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US customs says it cannot immediately refund $166bn in illegal tariffs

US Customs and Border Protection told a court it cannot immediately refund about $166bn in tariffs deemed illegal by the Supreme Court. The taxes were imposed last year by Donald Trump under the...

China opts for higher-quality growth

Overnight, the opening of the National People's Congress in Beijing marked a turning point, with the announcement of a lowered growth target and the launch of the 15th 5-year plan. ...

Trump names Kevin Warsh to lead the Federal Reserve

Donald Trump has formally nominated Kevin Warsh to serve as chair of the Federal Reserve, according to a White House statement. If the Senate confirms the nomination, the former Fed governor would...

Iran conflict: rising oil prices could accelerate airline fleet renewal

In a note published this morning, Jefferies analysts examine the implications of the recent rise in crude oil prices for the airline sector and commercial aerospace.

The Magnificent Seven on Sale

Although investors are not rushing in to buy…

Gas prices surge… and Europe is playing with fire

A targeted attack, a blocked strait, and the entire global gas market is set on fire. In 48 hours, the TTF gas price has doubled-a stark reminder of how Europe remains at the mercy of global market...

The return of inflation… and rate hikes?

Over the course of a single weekend, the narrative completely changed.

Energy is living the high life

The sector has benefited from every market move since the start of the year.

Oil: The $100 Target - And Why It May Not Get There

The oil market appears to be capable of absorbing this geopolitical shock - at least in the near term.

Currencies: A big mess

The end of February saw a real shift in tone. This is no longer just an equity consolidation fuelled by sector rotation. It is a test of the macro regime itself, caught between tariffs swinging back...

Formula One Group and the Gulf Grand Prix dilemma

The Formula 1 world is moving towards the rhythm of the season's first race weekend. At the same time, the Formula One Group stock has been buffeted over the past week by uncertainty surrounding...

Let's get Hormuz straight

44% of the world's traded sulphur, 31% of its urea, 20% of its LNG and 20% of its crude oil all squeeze through this tiny shipping lane and Iran just shut it down. The worst hit is not only oil, but...

ETFs to counter market volatility

Professional investors often say that periods of market volatility create opportunities. But they are also stressful times. To take the edge off, it may be worth turning to instruments that are less...

New models, new channels: how ETFs will benefit from the digital revolution

One-third of industry professionals believe that technological changes could drive assets under management up by 80% by 2030.

Tech stocks you should never fear during turbulent times

With lingering questions around artificial intelligence and the flare-up of the conflict in the Middle East, the technology sector looks harder to read. In these periods of uncertainty, it is often...

Corporate Earnings Calendar: Week of March 2 to March 6, 2026 Broadcom due to report

Amongst the main announcements this week, we have results published by Bayer, Broadcom, Thales, Lufthansa, Costco, MongoDB, AutoZone, Reckitt Benckiser, Petrobras and Canadian Natural Resources.

Half of bitcoins in circulation are down

With bitcoin down 26% since the start of 2026, and nearly 50% from its all-time high of $126,000 in October 2025, the pain is starting to bite for crypto investors. Beyond macroeconomic factors, let's...

It's the Sales for European SMEs: valuations at their lowest since 2014

In Europe, private-company deals are back to valuation levels not seen since 2014. Let's take a look at the latest report on the Argos index.

In charts: Active management reigns on Wall Street this year

The S&P 500 is almost perfectly flat so far in 2026, which might look reassuring at first glance. Yet more than 100 companies have already swung by more than 20%, one way or the other.

Can ChatGPT and Grok beat the market?

Active management is losing influence amid current trends. And as if that wasn't enough, it turns out that large language models may even do better than the indices.

Weekly recap: a long speech, a long saga, a long series

🎯 The 5 stories of the week Marathon speech Donald Trump delivered the traditional State of the Union address this week. The nearly two-hour speech focused on domestic issues. It was, for example,...

With the "bromance" over, the tech bosses are facing more hostility from Washington

It is not just Wall Street that is worried about AI's impact.