Antoine Alves d'Oliveira

G7: Going to Great Lengths to Accommodate Donald Trump

The French presidency has spared no effort to ensure President Trump's attendance and avoid friction with the American delegation.

June 12, 2026 at 02:57 pm

The ECB Kicks Off a Cycle of Rate Hikes

The ECB's primary aim is to demonstrate its resolve and to anchor inflation expectations.

June 11, 2026 at 07:13 pm

Fed edges closer to a rate hike

The Fed has a dual mandate, but now faces only one problem: inflation.

June 11, 2026 at 12:17 pm

Groundhog Day for Iran-US Negotiations

Donald Trump needs a trophy. Iran is not ready to give him one.

May 29, 2026 at 02:49 pm

Trump finally has his man at the helm of the Fed. But the Fed's more hawkish now

The President wants to see the Fed cut rates. However, Kevin Warsh will likely be unable to satisfy this in the coming months.

May 28, 2026 at 03:54 pm

Two new members in the trillion-dollar club… and the figures are staggering

To say the least.

May 28, 2026 at 11:11 am

ECB poised for action

After a year-long pause, the ECB is expected to raise interest rates at its next meeting on June 11.

May 27, 2026 at 02:17 pm

Consumer spending on sale

The underperformance of the consumer sector reflects an economic cycle that is increasingly driven by investment rather than spending.

May 26, 2026 at 01:44 pm

The Market Is Once Again Betting on Good News in Hormuz

The market believes the United States and Iran have moved closer to an agreement that could eventually lead to the reopening of the Strait of Hormuz. The conditional tense remains important, as it has for nearly three months. Even so, progress appears sufficient to ease part of the oil risk premium. Brent crude has fallen from above USD 105 on Friday to below USD 98 this morning. Equity market activity is likely to remain subdued today, with several exchanges closed, notably in London, New York and Zurich.

May 25, 2026 at 09:02 am

Republicans are set to lose the midterms. At any rate, Trump is doing everything he can to make it happen

Make a list of everything one should avoid doing before an election. Donald Trump is checking a lot of those boxes.

May 21, 2026 at 04:52 pm

AI is becoming increasingly unpopular

Less than four years after the release of ChatGPT, the AI rally appears unstoppable across financial markets. However, AI is facing growing unpopularity, which could prove to be the primary headwind to its development.

May 20, 2026 at 02:58 pm

Rates keep going up. And the trend may not be over yet

Markets frequently test incoming Fed Chairs.

May 20, 2026 at 10:18 am

Inflation, Deficits, and… AI: Yields Continue to Soar

Equities, however, remain resilient… for the time being.

May 18, 2026 at 05:08 pm

Fed Doves Change their Tone

In just a few weeks, the nature of the debate within the Federal Reserve has been totally overhauled.

May 15, 2026 at 02:06 pm

For the Fed, inflationary risk has regained the upper hand

The question is no longer when to cut rates, but rather whether they must be raised.

May 11, 2026 at 05:28 pm

Much ado about nothing?

The embers of the Middle East conflict are not yet extinguished. Equity markets are still swinging between fears over the consequences of expensive oil and their insatiable libido for AI. All this comes against a dense corporate earnings backdrop and ahead of the latest monthly US employment report, due this afternoon.

May 08, 2026 at 09:09 am

US Corporate Earnings: An Exceptional Season

S&P 500 companies are projected to post 27.1% EPS growth in Q1, marking the strongest reporting season since Q4 2021.

May 07, 2026 at 04:19 pm

The rebound spreads

Financial markets are starting to believe in earnest in a way out of the Middle East crisis. Several European indices gained more than 2% yesterday, in one of the best sessions of the year. Wall Street, for its part, continues to climb, buoyed by the infectious enthusiasm for AI, robust first-quarter corporate earnings and the prospect of an exit from the Iranian quagmire.

May 07, 2026 at 09:02 am

Are We Already Seeing the End of NATO?

Donald Trump has long brandished the possibility of a US withdrawal from NATO. However, the mere shadow of a doubt regarding Washington's commitment to defending its allies is already undermining the alliance.

May 06, 2026 at 05:02 pm

Investors Are True Chip Chasers

The stock market's fascination with the semiconductor sector shows no sign of fading, to the point where it continues to eclipse almost everything else. Among the latest numerical illustrations of the sector's sheer firepower are gains of 60% since 1 January and a $1 trillion valuation for Samsung. Meanwhile, oil prices are drifting lower amid the usual cacophony surrounding Hormuz.

May 06, 2026 at 09:05 am

Rate hikes set for June

Rhetoric is no longer enough; it's now time for action.

May 05, 2026 at 12:43 pm