Market Analysis : Must Read
BPCE accelerates European strategy with Novo Banco
French banking group BPCE has announced the acquisition of Novo Banco, Portugal's fourth-largest lender. The deal marks the largest cross-border acquisition in the European banking sector in a decade....
June 13, 2025 at 09:42 pm
Meta scores a double win with Scale AI, securing both capital and leadership
Meta on Thursday formalized a strategic investment in the start-up Scale AI, worth $29bn, and in the process secured the services of its young founder and CEO, Alexandr Wang, 28. The deal, which gives...
June 13, 2025 at 09:26 pm
Trade war: Deadlines no longer exist
Two months have passed since the start of the 90-day trade truce, and progress has been negligible, to say the least. At this stage, only one agreement has been signed, with the UK. For the first...
June 13, 2025 at 09:24 pm
Faced with the Trump threat, Micron unveils a new $30bn plan
Growing pressure from Donald Trump for US production, particularly on technology companies, has forced Micron to unveil a new $30 billion investment plan in the United States, bringing the group's...
June 13, 2025 at 09:11 pm
Donald Trump keeps up the pressure on Jerome Powell
After inflation figures were deemed reassuring this week, Donald Trump once again urged Jerome Powell to lower rates, going so far as to call him a fool. While criticism of the Fed chairman has been...
June 13, 2025 at 09:02 pm
Nvidia excludes China from its forecasts due to US restrictions
When asked about the Chinese market, Jensen Huang, CEO of Nvidia, said that the company has now resigned itself to no longer betting on the Middle Kingdom in its results. A new product offering...
June 13, 2025 at 06:01 pm
Luckin and Chagee are giving Starbucks a run for its money in China
Long the leader in the Chinese coffee market, Starbucks has won over a population that has traditionally been fond of tea: its friendly model, spacious lounges, and premium image were a huge hit....
June 13, 2025 at 05:42 pm
Israeli strikes on Iran cause oil prices to skyrocket
Last night, a major Israeli attack targeted Iran's nuclear program. Tehran immediately retaliated with a drone attack. The escalating tensions in the Middle East are raising fears of disruption to...
June 13, 2025 at 05:28 pm
Apple: upheaval in supply chain
Apple has already mentioned its intention to review its supply chain in order to produce iPhones for the US in India. More than just a mention, the group very quickly overhauled its entire logistics...
June 13, 2025 at 05:10 pm
The Best Articles of the Week: Jaws, Super Tomato's revenge, and where is Barack?
The world is going every which way but loose this week, and so are our articles. Hedge funds are rummaging through France's industrial ruins, while the war of autonomous drones is knocking at the door...
June 13, 2025 at 04:44 pm
Israel strikes Iran with massive airstrikes
Israel launched a large-scale military operation against Iran on Friday, saying it was targeting its nuclear facilities, ballistic missile factories, and senior military officials.
June 13, 2025 at 01:50 pm
The euro at its highest since 2021… but facing competition from gold
While the dollar is weakening under trade tensions reignited by Donald Trump, the euro has reached its highest level since 2021. However, the single currency remains under pressure from an unexpected...
June 12, 2025 at 10:25 pm
British exports to US nosedive after Trump tariffs
UK goods exports to the United States plunged by £2 billion in April, marking the sharpest monthly drop since records began in 1997. Official data from the Office for National Statistics showed a...
June 12, 2025 at 10:02 pm
US equities: risk is no longer rewarded
While the S&P 500 has rebounded by around 20% since the beginning of April, analysts at PIMCO are ringing the alarm bells: the risk premium on US equities is now zero, a rare phenomenon that has...
June 12, 2025 at 05:17 pm
Circle: Wall Street's new star - Crypto review
The issuer of the USDC made a sensational debut on the stockmarket, multiplying its valuation by 2.7 in a single day. However, behind this record IPO lies much more than just a stablecoin. Circle is...
June 12, 2025 at 04:26 pm
US inflation: where are the tariffs?
A pleasant surprise for US inflation. In May, the consumer price index rose 0.1% month-on-month and 2.8% year-on-year. These figures are below economists' expectations. At this stage, the impact of...
June 11, 2025 at 10:46 pm
Crypto companies want to ride the stockmarket trend
The current climate is considered favorable for companies in the cryptocurrency sector. The market rebound and several recent successes on the stockmarket are encouraging more and more players to...
June 11, 2025 at 10:30 pm
Towards a decline in US oil production in 2026?
After years of growth in oil production in the United States, a reversal of this trend appears to be on the cards for 2026. While Donald Trump was aiming for an increase of three million barrels per...
June 11, 2025 at 06:18 pm
Qantas draws a line under Jetstar Asia
Faced with soaring costs and increasingly fierce regional competition, Qantas is ending its Jetstar Asia venture. The Singapore-based low-cost subsidiary will cease operations on July 31, after twenty...
June 11, 2025 at 06:07 pm
Why is platinum soaring?
The rare metal has jumped by 30% since the beginning of April, now approaching $1,300/ounce. Behind this surge, several fundamental factors are converging to support demand at a time when supply is...
June 11, 2025 at 06:02 pm
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