Analysis: Must Read

Two months of truce and two pandas

So far, those are the only concrete results of the summit between Donald Trump and Xi Jinping.

One of the longest bear markets in history has still not bottomed out

The selloff in government bonds began in 2020. And it does not appear to be ending anytime soon.

MarketScreener's Odds and Ends: all your eggs in one basket

This week's lineup: an S&P 500 handing most of its growth to a single sector, American households who have never bet so much on the stock market, and copper inventories that crossed the Atlantic.

The long-awaited summit that nobody expects anything from

By welcoming Xi Jinping to Washington, Donald Trump will try to put on a show. That is probably all that will matter.

AI Gold Rush: What if the fortune goes to the gold miners, not the pickaxe sellers?

The market, for now, has made its call: in the rush towards artificial intelligence, the money is made selling the pickaxes, GPUs, data centers, proprietary models, rather than hunting for the gold...

US consumers and businesses are now facing a future of more expensive borrowing

From mortgages to auto loans to credit cards, borrowing is set to get even pricier.

The ABC of financial analysis: The different ways a listed company can raise funds

Broadly speaking, a listed company looking to raise capital has eight main options, ranked below from the most flexible and most expensive to the most restrictive but most affordable.

In New York, Donald Trump on all fronts

Before hosting Xi Jinping this weekend in Washington, the US president will line up a series of meetings on the sidelines of the United Nations General Assembly.

Public debt: France books a one-way ticket to the top

As France's Ministry of Finance expects French debt to surge past 121% of GDP, the government is promising a EUR54bn effort without touching direct taxes.

MarketScreener Odds and Ends: AI Takes on Water, Oil Takes Off

This week's lineup: fund managers who are starting to find the AI bill a bit steep, oil supertankers whose travel costs are soaring, and the S&P 500 that is becoming almost reasonable again on its...

The Week's Best Articles: AI Is Pretty Nice. Proof: It's Letting us Live

There is a lot of controversy around artificial intelligence, to put it mildly. Along the way, this week we also run into dictators, coral and influencers.

The Fed is ready to fight

The Fed is at the start of a rate-hiking cycle.

Markets price in three more rate hikes after Warsh's press conference

Kevin Warsh used his press conference to further toughen his assessment of inflation, while offering a clearer rationale for the rate increase decided on Wednesday.

The Fed resumes its rate-hike cycle as inflation is still high

The Federal Reserve has raised interest rates by 25bp, taking its target range to 3.75%-4%, a move in line with expectations after nearly two years on hold. The decision was unanimous, even though...

ECB enters a period of high-stakes maneuvering

The expected departure of Christine Lagarde and two of her fellow ECB Executive Board members in the coming months is opening a new round of horse-trading amongst European capitals.

Pictet AM says "Gold is not a safe haven"

Central banks, institutional investors and now retail buyers: the rush into gold keeps broadening. However, Christopher Dembik, investment strategy adviser at Pictet Asset Management, says that...

By August, war against Iran had cost the Pentagon $38.1bn

The war waged by the United States against Iran had cost the Pentagon about $38.1bn as of August 1, according to the Congressional Budget Office . Each additional month of fighting could add between...

The Fed rate hike that came down to a hundredth of a point

It all came down to an inflation print. More precisely, the second digit after the decimal point.

Altman, Amodei and Musk sound the alarm on AI

Artificial intelligence and semiconductor-linked stocks fell sharply Monday in Asia. The market is reacting to calls from several industry leaders to slow the development of the most advanced models.