Analysis: Must Read

Samsung expects 21% drop in operating profit due to AI

Samsung Electronics is expected to report a 21% drop in Q1 operating profit on Tuesday, penalized by slowing sales of chips for artificial intelligence and persistent losses in its third-party...

Prada could decide to takeover Versace this week

This week Italian luxury goods group Prada is expected to decide about making a possible acquisition of its smaller rival Versace, according to a source close to the matter. Negotiations have...

This week's top stories: Microsoft's 50th birthday, Ringo Starr still playing and US tariff turmoil

In this week's press review, we navigate the markets by sight. We discover that government bonds can lose as much as a lottery ticket. On the cultural front, The White Lotus changes its theme tune,...

Fitch downgrades China's credit rating

Rating agency Fitch has downgraded China's sovereign credit rating, at a time when the country is considering strengthening its fiscal stimulus policy. This is yet another obstacle in the path of Xi...

Intel and TSMC sign agreement to create chip manufacturing joint venture

The Intel story is finally beginning to move forward after several complicated years. Following the appointment of a new CEO, the historic chipmaker is embarking on a new joint venture with TSMC.

This week's top stories: 50 years of Microsoft, White Lotus and dubious business deals in Dubai

In this week's press review, we navigate the markets by sight. We discover that government bonds can lose as much as a lottery ticket. On the cultural front, The White Lotus changes its theme tune and...

How do you reallocate your portfolio following Trump's tariffs?

On April 2, 2025, US President Donald Trump announced a series of unprecedented tariff measures, affecting both allies and rivals of the United States. These decisions led to turmoil on the financial...

Tariffs Take the Shine Off Copper

Copper prices have plummeted in London, signaling anxiety after Trump unleashed sweeping tariffs across the board, threatening to dim the luster of metal markets worldwide. In a single week, copper's...

Inward-looking attitudes undermine global logistics

Donald Trump has launched a major trade war, inflicting numerous tariffs on various countries. It's a move that is completely reshaping globalization, leading to a general inward-looking attitude and...

Brookfield's Billion-Dollar Pipeline Play

Canada's Brookfield Infrastructure Partners is poised to revolutionize the American energy sector with its bold acquisition of Colonial Pipeline, the nation's most extensive fuel transit system, in a...

ETFs: defensive investments to withstand market downturns

The tariffs announced by Donald Trump last night are creating a climate of great uncertainty on most of the world's financial markets. And when you can no longer see what the future holds, it may be...

The magic formula behind tariffs

Last night, Donald Trump unveiled the reciprocal tariffs that will be imposed on each country. These measures are supposed to take into account not only the tariffs imposed on American products, but...

Leonardo, Enel and Ansaldo seal agreement for nuclear joint venture in Italy

Italian groups Leonardo, Enel and Ansaldo Energia have reached an agreement to create a new entity dedicated to the study of nuclear energy, Italian Energy Minister Gilberto Pichetto Fratin announced...

Adidas, Pandora, Logitech, Nike… brand chains saw customs massacre

At D+1, European consumer goods stars are the main stockmarket victims of Donald Trump's tariffs. They are doubly affected by the US administration's surtaxes: via the selling price to their customers...

Carmakers speak out on tariffs

Since the announcement of tariffs on the automotive sector, we have been waiting for a reaction from carmakers. Now that they have taken effect, the first responses are in, and strategies are already...

Which sectors should be preferred during stockmarket crises?

The sector mapping of stockmarkets takes on the look of a classic pullback to safe havens on the morning of 3 April 2025, following Donald Trump's tariff announcements. When the storm threatens,...

Will American consumers hold out?

It's the question on everyone's lips: will the American consumer hold out? Since the start of the year, confidence surveys have been plummeting, raising fears of an impact on American spending and...

Ryanair, Europe's first airline to carry 200 million passengers in a single year

Ryanair carried 200.2 million passengers in its fiscal year to the end of March, a record for a European airline.

China extends Cognac investigation and delays sanctions

China has decided to extend its anti-dumping investigation into brandy from the European Union by three months, its Ministry of Commerce announced on Wednesday, thus postponing the date of any...