Analysis: Must Read

Weekly Earnings Calendar: Focus on Nvidia and Walmart

Welcome to the corporate earnings calendar for the week of May 18 to 22, 2026. Key highlights this week include financial results from NVIDIA, Walmart, Ryanair, The Home Depot and Generali.

Fed Doves Change their Tone

In just a few weeks, the nature of the debate within the Federal Reserve has been totally overhauled.

The Week's Best Reads: As ever, AI, and a Blinking Donald Trump

Hormuz remains the epicenter of the geopolitical world, while AI dominates the economic landscape. For a brief escape, we explore space conquest, cats, Sweden and football.

The Private Credit Pause

HSBC's decision to leave $4bn on the launchpad, revealed by the Financial Times, is more than a tactical delay. It is a telling admission that the private-credit boom, once sold as banking without the...

Kevin Warsh takes the helm of the Fed amid heightened economic tensions

On Wednesday Kevin Warsh was confirmed as Chairman of the US Federal Reserve by the Senate, which approved his nomination by a 54-45 vote. This represents the narrowest margin in modern history for a...

Pictet AM identifies 7 investment megatrends for 2026

Move over Magnificent 7, make way for the 7 Megatrends. In a note published this morning, Pictet AM highlights a series of themes set to underpin global growth in 2026, thereby driving long-term...

Holcim: Cement maker seeks new status

Holcim has long been perceived as a mere cyclical cement manufacturer, exposed to energy costs and carbon quotas. However, since the spin-off of its North American operations, the Swiss group has been...

Tariff Refunds Begin in the US Following Supreme Court Invalidation

The initial wave of refunds related to tariffs struck down by the US Supreme Court has begun reaching affected companies. Several months after the ruling deemed certain taxes implemented by Donald...

Senate confirms Kevin Warsh, bringing Donald Trump closer to a leadership change at the Fed

Kevin Warsh has cleared a decisive hurdle towards the chairmanship of the US Federal Reserve following the Senate's approval of his nomination to the Fed's Board of Governors. The upper chamber...

Why is Telegram's crypto skyrocketing?

You likely know Telegram for its trading signals, crypto groups, news channels, private communities, encrypted chats, bots, mini-apps, or creators broadcasting content directly to their audiences....

Is AI Inflationary or Deflationary?

Artificial intelligence promises a revolution in terms of productivity, leading to a wealthier, more efficient, and perhaps even more solvent economy. However, in the bond markets, this grand promise...

Weekly Earnings Calendar

Welcome to the corporate earnings calendar for the week of May 11 to 15, 2026. Key highlights this week include Cisco Systems, Siemens, Allianz, SoftBank, Petrobras, Vodafone, Applied Materials,...

Electric Vehicles: Caught between Tesla and China, what choices for Europeans?

Are European automakers carving out a space for themselves between the two global giants, Tesla and BYD?

Ireland's fiscal success faces the risk of over-reliance

Taxation is a classic lever for attracting investment. In Ireland, it has helped transform the national economy, although it has also created a budgetary dependence that is increasingly worrying...

Our Favorite Articles of the Week: AI is breaking everything, even hyperscaler accounting

This week in the MarketScreener press review: the courage of The Atlantic, what AI can do and what it cannot ....

Polymarket, Kalshi: A retail losing machine?

Prediction markets promise to distill news into collective intelligence. However, behind the facade of event finance, a tiny minority captures the lion's share of the gains....

Costco signals firmer US demand, despite high gasoline prices

Costco's April sales figures demonstrate highly resilient and accelerating household consumption in the United States, even after adjusting for calendar shifts, foreign exchange, and gasoline price...

US Corporate Earnings: An Exceptional Season

S&P 500 companies are projected to post 27.1% EPS growth in Q1, marking the strongest reporting season since Q4 2021.

Market Miscellany: AI continues to fuel market euphoria… but not for employees

While Wall Street celebrates artificial intelligence and robust corporate earnings, the US economy is sending more mixed signals. In the tech sector, layoffs are piling up, despite the AI-driven...