Analysis: Must Read

Tensions between China and the United States are easing, although rivalry remains

12 on a scale of 1 to 10: this is how Donald Trump described, in his usual style, his meeting with Xi Jinping on the sidelines of the APEC summit in South Korea. In reality, this tête-à-tête mainly...

Faced with a lack of visibility, Jerome Powell is playing for time

A 25 basis point rate cut and the end of balance sheet reduction. The Fed's main announcements last night were indeed expected. However, the decision was not unanimous, reflecting differences of...

Jerome Powell's successor: five candidates and… one man who could take the prize

On Monday, aboard Air Force One, Donald Trump said that he could appoint the next Fed chair by the end of the year. Standing alongside the US president, Scott Bessent revealed the names of the five...

For the Fed, a rate cut in the midst of fog

On Wednesday, the Fed is expected to cut rates by 25 basis points. The Fed must continue to navigate between inflation that remains above target and the risks of a deteriorating job market. All this...

Have we reached the peak of a new speculative bubble?

There is broad consensus on this view. It is indeed true that valuations are generally high, particularly amongst large caps, and even more so for technology players buoyed by the AI craze; and that...

Another pleasant surprise for US inflation

Deprived of economic statistics since the shutdown began on October 1, investors finally got an inflation report. The reassuring figure propelled Wall Street to record highs.

The Bank of Japan caught between two fires

In September, inflation accelerated again in Japan, increasing pressure on the Bank of Japan to raise interest rates. However, between economic uncertainties and a prime minister who favors a flexible...

The Best Articles of the Week: Picasso, Cocaine and Diplomatic Durian

A Picasso for sale, Courbet in Qatar, jewel thieves fleeing in a gondola… This week, the press review focuses on art. While Sicily is turning into a desert, China is firing on all nuclear cylinders,...

The return of the K-shaped economy

During the Covid pandemic in 2020, everyone was wondering about how the economic recovery would pan out. The concept that stuck was that of a K-shaped recovery: some sectors rebounding strongly, while...

Beijing has the global tech industry held by its throat with rare earths

In recent years, the West has relinquished control of rare earths-17 discreet and ubiquitous metals-to Beijing. Smartphones, wind turbines, engines, missiles, sensors: behind every super-powerful...

When BlackRock and State Street change their rules to retain French debt

Last week, S&P downgraded France's rating, following Fitch's lead in September. France has thus lost its double-A rating, a threshold considered critical for institutional investors.

Markets smell a rate cut as UK inflation stalls

Why the Bank of England may yet trim rates… And why the risks still loom large.

Britain's borrowing problem is back, just as gilt markets wake up

Britain's public finances have re-entered a tricky phase. In September 2025, the state borrowed £20.2 billion , the highest September figure in five years. That was just above the Office for Budget...

China on track for 5% growth

The strong performance of the Chinese economy in the third quarter should enable it to achieve its growth target of around 5%. These positive figures dampen hopes for a stimulus plan, as Chinese...

The Best Articles of the Week: Trumpcoin, Thatcher, fried brains and data centers on fire

This week, MarketScreener's press review navigates between digital apocalypse and human comedy. Silicon Valley takes a sharp right turn while Margaret Thatcher haunts the conservatives. Artificial...

Between surplus and lack of investment, where are oil prices heading?

While the International Energy Agency this week said that it expects a large surplus of oil in the coming months, the head of Saudi Aramco pointed to the lack of investment by oil companies, which...

When China disrupts relations between Trump and Milei

Yesterday, Donald Trump welcomed Javier Milei to the White House, a few days after the announcement of financial support from the US Treasury. But criticism is mounting in the US, with Argentina...

Silver: a precious metal with physical constraints

Silver has been soaring in recent weeks, following in the footsteps of gold. Beyond strong demand for precious metals, the rise in silver also results from physical constraints.

Situation tightening up again between China and the US

Export restrictions on rare earths, threats of retaliation on Boeing software and spare parts, imposition of new tariffs… After months of de-escalation between China and the United States, both...