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Analysis and Insights

All Articles
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Equities Analysis
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Indices
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AI Bulls Face a Busy Week
Today's Editorial

AI Bulls Face a Busy Week

Toromont is Winning, but Stock Upside may be Tapped
Stock Analysis

Toromont is Winning, but Stock Upside may be Tapped

Currencies:  Market begins to look beyond the oil shock
Forex

Currencies: Market begins to look beyond the oil shock

Chasing AI
The Weekly Market Update

Chasing AI

Commodities:  Copper and lead are standing out
Commodities

Commodities: Copper and lead are standing out

MSCI Emerging Markets:  A New Growth Engine Takes Over
Indices

MSCI Emerging Markets: A New Growth Engine Takes Over

Must Read

For the Fed, inflationary risk has regained the upper hand

For the Fed, inflationary risk has regained the upper hand

May 11, 2026 at 03:28 pm
Zonebourse
Is AI Inflationary or Deflationary?

Is AI Inflationary or Deflationary?

May 11, 2026 at 02:36 pm
Zonebourse
Currencies:  Market begins to look beyond the oil shock

Currencies: Market begins to look beyond the oil shock

May 11, 2026 at 09:14 am
Zonebourse
Electric Vehicles:  Caught between Tesla and China, what choices for Europeans?

Electric Vehicles: Caught between Tesla and China, what choices for Europeans?

May 09, 2026 at 05:29 pm
Zonebourse
Ireland's fiscal success faces the risk of over-reliance

Ireland's fiscal success faces the risk of over-reliance

May 09, 2026 at 05:15 pm
Zonebourse
Costco signals firmer US demand, despite high gasoline prices

Costco signals firmer US demand, despite high gasoline prices

May 08, 2026 at 06:17 am
Zonebourse
US Corporate Earnings:  An Exceptional Season

US Corporate Earnings: An Exceptional Season

May 07, 2026 at 02:19 pm
Zonebourse
Market Miscellany:  AI continues to fuel market euphoria… but not for employees

Market Miscellany: AI continues to fuel market euphoria… but not for employees

May 07, 2026 at 12:59 pm
Zonebourse
Commodities:  Copper and lead are standing out

Commodities: Copper and lead are standing out

May 07, 2026 at 12:50 pm
Zonebourse
Are We Already Seeing the End of NATO?

Are We Already Seeing the End of NATO?

May 06, 2026 at 03:02 pm
Zonebourse
See more

Stock analysis

Compass:  Proven positive momentum supports modest outlook upgrade

Compass: Proven positive momentum supports modest outlook upgrade

May 11, 2026 at 03:31 pm
Alphavalue
Smith & Nephew:  Shoulder strength cannot mask persistent knee weakness

Smith & Nephew: Shoulder strength cannot mask persistent knee weakness

May 08, 2026 at 07:39 am
Alphavalue
Swiss Re:  1Q26 results

Swiss Re: 1Q26 results: strong earnings, softening market

May 11, 2026 at 06:35 pm
Alphavalue
March European Registrations Up Sharply, BEVs and Chinese OEMs Drive Growth

March European Registrations Up Sharply, BEVs and Chinese OEMs Drive Growth

May 11, 2026 at 05:53 pm
Alphavalue
DiaSorin:  Tough quarter, but margins beat and guidance stood firm

DiaSorin: Tough quarter, but margins beat and guidance stood firm

May 11, 2026 at 04:31 pm
Alphavalue
Aurubis:  Metal price and recycling momentum offset persistent TC/RC pressure

Aurubis: Metal price and recycling momentum offset persistent TC/RC pressure

May 11, 2026 at 04:10 pm
Alphavalue
Pool Corp caught by the laws of gravity on the stock market

Pool Corp caught by the laws of gravity on the stock market

May 11, 2026 at 11:43 am
Zonebourse
Nongfu Spring is Scaling up to Escape China's Brutal Price War

