Analysis: Must Read

American tech continues to crush everything in its path

Should we continue to bet on US tech? This is a question we have been asking ourselves for years, given the double-digit performance of these stocks and their high valuations. And yet, the conclusion...

European stocks caught up by lack of growth

After a strong start to the year, European stocks are now marking time. The lack of earnings growth is penalizing Europe compared to Wall Street. This is particularly true as investors are demanding...

Zalando turns from green to red after publishing its results

Zalando started the session with a bang, gaining 5% after the publication of its Q2 results. But this enthusiasm quickly faded away, with the stock then falling over 10%.

OpenAI targets valuation of $500bn to offer shares to its employees

The California-based group is growing rapidly and plans to offer shares to its employees in order to retain them. Meta has begun poaching some of OpenAI's most valuable talent.

ETFs: all that glitters is not gold

Whenever gold comes up in a discussion amongst investors, someone always raises their hand and asks, What about silver? It's as if someone mentioned champagne and someone else suggested premium...

Dividends and uncertainty: a cocktail slowing capex and weighing on growth

While the IMF remains optimistic about global growth in 2025, the OECD is concerned about corporate investment trends. Investment, the engine of the economy, is stalling for a number of reasons.

Corporate results calendar for August 6, 2025

Which publicly traded companies are in the news today? Welcome to the calendar of major companies for August 6, 2025. Amongst the main announcements expected, Novo Nordisk, Walt Disney, McDonald's,...

United States: when statistics become a political weapon

The sudden dismissal of Erika McEntarfer, head of the US Bureau of Labor Statistics , by Donald Trump has reignited fears of political manipulation of economic data. This move weakens a key...

Diageo market satisfied as reports in line with expectations

Under persistent stockmarket pressure, Diageo has actually unveiled reassuring annual results.

The never-ending story of Fed rate cuts

A disappointing jobs report has revived hopes of a Fed rate cut in September. Does this seem familiar? That's because it's exactly what happened a year ago.

Spectacular recovery in global mergers and acquisitions

Driven by giant deals in the US and the rise of artificial intelligence, the M&A market is recovering after two years of decline. The top 25 for 2025 is largely dominated by US companies.

Fed governor resigns, Powell's succession accelerates

Adriana Kugler's resignation as Fed governor creates an opportunity for Donald Trump. The US president will now be able to appoint his preferred successor to Jerome Powell. It is a nomination on which...

Donald Trump, the battle of the numbers, and the desire to impose his narrative

On Friday, employment figures cast doubt on the strength of the US labor market. These statistics also contradict Donald Trump's narrative, as he spends his days touting a booming economy. Faced with...

Customs duties have finally been set… but uncertainty remains

No TACOS this time, the deadline has been met. Donald Trump had set August 1 as the date for announcing the level of tariffs to be applied to each country. He has kept his word, as a new version of...

Trump back on the attack against the pharmaceutical industry

Donald Trump is continuing his crusade against the cost of drugs. In May, he signed an executive order to tackle exorbitant drug prices. Yesterday, his spokesperson Karoline Leavitt announced that the...

Tariffs: Trump strikes hard on Brazil, Canada, India, and Switzerland

US President Donald Trump has launched a new round of massive tariffs targeting dozens of countries, including Canada, Brazil, India, Switzerland, and Taiwan.

Powell staying the course

Unsurprisingly, the Fed has decided to keep its key rates unchanged, resisting growing pressure from Donald Trump, who has been calling for lower borrowing costs for several months. The decision,...

US banks up in arms against the rise of stablecoins - Crypto review

Faced with the rapid rise of stablecoins, major US banks are taking action to slow down the integration of Web3 giants into the banking system. Circle, Ripple, Fidelity: they all want to become their...

US pressure pushes oil prices up

The threat of economic sanctions from the US against buyers of Russian oil, particularly China, has caused crude prices to rise. This possibility, combined with the trade agreements of recent days,...