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An Overheating US Economy in 2026?

Massive AI investment and tax cuts are expected to reaccelerate US growth in 2026. With the risk that inflation could pick up again.

What if the markets want the Supreme Court to keep the tariffs in place?

The future of Donald Trump's reciprocal tariffs is hanging on a Supreme Court decision. The ruling could be handed down on Wednesday.

What are the best ETFs since the start of the year?

Amongst mainstream equity ETFs-i.e. ones without unreasonable leverage-several have posted strong performances from the start of 2026. The themes are hardly surprising, with defence, precious metals...

Big losses for Chanel, Kering and LVMH after bankruptcy of Saks

The US upmarket fashion retailer Saks Global has filed for bankruptcy, having sought protection under US bankruptcy law . It has very high debt and unpaid bills that are hitting some of the biggest...

Crypto at Walmart: real adoption or an illusion?

The American retail giant has begun a Web3 pivot: since January 2026, it has been accepting cryptocurrencies to pay for purchases-at least indirectly, via its mobile app. This is the first time a...

How Trump's aggression towards Powell is backfiring

Donald Trumpés latest attack on Jerome Powell has not gone unnoticed, including within his own ranks. The U.S. president is risking alienating Republican senators - the very lawmakers who will have...

Concentration, passive management and back-to-basics discipline: Terry Smith's read for 2025-2026

In his annual letter in January 2026, Terry Smith offers a particularly structured reading of the equity backdrop and, indirectly, sketches his worldview. More than an exercise in explaining...

How Much Does It Cost: The Card Craze

Amongst alternative investments attracting a growing number of followers, collectible cards have now secured a prominent place. Pokémon, Magic, NBA, NFL and Yu-Gi-Oh: demand is surging - ever more...

The battle for Europe's highest-paid job

Most of the ECB's Executive Board will be renewed by the end of 2027.

FA and you'll see what happens…

In just a few months and two military operations, Donald Trump has reshaped the balance of power.

A Possible Interpretation of the US Military Operation in Venezuela

The US military operation against Venezuela, officially justified by the fight against drug trafficking, the defence of democracy or regional security, fits into a much broader framework than that...

New president, Powell's future, Lisa Cook's dismissal… 5 issues for the Fed in 2026

Nearly half of the Fed's board could be renewed in 2026.

Venezuela: Panama 2.0? How to play the reconstruction of a failed state

We all know the regime was on borrowed time. But even for seasoned geopolitical analysts, the speed of collapse was breathtaking. What could go wrong for your portfolio now?...

Site visits, a broken escalator and a bulldozer : 2025 in 25 photos - Part 2

2025 as seen by MarketScreener . As part of our 2025 year-in-review series, we selected 25 photos. Twenty-five shots to tell the story of a year. ...

Engine of markets and US growth: AI steamrolled everything

2025 as seen by MarketScreener . Up 17% in 2025, the S&P 500 is set to post its third straight year of double-digit gains. For the Nasdaq 100, it is even three years of returns above 20%. Once again,...

The Great Nonsense of Thematic ETFs

You might think thematic ETFs are straightforward products that make it easy to gain exposure to the defining issues of our time. Not at all. The methodology used to monitor the indices they track is...

Big dispute, big chart and big crater : 2025 in 25 photos - Part 1

2025 as seen by MarketScreener . As part of our retrospective series on 2025, we selected 25 photos. Twenty-five shots to tell the story of a year. ...

Wall Street posts another strong year in 2025

After a year marked by a flurry of news, both macroeconomic and corporate, U.S. indexes have managed to maintain an overall positive momentum.

Silver plunges after its historic surge

The silver market fell sharply on Monday, initially due to a tightening of trading conditions on the futures markets. The Chicago Mercantile Exchange once again increased margin requirements on...