Market Analysis : Must Read

Should the ECB's mandate change?

Should the ECB's mandate change?

In an interview with Les Echos, Emmanuel Macron revived the idea of changing the ECB's mandate to take growth and employment into account. The ECB has long been criticized for focusing solely on...

December 08, 2025 at 07:46 pm

Overview of 2026 prospects published by the largest banks

Overview of 2026 prospects published by the largest banks

To attempt a balanced article, two American banks, JPMorgan and Goldman Sachs, and two European banks, BNP Paribas and Barclays, were selected.

December 08, 2025 at 11:22 am

The end of the "European discount" for TotalEnergies?

The end of the "European discount" for TotalEnergies?

Patrick Pouyanné bets on the launch of a cross-listing in New York to energize Total's stock. The average P/E over the last four years for its two American peers, Chevron and Exxon Mobil, is 48%...

December 08, 2025 at 11:00 am

Earnings calendar for week of December 8-12, 2025: Oracle, Adobe, Broadcom a trio to watch

Earnings calendar for week of December 8-12, 2025: Oracle, Adobe, Broadcom a trio to watch

Welcome to the earnings publication calendar for the listed companies for the week of December 8-12, 2025. Amongst this week's main announcements are those Oracle, Adobe and Broadcom, big AI-related...

December 08, 2025 at 12:35 am

The Week in Review: trying to circumvent the Chinese

The Week in Review: trying to circumvent the Chinese

The 5 stories of the week Trying to Circumvent the Chinese Emmanuel Macron this week undertook a three-day visit to China, his fourth state visit since 2017. In Beijing, then Chengdu, the French...

December 05, 2025 at 09:50 pm

The Best Articles of the Week: Where we cross paths with Donald Trump, Taylor Swift and a teddy bear

The Best Articles of the Week: Where we cross paths with Donald Trump, Taylor Swift and a teddy bear

This week in the MarketScreener press roundup, Taylor Swift sells Cartier to Gen Z, while Trump hoards gifts from the Gulf and pardons scammers. We learn that New York offices dream of cosy studios,...

December 05, 2025 at 01:22 pm

He's also taking a big risk: the Fed chair nomination puts Scott Bessent under pressure

He's also taking a big risk: the Fed chair nomination puts Scott Bessent under pressure

If the next Fed chair does not meet Donald Trump's expectations, the Treasury secretary could lose the president's trust.

December 04, 2025 at 07:55 pm

MarketScreener roundup: Poxel, Haffner, Europlasma, the Return of the Living Dead

MarketScreener roundup: Poxel, Haffner, Europlasma, the Return of the Living Dead

Dilutive financings continue to ravage the stockmarket. However, as the mechanism remains legal, they keep expanding. It is therefore occasionally necessary to remind small shareholders of the havoc...

December 04, 2025 at 07:27 pm

Fusion-Portfolios: the Trio that triggers the Reaction

Fusion-Portfolios: the Trio that triggers the Reaction

Our approach has focused our research on the nuclear value chain, a strategic market booming thanks to energy security imperatives and new investment cycles. Rigorous criteria were applied to isolate...

December 04, 2025 at 07:13 pm

ABC of Financial Analysis: Working Capital Requirement

ABC of Financial Analysis: Working Capital Requirement

As a concept that is often abstract or poorly understood, the working capital requirement is nevertheless a fundamental variable in defining the attractiveness of a business activity.

December 04, 2025 at 07:04 pm

Anthropic accelerates toward Wall Street to edge OpenAI out

Anthropic accelerates toward Wall Street to edge OpenAI out

According to the Financial Times, the American AI startup has hired Wilson Sonsini to prepare its IPO, aiming to beat OpenAI and capture billions at a potential valuation of over $300bn.

December 03, 2025 at 11:50 am

Copper is the new oil

Copper is the new oil

Copper almost hit $11,300 per tonne today, marking an all-time high and a 30% surge year-to-date. Mining companies won't green light new projects until copper reaches $12,000 per tonne. We're still 6%...

December 02, 2025 at 08:05 pm

Inflation definitively buries chance of a December ECB rate cut

Inflation definitively buries chance of a December ECB rate cut

If there had been a small chance of an ECB rate cut on December 18, the inflation figures published by Eurostat this morning have buried it for good.

December 02, 2025 at 07:33 pm

Signs of fatigue and tensions with the base: Is Trump losing touch?

Signs of fatigue and tensions with the base: Is Trump losing touch?

Reelected triumphantly a year ago, after an incredible comeback, Donald Trump almost made us forget that he is the oldest elected president of the United States. But that reality is catching up with...

