Antoine Alves d'Oliveira

Weekly recap: blow after blow

February 06, 2026 at 04:07 pm

An early turn in the US jobs market?

According to Challenger, layoffs hit their highest level for any January since 2009.

February 06, 2026 at 03:47 pm

A "regime change": Kevin Warsh, the man who wants to revolutionize the Fed

Since resigning in 2011, Kevin Warsh has been a vocal critic of the Fed. A message that echoes that of Treasury Secretary Scott Bessent.

February 05, 2026 at 02:19 pm

MarketScreener's odds and ends: The $1 trillion club has a new member

And it does not make AI chips.

February 04, 2026 at 03:24 pm

Total blowout in precious metals

Or when safe havens become the most speculative corner of financial markets.

February 04, 2026 at 09:58 am

India: A Trade Deal to Return to the Highs

Indian stocks approached their peaks after Donald Trump announced a cut in tariffs. Over the past year, the Nifty 50 has markedly underperformed other emerging market indices.

February 03, 2026 at 04:27 pm

Why can Kevin Warsh be appointed again at the Fed ?

Fed governors are appointed to non-renewable 14-year terms. And Kevin Warsh has already served on the Board of Governors between 2006 and 2011.

February 03, 2026 at 11:21 am

The end of a long-running saga - and plenty of questions

By announcing the appointment of Kevin Warsh as Fed chair, Donald Trump has brought a long-running saga to an end and removed one uncertainty. However, his choice also raises plenty of questions.

February 02, 2026 at 12:20 pm

It will ultimately be the other Kevin : Warsh is expected to be named to lead the Fed

While White House adviser Kevin Hassett had long been seen as the frontrunner, it is ultimately former Fed governor Kevin Warsh who is expected to succeed Jerome Powell.

January 30, 2026 at 12:17 pm

Powell Holds Firm on Rates, Avoids Political Entanglements Amid Legal Challenges

While the Fed's decision was widely anticipated by investors, Jerome Powell was expected to address several issues that have dominated the Fed's headlines since the start of the year. And he delivered peak Jerome Powell.

January 30, 2026 at 08:32 am

Is the euro's rise a problem for the ECB?

The 1.20 level, described by the ECB's vice-president last summer as a pain threshold, was breached yesterday.

January 28, 2026 at 02:38 pm

What is happening in Japan…

In the world of finance, Japan is not an island cut off from the rest of the world.

January 28, 2026 at 11:36 am

And a Dash of Monetary Policy

Between the Lisa Cook case, threats of indictment against Jerome Powell and the question of who will succeed him at the helm of the Fed, monetary policy risks taking a back seat at this meeting.

January 27, 2026 at 01:35 pm

Time to set the record straight for the Magnificent Seven

US mega-caps have underperformed the S&P 500 for three months.

January 26, 2026 at 12:33 pm

The weekly recap: Things really heated up… for a chunk of ice

January 23, 2026 at 04:37 pm

Donald Trump will not have control over the next Fed chair… and he knows it

As the announcement of Jerome Powell's successor has seemed imminent for several weeks, the president is stalling.

January 23, 2026 at 12:43 pm

For European stocks, 2026 has to rhyme with earnings growth

European indices have strung together three years of gains without any increase in earnings.

January 22, 2026 at 10:53 am

Donald Trump got what he asked for last year in Davos. Well, almost.

Over the past year, oil prices have fallen. But that does not solve everything.

January 21, 2026 at 04:51 pm

The Fed's independence is at stake today

Supreme Court justices are due to deliver their ruling in the Lisa Cook case.

January 21, 2026 at 11:21 am

Donald Trump and the limits of the tariff threat

In his bid to take control of Greenland, Donald Trump has reached again for his favourite diplomatic tool: tariffs.

January 20, 2026 at 02:19 pm

"I want to keep you where you are" - Hassett no longer favorite to head the Fed

Long seen as the favourite to succeed Jerome Powell, Kevin Hassett is paying the price for his closeness to the president.

January 19, 2026 at 11:33 am