Analysis: Must Read

Founder-CEOs: a driver of stock outperformance

The idea does not look revolutionary at first glance: a company still run by its founder tends to outperform the market average. Intuitively, it makes sense. But it is worth exploring the reasons and...

2025, the year of the break between Europe and the US

2025 as seen by MarketScreener . While American presidents had long asked Europe to take charge of its own security, Donald Trump has gone much further. ...

Tariffs, from market crash to the Supreme Court bench

2025 as seen by MarketScreener . During the 2024 campaign, Donald Trump called tariffs the most beautiful word in the dictionary. It will, in any case, be one of the words of 2025. ...

The week's recap: Selling his record at whatever cost

🎯 The 6 stories of the week Selling his record at whatever cost In a rare televised address aired in primetime on US networks, Donald Trump tried to sell his record after nearly a year in the White...

Central banks diverge, although all heading in same direction

Rate cuts, holds, rate hikes… the G4 central banks - the Fed, ECB, Bank of England and Bank of Japan - delivered different decisions over the past ten days. But all are moving in the same...

ECB: An unassailable status quo?

Unsurprisingly, the ECB left rates unchanged and raised its growth forecasts. The status quo is emerging as the base case for 2026.

Bank of England: A rate cut and plenty of caution

For months, the Bank of England has navigated between the G7's highest inflation and a cooling labor market. Now, the risks have clearly shifted to one side.

Jobs report: door now open to further rate cuts?

The unemployment rate continues to climb. At 4.6%, it is already higher than what the Fed projects for the end of the year.

Big central banks out of step

Three of the world's four largest central banks - the ECB, the Bank of England and the Bank of Japan - meet this week. Three different decisions are expected.

Reduced investment and little support from consumption: China's delicate pivot

November statistics strengthen the likelihood of additional government support.

Donald Trump suffers setback in his strategy to take back control of the Fed

The reappointment of regional Fed presidents, announced yesterday, is a new setback for Donald Trump.

The UK economy slips backward

The UK economy contracted again in October, just as policymakers weigh the timing and scale of interest rate cuts. Gross domestic product fell by 0.1% month on month, matching the decline recorded in...

The Best Articles of the Week: AI in Time, AI in the FT, AI in Noéma, AI in the NYT, AI in Aeon…

In our weekly press review: Europe's decline according to Trump, Burberry's comeback, and private equity's takeover of residential real estate. Also on the menu: the suffering of machines and the...

Jerome Powell stays the course amid a divided Fed

Risks on both sides of the mandate are making the Fed's job difficult.

Amid cost-of-living concerns, Donald Trump hits the campaign trail again

On Tuesday night in Pennsylvania, the American president began a series of trips to highlight his economic record. With less than a year to go before the midterms, the cost of living has emerged as...

Are analysts over-optimistic?

According to FactSet, in 2026 analysts expect 14.5% EPS growth for S&P 500 companies.

Finally, it's inevitable: investors prepare for a third cut in Fed rates

Market expectations have varied in recent weeks, but the Fed is expected to cut rates by 25 basis points on Wednesday. However, the FOMC remains divided - and the absence of shutdown-related data...

Australian central bank holds rates at 3.6% and delays before potential hike

The Reserve Bank of Australia has decided to keep its cash rate at 3.60%, while saying that it is not in a hurry to tighten monetary policy despite rising inflationary pressures.

Should the ECB's mandate change?

In an interview with Les Echos, Emmanuel Macron revived the idea of changing the ECB's mandate to take growth and employment into account. The ECB has long been criticized for focusing solely on...