Analysis: Must Read

The Best Articles of the Week: the strongest in investment, the strongest in eternal youth, and the strongest in questionable payments

What do The Edge, Vera Rubin, the Three Musketeers and a camper van have in common? MarketScreener's weekly press review! Eclectic, unexpected, and a little crazy, it also covers eternal life, the...

Jerome Powell's succession is causing the dollar to falter

The dollar has hit a three-year low, while Jerome Powell's successor could be announced as early as September, according to the Wall Street Journal. Beyond the dovish bias that the next Fed chair is...

Zohran Mamdani, the New York mayoral candidate who's worrying Wall Street

Zohran Mamdani's surprise victory in the New York mayoral primary has shaken up the political landscape and worried the financial community. The socialist Democratic candidate, who wants to raise...

Brand ambassadors in brand strategies

Brand ambassadors have become an essential lever for embodying and rapidly disseminating a vision. A vision carried by influential figures who are increasingly decisive. It's not a waste of money for...

OpenAI and Microsoft: a worrying clause

It is perhaps the most iconic partnership in the history of artificial intelligence. And yet it is faltering. The fault lies with a key clause in their agreement, linked to GAI.

The Fed eases banking regulations to support the bond market

Faced with a growing federal deficit and concerns about foreign investor demand for US debt, the Fed is easing capital requirements for large banks. This aims to support the Treasury bill market and...

Have Iran's nuclear capabilities really been destroyed?

According to an initial report by US intelligence services, the strikes on nuclear sites are thought to have delayed the Iranian program by only a few weeks to a few months. While a full assessment of...

NATO: 5% engraved in stone

NATO allies issued a closing statement formalizing a 5% increase in military spending by 2035.

Investing in stablecoins: a unique countercyclical diversification strategy

The world's most profitable company per employee is not Nvidia, Apple, or even another tech giant. It is Tether, issuer of the largest stablecoin in circulation. In 2024, the company generated $14bn...

Donald Trump urges Congress to pass his "Big Beautiful Bill"

Under pressure from Donald Trump, Congress is entering the final phase of negotiations on its tax bill. A compromise still needs to be reached in the Senate before a final vote in the House of...

Bank of Japan: torn between domestic inflation and trade tensions

One of the most hawkish members of the Bank of Japan's monetary policy committee is calling for sharp rate hikes, citing inflationary risks. ...

A new episode in the trade standoff between the EU and China

China is threatening to retaliate after the European Commission's decision to exclude Chinese companies from most public procurement contracts for medical devices. With a summit scheduled in Beijing...

Europe wants to repatriate its gold from the US. And this is not insignificant.

Amid geopolitical tensions, the possible return of Trump, mistrust of the Fed, and skyrocketing gold prices, Berlin and Rome are questioning an 80-year-old tradition: leaving their gold bars in New...

Protected areas give way to Trump's extractive ambitions

Using the recent fires as a pretext, Donald Trump has just repealed the Roadless Rule, which prohibits industrial logging in undeveloped national forests. The decision has been strongly criticized by...

Oil prices fall after Trump announces ceasefire between Israel and Iran

Oil prices fell sharply after Donald Trump announced a ceasefire between Israel and Iran. The truce, clearly welcomed by the markets, has eased fears of major disruptions to global supplies.

Iran's nuclear program: radioactive risks at the heart of the conflict

Some grew up with the trauma of Chernobyl, others with that of Fukushima. The recent strikes against Iranian nuclear sites are reviving these fears. What are the real risks of a bombing raid on a...

This time, he didn't chicken out

Donald Trump had set a two-week deadline to decide whether or not to strike Iran. He ultimately took everyone by surprise by authorizing bombing raids on key nuclear sites over the weekend. However,...

What proportion of US financial assets are held by foreign investors?

This week, the latest Treasury data showed a slight decline in the amount of Treasuries held by foreign investors. However, they still account for a significant proportion of US assets. At a time when...

AI boosts Taiwan's exports, overshadowed by geopolitical risks

Driven by the wave of artificial intelligence, Taiwanese exports are booming. In May, the island's export orders jumped 18.5% year-on-year, supported by global demand for advanced technologies. This...