Analysis: Must Read

Aedifica and Cofinimmo merge to create a European healthcare real estate giant

This is a turning point in the European real estate landscape. Aedifica and Cofinimmo, two Belgian sector heavyweights, have announced a merger agreement, thereby creating the largest European...

Netherlands: political instability returns as government falls

The most right-wing government in Dutch history fell on Tuesday, brought down by the departure of Geert Wilders' Party for Freedom . The reason: a migration policy that was deemed too timid. This...

US bond yields rise after Trump's tariff threats

US Treasury bond yields rose on Monday, buoyed by President Donald Trump's announcement of further tariff increases, while mixed economic indicators briefly tempered this movement....

Tariffs: can the courts force Donald Trump to back down?

Last week, the International Trade Court in New York overturned some of Donald Trump's tariffs. This decision was itself suspended a few hours later by a federal appeals court in Washington. This has...

Economy: how important are blue-collar workers in the US (and elsewhere)?

Make Manufacturing Great Again… The MAGA movement is pushing for the return of industrial production to the United States. To achieve this, it will be necessary to reverse a trend that has been...

Carried interest: the tax break that symbolizes divisions within the Republican Party

On Friday, Jamie Dimon, the iconic CEO of JPMorgan, called for the elimination of carried interest, a tax break that benefits private equity funds. This measure divides Republican lawmakers, despite...

Britain arms for Russian threat

Britain is set to expand its fleet of nuclear-powered attack submarines, increasing the number from seven to as many as twelve, as part of a new Strategic Defence Review designed to bolster the...

Trump praises Elon Musk and plans joint press conference

Following the announcement of his departure from the US administration, Elon Musk received praise from President Donald Trump. The Republican announced a joint press conference for the Tesla CEO's...

Capex stronger than tariffs?

While tariffs are casting doubt on growth, US business capex is resisting. Could the development of AI provide lasting support for the US economy?

Cointreau chooses its leader to weather the storm.

On April 7, a few days after Washington threatened to impose 200% tariffs on European spirits, Rémy Cointreau announced the resignation of its CEO, Éric Vallat. Against a backdrop of growing trade...

Germany: unemployment at its highest for 10 years

The German job market keeps getting worse, with unemployment hitting its highest level in a decade. While fiscal stimulus could bring hope for a recovery, US tariffs could hurt business.

'Taco Trade' - when markets bet on Trump backtracking

Yesterday, the S&P 500 rose 2% after Donald Trump announced that he was postponing his threat of imposing 50% tariffs on the European Union. Once again, stocks are rising on a retreat by the US...

Antonio Filosa: Elkann's secret weapon to restart the Stellantis machine

The Stellantis board of directors has unanimously decided that Antonio Filosa is the new head of the group. At 52, with 25 years of experience within the company, he was the favorite for internal...

Does private lending pose a systemic risk?

After the 2008 financial crisis, tighter banking regulations restricted banks' lending capacity and left the field open to other players. As a result, private lending has grown exponentially over the...

Faced with rising long-term rates, governments want to reduce maturity of their debt

As investors keep a close eye on rising long-term rates, governments are concerned about higher borrowing costs. But a solution is emerging to mitigate the impact on public finances: reducing debt...

Christine Lagarde calls for a "global euro moment" against the declining dollar

With the dollar showing signs of weakness on the international stage, Christine Lagarde is calling on Europe to seize the opportunity to strengthen the euro's global role. Provided the necessary...

Are we really at the turning point that was predicted in Ukraine?

We were promised a ceasefire. There was talk of a lull. But as we approach halfway through 2025, the conflict in Ukraine seems more entrenched than ever before. And for civilians in the east of the...

Italy is doing well in Europe

After several years of reducing its deficit, Moody's upgraded its rating outlook for Italy on Friday. This renewed confidence comes as France and Germany, long considered the pillars of the eurozone,...

China: a rate cut that won't be enough

Faced with a recovery that is slow to materialize, the Chinese central bank has lowered its key interest rates for the first time since last October. This small move shows that Beijing is maintaining...