Analysis: Must Read

MarketScreener Odds and Ends: Tech, healthcare, AI and… River transport

This week's lineup spans very different worlds: a chance to broaden your general knowledge, understand why the S&P 500 is back to a more balanced level and, as a bonus, learn how to spot AI-generated...

The United States has already refunded nearly $100bn in canceled tariffs

The Trump administration said it has already refunded about $100bn in duties collected under the Liberation Day tariffs, which were struck down by the Supreme Court. While much of the money has been...

A profit boom for US companies

Tech, energy, finance: the stars have never been more aligned for corporate America.

For the Fed, September's battle has already begun

Even if Kevin Warsh says as little as possible, the market is no less focused on what the Fed is going to do.

Sharp rise in the French auto market in July

According to data from the Automotive Platform, registrations of new passenger cars rose 8.96% in France, to a total of 126 808 units, last month.

Datacenters: the shift to 800 volts could reshuffle the electrification landscape

The explosion in energy demand related to artificial intelligence is pushing datacenter operators to rethink their electrical architecture, as rack power has climbed from under 50 kW to 200-600 kW,...

From AI star to forced seller: Aschenbrenner's rapid downfall

In just a few months, Leopold Aschenbrenner had become one of Wall Street's newest prodigies thanks to spectacular AI bets. The sector's pullback and aggressive leverage have now forced Situational...

Semiconductor sell-off remains technical, Invesco says

With the Philadelphia Semiconductor Index now down nearly 30% from its June peak, Invesco is still not ready to call an end to the artificial intelligence bull cycle and argues the move mainly...

United States: Q2 GDP sends a misleading slowdown signal

At first glance, US growth in Q2 2026 disappoints, with GDP up only 1.5% at an annual rate, after 2.1% in Q1. That deceleration, however, masks private domestic demand that is far more robust than it...

The AI Economic Boom: How Claude Code Has Supercharged Demand for Developers.

As paradoxical as it may sound, the arrival of Claude Code has genuinely revived job postings in software development. What is shaping up to be the biggest economic boom in history may not be such bad...

Are semiconductors crashing? Not at all

The equal-weight S&P 500 hit a new all-time high yesterday.

Tomorrow, Everyone Replaced? When AI Leaves the Screen and Comes for Our Jobs

Is the next big step in human evolution, according to Jensen Huang, right around the corner? As the first applications emerge, machines are rapidly gaining capability. They are no longer just...

Alphabet Discovers what an Overdraft is

Where did all the cash go? Sundar Pichai is not the only one asking. Alphabet just posted record profit, and its first negative quarterly free cash flow.

What will the Fed do today? Who knows…

Every meeting is now 'live'.

Fed: Citadel Securities bets on a surprise rate hike as soon as Wednesday

Citadel Securities now believes a rate hike as soon as Wednesday is the most likely scenario, after its strategists had previously expected tightening in September, followed by December. They...

Fed could resume rate hikes

The Federal Reserve is expected to leave its benchmark rate unchanged on Wednesday in a range of 3.50% to 3.75%, but the decision could mainly set the stage for a new round of rate hikes as soon as...

Biotechs: Obesity and China will separate the winners in H2

After a 56% rally in a year, further gains will hinge mainly on oral treatments, clinical readouts, and the ability to withstand competition from China.

The Great Illusion of Oil Prices

A barrel of oil is back above the $100 mark. Strains on supply routes have reached an unprecedented level, sharpened by the Houthis' announcement that they will close the Bab-el-Mandeb Strait. This is...

Will France's debt cost triple between 2021 and 2030?

4.01%. The yield France pays to borrow for 10 years briefly pushed past 4% this morning, a level not seen since October 2008. The rebound in energy prices and expectations of tighter monetary policy...