Paul Klein

United States: the dollar could be the first casualty of bond-yield manipulation

The question is worth asking as the US Treasury has already increased, for the second month in a row, the size of its Treasury buyback program, even though that increase does not yet amount to an explicit yield-cap policy. Federal debt now exceeds $40 trillion, debt service is already one of the biggest items in the US budget, and no real return to fiscal orthodoxy appears on the cards, quite the contrary.

September 11, 2026 at 08:01 am

OpenAI Takes Aim at Wall Street Junior Analysts

OpenAI is stepping up its push into finance with the launch of ChatGPT for Financial Services, an optimized version for banks, investment firms and research teams. Developed with Morgan Stanley and Evercore, the service combines its latest AI model with financial data from sources including LSEG, PitchBook, Daloopa, Crunchbase and Quartr.

September 11, 2026 at 07:57 am

Copper keeps setting records amid supply tensions

The 3-month London Metal Exchange contract hit a new all-time high this week at $14,728 a ton, while US futures also set a high of $6.89 a pound on Wednesday.

September 09, 2026 at 08:27 pm

The US Treasury Triples Its Debt Buybacks and Reignites the Controversy

The US Treasury will triple the usual size of its long-term bond buybacks, with an operation that could reach $6bn on Thursday across maturities between 10 and 20 years. The stated goal remains to improve liquidity in a market under strain, as the 10-year Treasury yield has climbed back to its highest level in nearly three years at 4.85%, and the 30-year has reached its highest since 2007 above 5.2%.

September 09, 2026 at 08:24 pm

The trade standoff between Washington and Ottawa escalates

Canada brought retaliatory tariffs into force on Tuesday on roughly $20 billion of imports from the United States, with surcharges ranging from 15% to 50% on steel, electronics, furniture and clothing. Ottawa is responding to the 50% tariffs imposed in August by Washington on a comparable amount of Canadian products.

September 09, 2026 at 07:40 am

US jobs report: two indicators to watch more closely than NFP and the unemployment rate

The US economy created three times more jobs than expected in August (+162,000), while the unemployment rate was unchanged at 4.1% for a second straight month. The US economy still looks solid, partly supported by massive investment in AI, but these two employment indicators are not perfect.

September 08, 2026 at 07:36 am

Trump Threatens a Trade War to Pressure the Fed

The US president sharply escalated his rhetoric against the Federal Reserve on Friday, minutes after the release of a jobs report that came in well above expectations.

September 07, 2026 at 07:59 am

France leads the world in AI adoption

A Goldman Sachs study puts France at the top amongst major economies in adopting artificial intelligence, as its effects on employment begin to show up in some sectors without, at this stage, triggering a broad-based shock.

September 07, 2026 at 07:38 am

After obesity, pharma seeks its next mega-blockbuster in sleep

Will Orexins be the next mega-blockbusters in neurology? After GLP-1s in obesity, the pharmaceutical industry may have a new class of drugs capable of transforming a market that has long remained niche.

September 04, 2026 at 08:39 am

After the spring boom, US consumer spending back down to earth

After several months of robust growth, Costco's US sales show a clear return to normal in August, a sign that consumer momentum is starting to cool.

September 03, 2026 at 08:22 pm

Snowflake soars after AI-fueled results, further raising guidance

Snowflake shares jumped over 20% in after-hours trading yesterday after the group handily beat Q2 expectations, while lifting its full-year outlook.

September 03, 2026 at 08:04 am

Credo plunges 20%, despite strong results and higher guidance

Credo Technology shares slid about 20% on Wednesday, a day after posting results that topped expectations, as investors appeared to punish what has become an extremely demanding bar around the company's growth trajectory.

September 03, 2026 at 08:02 am

Renk Rapidly Steps Up Production Capacity in Germany

The military propulsion specialist plans to more than triple its annual transmission output by 2030, while notably strengthening its Rheine (Germany) site.

September 01, 2026 at 09:54 am

Wall Street still reeling from Kevin Warsh's remarks

Wall Street is starting the week in a gloomy mood, down 0.5% at 7,673 for the S&P 500, down 0.3% at 29,338 for the Nasdaq 100 and down 0.7% at 53,202 for the Dow Jones, still feeling the impact of comments made by Kevin Warsh in Jackson Hole last Friday.

September 01, 2026 at 08:42 am

Eli Lilly posts encouraging results in psoriatic diseases

The US drugmaker released new phase 3b data evaluating a combination of two treatments in adults with psoriasis or psoriatic arthritis who are obese or overweight.

August 31, 2026 at 06:53 pm

The Light That Makes AI Possible

Why the photonics supply chain is one of the most consequential bets in tech investing ? Every advanced chip begins as a beam of light. The precision of that light, how short its wavelength and how accurately it can be aimed, sets the ceiling on how fast, small, and efficient a processor can be. The handful of companies that control light sit at a chokepoint the entire AI buildout runs through.

June 23, 2026 at 06:51 pm

OKTA, INC.: Hesitation should subside in favor of volatility

From a horizontal accumulation phase, the timing seems good to buy shares in Okta, Inc. and to get ahead of a break-out on the upside of the congestion area.

December 24, 2025 at 09:59 am

New Purchases in the Europe Portfolio

We are executing a new transaction in MarketScreener's Europe portfolio.

November 25, 2025 at 04:33 pm

New purchases in the US portfolio

We are making three new moves in MarketScreener's USA Investor portfolio.

October 03, 2025 at 04:06 pm

SaaS software: a stockmarket correction disconnected from fundamentals?

SaaS stocks have fallen sharply recently, following OpenAI's announcements of new use cases for AI agents in front-office functions (lead conversion, customer support, document management). The market saw this as a competitive threat to traditional publishers, but this reaction appears exaggerated.

October 03, 2025 at 10:43 am

CADENCE DESIGN SYSTEMS, INC.: Target reached

Current price levels represent good timing for the opening of new short positions with respect to shares in Cadence Design Systems, Inc.. The resistance zone around 371.03 USD could effectively set off a correction phase over the short term.

September 10, 2025 at 02:35 pm