Analysis: Must Read

Is Britain Winning Its Brexit Bet?

Ten years after the referendum, could Brexiters have been right all along about leaving the EU? Business activity accelerated in August, while France contracted and Germany managed only modest growth....

Seoul Tests Arctic Route to Bypass the Suez Canal

On Saturday a South Korean container ship is set to depart for Europe via the Northern Sea Route, which has been made more accessible by melting ice. Seoul hopes to cut transit times, although the...

Should we be worried about the US economy?

August data has been rather disappointing.

Washington moves toward a sale of offshore mining leases near the Northern Mariana Islands

The United States is preparing a possible sale of leases for mining critical minerals in federal waters off the Northern Mariana Islands. The plan, which is still subject to several regulatory steps,...

S&P 500 or Equal Weight: the same index, two radically different bets

Buying the S&P 500 can feel like one of the most neutral moves in investing. Five hundred large American companies, a globally followed benchmark, low-cost ETFs, and instant diversification. But that...

S&P 500 or Equal Weight: the same index, two radically different bets

Buying the S&P 500 can feel like one of the most neutral moves in investing. Five hundred large American companies, a globally followed benchmark, low-cost ETFs, and instant diversification. But that...

Nvidia chips join oil in the futures markets

On October 5, CME Group, the world's largest derivatives marketplace, will begin listing the rental price of the graphics processors that power artificial intelligence. What oil or wheat have long...

Panda, Kangaroo, Samurai… Asia-Pacific bonds gain momentum

From Australian kangaroo bonds to Chinese panda notes, companies and sovereigns looking for funding are diversifying their sources across Asia-Pacific. Attractive costs, rising local demand and a...

Why is the DAX soaring while Germany treads water?

In three months, a jump of nearly 10% has pushed Germany's main stock index to record highs, powered by the tech sector and renewed European defense spending.

With reassuring inflation data, the Fed buys time

The Fed now appears positioned to hold steady in September.

Do you own enough gold?

China's holdings of US Treasuries fell to $633bn in June, an 18-year low, while its central bank bought 20 tonnes of gold in July, the most since 2023. Three very different buyers provide a structural...

The Week's Best Reads: Bessent as the Firefighter on Call

An August week when markets pretended to be asleep. Beneath the surface, things are shifting, however: the bond market reminded stocks that it still matters. In AI, the question right now is less does...

Wall Street Wants to Put the Stock Market on the Blockchain

As the cryptocurrency market goes through a particularly bleak stretch, one small corner is actually moving in the opposite direction. Bitcoin is hovering around $60,000 to $65,000, Coinbase has just...

The 3 Biggest Checks in the AI Race

Amazon, Microsoft and Alphabet each plan to make investments of nearly $200bn this year to dominate artificial intelligence. Here is a look at the three biggest checks in the industrial revolution...

The SMR nuclear bet now faces reality

Short sellers have made $2.1bn betting against three American small nuclear reactor stars. According to the Financial Times, enthusiasm fueled by AI and Washington's backing is now running into costs,...

This Week's Earnings Calendar: Walmart, Alibaba and Xiaomi in Focus

Welcome to the earnings release calendar for listed companies for the week of August 17 to 21, 2026. Key reports this week include Aeroports de Paris, BHP Group Limited, The Home Depot, Geberit AG,...

Jane Street Takes a $15bn Loss in July

The American trading powerhouse lost about $15bn in July, caught wrong-footed by turbulence in AI-related stocks. According to the Financial Times, the setback is notably related to troubles at the...

The Week's Best Reads: still no AI eclipse

Tracking Bigfoot, dusting off Troy, watching an eclipse, sailing with modern-day privateers… This week's press review is on the move.

Japan's in trouble, or is it?

The yen hit a 40-year low, Tokyo spent a record $54bn in a single day defending it, Washington joined in for the first time in 15 years. The same week, Japan's megabanks printed record profits. What...

MarketScreener Odds and Ends: The eclipse, a new market indicator?

Looking for buy signals in an eclipse, panicking over summer's air pocket, and watching Trump trip over his own feet: thanks for the summer entertainment, America.

Bank of Japan will have to take action to support the yen

The joint intervention carried out 10 days ago by the United States and Japan offered only a brief respite for the yen.

Fueled by foreign stocks, OTC Markets races toward a $900bn year

Driven by record demand for non-US shares, led by Europe, OTC Markets handled $227.4bn in the second quarter of 2026, up nearly 30% year over year. At the halfway point, the New York platform is...

Still lots to do for the midterms

An unpopular president, an election that traditionally punishes the party in power, and a White House that is far from campaign-ready… Republicans look to be headed straight for defeat in November;...

AI: the best opportunities may be hiding amongst the "false" losers

Wall Street loves an early leaderboard. Since the breakthrough of generative artificial intelligence, a substantial share of the analytical work has been about assigning roles: those who will supply...