Analysis: Must Read

Donald Trump will not have control over the next Fed chair… and he knows it

As the announcement of Jerome Powell's successor has seemed imminent for several weeks, the president is stalling.

The Week's Best Articles: Davos, AI, Davos, AI, Davos, AI, Davos…

If you weren't in Davos this week, you've missed your life. So I've missed my life. But from afar I saw a president in sunglasses, an president in overdrive, a prime minister with a gift for...

Trump Announces Framework Deal With NATO on Greenland, Suspends Tariffs Against Europe

On Wednesday President Donald Trump said that he had reached a framework for a future agreement with NATO Secretary General Mark Rutte on Greenland and the wider Arctic region. Following the...

Donald Trump got what he asked for last year in Davos. Well, almost.

Over the past year, oil prices have fallen. But that does not solve everything.

The Fed's independence is at stake today

Supreme Court justices are due to deliver their ruling in the Lisa Cook case.

Donald Trump and the limits of the tariff threat

In his bid to take control of Greenland, Donald Trump has reached again for his favourite diplomatic tool: tariffs.

Trump ready to reinstate tariffs in case of a court setback

The Trump administration is considering immediately reinstating tariffs if the Supreme Court strikes down the tariff measures adopted under an emergency law, the New York Times reports. According to...

How can a stock fall despite strong results?

The earnings season is here! To help you get ready, here are a few reading keys that can help you navigate this important period for your portfolio with peace of mind.

Should you still invest in European banks in 2026?

The end of 2025 marked a turning point for European banks. After more than a decade of relative underperformance, the sector has staged a striking comeback, with share prices up nearly 30% over the...

The Week's Best Reads: American copper, Chinese rap and strategic chaos

The year 2026 has started a little too fast for some. This week's press review leans into geopolitics, via pieces on Greenland, sovereignty, Iran and Venezuela. There are also interesting reads on...

Will Trump finally get Greenland? What to expect for your portfolio and how to play it

Greenland hosts 25 of 34 EU-designated critical raw materials, sits atop the only U.S. military installation above the Arctic Circle, and controls emerging shipping lanes that could cut East...

Software: Collateral Damage of AI?

For several months, artificial intelligence has emerged as the dominant lens through which markets assess the technology sector. Software, in particular, is often portrayed as the likely casualty of...

An Overheating US Economy in 2026?

Massive AI investment and tax cuts are expected to reaccelerate US growth in 2026. With the risk that inflation could pick up again.

What if the markets want the Supreme Court to keep the tariffs in place?

The future of Donald Trump's reciprocal tariffs is hanging on a Supreme Court decision. The ruling could be handed down on Wednesday.

What are the best ETFs since the start of the year?

Amongst mainstream equity ETFs-i.e. ones without unreasonable leverage-several have posted strong performances from the start of 2026. The themes are hardly surprising, with defence, precious metals...

Big losses for Chanel, Kering and LVMH after bankruptcy of Saks

The US upmarket fashion retailer Saks Global has filed for bankruptcy, having sought protection under US bankruptcy law . It has very high debt and unpaid bills that are hitting some of the biggest...

Crypto at Walmart: real adoption or an illusion?

The American retail giant has begun a Web3 pivot: since January 2026, it has been accepting cryptocurrencies to pay for purchases-at least indirectly, via its mobile app. This is the first time a...

How Trump's aggression towards Powell is backfiring

Donald Trumpés latest attack on Jerome Powell has not gone unnoticed, including within his own ranks. The U.S. president is risking alienating Republican senators - the very lawmakers who will have...

Concentration, passive management and back-to-basics discipline: Terry Smith's read for 2025-2026

In his annual letter in January 2026, Terry Smith offers a particularly structured reading of the equity backdrop and, indirectly, sketches his worldview. More than an exercise in explaining...