Analysis: Must Read

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....

Airlines Loyalty Programs in Turbulence

U.S. airlines are sounding the alarm over a proposed crackdown on credit card transaction fees, warning that it could dismantle the loyalty programs that fuel millions of Americans’ travel habits....

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...

As cybersecurity companies give hackers increasingly bizarre nicknames, the initiative to create a common glossary for naming threats seems welcome....

BioNTech’s Billion-Dollar Bet on Cancer

BioNTech, best known for its COVID-19 vaccine success with Pfizer, has struck a landmark deal with Bristol Myers Squibb worth up to $11.1 billion, pivoting decisively back to its roots in cancer...

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...

With AI, Meta wants to replace advertising agencies such as Publicis and WPP

Meta is accelerating its transformation into an artificial intelligence giant by targeting the advertising world. According to the Wall Street Journal, the California-based group plans to entrust its...

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...

NatWest turns the page after 16 years under public control

NatWest, formerly known as the Royal Bank of Scotland , is returning to private ownership after more than 16 years of state control following the 2008 crisis. To mark the occasion, our colleagues at...

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...

Mergers and Acquisitions Overview

In a dynamic week for global mergers and acquisitions, several major deals reshaped industries from steel to software. Strategic consolidations and high-stakes cross-border bids marked the headlines,...

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...

TSMC to open chip design center in Munich to support European industry

At a conference at the 2025 Technology Symposium, TSMC unveiled its plans to expand its factories in Germany with the aim of developing high-tech chips within the European Union at a time when trade...