Analysis: Must Read

Dick's Sporting Goods acquires Foot Locker for $2.4bn

The sneaker industry is still in motion. After last week's acquisition of Skechers, it is now Foot Locker's turn to come under the Dick's Sporting Goods umbrella. The deal illustrates two contrasting...

MarketScreener's roundup: Disappointing US retail sales; solid growth in the UK; Microsoft holds the lead

In the US, April's retail sales were well below expectations, while in the UK, growth was solid in the first quarter, a recurring phenomenon in recent years. Finally, the battle continues between the...

The Fed Rethinks Its Playbook

In a speech that hinted at a major philosophical shift, Fed Chair Jerome Powell said Thursday that the central bank is reexamining core assumptions about jobs, inflation, and its broader approach to...

What is the right price for oil for Donald Trump?

An analysis of Donald Trump's social media posts by Goldman Sachs teams has established a target price of between $40 and $50 per barrel of WTI. But already, falling oil prices are running counter to...

Trump, ethics in the hold

The political scandal of the week has a familiar name: Donald Trump. The gift offered by Qatar to the US president is potentially the most expensive gift ever given by a foreign nation. And it's not...

US tariffs remain at their highest level since 1934

Despite the pause with China announced earlier this week, US tariffs remain at historically high levels. Chinese products are still taxed at 30%. The most likely scenario is therefore that the...

A trade agreement between the United States and the European Union is still a long way off

While trade agreements are beginning to take shape between the US and some of its partners, negotiations with the European Union appear to have stalled. Between the lack of clarity in US demands and...

The Tariff Show: A Timeline

In Donald Trump's second term, trade policy has become less a matter of economics than a kind of political stagecraft. Tariffs rise and fall not with economic logic but with the rhythm of provocation,...

Donald Trump's tax reform under debate in House of Representatives

A key campaign promise of Donald Trump - the tax reform bill - will be debated in the House of Representatives starting on Tuesday. It will not be easy to strike a balance, given that Republicans have...

Republicans divided over Trump's tax plan

The Republican majority in the House of Representatives began debating Donald Trump's tax plan on Tuesday, May 13, 2025, although internal tensions threaten its adoption. The plan aims to extend the...

Tariffs: a pause that's not removing uncertainty

On Monday, in a joint statement the US and China announced a significant reduction in tariffs. This good news was welcomed by the markets with a sharp rise in stock indices. However, this pause does...

What are Donald Trump's interests in the Persian (or Arabian) Gulf?

Donald Trump's return to the White House has reignited attention on his close ties with Gulf monarchies. On the eve of a tour of Saudi Arabia, Qatar, and the United Arab Emirates, the US president is...

Donald Trump deals another blow to Big Pharma

Donald Trump is back on the attack against the pharmaceutical industry. The former president is set to sign an executive order on Monday to lower the price of prescription drugs. The goal is to bring...

Qatar ready to offer Trump a 747

The Trump administration plans to accept a Boeing 747-8 donated by the Qatari royal family, which would be used as a temporary presidential aircraft, according to a source close to the matter. This...

U.S. and China Strike Temporary Tariff Deal

In a significant shift in tone between the world's two largest economies, the United States and China have agreed to temporarily roll back steep tariffs on each other's goods, sparking a strong rally...

The Best Articles of the Week: The art of concealment in China and a fatal birthday

This week's press review features creative Chinese authorities, spies in fintech, Americans who dream of Europe, Skype on its last legs, and even a cat that refuses to die. While artificial...

May 9 parade in Moscow: from a day of mourning to a celebration of war?

Russia is holding its grand military parade on Friday to commemorate the end of World War II. Billed as the largest ever, the event serves as a military showcase, a moment of national unity, and a...

Who is He Lifeng, China's vice premier in charge of tariff negotiations?

Described as the tsar of the Chinese economy, He Lifeng has become a figurehead of the Chinese Communist Party. Although largely unknown by the general public, he plays a key role in China's...

Chinese exports shine ahead of meeting with the US

On the eve of tense negotiations with the US, China has seen a surprise rebound in exports. In April, overseas sales rose 8.1% year-on-year, according to Chinese customs, well above the 1.9% expected...