Analysis: Must Read

All about credit ratings

Credit ratings, decried for having failed miserably to identify the risks embedded in the structured products that led to the subprime crisis, remain at the heart of the financial game. For, despite...

Jamie Dimon: The most powerful banker in America

The driving force behind JPMorgan Chase is renowned for his remarkable leadership and strategic vision, propelling the bank to unprecedented heights even in the face of significant crises like the...

Explainer-Why the U.S. Inflation Reduction Act has rattled Europe

The European Commission presented its Green Deal Industrial Plan on Wednesday in response to the U.S. Inflation Reduction Act , with increased levels of state aid to help Europe compete as a...

Global equity funds attract inflows for second week in a row

Global equity funds received inflows for a second straight week in the week to Aug. 17, as investors tempered their expectations for the peak of the U.S. interest rate hike cycle, with a fall in...

Sterling slips against dollar as data shows economic squeeze

The pound fell against the dollar on Friday as fresh data fuelled worries about a slowdown in a UK economy that is grappling with inflation at a four-decade high. ...

Explainer-Why the euro's fall below parity versus dollar matters

Europe's single currency has dropped below parity against the dollar for the first time in almost 20 years, battered by growing recession fears in the euro area....

Recession: What are we talking about exactly?

Right now, the number one risk for markets is the possibility of a recession in developed countries, particularly the US and the Eurozone. But what is a recession? What are the criteria on which...

Rouble rises towards 50 vs dollar, first time since May 2015

The Russian rouble rallied on Wednesday to its strongest levels in more than seven years, nearing 50 against the dollar for the first time since May 2015.

Is the party over for private equity?

Could it be that the tide is turning for private equity, the star asset class of the last two decades? Scalded by the volatility and the number of frauds in the so-called public markets, i.e. the...

When will the U.S. enter a recessionary period?

A recession in the US now seems unavoidable. When is the only question. U.S. inflation in May reached 8.6%, the highest in 40 years. In response, the Fed decided to raise its key rates by 50 bps to...

What the end of Shanghai lockdowns means for global production chains

One wonders whether for one of the first times in its history, China might not have prioritized the health of its people at the expense of its economy. Since mid-March, the Chinese government has...

Which companies will benefit from the infant milk shortage?

The shortage of infant milk in the US shows no sign of abating. More and more parents are turning to alternative solutions to feed their babies, pushing sales of baby products.

Why are banks benefiting from rising rates?

Financial services are among the most resilient businesses in the turbulent year 2022. As industry giant JP Morgan pointed out in May, banks are benefiting from a favorable environment due to rising...

Five key takeaways from Jamie Dimon's letter to JPMorgan's investors

Jamie Dimon, CEO of JPMorgan Chase & Co, published his closely watched annual letter to shareholders on Monday, covering critical issues including the war in Ukraine, the energy crisis, sanctions,...

Mohnish Pabrai - Copycat or Genius?

Mohnish Pabrai, a 57-year-old Indian-American businessman and investor, has a very specific investment philosophy and methodology. In 1991, with about $30,000 from his own account and $70,000 in...

Trillions in infrastructure spending could mean hundreds of billions in fraud

Jetson Leder-Luis, Boston University The U.S. government may be on the verge of spending as much as US$4.5 trillion in what could be one of the biggest investments in infrastructure and the social...

Why America has a debt ceiling: 5 questions answered

Steven Pressman, Monmouth University Republicans and Democrats are again waging a battle of wills over the U.S. debt ceiling, which is a statutory limit on how much the government can borrow to pay...

China takes a tough stance against its tech champions (and it's not over yet)

Should we fear a backlash for all Chinese companies listed in New York? That's probably the question investors are asking themselves in light of Beijing's authoritarian push towards its digital...

The best and worst placed in the race towards electric vehicles

According to a recent study by T&E, which regularly ranks car manufacturers, only Volvo Cars and Volkswagen are on track to electrify their fleets by 2030 and thus meet the European target of a 55%...