Analysis: Must Read

Equities: the great rotation

After years of massive inflows to Wall Street, investors are beginning to reduce their exposure to US equities. Europe and China, long neglected, are regaining their appeal. Is this simply a tactical...

The Best Articles of the Week: pizza, plutocrats, oil, peplum

While AI forgets its own lines of code and Microsoft builds an agent factory, Apple is struggling to get off the ground. Meanwhile, the US is flirting with the Republican precipice akin to Ancient...

Trump's trade war is shaking up the global economy: a timeline of the tariff shock

Since taking office on January 20, US President Donald Trump has launched a series of tariff decisions that have upset the financial markets and sowed uncertainty in the global economy. Here is a...

Donald Trump threatens EU with 50% tariffs

Donald Trump said on Friday that he was recommending the introduction of 50% tariffs on products from the European Union as from June 1. He justified the decision by citing the difficulty of...

MarketScreener's roundup: tension over Japanese inflation; new highs for Bitcoin; BYD overtakes Tesla in Europe

Japanese inflation figures surprised on the upside, reaching a two-year high. Bitcoin is also on the rise, buoyed by the arrival of favorable regulations for the sector in the United States....

More than ever, the bond market holds the keys

On Wednesday, the S&P 500 fell by over 1.5% after a US Treasury auction where demand for 20-year bonds was weak. Against a backdrop of high debt and inflation fears, interest rates are now setting the...

The US markets and the specter of Japan's 'triple yasu'

It was a difficult start to the week for Wall Street. On Monday, the S&P 500 ended down over 2%. At the same time, the dollar and Treasuries also fell. This is an unusual pattern, but one that we have...

Donald Trump pushes the majority in Congress to adopt his tax reform

With debates on his tax cut plan underway in Congress, Donald Trump visited the Capitol yesterday to meet with Republican lawmakers. Some are calling for a larger deduction for local taxes, while...

UK inflation jumps in April: prospects for rate cuts dwindle

Inflation in the UK accelerated sharply in April, exceeding economists' forecasts and affecting several sectors closely monitored by the Bank of England. This surge complicates the expected trajectory...

China: a rate cut that won't be enough

Faced with a recovery that is slow to materialize, the Chinese central bank has lowered its key interest rates for the first time since last October. This small move shows that Beijing is maintaining...

Starmer on a tightrope in the reset of Anglo-European relations

With five prime ministers since Brexit, the UK is still trying to turn the page. Keir Starmer, at the head of a reformed Labour Party, is reaching out to Brussels. Less than a year after coming to...

US credit rating downgrade and weak demand in Japan -> bond markets under pressure

The downgrade of the US credit rating and weak demand for Japanese debt are causing tensions on bond markets on both sides of the Pacific. As long-term rates soar, concerns about the sustainability of...

China cuts rates for the first time in seven months

In China, the central bank has pulled a new tool out of its bag. Faced with a recovery that is slow to materialize, the authorities have lowered their key interest rates—a first since October. The...

United States: and what if the inflationary wave doesn't happen?

While everyone is concerned about the impact of trade policy on prices, the latest inflation figures in the US have come in below expectations, and the disinflationary trend is continuing. Although...

Triple A: the US is knocked off its pedestal

Last Friday, Moody's withdrew the United States' highest credit rating, the 'triple A'. The rating agency thus joins Standard & Poor's, which started the ball rolling in 2011, followed by Fitch in...

Defense, trade, Erasmus… London and Brussels ready to patch things up

The UK is preparing to make the biggest readjustment to its relationship with the European Union since Brexit. This aims to strengthen cooperation on trade and defense in order to revive the British...

Markets: US rates are the referee

Despite the rise in 10-year US yields to around 4.5%, equities continued to increase, wiping out all of their losses for the year in the US. However, with budget debates underway in Congress and fears...

The Best Articles of the Week: fear in the cryptosphere, Grok hallucinates, and Clint Eastwood lurks

This week, MarketScreener's weekly press review takes you on a journey to discover a forgotten French author who has become the idol of the Trumpist right, and into the twists and turns of Moët...

China Urges U.S. to 'Meet Halfway' on Tarifs

The 90-day tariff truce agreed by the United States and China during trade talks in Switzerland last weekend may not be long enough to resolve major differences between the two countries, according to...