Analysis: Must Read

Crypto companies face the fatal trap of Bitcoin - Crypto roundup

In Q2 2025, companies purchased over 159,000 BTC in three months - an unprecedented influx that brings their total holdings to 847,000 BTC, or 4% of the global supply. An insatiable appetite…...

When volatility boosts US banks

As usual, US financials have kicked off the earnings season. After JPMorgan, Citigroup, and Wells Fargo yesterday, it was the turn of Bank of America, Goldman Sachs, and Morgan Stanley on Wednesday....

Shorting the dollar: the most popular trade amongst fund managers

This is a little treat for MarketScreener team: the monthly survey of Bank of America managers. It's a goldmine of information that can sometimes make up for a lack of inspiration. This is once again...

The Week's Biggest Mergers Unpacked

This week's M&A landscape brings a series of heavyweight moves spanning sectors from insurance and diagnostics to energy. From regulatory breakthroughs enabling oilfield consolidation to...

Diageo reshuffles its management team: Nik Jhangiani temporarily replaces Debra Crew

Diageo, which is still in turmoil, has decided to part ways with its CEO, Debra Crew, and appoint CFO Nik Jhangiani as interim CEO. Diageo shares are currently trading close to their all-time low.

How did Indonesia go from 32% to 19% customs tariffs?

In 2024, Indonesia had a trade deficit of $17.9bn. Compared to its neighbors, this figure remains reasonable, even though it is amongst the highest in the world. After receiving a letter notifying it...

Rare earths: Apple joins the industrial front supported by the Pentagon

Apple has just signed a $500m contract with MP Materials to secure a supply of rare earth magnets… without going through China. A reliable supply chain comes at a price, and Apple is willing to pay...

Is Scott Bessent the ideal candidate to succeed Jerome Powell?

With Jerome Powell's term as head of the Federal Reserve coming to an end in May 2026, speculation around his successor is intensifying. Kevin Warsh and Kevin Hassett are regularly mentioned, but...

Rio Tinto posts strongest iron ore output since 2018 amid executive shake-up

Rio Tinto has posted its most robust second-quarter iron ore production since 2018, producing 83.7 million metric tons from its Pilbara operations. This record output comes as the miner transitions...

What if we already knew the name of Apple's next CEO?

After several setbacks, particularly in AI, questions are arising about Tim Cook's position at the helm of Apple. Indeed, some observers already have a name on their lips about who could succeed him.

A Scandinavian consortium acquires Dalata for EUR1.4bn

A consortium involving three Scandinavian companies has made a takeover bid for Dalata, Ireland's largest hotel operator, for EUR1.4bn. Pandox is continuing to specialize in asset ownership and...

Mexican tomatoes: Made in the USA or higher prices, the Trump dilemma

When Donald Trump promises to renegotiate all trade agreements, he does not mince his words. The US has recently announced the end of the agreement with Mexico on the minimum price for Mexican...

Meta to spend hundreds of billions on data centers

After recent high-profile hires, Mark Zuckerberg is talking about a multi-hundred billion dollar investment plan for massive AI infrastructure.

Chinese growth exceeds expectations in second quarter, but uncertainties remain

Despite the trade war launched by the US and lackluster domestic demand, the Chinese economy grew slightly faster than expected in the second quarter. While the 5% growth target for 2025 seems...

Nvidia announces the return of its chips to China

Nvidia has announced its intention to relaunch the marketing of its H20 artificial intelligence chip in China, just days after its CEO met with US President Donald Trump in Washington, and while...

The renovation of Fed's headquarters: a new means of pressure from White House on Jerome Powell

The White House has found a new angle of attack against Jerome Powell: the renovation of the Fed's headquarters. Several Trump administration officials are pointing to budget overruns. In short, the...

Google has halted OpenAI's acquisition of Windsurf

After the Scale AI saga, it's Windsurf's turn to shake up the AI ecosystem. Startups and their strong leaders are undergoing a major shake-up.

Loro Piana (LVMH) placed under judicial supervision for one year for illegal subcontracting

On Monday, the Milan court placed Italian luxury goods company Loro Piana, a subsidiary of the LVMH group, under judicial administration for using subcontractors deemed illegal. It is accused of...

Despite the trade war, Chinese exports are holding up

In June, Chinese exports grew at a steady pace. As a result, the first half of the year ended on a positive note, with a trade surplus of $586 billion, an all-time high. This is mainly the result of...