Paul Klein

The US Treasury Triples Its Debt Buybacks and Reignites the Controversy

The US Treasury will triple the usual size of its long-term bond buybacks, with an operation that could reach $6bn on Thursday across maturities between 10 and 20 years. The stated goal remains to improve liquidity in a market under strain, as the 10-year Treasury yield has climbed back to its highest level in nearly three years at 4.85%, and the 30-year has reached its highest since 2007 above 5.2%.

10 September 2026 at 05:24 am AEST

The trade standoff between Washington and Ottawa escalates

Canada brought retaliatory tariffs into force on Tuesday on roughly $20 billion of imports from the United States, with surcharges ranging from 15% to 50% on steel, electronics, furniture and clothing. Ottawa is responding to the 50% tariffs imposed in August by Washington on a comparable amount of Canadian products.

09 September 2026 at 04:40 pm AEST

US jobs report: two indicators to watch more closely than NFP and the unemployment rate

The US economy created three times more jobs than expected in August (+162,000), while the unemployment rate was unchanged at 4.1% for a second straight month. The US economy still looks solid, partly supported by massive investment in AI, but these two employment indicators are not perfect.

08 September 2026 at 04:36 pm AEST

Trump Threatens a Trade War to Pressure the Fed

The US president sharply escalated his rhetoric against the Federal Reserve on Friday, minutes after the release of a jobs report that came in well above expectations.

07 September 2026 at 04:59 pm AEST

France leads the world in AI adoption

A Goldman Sachs study puts France at the top amongst major economies in adopting artificial intelligence, as its effects on employment begin to show up in some sectors without, at this stage, triggering a broad-based shock.

07 September 2026 at 04:38 pm AEST

After obesity, pharma seeks its next mega-blockbuster in sleep

Will Orexins be the next mega-blockbusters in neurology? After GLP-1s in obesity, the pharmaceutical industry may have a new class of drugs capable of transforming a market that has long remained niche.

04 September 2026 at 05:39 pm AEST

After the spring boom, US consumer spending back down to earth

After several months of robust growth, Costco's US sales show a clear return to normal in August, a sign that consumer momentum is starting to cool.

04 September 2026 at 05:22 am AEST

Snowflake soars after AI-fueled results, further raising guidance

Snowflake shares jumped over 20% in after-hours trading yesterday after the group handily beat Q2 expectations, while lifting its full-year outlook.

03 September 2026 at 05:04 pm AEST

Credo plunges 20%, despite strong results and higher guidance

Credo Technology shares slid about 20% on Wednesday, a day after posting results that topped expectations, as investors appeared to punish what has become an extremely demanding bar around the company's growth trajectory.

03 September 2026 at 05:02 pm AEST

Renk Rapidly Steps Up Production Capacity in Germany

The military propulsion specialist plans to more than triple its annual transmission output by 2030, while notably strengthening its Rheine (Germany) site.

01 September 2026 at 06:54 pm AEST

Wall Street still reeling from Kevin Warsh's remarks

Wall Street is starting the week in a gloomy mood, down 0.5% at 7,673 for the S&P 500, down 0.3% at 29,338 for the Nasdaq 100 and down 0.7% at 53,202 for the Dow Jones, still feeling the impact of comments made by Kevin Warsh in Jackson Hole last Friday.

01 September 2026 at 05:42 pm AEST

Eli Lilly posts encouraging results in psoriatic diseases

The US drugmaker released new phase 3b data evaluating a combination of two treatments in adults with psoriasis or psoriatic arthritis who are obese or overweight.

01 August 2026 at 03:53 am AEST

The Light That Makes AI Possible

Why the photonics supply chain is one of the most consequential bets in tech investing ? Every advanced chip begins as a beam of light. The precision of that light, how short its wavelength and how accurately it can be aimed, sets the ceiling on how fast, small, and efficient a processor can be. The handful of companies that control light sit at a chokepoint the entire AI buildout runs through.

24 June 2026 at 03:51 am AEST

OKTA, INC.: Hesitation should subside in favor of volatility

From a horizontal accumulation phase, the timing seems good to buy shares in Okta, Inc. and to get ahead of a break-out on the upside of the congestion area.

24 December 2025 at 08:59 pm AEDT

New Purchases in the Europe Portfolio

We are executing a new transaction in MarketScreener's Europe portfolio.

26 November 2025 at 03:33 am AEDT

New purchases in the US portfolio

We are making three new moves in MarketScreener's USA Investor portfolio.

04 October 2025 at 01:06 am AEST

SaaS software: a stockmarket correction disconnected from fundamentals?

SaaS stocks have fallen sharply recently, following OpenAI's announcements of new use cases for AI agents in front-office functions (lead conversion, customer support, document management). The market saw this as a competitive threat to traditional publishers, but this reaction appears exaggerated.

03 October 2025 at 07:43 pm AEST

CADENCE DESIGN SYSTEMS, INC.: Target reached

Current price levels represent good timing for the opening of new short positions with respect to shares in Cadence Design Systems, Inc.. The resistance zone around 371.03 USD could effectively set off a correction phase over the short term.

10 September 2025 at 11:35 pm AEST

MICRON TECHNOLOGY, INC.: There is still some upside potential

Micron Technology, Inc. shares show a positive technical situation which suggests a continuation of the upward dynamic over the medium term.

03 September 2025 at 05:34 pm AEST

SANOFI: The underlying trend remains to the downside

The pullback that could be observed for stocks in Sanofi for several weeks should continue over the coming trading sessions.

29 August 2025 at 04:37 pm AEST

EURONEXT N.V.: No turn-around in sight

The timing appears opportune to go long in shares of Euronext N.V. as we anticipate another pick-up in the underlying trend.

29 August 2025 at 04:35 pm AEST