Analysis: Must Read

The Best Articles of the Week: crazy tomatoes, pasta riffs and phantom recessions

This week's press review covers Africa, a video game that is anything but a game and crazy tomatoes. It features Donald Trump, Alex Karp and Bob Dylan.

Artificial intelligence at the heart of dizzying projections

As artificial intelligence establishes itself as one of the most powerful drivers of global digital transformation, analysts' and tech giants' forecasts of its economic potential are reaching new...

Britain's Fiscal Two-Step

Markets wobble as Rachel Reeves retreats from an income-tax rise-then steady when the reason emerges.

Results calendar for November 14, 2025: Allianz, Richemont and Vallourec to end the week

Welcome to the calendar of publications for listed companies on November 14, 2025. Amongst the main announcements today are Allianz, Richemont, Siemens Energy, Mitsubishi UFJ Financial Group and SMIC.

Inflection for Insurers?

While Wall Street chases NVIDIA earnings, countercyclical specialty insurers are printing 21% returns at 10-15x earnings

Earnings calendar for November 13, 2025: Wall Street awaits Alibaba, Disney and Applied Materials

Welcome to the calendar of publications for listed companies on November 13, 2025. Amongst the main announcements of the day are Siemens AG, Walt Disney, Tencent, and Alibaba Group.

Will the Fed pause in December?

While most investors are betting on a rate cut in December, the lack of data and divisions within the Fed could lead to a status quo at its next meeting.

MarketScreener review: a slowdown? What slowdown?

No slowdown in sight In the United States, the number of mentions of economic slowdown is at its lowest level since 2007. This is what emerges from an analysis of conference calls during the last...

GM pushes its suppliers to turn the page on China

General Motors has asked several thousand of its suppliers to clean up their supply chains of parts from China, according to information obtained by Reuters from corroborating sources. The American...

The shutdown is dead. Long live the shutdown!

After more than 40 days, the longest shutdown in history is expected to end this week. The government shutdown did not disrupt Wall Street, which nevertheless welcomed the end of the budget impasse...

Siemens and Healthineers' billions: verdict on Thursday

Siemens is preparing to unveil a key step in its capital strategy: the partial sale of its stake in Healthineers, its listed subsidiary specializing in medical technologies. This potentially massive...

Buffett hands over the reins to Greg Abel and promises a smooth transition

Warren Buffett is preparing to step down at the end of the year and reassures Berkshire Hathaway shareholders that his successor, Greg Abel, is ready. In a farewell letter, the 95-year-old investor...

How to invest in rare earths despite China's stranglehold?

In 2025, rare earths are the new oil: the cornerstone of magnets, motors and missiles. And Beijing still holds the key. While China largely dominates the sector, let's see who else can tip the...

The tobacco industry is becoming healthy again

You may have noticed the impressive performance of cigarette companies on the stockmarket this year? Let's discuss their battle: separating tobacco combustion from nicotine.

What you need to know about the digital euro that the ECB wants to test in 2027

Since 2021, the ECB has been developing a central bank digital currency: a public, instant, and universal currency that would be a direct claim on the Central Bank. In 2027, a pilot project with test...

China-United States: fewer (highly) strategic bans

China has announced that it is suspending its ban on exports of several critical dual-use metals to the United States, i.e., metals with both civilian and military applications. This is a welcome new...

Results calendar for the week of November 10 to 14, 2025: Chinese tech, CoreWeave, Alstom and Vallourec coming up

Amongst the week's major announcements are Allianz, Siemens, Walt Disney, Alibaba, Munich Re, and Tencent. But also two players with the AI compatible label; CoreWeave and Applied Materials. 91% of...

Week in review: the financial capital elects a socialist

🎯 Six news stories of the week The financial capital has elected a socialist Donald Trump has a new arch-enemy: Zohran Mamdani, 34, a self-proclaimed socialist, was elected mayor of New York this...

How inflation is catching up with Donald Trump

Re-elected a year ago amid discontent over renewed inflation, Donald Trump is indeed struggling to curb rising prices. This persistent problem weighed on this week's local elections, where Republicans...