Analysis: Must Read

Infineon: The Other Winner in AI

While market attention is monopolized by American artificial intelligence giants, Infineon Technologies continues a more discreet trajectory.

Sam Altman wants to scan your eyes to save the Internet from AI

Last Friday, in a packed San Francisco auditorium, Sam Altman, co-founder of OpenAI and chairman of the startup Tools for Humanity , unveiled the next phase of World, his ambitious digital proof of...

The American consumer says they are in the doldrums, but data tells a different story

And that's not good news for the White House.

Opinion: The Industrial Accelerator Act - a Paper Shield

With a price gap of up to 40% vis-à-vis China, the Industrial Accelerator Act offers protection to, at best, 20% of the European automotive market and just 15% of industry overall. Worse still, even...

Weekly Earnings Calendar: Palantir, AMD, AXA and Engie in the Spotlight

Welcome to the corporate earnings calendar for the week of May 4 to 8, 2026. Key highlights this week include financial results from Palantir, AMD, Ferrari, Pfizer, Walt Disney, Toyota, Shell, HSBC...

Weekly Earnings Calendar: Palantir, AMD, AXA and Engie in the Spotlight

Welcome to the corporate earnings calendar for the week of May 4 to 8, 2026. Key highlights this week include financial results from Palantir, AMD, Ferrari, Pfizer, Walt Disney, Toyota, Shell, HSBC...

Europe running out of arguments

The return of macroeconomic risk is now firmly in place in Europe. There has been a stark contrast with US markets since the start of the war in Iran. Across the Atlantic, markets are being buoyed by...

Asset Management: Revenues Driven by Markets, but a Model Under Pressure

Market gains continue to single-handedly prop up revenue growth for asset management firms. Behind this momentum, margins have remained stagnant since 2010. Boston Consulting Group's latest annual...

Have Markets Already Priced in a Peace That Does Not Yet Exist?

Financial markets never value the present alone. They seek to anticipate the next move, the next inflection point, and sometimes even the next collective illusion. This is precisely what makes the...

Massive AI Investment Bolsters US GDP

Real gross domestic product in the United States grew at an annualized rate of 2.0%, according to the advance estimate from the Bureau of Economic Analysis . This follows a modest 0.5% increase in Q4...

Market Miscellany: Apple changes its core, as AI assigns the roles

Artificial intelligence is writing two opposing stories in the same week. It is crushing Chegg, forced into a turnaround after a 99% collapse, while simultaneously propelling the S&P 500 to new...

Munich Re: When Risk Becomes a Business

In a world marked by rising climatic, cyber and geopolitical risks, Munich Re remains unperturbed. The global leader in reinsurance views risk as a source of profit.

Fed remains on hold as Powell defends institutional independence

Jerome Powell's press conference brought no major shift to the monetary trajectory, but it reinforced the more cautious tone of the earlier policy statement. The Fed maintained interest rates within a...

Fed keeps rates unchanged but toughens stance on inflation

The US Federal Reserve kept its benchmark interest rates unchanged on Wednesday within a range of 3.50% to 3.75%, as widely expected. However, the accompanying statement proved less comforting for...

Kevin Warsh moves closer to Federal Reserve chairmanship after key vote

The Senate Banking Committee has approved the nomination of Donald Trump-backed Kevin Warsh, amid political and economic friction surrounding US monetary policy.

The Retail Blind Spot: P/E vs. FCF Yield

Most investors focus on a handful of financial ratios. However, the most common ones often harbor flaws. In this series of articles, we will review these limitations to help you make more informed...

The ECB in the starting blocks

Faced with the return of inflation, the ECB has so far been content to toughen its rhetoric, letting the market do the heavy work. However, this game can only last so long.

The final meeting for Jerome Powell?

Jerome Powell has yet to decide whether he will remain a governor or resign upon the arrival of his successor.

Where has Chinese AI gone?

On January 27, 2025, an unknown app took the top spot on the US App Store. Named DeepSeek and hailing from Hangzhou, it was free. In its wake, the Nasdaq tumbled 3%, Nvidia shed 17% in a single...