Analysis: Must Read

The price of money has been falling for 700 years: True or False?

A study unveiled by Paul Schmelzing, carried out for the Bank of England, suggests that one asset has been on a steady downward trend for 700 years. That asset is the price of money, in other words,...

Logistics: IPOs back in force?

Logistics players, the darlings of the pandemic, underwent violent normalization in the months following the supply bottlenecks. Now that supply chains are back to normal, several groups are eyeing...

UK inflation reading is cause for concern

Stronger-than-expected wage growth in Britain fuel worries that more rate hikes are on the way from the bank of England. A 25bps rate hike is widely expected in September, and another one in November....

Fitch strips USA of its AAA rating

On Tuesday, rating agency Fitch downgraded the USA's credit rating from AAA, the highest possible level, to AA+, after judging that fiscal steerage is set to deteriorate over the next three years,...

All about credit ratings

Credit ratings, decried for having failed miserably to identify the risks embedded in the structured products that led to the subprime crisis, remain at the heart of the financial game. For, despite...

Jamie Dimon: The most powerful banker in America

The driving force behind JPMorgan Chase is renowned for his remarkable leadership and strategic vision, propelling the bank to unprecedented heights even in the face of significant crises like the...

Explainer-Why the U.S. Inflation Reduction Act has rattled Europe

The European Commission presented its Green Deal Industrial Plan on Wednesday in response to the U.S. Inflation Reduction Act , with increased levels of state aid to help Europe compete as a...

Global equity funds attract inflows for second week in a row

Global equity funds received inflows for a second straight week in the week to Aug. 17, as investors tempered their expectations for the peak of the U.S. interest rate hike cycle, with a fall in...

Explainer-Why the euro's fall below parity versus dollar matters

Europe's single currency has dropped below parity against the dollar for the first time in almost 20 years, battered by growing recession fears in the euro area....

Recession: What are we talking about exactly?

Right now, the number one risk for markets is the possibility of a recession in developed countries, particularly the US and the Eurozone. But what is a recession? What are the criteria on which...

Is the party over for private equity?

Could it be that the tide is turning for private equity, the star asset class of the last two decades? Scalded by the volatility and the number of frauds in the so-called public markets, i.e. the...

When will the U.S. enter a recessionary period?

A recession in the US now seems unavoidable. When is the only question. U.S. inflation in May reached 8.6%, the highest in 40 years. In response, the Fed decided to raise its key rates by 50 bps to...

What the end of Shanghai lockdowns means for global production chains

One wonders whether for one of the first times in its history, China might not have prioritized the health of its people at the expense of its economy. Since mid-March, the Chinese government has...

Which companies will benefit from the infant milk shortage?

The shortage of infant milk in the US shows no sign of abating. More and more parents are turning to alternative solutions to feed their babies, pushing sales of baby products.

Why are banks benefiting from rising rates?

Financial services are among the most resilient businesses in the turbulent year 2022. As industry giant JP Morgan pointed out in May, banks are benefiting from a favorable environment due to rising...

Five key takeaways from Jamie Dimon's letter to JPMorgan's investors

Jamie Dimon, CEO of JPMorgan Chase & Co, published his closely watched annual letter to shareholders on Monday, covering critical issues including the war in Ukraine, the energy crisis, sanctions,...

Mohnish Pabrai - Copycat or Genius?

Mohnish Pabrai, a 57-year-old Indian-American businessman and investor, has a very specific investment philosophy and methodology. In 1991, with about $30,000 from his own account and $70,000 in...

Trillions in infrastructure spending could mean hundreds of billions in fraud

Jetson Leder-Luis, Boston University The U.S. government may be on the verge of spending as much as US$4.5 trillion in what could be one of the biggest investments in infrastructure and the social...

Why America has a debt ceiling: 5 questions answered

Steven Pressman, Monmouth University Republicans and Democrats are again waging a battle of wills over the U.S. debt ceiling, which is a statutory limit on how much the government can borrow to pay...