Analysis: Must Read

Investing with composure in the midst of a stockmarket storm

Today's markets are rife with uncertainty. At times like these, it's best to be wary of improvised advice and seductive theories. Only hard data can be objective. Human decisions, however, can turn...

Europe: Reasons for hope

The Liberation Day announcements continue to scare the financial markets. The tariffs seem to have no economic logic whatsoever, and economists are trying to take stock of the situation. If the US...

Private Equity: A tumultuous journey in the shadow of economic uncertainty

Private equity, long perceived as a flourishing sector, now seems to be at a crucial crossroads. After decades of steady growth, 2024 marked a turning point for the industry, which experienced an...

Why is Scott Bessent using the Reagan presidency as a reference?

Since Donald Trump took office, US indices have fallen sharply. A fall that doesn't seem to worry the current administration. On the contrary, it defends the idea that its policies, while painful for...

Vietnam wants to rebalance its trade balance with the US

On Monday evening Hanoi announced its intention to buy more American products, including from the defense and security sectors, in a bid to reduce its trade surplus with the United States. Prime...

Samsung beats expectations thanks to anticipating tariffs

South Korea's technology giant exceeds expectations, with many orders, in anticipation of tariffs.

BYD launches Denza, a premium brand to drive growth in Europe

Chinese automaker BYD is looking to expand its presence in Europe, and to mark the occasion, is announcing the arrival of its top-of-the-range Denza subsidiary for European consumers.

LVMH makes huge shakeup in management of its flagship houses

LVMH is reorganizing its management teams at a time when the group is facing a slowdown in consumption in several key markets, notably China, and a climate of economic uncertainty weighing on the...

The European Union favors negotiations with Washington

While the trade ministers of the 27 European Union countries met in Luxembourg on Monday to discuss trade tensions with the United States, Ursula von der Leyen, the European Commission's President,...

Tariff Turbulence: Aerospace Industry's High-Flying Headache

A storm is brewing in the aerospace industry after Howmet Aerospace's declaration of a force majeure event sent shockwaves through a sector accustomed to open skies and free trade. The company's...

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...

Navigating the Stock Market Storm: A Guide

April 2025. In two sessions, Wall Street and the major European markets have had more than 10% of their value wiped out. A brutal correction, almost without appeal, triggered by a new customs war...

U.S. Industries Brace for China's 34% Counterpunch

China has slapped a hefty 34% tariff on all U.S. goods. This is a direct response to U.S. President Donald Trump's trade policies, and it's set to send ripples through key American industries, from...

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...

Tariffs: Liberated From The Prosperity Yoke

We share this market commentary from our friends at AlphaValue on the trade war initiated by the United States and its possible consequences.

Microsoft winds down its Wicresoft joint venture in China

Microsoft's Chinese joint venture, Wicresoft, will cease operations in China as of Tuesday, resulting in around 2,000 layoffs, according to Chinese media outlet Caijing, citing sources close to the...

Europe: How do defensive stocks react to falling markets?

The stockmarket is collapsing for the third consecutive session. The tariffs introduced by Donald Trump on Wednesday have raised extreme fears for the prosperity of the global economy. In such an...

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...