Analysis: Must Read

Energy shock, bond market volatility and AI bubble: Allianz Trade unveils its scenarios for 2026-2028

At a press lunch meeting held at its offices yesterday, attended by MarketScreener and other journalists, Allianz Trade presented its economic outlook through 2028.

MarketScreener's odds and ends: when markets go astray

An S&P 500 that is becoming increasingly fragmented, US earnings pulling away from the rest of the world and a European gas storage mechanism coming undone: three charts to understand the anomalies...

Donald Trump close to sweeping South America

Flavio Bolsonaro's victory in Brazil would shift the last major South American country still governed by the left to the right.

2027 Budget: "I will be the guardian of the temple," Roland Lescure says

On October 6, Roland Lescure conscientiously makes the rounds of the tables at the Petit Riche, a chic cafe in Paris' 9th arrondissement, shaking the hands of journalists gathered at the initiative of...

Mistral unveils Large 4, its new open-weight AI model

Mistral has unveiled Large 4, its new open-weight artificial intelligence model, which will be made publicly available on October 27. The French startup says it has narrowed the gap with the most...

Trump paints diesel red to bring down prices at the pump

Donald Trump may have found a way to bring down the price of diesel without producing a single additional gallon: eliminating some taxes. With fuel prices above $6.50 a gallon, the White House wants...

The Best M&A Vintage Since 2001 Played Out in Six Months

Mergers and acquisitions totaled $3,900bn in the first nine months of 2026, up 28% from last year and the highest level since 2001, according to LSEG. The number of deals is nevertheless expected to...

Europe Falls Behind Again

After a strong start to the year, Europe is falling behind Wall Street....

America's Answer to DeepSeek Arrives

The major AI companies in America have invested billions of dollars in creating ever bigger barriers around their most powerful models. Reflection AI, however, intends to knock some of these down. As...

The Economics Behind… the Coffee Machine

It stands between the photocopier and the break room wall, sometimes next to a slightly tired-looking houseplant. No one really knows who bought it. Yet your company's coffee machine is the gateway to...

This is how France will be hanged

There are two ways to die by hanging: asphyxiation or a broken neck. This morbid distinction can be applied to financial markets, and more precisely to the debt issued by the French Treasury.

AI is 55% financed in a closed loop

The artificial intelligence boom partly rests on a closed loop: companies finance partners that buy their products. This insularity has fueled debate over the risks of such an ecosystem. But beyond...

How France has Become Europe's Weakest Link

In just a few years, France's position has not only deteriorated in absolute terms, but also relative to its peers.

Best Articles of the Week: Food and a Little Debt

Cooking draws borders that are sturdier than many treaties, while the Financial Times wonders whether the world is really drowning in debt. We also encounter AI agents making their way into finance...

The Great Return of Bonds: Why Dividend Stocks Have Lost Their Superpower

After a decade of dominance fueled by near-zero interest rates, dividend stocks are faltering. The sharp rise in rates has restored the appeal of bonds: yield, with less risk.

Oil isn't the Fed's only problem

The US economy's momentum is very strong. Indeed, maybe a little too strong.

FTC Probes Risks Tied to OpenAI and Anthropic Products

The US Federal Trade Commission has opened an investigation into OpenAI, Anthropic and other artificial intelligence companies to examine potential risks associated with their products. The move...

A rosy picture of the US economy, based on BEA data

Figures released early this afternoon paint a flattering picture of the state of the US economy, with upward revisions to H1 growth, robust household spending and inflation data that look fairly...

John Williams Resets the Fed's Rate Clock

A Fed rate hike in October had seemed all but guaranteed, although comments made by the New York Fed president have changed the situation.