Analysis: Must Read

United States: what is behind the drop in unemployment

The latest US jobs report presents a paradox that is hard to square at first glance: the unemployment rate fell to 4.1% from 4.2% in July, even as the economy shed 23,000 jobs. This divergence does...

AI should attract over 1,000bn USD of investment in 2026, according to Goldman Sachs

The wave of investment in artificial intelligence should cross the 1,000bn USD threshold in 2026, according to Goldman Sachs Research. That figure is about 200bn USD above the capital spending...

Still lots to do for the midterms

An unpopular president, an election that traditionally punishes the party in power, and a White House that is far from campaign-ready… Republicans look to be headed straight for defeat in November;...

Trump Exfiltrated in an Airport Catering Truck in Turkey in July?

To foil an assassination threat, the American president reportedly left Ankara aboard a discreet military aircraft, while the White House deceived, using a standard Air Force One flight, according to...

After electric cars, China kicks off the battle for humanoid robots

After upending the electric auto industry, China is now looking to follow the same trajectory in humanoid robotics. According to Morgan Stanley Investment Management, the country shipped about 13,000...

The US labor market is holding up better than the NFP suggests

The US labor market surprised in July with the loss of 23,000 non-farm jobs, far from the image of resilience it had projected in recent months.

Luxury: when Chinese consumers choose face cream over a bag

Less willing to spend several thousand euros on a handbag, Chinese consumers are turning to high-end beauty skincare. A new way to buy into prestige without breaking the bank.

This Week's Best Reads: a little soccer, lots of AI and a dash of conspiracy thinking

In our press review this week, the familiar fear of AI slipping beyond its creators' control and the comeback of monetary activism sit alongside Miami family offices and the birthplace of soccer. Pick...

America's golden age?

In any case, the numbers are impressive.

MarketScreener Odds and Ends: Tech, healthcare, AI and… River transport

This week's lineup spans very different worlds: a chance to broaden your general knowledge, understand why the S&P 500 is back to a more balanced level and, as a bonus, learn how to spot AI-generated...

The United States has already refunded nearly $100bn in canceled tariffs

The Trump administration said it has already refunded about $100bn in duties collected under the Liberation Day tariffs, which were struck down by the Supreme Court. While much of the money has been...

A profit boom for US companies

Tech, energy, finance: the stars have never been more aligned for corporate America.

For the Fed, September's battle has already begun

Even if Kevin Warsh says as little as possible, the market is no less focused on what the Fed is going to do.

Sharp rise in the French auto market in July

According to data from the Automotive Platform, registrations of new passenger cars rose 8.96% in France, to a total of 126 808 units, last month.

Datacenters: the shift to 800 volts could reshuffle the electrification landscape

The explosion in energy demand related to artificial intelligence is pushing datacenter operators to rethink their electrical architecture, as rack power has climbed from under 50 kW to 200-600 kW,...

From AI star to forced seller: Aschenbrenner's rapid downfall

In just a few months, Leopold Aschenbrenner had become one of Wall Street's newest prodigies thanks to spectacular AI bets. The sector's pullback and aggressive leverage have now forced Situational...

Semiconductor sell-off remains technical, Invesco says

With the Philadelphia Semiconductor Index now down nearly 30% from its June peak, Invesco is still not ready to call an end to the artificial intelligence bull cycle and argues the move mainly...

United States: Q2 GDP sends a misleading slowdown signal

At first glance, US growth in Q2 2026 disappoints, with GDP up only 1.5% at an annual rate, after 2.1% in Q1. That deceleration, however, masks private domestic demand that is far more robust than it...

The AI Economic Boom: How Claude Code Has Supercharged Demand for Developers.

As paradoxical as it may sound, the arrival of Claude Code has genuinely revived job postings in software development. What is shaping up to be the biggest economic boom in history may not be such bad...