Analysis: Must Read

Tomorrow, Everyone Replaced? When AI Leaves the Screen and Comes for Our Jobs

Is the next big step in human evolution, according to Jensen Huang, right around the corner? As the first applications emerge, machines are rapidly gaining capability. They are no longer just...

Alphabet Discovers what an Overdraft is

Where did all the cash go? Sundar Pichai is not the only one asking. Alphabet just posted record profit, and its first negative quarterly free cash flow.

What will the Fed do today? Who knows…

Every meeting is now 'live'.

Fed: Citadel Securities bets on a surprise rate hike as soon as Wednesday

Citadel Securities now believes a rate hike as soon as Wednesday is the most likely scenario, after its strategists had previously expected tightening in September, followed by December. They...

Fed could resume rate hikes

The Federal Reserve is expected to leave its benchmark rate unchanged on Wednesday in a range of 3.50% to 3.75%, but the decision could mainly set the stage for a new round of rate hikes as soon as...

Biotechs: Obesity and China will separate the winners in H2

After a 56% rally in a year, further gains will hinge mainly on oral treatments, clinical readouts, and the ability to withstand competition from China.

The Great Illusion of Oil Prices

A barrel of oil is back above the $100 mark. Strains on supply routes have reached an unprecedented level, sharpened by the Houthis' announcement that they will close the Bab-el-Mandeb Strait. This is...

Will France's debt cost triple between 2021 and 2030?

4.01%. The yield France pays to borrow for 10 years briefly pushed past 4% this morning, a level not seen since October 2008. The rebound in energy prices and expectations of tighter monetary policy...

While Tech Burns, Grandpa Holds the Line (and Makes Money)

The capital flight from AI into more defensive stocks gives Grandpa a good chance to explain how to manage a portfolio, even if he did not cash in on the sector's triple-digit gains.

This Week's Best Reads: Japan's Prime Minister Could Work at MarketScreener

Sanae Takaichi says she sleeps up to 3 hours a night at most. That means she could write our market column. While politicians like to stage their total devotion, that messaging has backfired for Sanae...

Three times more billions, 39 fewer IPOs: has the stock market become too demanding?

The IPO market has clearly reopened, but it no longer looks like it was in 2021. There are fewer candidates, while the deals are much larger. In six months, $193.6bn was raised, triple the amount a...

MarketScreener's Odds and Ends: South Korea is more volatile than bitcoin

We start in South Korea, where the stock market has turned into a financial roller coaster. Next stop is Wall Street, where analysts see S&P 500 profits surging. To wrap up, we head to Europe, where...

Tariffs Are Back

We missed them....

What if China's new AI miracle costs too much?

Rolled out on July 16 by the Beijing based start-up Moonshot AI, Kimi K3 is nipping at the heels of the best American models on benchmark leaderboards and even edges ahead on website creation, with...

The Microsecond War: How Physics Took Control of Wall Street

There is actually a way to win in the markets almost every time, although it's nearly out of reach for individual investors. Some firms have made it their calling card, sparking a race for speed...

What It Costs to Lend to America: 5.14% for 20 Years

The 20-year Treasury yield ended Tuesday at 5.14%. Today and tomorrow, the government will sell $34 billion of long-duration debt, a live test of the price investors now demand to finance the United...

A global economy that is 'more fragile than it looks, Standard Chartered says

The first half of 2026 will be remembered by all means. In the first two months of the year, Donald Trump neutralized two of his counterparts, namely the leaders of Venezuela and Iran. Since then, the...

Iran and the United States play for time as the conflict drags on

The two belligerents both appear to believe time is on their side.

Morgan Stanley's Take on China's Auto Market

In a report, Morgan Stanley reviews China's auto market, particularly exports, which are seeing records across many global markets. The investment bank also believes that this trend will continue,...