Analysis and Insights

The Weekly Market Update

Inflation worries while waiting for Nvidia

Stock Analysis

SBM Offshore: The Discreet Deepwater Tollgate

Today's Editorial

Wall Street Wanted More

Stock Pick

Quanta Computer: The Taiwanese Manufacturer Scaling New Heights via Servers

Satirical Cartoon

The South Korean "Ants" bring the KOSPI to new Highs

Indices

China rallies towards multi-year highs

Must Read

Fed Doves Change their Tone

May 15, 2026 at 12:06 pm

The Week's Best Reads: As ever, AI, and a Blinking Donald Trump

May 15, 2026 at 09:16 am

The Private Credit Pause

May 15, 2026 at 09:15 am

In Argentina, Milei Accelerates the Great State Sell-Off

May 14, 2026 at 09:32 am

Kevin Warsh takes the helm of the Fed amid heightened economic tensions

May 14, 2026 at 06:51 am

Pictet AM identifies 7 investment megatrends for 2026

May 13, 2026 at 02:19 pm

Holcim: Cement maker seeks new status

May 13, 2026 at 09:48 am

Tariff Refunds Begin in the US Following Supreme Court Invalidation

May 13, 2026 at 06:21 am

Senate confirms Kevin Warsh, bringing Donald Trump closer to a leadership change at the Fed

May 12, 2026 at 07:10 pm

China rallies towards multi-year highs

May 12, 2026 at 02:55 pm

Stock analysis

National Grid: FY25/26: National Grid Commits £70bn to UK and US Infrastructure Growth

May 14, 2026 at 09:44 pm

Itv: A promising start to the year, clouded by protracted Sky negotiations

May 14, 2026 at 10:20 am

ERG: Q1 26: The wind is finally blowing again!

May 15, 2026 at 08:50 pm

Deutsche EuroShop: Still a cash dividend play

May 15, 2026 at 06:29 pm

Colonial SFL: Strong growth, flat earnings

May 15, 2026 at 05:49 pm

SBM Offshore: The Discreet Deepwater Tollgate

May 15, 2026 at 02:22 pm

Troubling Parallels at Cisco Systems

May 14, 2026 at 02:35 pm

Central Japan Railway is Growing but Doubts Remain on Board

May 15, 2026 at 10:42 am

Kao Sells Steady, Earns Better

May 13, 2026 at 10:24 am

Bastide Le Confort Medical: Guidance confirmed despite transitory regulatory headwinds in Q3

May 15, 2026 at 02:28 pm

Business Insiders

Jamie Dimon

Dimon Warns Bank Taxes May Scrap JPMorgan's New London HQ

Vimal Kapur

Honeywell CEO Discusses Company's Dealmaking, Spinoffs

Revathi Advaithi

Flex Announces Spin-Off of Cloud, Power Infrastructure Unit

Cathie Wood

SpaceX IPO 'Will Be Volatile' Says Ark Invest's Cathie Wood

Jennifer Rumsey

Cummins Ups Guidance on Data Center Demand, Truck Recovery

Albert Bourla

Pfizer CEO on Drug Pipeline, Trump's Pick to Lead CDC

Enrique Lores

PayPal Plans to Cut 20% of Workforce as CEO Seeks to Revamp

Barry Sternlicht

Starwood CEO on Business Strategy, AI, Data Centers

Expert Interviews

StubHub, Viking Holdings Rise on Q1 Earnings | Stock Movers

Intertek Inclined to Recommend EQT's Final £9.2B Offer

Fuel Costs Driving Demand to Buses, Says Flix North America CEO

Equities & Bonds Take a Hit To Close the Week | Closing Bell

Alberta Premier Smith on New Pipeline Proposal

US Needs Another Decade to Fix $1.2 Trillion Rare Earth Crisis

New York Plans Tax on Homes Over $1 Million Purchased With Cash

Global Bond Selloff Deepens as Rising Oil Prices Spook Investors

Market Timing

	Currencies: Market begins to look beyond the oil shock	05-11
	EUR / USD Currencies: Heading towards a pivot, but lacking a decisive catalyst	05-05
	Currencies: Between Easing Oil Prices and the Return of the Monetary Cycle	04-28
	Currencies: The Dollar Loses Some of Its Support	04-20
	Currencies: Unstable Equilibrium in an Oil-Dominated Regime	04-13
	Currencies: Oil-Driven Inflation	04-07
	Currencies: Between Hopes of De-escalation and Energy Realities	03-30
	Currencies: Markets Enter a Moment of Truth	03-23

Trading Ideas

NOVARTIS AG Novartis AG: Volatility should make a big comeback	05-15	BUY
VIVENDI SE Vivendi SE: In an accumulation phase	05-15	BUY
ROCHE HOLDING AG Roche Holding AG: Good timing to anticipate the return of volatility	05-15	BUY
EXOSENS Exosens: One could take advantage of the market's hesitation	05-15	BUY
BOLIDEN AB Boliden AB: No turn-around in sight	05-14	BUY
BELIMO HOLDING AG BELIMO Holding AG: The upward trend should continue	05-14	BUY
AIR LIQUIDE Air Liquide: The trend should regain control	05-14	BUY
FDJ UNITED FDJ United: Close to an important medium term support level	05-14	BUY