Analysis: Must Read

The Fed was close to a soft landing. And now, there's Iran

The Fed was entering 2026 in a relatively comfortable position. However, the conflict in the Middle East is reshuffling the pack.

Kering bets on jewelry to revive growth

The luxury group Kering has announced the creation of Kering Jewelry, a division dedicated to structuring and accelerating the development of its jewelry activities. This new step comes at a delicate...

The Human Cost of Meta's AI Race

Meta could be preparing to launch one of the biggest waves of layoffs in its history. According to sources obtained by Reuters, the group led by Mark Zuckerberg is considering job cuts that could...

Global air traffic could more than double by 2050, according to the IATA

The International Air Transport Association highlights robust demand prospects, largely driven by emerging markets despite a structural slowdown in growth....

Honda: In search of lost time

Once admired for its financial stability, the Japanese brand is preparing to announce the first loss in its history. After long years of unproductive investment, Honda is developing a revised business...

Between the US and Iran, a War of Attrition

The United States has undeniable military superiority. However, time is working against them.

Kraken Connects Directly to the Federal Reserve

A historic boundary has just fallen: the crypto platform Kraken has plugged directly into the payment rails of the US Federal Reserve. This is unprecedented in the short history of the cryptosphere....

China's new strategic phase for the next five years

The People's Republic of China's fifteenth 5-year plan came into effect this week. Let's examine how Beijing intends to approach this new phase, aiming to maintain control over its destiny in a world...

What is Yann LeCun planning with his startup AMI Labs?

He is considered one of the godfathers of artificial intelligence, he left Meta last November, he has just created a unicorn with his first fundraising round, and he is French: let's take a look at...

How are different indices influenced?

Major stock market indices are structures generally shaped by the size of free-float market capitalizations. As a result, many of them are biased toward a specific sector, or even just a few...

Pasqal: The Alchemy of Neutral Atoms to Win Over the Nasdaq

Against a backdrop of dwindling capital flows to the tech sector and increased scrutiny of balance sheets, French star Pasqal is accelerating its destiny. By targeting a valuation of $2.6bn through a...

Judge blocks subpoenas targeting Fed in Jerome Powell investigation

A federal court has stayed subpoenas issued to the Federal Reserve as part of a criminal investigation into its chair, Jerome Powell. The judge ruled that the prosecutors' actions could constitute...

The Best Articles of the Week: Oil, AI, Private Credit, Gamification? a Week in Hell

Oil news has been a bit overwhelming this week… making it hard to miss in the press review. AI is never very far away either at the moment - it is even waging war now. To escape this...

The Xiaomi "sandwich" - why low-cost tech is not immune to inflation

Xiaomi finds itself squeezed between rising chip prices and a cooling Chinese market, two pressures that are showing no signs of easing. The upcoming 2025 earnings report is already looking bleak,...

Death of Memory Chips: timing its fall

Samsung Electronics crossed $1 trillion in market cap, SK Hynix is nearing $500 billion, and the KOSPI is up 30% YTD on the back of two stocks. The last time memory stocks looked this good was May...

Market Panic: A User's Guide

The VIX index reached 35 points at the beginning of the week, a level of stress the market had not experienced since April 2025. Although while some see this as a simple indicator of anxiety, others...

The US budget deficit has topped $1 trillion since October

Rising revenue, notably from tariffs, has nonetheless narrowed the gap compared with the previous year.

The economy is Americans' top concern - but not their president's

Yet it was on this issue that he won the US Presidential Election in 2024.

What if the real value in defence isn't where you're looking?

The reflex is almost mechanical. As soon as missiles fly somewhere in the world, weapon makers' share prices jump. The day after the first US-Israeli strikes against Iran, US defence stocks were up...