Analysis: Must Read

PwC Says the Global Race for Data Centers Is Set to Intensify

The rise of artificial intelligence is set to trigger a surge in data center investment. According to PwC's Global Data Center Outlook 2026-2050 study, $31.6tn is expected to be devoted to these...

Germany was supposed to wake up Europe, but it's sinking into a deeper crisis

The AfD's victory in Saxony-Anhalt is a setback for Friedrich Merz. Eighteen months after taking office on a promise to reboot the euro zone's largest economy, the German chancellor is struggling to...

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...

Washington accuses several Chinese AI groups of copying American technologies

On Tuesday US authorities accused several Chinese artificial intelligence companies of exploiting US-developed models to train their own technologies. In a joint statement, the NSA, CISA and the FBI...

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 , while the unemployment rate was unchanged at 4.1% for a second straight month. The US economy still looks solid, partly supported...

In Britain, the state takes a stake

Britain's shrinking stock market is pushing the government into the venture-capital business. The plan may help promising firms grow at home, but it will also make taxpayers and pension savers bear...

Shoppers are less peeved by cost hikes due to scarcity - but retailers more often blame their own rising costs

Inflation-strapped shoppers are becoming ever more skeptical about companies' justifications for price hikes.

How AI Turned Your Drawer Change into a Gold Mine

This week's lineup: a tutorial for finding money at the bottom of your drawers, a look at Microsoft nearly being unseated by Nvidia's surge, and a bit of macroeconomics to keep our Mr. Macro happy.

China: Beijing injects EUR46bn into its financial sector

China will recapitalize several large state-owned banks and insurance companies to the tune of CNY 360bn, i.e. about EUR46bn.

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.

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,...

The Week's Best Articles: Love at first sight in Notting Hill and rate-ology

As France and the UK rediscover each other, much to the United States' annoyance, AI keeps dominating international front pages, now joined by increasing worries about policy rates.

Defense: Europe Rearms, Auditors Sound the Alarm

As Europe spends heavily to beef up its defense, the rearmament process is proving long and complex. In a document titled Spotlight on EU Defense Policy, experts at the European Court of Auditors say...

The Fed finally has its ghost chair

By keeping communication to an absolute minimum, Kevin Warsh is giving his colleagues a certain leeway.

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.

The Fed vs. the Treasury

Tensions in the bond market underscore the two institutions' diverging objectives.

London, the waiting room for private equity

Three British companies found the exit in a single day. Bodycote, Gamma Communications and Capricorn Energy have all backed takeover offers that would end decades on the London Stock Exchange. The...

The United States Strikes Iran After New Attacks in the Strait of Hormuz

US forces carried out fresh strikes against Iranian targets around the Strait of Hormuz on Tuesday, following several attacks on commercial vessels and US personnel. The operation marks a new...

The ECB knows what it will do in a week. What comes next is less certain.

The ECB must decide whether inflation pressures go beyond energy alone.