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Markets Hold Breath Over China Talks

As U.S. and Chinese officials convene in London to untangle a mess of tariffs and tech restrictions, global investors hover in a state of hopeful paralysis. Wall Street futures are slightly up, mirroring the fragile optimism that a breakthrough - or breakdown - could be imminent. In this economic limbo, every headline from the negotiating table feels like a market-moving whisper.

June 10, 2025 at 09:09 am EDT

Trump’s trade rhetoric rekindles market jitters

The market's reflexes are once again revealing the nervous system of global finance. U.S. equity futures stumbled Thursday morning after Donald Trump issued a blunt warning about potential new tariffs on countries slow to strike trade deals with the United States. "You can take it, or you can leave it," he said, a phrase that may signal the revival of a more confrontational trade stance.

June 12, 2025 at 09:08 am EDT

The Thin Edge of the Trade Knife

As Wall Street flirts once again with record highs, the global economy holds its breath - not over inflation or job numbers, but over a pair of negotiating tables set up in London. The second round of U.S.-China trade talks is underway, and with them comes a cautious optimism that remains fragile.

June 09, 2025 at 08:54 am EDT

The Middle East is once again a powder keg

A spectacular Israeli raid targeting Iranian nuclear sites and leaders has reignited tensions in the Middle East. The immediate consequences include promises of retaliation, soaring oil prices, a return of gold to the top, a strong Swiss franc, and moderately stressed markets. A real Friday the 13th scenario. Let's have a look back at these events, with some insight into the mechanisms at work and a reminder of how to proceed.

June 13, 2025 at 09:07 am EDT

Markets becoming increasingly concentrated

While the current market concentration can be partly justified by solid economic fundamentals, its pace of acceleration—unprecedented since the 1950s—is raising growing concerns. This dynamic appears to be generating significant side effects, both on the real economy and on the ability of asset managers to outperform the major indices. However, in the absence of intervention by stakeholders, this trend could become self-perpetuating, making it all the more crucial to analyze its consequences.

June 10, 2025 at 09:47 am EDT

Weekly market update: Central banks fight back

June 13, 2025 at 05:06 pm EDT

Analyst recommendations: Broadcom, Lululemon, McDonald's, Tesla, Etsy…

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

June 09, 2025 at 05:18 am EDT

Analyst recommendations: Arista Networks, Etsy, Micron Technology, Docusign, Gitlab…

Every morning, find a selection of analysts' recommendations covering North America. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

June 11, 2025 at 04:24 am EDT