Antoine Alves d'Oliveira

A Tough Week for the Market's Favourite Stocks

Just a few weeks ago, the semiconductor sector could boast of taking eight steps forward for every one step back in the stock market. These days, it is more a case of one step forward and two steps back. Optimists call it a healthy consolidation. Pessimists see it as the start of a painful correction.

July 17, 2026 at 03:01 am

The great nonsense of South Korean stocks

The KOSPI is the year's best-performing index. But it's far from smooth sailing.

July 16, 2026 at 08:38 am

The Fed can breathe easier, but inflation has not had its last say

US inflation in June came in weak, very weak. The annual rate fell back to 3.5%, after hitting a 3-year high of 4.2% in May, and thus came in well below the 3.8% expected by the consensus. On a monthly basis, the consumer price index even fell 0.4%, its first decline since 2020.

July 14, 2026 at 04:21 pm

Christopher Waller, the Fed governor to watch

Just a few months ago, Christopher Waller was arguing for rate cuts. Now, he is leaving the door open to tighter monetary policy.

July 14, 2026 at 05:45 am

30% earnings growth in the United States?

That's indeed huge, although it's a threshold that S&P 500 companies could clear in the second quarter.

July 13, 2026 at 09:59 am

The Week's Best Reads: a fun shortage, a millionaire cashier and a new social class in South Korea

Fewer leisure options and pricier leisure activities are weighing on Americans. To lift spirits, MarketScreener's press review goes looking for the newly rich: employees of South Korea's semiconductor giants and… a Costco cashier.

July 10, 2026 at 05:10 am

Treasuries Face New Competition

Tech companies have kicked off a big race for capital to finance their pivot to AI.

July 09, 2026 at 06:00 am

Erdogan center stage at the NATO summit

Long seen as a drag on the Atlantic Alliance, the host of the NATO summit is now indispensable.

July 08, 2026 at 08:16 am

On Wall Street, a rally that is broadening

For several years, US markets had gotten us used to heavy concentration around a handful of mega caps. But the rally is starting to broaden.

July 07, 2026 at 06:27 am

One year after The Hague, NATO is still under pressure from the United States

In 2025, NATO allies had pledged to raise defense spending to 5% of GDP. But bigger budgets do not solve everything.

July 07, 2026 at 04:28 am

Ali Khamenei's funeral, a show of force for Iran

Iran wants to present itself as the winner of the conflict with the United States.

July 03, 2026 at 09:13 am

Semiconductors on fire, oil has priced out the war, gold has fallen out of favor: a second quarter for the history books

The past three months have been intense for investors : the news cycle was packed and market moves were violent.

July 01, 2026 at 11:05 am

The Fed is Not Just Another Agency

The Supreme Court handed Donald Trump a victory yesterday. The American president will be able to fire the heads of independent agencies at his discretion. With one notable exception: the Fed.

June 30, 2026 at 04:34 am

The Price of High Margins

At the end of the day, someone has to pay for them.

June 29, 2026 at 10:05 am

A Brief Respite for U.S. Inflation

The resolution of the Middle East conflict has sidelined the most dire inflationary scenarios. However, the debate over interest rate hikes remains far from over.

June 26, 2026 at 04:00 am

The War is Over, but Rate Hikes are Still on the Table

Energy prices have plummeted over the last month, sidelining the most dire inflationary scenarios. However, investors are now bracing for a more hawkish Federal Reserve.

June 23, 2026 at 10:34 am

A Less Transparent Fed: Markets Face a Revolution

For years, the Fed has sought to guide market expectations. Kevin Warsh wants to end that logic.

June 23, 2026 at 03:45 am

From Evian to Versailles, Three Days Transatlantic Relations Thawing

The Evian G7 summit served as a moment of convergence amongst Allies. However, it remains far too early to determine whether this sequence will be a mere footnote or a genuine turning point.

June 18, 2026 at 10:54 am

G7: Going to Great Lengths to Accommodate Donald Trump

The French presidency has spared no effort to ensure President Trump's attendance and avoid friction with the American delegation.

June 12, 2026 at 07:57 am

The ECB Kicks Off a Cycle of Rate Hikes

The ECB's primary aim is to demonstrate its resolve and to anchor inflation expectations.

June 11, 2026 at 12:13 pm

Fed edges closer to a rate hike

The Fed has a dual mandate, but now faces only one problem: inflation.

June 11, 2026 at 05:17 am