Analysis: Must Read

The most unpredictable year in G20 history is about to begin

The weekend summit in South Africa marks the end of four years of Global South leadership at the G20. For the year ahead, it is the United States' turn to push its agenda and lead the discussions. The...

Can we invest in China again?

China has repeatedly been considered an uninvestable land in recent years. It is true that stock investment in autocracies does not seem the wisest of choices, although foreign investors have...

In Japan, inflation accelerates… and the pace of rate hikes?

Inflation rose to 3% in October, increasing the likelihood of a further Bank of Japan rate hike. Consumer prices in the archipelago have now topped the central bank's 2% target for the 43rd...

Tesla: Musk's previous compensation plan could erase years of profits

While the board recently approved a new, substantial remuneration package for its CEO Elon Musk, legal action surrounding the prior 2018 plan could pose a major risk for the electric-vehicle maker. ...

Employment: Mixed signals ahead of the Fed's decision

In September, the US economy added 119,000 jobs, well above the consensus of 51,000. The December Fed rate hold remains the central scenario.

Investors comfortable in their bubble

Bank of America published the latest edition of its fund manager survey yesterday. The findings are somewhat paradoxical: positioning is clearly bullish, but there are high fears of an AI bubble.

Kering: three years to get back to the top

Kering's return to growth will require less dependence on Gucci, its flagship brand that is in difficulty, with a further reduction of its boutique network, and strengthening of internal synergies,...

French debt: a national burden and a source of income for investors

From we are at war to whatever it takes, the French president, Emmanuel Macron's words marked the health crisis. While the pandemic is now a thing of the past, its budgetary consequences linger. Above...

Between fiscal stimulus and monetary tightening, Japan is walking on a tightrope

The prospect of a new fiscal stimulus plan has reignited pressure on long-term rates and weakened the yen. Against a backdrop of already high inflation, the new prime minister's desire to revive the...

Dealmakers' revenge: M&A is back from the dead

Investment banks are on track to print $4T in deal value with record bonuses to go out after three brutal years, just as markets start to show cracks.

Stora Enso: How are Nordic forests valued?

The Finnish-Swedish packaging solutions giant is set to split up and float its Swedish forestry assets on the stock market. Let's take a look at how such assets are valued.

Mega-merger in the paint industry as Akzo Nobel and Axalta join forces

On Tuesday Akzo Nobel, the manufacturer of Dulux paint, announced its intention to acquire US-based Axalta Coating Systems. The transaction would create a group worth EUR21.56bn. Under the terms of...

Tokyo is wavering under pressure from Beijing

Over the weekend, Beijing advised its citizens to avoid traveling to Japan in the near future due to significant risks to their safety. This rare warning to Chinese travelers sent shockwaves through...

Crédit Agricole lying in wait in the jungle of bank mergers in Italy

While Rome is delaying the sale of its remaining shares in Banca Monte dei Paschi di Siena , Crédit Agricole is forging its position as a strategic player in the Italian banking landscape. ...

Understanding the comeback of the Spanish economy

For the second year in a row, Spain is the advanced economy that will record the strongest economic growth. The Spanish index is also in good shape, finally returning to its pre-crisis level. This...

Lost data and "half reports": an update on the US statistics calendar

On Friday, the Bureau of Labor Statistics said that the September employment report would be released on Thursday. Earlier, Kevin Hassett said that the October report would be a half report....

Everyone will have their share of AI

If you've read enough articles about a potential bubble in artificial intelligence, this one will serve as a counterbalance. A rather unique study has just proven the productivity gains for companies...

Havas: British press says it has its sights set on WPP

British advertising giant WPP, in the midst of a stockmarket turmoil, is attracting interest after a disastrous year that could see it be demoted from the FTSE 100.

Earnings calendar for the week of November 17 to 21, 2025: Nvidia's turn!

Welcome to the publication calendar for listed companies for the week of November 17 to 21, 2025. The main announcements this week include results from Walmart and The Home Depot, although above all...