Analysis: Must Read

Trump may backtrack on some auto tariffs (FT)

According to the Financial Times, which cites two sources close to the matter, US President Donald Trump is considering exempting car manufacturers from certain customs duties. This decision would...

Marketscreener roundup: S&P lagging behind, global growth sluggish, Musk's return to Tesla

At the epicenter of the drama surrounding tariffs, the US is paying the price with stocks that have underperformed since the beginning of the year. However, all countries will be affected, and global...

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 lost over 2%. At the same time, the dollar and Treasuries also fell. This is an unusual pattern, but one that we have seen...

Can Donald Trump oust Jerome Powell?

Yesterday, the conflict between Donald Trump and Jerome Powell reignited. The US president believes that the Fed should reduce its key interest rates more rapidly. He also reiterated his threats to...

Tariffs: why is Donald Trump talking about a national emergency?

For several weeks, the financial markets have been facing the uncertainty created by Donald Trump's tariffs. These tariffs are being imposed by the US president by executive order. These decisions are...

Why are financial markets going haywire?

Since early April and Donald Trump's announcement of reciprocal tariffs, volatility has been high on the financial markets. This is the result of unprecedented levels of uncertainty. It is an...

China exceeds growth expectations but remains under pressure

As doubts mount regarding China's ability to achieve its 5% growth target, its Q1 figures are clouding the outlook. Boosted by exceptional measures, the Chinese economy grew by 5.4%, exceeding...

Why global growth could slow down rapidly

Since the beginning of April, the trade war launched by Donald Trump has greatly increased the likelihood of a recession. In the United States, surveys already show a sharp deterioration in sentiment....

Inflation respite: The calm before the storm?

A fresh set of UK inflation numbers came in softer than expected, cooling off the pound's hot streak against the euro. Inflation in the UK decided to take a bit of a breather, slowing down to 2.6% in...

Harvard vs. Trump: tug-of-war over academic freedom

Donald Trump has announced the freezing of 2.2 billion in federal subsidies and 60 million in contracts intended for Harvard. The backdrop: his crusade against wokeness and anti-Semitism. The...

Japan Plays 'Trade Talk Guinea Pig'

Japan is suiting up for a high-stakes diplomatic dance in Washington today, and the rest of the world is watching. As the Land of the Rising Sun steps onto the negotiation floor, other nations are...

The ECB has no time for a break

While a pause was envisaged at the end of the March meeting, the ECB is expected to lower rates again this week. The trade war launched by Donald Trump poses additional risks to growth. At the same...

Zuckerberg under legal pressure

Meta is facing a major antitrust lawsuit, which began in the United States this week. In the firing line is the alleged abusive takeovers of Instagram and WhatsApp, two acquisitions which the...

Boeing persona non grata in China?

Airbus shares rose on the morning of April 15 on the Paris Stock Exchange after Bloomberg revealed that China plans to freeze Boeing deliveries to its national airlines. This is obviously the latest...

Xi Jinping on a strategic tour of Southeast Asia

Xi Jinping begins a crucial diplomatic tour of Southeast Asia on Monday. Three countries are on the Chinese president's agenda: Vietnam, Malaysia and Cambodia. Three key partners chosen for both...

Panama stuck between the giants

Dug by the United States in 1914, the Panama Canal came under Panamanian control in 1999. A transition that Donald Trump likes to recall as a strategic error, especially in view of China's growing...

China - United States: the end of tariff escalation?

After a week of escalating tariffs between the world's two leading powers, over the weekend the United States reduced tariffs on smartphones and computers imported from China to 20%. While this may be...

Mehul Choksi, Indian jeweller wanted for bank fraud, arrested in Belgium

Indian jeweler Mehul Choksi was wanted by the Indian government for a $1.8bn bank fraud.

US producer prices fall despite trade tensions

Producer prices fell unexpectedly in the US in March, weighed on by a sharp drop in energy costs. This easing could be shortlived, however, as import tariffs are likely to rekindle inflationary...