oddo BHF Says

For Oddo BHF, steel is one of the stock market sectors hit hardest by the Iran conflict, with share price declines of 10% to 20%. The main risk is demand, especially in capital goods, construction and...

China's new strategic phase for the next five years

The People's Republic of China's fifteenth 5-year plan came into effect this week. Let's examine how Beijing intends to approach this new phase, aiming to maintain control over its destiny in a world...

What is Yann LeCun planning with his startup AMI Labs?

He is considered one of the godfathers of artificial intelligence, he left Meta last November, he has just created a unicorn with his first fundraising round, and he is French: let's take a look at...

Judge blocks subpoenas targeting Fed in Jerome Powell investigation

A federal court has stayed subpoenas issued to the Federal Reserve as part of a criminal investigation into its chair, Jerome Powell. The judge ruled that the prosecutors' actions could constitute...

A judge blocks subpoenas targeting the Fed in the probe of Jerome Powell

A federal court has put on hold subpoenas sent to the Federal Reserve as part of a criminal investigation targeting its chair, Jerome Powell. The judge says prosecutors' tactics could amount to...

Luxury sector faces fresh bout of weakness as challenging environment persists

Luxury stocks are once again among the steepest decliners on the Paris Bourse this Friday, as investors fear the persistence of a degraded commercial environment while the conflict in the Middle East...

The Best Articles of the Week: Oil, AI, Private Credit, Gamification? a Week in Hell

Oil news has been a bit overwhelming this week… making it hard to miss in the press review. AI is never very far away either at the moment - it is even waging war now. To escape this...

Yield Curve: The Signal the ECB Does Not Want to See

One chart and two lines are enough to capture what markets really think about the European economy right now. This week, finance’s most closely watched indicator is flashing a warning of...

Market Panic: A User's Guide

The VIX index reached 35 points at the beginning of the week, a level of stress the market had not experienced since April 2025. Although while some see this as a simple indicator of anxiety, others...

The US budget deficit has topped $1 trillion since October

Rising revenue, notably from tariffs, has nonetheless narrowed the gap compared with the previous year.

The US budget deficit tops $1,000bn since October

Still, higher receipts, notably from tariffs, have helped narrow the gap from the prior year.

The economy is Americans' top concern - but not their president's

Yet it was on this issue that he won the US Presidential Election in 2024.

What if the real value in defence isn't where you're looking?

The reflex is almost mechanical. As soon as missiles fly somewhere in the world, weapon makers' share prices jump. The day after the first US-Israeli strikes against Iran, US defence stocks were up...

US inflation: it was too good to be true

In February, core inflation hit its lowest level in five years, however, investors are now bracing for a reversal in the months ahead.