
The dollar’s decline, a financial reflection of Trump’s chaotic policy and a double-edged electoral weapon
The White House is looking to the economy as a way to reverse its poor approval ratings while markets adapt to a new world order

The White House is looking to the economy as a way to reverse its poor approval ratings while markets adapt to a new world order

The rise in the euro and gold reflects a structural outflow of capital, even if it could end up stimulating the US economy
The currency has lost around 3% in just over a week against the euro and yen, as more investors bet on a decline in the futures markets

Fear of inflation is keeping the 10-year yield elevated despite Powell’s possible cuts. Not since the financial crash has the US lowered rates while prices were rising
Big tech companies lead the losses, with €1.5 trillion cumulatively shed since Thursday from the Magnificent Seven’s market capitalization

Global markets are facing their worst days since the pandemic, with Trump’s harsher-than-expected trade war stoking fears of a recession, triggering panic among investors, and causing an economic earthquake

In another chaotic day, the U.S. president gets in return that the province of Ontario will not raise the price of electricity serving Michigan, New York and Minnesota by 25%

The AI arms race, spurred by euphoric markets, has been based on the experience of the Magnificent Seven: in technology, scale always wins, and the winner of the race takes all the prizes

Deposit outflows are the weak flank of U.S. banking, but they are not a technology-driven phenomenon, and it’s far from inevitable

OPEC is keeping the price per barrel artificially high while the forecast of lower demand in the future is conditioning new investments

The expectations raised by ChatGPT have excited the market, but the pace at which generative AI can be turned into money remains to be seen

The technological giant – with almost infinite commercial and financial capacity – has made a big play in the financial services sector at a critical moment