Analysis: Must Read

Musk challenges Trump on tariffs (Washington Post)

Elon Musk tried in vain this weekend to convince Donald Trump to reverse his new tariff measures, according to the Washington Post, citing two sources close to the matter. The Tesla boss, who is also...

Peter Navarro: The Man Behind Trump’s Trade War

Donald Trump's fixation with trade deficits didn't just spring out of nowhere. It was Peter Navarro who planted the seeds long before Trump took office. Let's take a look at the man pulling the...

Trade war: why does Donald Trump seem ready to go all the way?

Last week, the US President unveiled the long-awaited reciprocal tariffs. And out of all the scenarios considered, it was the most radical option that was chosen, at the risk of breaking the country's...

For Ed Yardeni, Main Street and Wall Street are the same thing

Several members of Donald Trump's inner circle worked over the weekend to get the message across that the White House works for ordinary people, Main Street, and not for finance, Wall Street. This...

This week's top stories: Microsoft's 50th birthday, Ringo Starr still playing and US tariff turmoil

In this week's press review, we navigate the markets by sight. We discover that government bonds can lose as much as a lottery ticket. On the cultural front, The White Lotus changes its theme tune,...

Fitch downgrades China's credit rating

Rating agency Fitch has downgraded China's sovereign credit rating, at a time when the country is considering strengthening its fiscal stimulus policy. This is yet another obstacle in the path of Xi...

This week's top stories: 50 years of Microsoft, White Lotus and dubious business deals in Dubai

In this week's press review, we navigate the markets by sight. We discover that government bonds can lose as much as a lottery ticket. On the cultural front, The White Lotus changes its theme tune and...

The magic formula behind tariffs

Last night, Donald Trump unveiled the reciprocal tariffs that will be imposed on each country. These measures are supposed to take into account not only the tariffs imposed on American products, but...

Will American consumers hold out?

It's the question on everyone's lips: will the American consumer hold out? Since the start of the year, confidence surveys have been plummeting, raising fears of an impact on American spending and...

Chips, power, pressure: the great Asian shift

In 2025, the chip war between the US and China has reached a new level. The stakes are no longer just commercial: they're strategic, technological and increasingly geopolitical. At the heart of the...

Customs duties: what to expect from them

After months of threats and prevarication, Donald Trump is due to announce the tariffs that will come into force this Wednesday. A day that financial markets and economic players alike are hoping will...

MarketScreener weekly roundup: Japan's correction; Hong Kong regains color; but US consumers downbeat

The week got off to a bad start for Japan, with a 3.7% drop. In Asia, other stockmarkets did better, such as Hong Kong, which has just regained its second place in the world stockmarket rankings. The...

Customs duties: why will VAT penalize Europeans?

This week, Donald Trump is due to unveil the long-awaited reciprocal tariffs. In theory, these measures should spare European countries, given the relatively low tariffs they impose on foreign...

Why could the German recovery be negative for other European economies?

With German MPs recently voting for a massive stimulus package, long-term growth expectations are picking up for the eurozone as a whole. But in the nearer term, between higher interest rates and a...

China: Xi Jinping courts foreign CEOs to reassure investors

Chinese President Xi Jinping welcomed some 40 international business leaders to Beijing on Friday, in a bid to revive foreign investor interest at a time when China's economy is struggling to regain...

Finance minister faces an impossible equation in the UK

Faced with a downward revision of growth forecasts and a rise in interest rates, British Finance Minister Rachel Reeves has had to announce budget cuts. These measures will probably be insufficient,...

United States: a new surge in used car prices?

Yesterday, Donald Trump announced a 25% tariff on all vehicles imported into the United States. This measure will increase the price of new cars for consumers. This could lead them to switch to used...

US equities: Wall Street versus Main Street

As US markets go through a period of correction, institutional and retail investors are adopting different strategies. While Wall Street is reducing its exposure, worried about economic uncertainties...

Intelligence and copyright, a battle with fuzzy rules

A federal judge has rejected a request by the music majors to prevent start-up Anthropic from training its AI with songs to which they hold the rights.