Analysis: Must Read

US tax withholdings defy

Federal tax withholdings accelerated in May in the United States, providing a rather reassuring leading signal for wages, employment, and domestic demand.

Market Odds & Ends: The S&P 500 has never been more expensive relative to sales

The S&P 500 has surpassed its Dot-com bubble record, active managers are falling behind… and a chip giant is distorting the small-cap index.

U.S. Tax Withholdings Contradict the Economic Air Pocket Scenario

Federal tax withholdings accelerated in May in the United States, providing a reassuring leading signal regarding wages, employment, and domestic demand.

Costco confirms resilience of US consumer in May

Following an already robust April, Costco's US comparable sales accelerated further in May, confirming steady demand for everyday essentials.

Costco confirms American consumer resilience in May

Following an already solid April, Costco's comparable sales in the United States accelerated further in May, confirming the continued strength of demand for everyday purchases.

Is the US Economy Accelerating again?

Several leading economic indicators suggest that this may be the case. Despite oil prices hovering near $100 a barrel and consumer sentiment surveys hitting record lows, several signals point toward a...

Trump establishes early government access to most advanced AI models

Donald Trump has signed an executive order aimed at strengthening oversight of the most advanced artificial intelligence models in the United States. The text provides for the creation of a framework...

Trump Establishes Early Government Access to Advanced AI Models

Donald Trump has signed an executive order aimed at strengthening oversight of the most advanced artificial intelligence models in the United States. The directive establishes a framework for...

Stock Markets: Ever-Increasing Positivism

Despite a war that is reigniting inflationary pressures, prompting central banks to harden their rhetoric, and pushing government bonds back towards their peaks, major equity indices are climbing...

AI champions rewrite global stockmarket rankings

For a long time, the global stockmarket hierarchy primarily reflected the size of economies and their ability to attract international savings. Today, it also reflects their exposure to critical AI...

Trump sets terms for Iran deal ahead of imminent decision

Donald Trump has said that he is on the verge of making a final decision regarding a potential agreement with Iran aimed at ending the 3-month conflict between the two nations. In a post on Truth...

Trump Sets Conditions for Iran Deal Ahead of Imminent Decision

Donald Trump has stated he is on the verge of making a final decision regarding a potential agreement with Iran aimed at ending the three-month conflict between the two nations. In a post on Truth...

Why is it so difficult to beat the market over the long term?

The idea of beating the market seems simple to many. They believe it's merely a matter of picking the right stocks, avoiding the wrong ones, buying at the right time, and selling before everyone else....

Why is it so difficult to beat the market over the long term?

The idea of beating the market seems simple to many. They believe it is merely a matter of picking the right stocks, avoiding the losers, buying at the right time, and selling before everyone else. In...

Groundhog Day for Iran-US Negotiations

Donald Trump needs a trophy. Iran is not ready to give him one.

The Best Reads of the Week: From Data Centers to Battlefields

This week, artificial intelligence is everywhere : it is unsettling central bankers, redefining warfare, threatening office space in Phoenix and finally it's driving up water and electricity bills for...

Global air traffic falls for the first time since the pandemic

Global air transport suffered its first annual contraction in April 2026 since the post-Covid recovery, amid geopolitical tensions in the Middle East and rising oil prices.

Global air traffic retreats for the first time since the pandemic

Global air transport suffered its first annual contraction in April 2026 since the post-Covid recovery, amid geopolitical tensions in the Middle East and rising oil prices.

Trump finally has his man at the helm of the Fed. But the Fed's more hawkish now

The President wants to see the Fed cut rates. However, Kevin Warsh will likely be unable to satisfy this in the coming months.