Analysis: Must Read

Bank of England: A rate cut and plenty of caution

For months, the Bank of England has navigated between the G7's highest inflation and a cooling labor market. Now, the risks have clearly shifted to one side.

Jobs report: door now open to further rate cuts?

The unemployment rate continues to climb. At 4.6%, it is already higher than what the Fed projects for the end of the year.

Big central banks out of step

Three of the world's four largest central banks - the ECB, the Bank of England and the Bank of Japan - meet this week. Three different decisions are expected.

Reduced investment and little support from consumption: China's delicate pivot

November statistics strengthen the likelihood of additional government support.

Donald Trump suffers setback in his strategy to take back control of the Fed

The reappointment of regional Fed presidents, announced yesterday, is a new setback for Donald Trump.

The UK economy slips backward

The UK economy contracted again in October, just as policymakers weigh the timing and scale of interest rate cuts. Gross domestic product fell by 0.1% month on month, matching the decline recorded in...

The Best Articles of the Week: AI in Time, AI in the FT, AI in Noéma, AI in the NYT, AI in Aeon…

In our weekly press review: Europe's decline according to Trump, Burberry's comeback, and private equity's takeover of residential real estate. Also on the menu: the suffering of machines and the...

Jerome Powell stays the course amid a divided Fed

Risks on both sides of the mandate are making the Fed's job difficult.

Amid cost-of-living concerns, Donald Trump hits the campaign trail again

On Tuesday night in Pennsylvania, the American president began a series of trips to highlight his economic record. With less than a year to go before the midterms, the cost of living has emerged as...

Are analysts over-optimistic?

According to FactSet, in 2026 analysts expect 14.5% EPS growth for S&P 500 companies.

Finally, it's inevitable: investors prepare for a third cut in Fed rates

Market expectations have varied in recent weeks, but the Fed is expected to cut rates by 25 basis points on Wednesday. However, the FOMC remains divided - and the absence of shutdown-related data...

Australian central bank holds rates at 3.6% and delays before potential hike

The Reserve Bank of Australia has decided to keep its cash rate at 3.60%, while saying that it is not in a hurry to tighten monetary policy despite rising inflationary pressures.

Should the ECB's mandate change?

In an interview with Les Echos, Emmanuel Macron revived the idea of changing the ECB's mandate to take growth and employment into account. The ECB has long been criticized for focusing solely on...

Overview of 2026 prospects published by the largest banks

To attempt a balanced article, two American banks, JPMorgan and Goldman Sachs, and two European banks, BNP Paribas and Barclays, were selected.

The end of the "European discount" for TotalEnergies?

Patrick Pouyanné bets on the launch of a cross-listing in New York to energize Total's stock. The average P/E over the last four years for its two American peers, Chevron and Exxon Mobil, is 48%...

The Week in Review: trying to circumvent the Chinese

The 5 stories of the week Trying to Circumvent the Chinese Emmanuel Macron this week undertook a three-day visit to China, his fourth state visit since 2017. In Beijing, then Chengdu, the French...

He's also taking a big risk: the Fed chair nomination puts Scott Bessent under pressure

If the next Fed chair does not meet Donald Trump's expectations, the Treasury secretary could lose the president's trust.

Inflation definitively buries chance of a December ECB rate cut

If there had been a small chance of an ECB rate cut on December 18, the inflation figures published by Eurostat this morning have buried it for good.

Signs of fatigue and tensions with the base: Is Trump losing touch?

Reelected triumphantly a year ago, after an incredible comeback, Donald Trump almost made us forget that he is the oldest elected president of the United States. But that reality is catching up with...