December 02, 2025 at 02:38 pm

Bank of England: Capital idea or pothole policy?

Bank of England: Capital idea or pothole policy?

Britain's banks get a lighter load, but will they speed up the economy or veer off course?

December 02, 2025 at 01:49 pm

Warren Buffett: the latest letter from the best capital allocator in history

Warren Buffett: the latest letter from the best capital allocator in history

Published for Thanksgiving, Warren Buffett's final message to his shareholders reads like anything but a routine note. At 95, the Oracle of Omaha announces his retirement, passing the baton to his...

December 02, 2025 at 01:27 pm

Stupid question: why do people love stockmarket crashes so much?

Stupid question: why do people love stockmarket crashes so much?

Nobody can have failed to notice that the slump in risky assets such as equities or cryptocurrencies generates a far denser media flow than rising phases, however prolonged. Why are people so...

December 01, 2025 at 02:14 pm

Earnings calendar from 1 to 5 December 2025: just when you think it's over, there's more to come!

Earnings calendar from 1 to 5 December 2025: just when you think it's over, there's more to come!

Welcome to the calendar of corporate releases for listed companies for the week of 1 to 5 December 2025. There are still some big names reporting as the season draws to a close: Salesforce and...

December 01, 2025 at 12:38 pm

A rate cut, yes! But at what cost?

A rate cut, yes! But at what cost?

Just as investors were beginning to show serious signs of anxiety about the AI narrative, the Fed put has given them fresh hope. While Wall Street is clinging to rate cuts, they are not of course...

December 01, 2025 at 11:26 am

More fear than harm for Airbus after the emergency software fix on 6,000 A320s?

More fear than harm for Airbus after the emergency software fix on 6,000 A320s?

After an incident linked to a solar flare on a JetBlue A320, Airbus launched an unprecedented emergency software recall. Thousands of aircraft worldwide were updated over the weekend, illustrating the...

December 01, 2025 at 10:54 am

1 2 3 4 5

Why the Fed's Next Move Matters More Than Markets Admit

Today's Editorial

Why the Fed's Next Move Matters More Than Markets Admit

ABB: A technological infrastructure asset, the European pillar of automation

Stock Pick

ABB: A technological infrastructure asset, the European pillar of automation

Headlines

Brown-Forman authorizes a first wave of share buybacks

Brown-Forman authorizes a first wave of share buybacks

Open House surge: Market spark, Buyback mark

December 08, 2025 at 01:58 pm

Open House surge: Market spark, Buyback mark

GPT strengthens prime property holdings

December 08, 2025 at 01:56 pm

GPT strengthens prime property holdings

Interviews

Paramount's Ellison Gets Middle East Backing for WBD Bid

Paramount's Ellison Gets Middle East Backing for WBD Bid

Paramount Skydance's bid for Warner Bros. Discovery gets backing from three Middle East sovereign wealth funds. Rich Greenfield, media and technology analyst at LightShed Partners, discusses the...

December 09, 2025 at 02:11 am

Reagan Institute's Zakheim on "Dollar Diplomacy"

Reagan Institute's Zakheim on "Dollar Diplomacy"

JPMorgan plans to invest $10 billion dollars of its own capital in the defense, aerospace, health care and energy sectors. Roger Zakheim, director of the Ronald Reagan Institute, discusses how...

December 09, 2025 at 02:02 am

More interviews

Forex Analysis

ECB criticises Italy's revised proposal on gold reserves, worries about central bank independence

ECB criticises Italy's revised proposal on gold reserves, worries about central bank independence

December 09, 2025 at 12:45 am

US households' personal finance worries grew in November, New York Fed says

US households' personal finance worries grew in November, New York Fed says

December 08, 2025 at 08:02 pm

More Strategies

Index Analysis

Global equity funds draw inflows ahead of Fed decision

Global equity funds draw inflows ahead of Fed decision

December 08, 2025 at 07:17 pm

TSX muted at open as investors brace for central bank decisions

TSX muted at open as investors brace for central bank decisions

December 08, 2025 at 06:36 pm

More Strategies

Commodity Analysis

Indonesia expects to earn $179 million from planned gold export tax

Indonesia expects to earn $179 million from planned gold export tax

December 08, 2025 at 11:09 am

Italy presses ahead with claim on central bank's $300 billion gold pile

Italy presses ahead with claim on central bank's $300 billion gold pile

November 27, 2025 at 01:55 pm

More commodity analysis

As early as today, start finding the best investment opportunities!