Nongfu Spring is Scaling up to Escape China's Brutal Price War

May 07, 2026 at 08:47 am
Zonebourse
K+S:  Strong Q1 offset by soft guidance

K+S: Strong Q1 offset by soft guidance

May 11, 2026 at 03:51 pm
Alphavalue
Acciona:  Q1-26

Acciona: Q1-26: Nordex outperforms while Acciona Energía faces poor Spanish power price pressure

May 11, 2026 at 03:30 pm
Alphavalue
See more

Business Insiders

Flex Announces Spin-Off of Cloud, Power Infrastructure Unit
Revathi Advaithi

Flex Announces Spin-Off of Cloud, Power Infrastructure Unit

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

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

Cummins Ups Guidance on Data Center Demand, Truck Recovery
Jennifer Rumsey

Cummins Ups Guidance on Data Center Demand, Truck Recovery

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

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

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

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

Starwood CEO on Business Strategy, AI, Data Centers
Barry Sternlicht

Starwood CEO on Business Strategy, AI, Data Centers

BNY CEO:  AI Helps 'Turbocharge' Business
Robin Vince

BNY CEO: AI Helps 'Turbocharge' Business

Twilio CEO on Its 'Milestone Quarter'
Khozema Shipchandler

Twilio CEO on Its 'Milestone Quarter'

See more

Expert Interviews

Latvia to Work on Drone Defense with Ukraine, Says Foreign Minister

Latvia to Work on Drone Defense with Ukraine, Says Foreign Minister

Starmer's UK Leadership Woes Add to Gilt Risks, Rabobank Says

Starmer's UK Leadership Woes Add to Gilt Risks, Rabobank Says

Consumers Still Buying Beauty Products That 'Matter to Them,' Says Sally Beauty CEO

Consumers Still Buying Beauty Products That 'Matter to Them,' Says Sally Beauty CEO

Angi Becomes Latest Company to Announce AI Pivot

Angi Becomes Latest Company to Announce AI Pivot

Protecting The US Against Cyber Threats Is a 'No Fail' Mission, Says Pugh

Protecting The US Against Cyber Threats Is a 'No Fail' Mission, Says Pugh

Oil Climbs as US-Iran Deadlock Lifts Bond Yields

Oil Climbs as US-Iran Deadlock Lifts Bond Yields

America's Capability and Creditably as An Ally Is Being Tested Says Conley

America's Capability and Creditably as An Ally Is Being Tested Says Conley

Investing in the Age of AI Disruption

Investing in the Age of AI Disruption

See more

Market Timing

Currencies:  Market begins to look beyond the oil shock

Currencies: Market begins to look beyond the oil shock

09:14am
Currencies:  Heading towards a pivot, but lacking a decisive catalyst
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

Currencies: Between Easing Oil Prices and the Return of the Monetary Cycle

04-28
Currencies:  The Dollar Loses Some of Its Support

Currencies: The Dollar Loses Some of Its Support

04-20
Currencies:  Unstable Equilibrium in an Oil-Dominated Regime

Currencies: Unstable Equilibrium in an Oil-Dominated Regime

04-13
Currencies:  Oil-Driven Inflation

Currencies: Oil-Driven Inflation

04-07
Currencies:  Between Hopes of De-escalation and Energy Realities

Currencies: Between Hopes of De-escalation and Energy Realities

03-30
Currencies:  Markets Enter a Moment of Truth

Currencies: Markets Enter a Moment of Truth

03-23
See more

Trading Ideas

Logo American Healthcare REIT, Inc.
AMERICAN HEALTHCARE REIT, INC.

American Healthcare REIT, Inc.: Towards the breakout of a major resistance level

10:59am BUY
Logo HAL Trust
HAL TRUST

HAL Trust: After the accumulation, an upward acceleration ?

10:53am BUY
Logo ENGIE
ENGIE

ENGIE: The technical configuration is positive

10:53am BUY
Logo Deutsche Börse AG
DEUTSCHE BÖRSE AG

Deutsche Börse AG: Attractive timing to go long again

10:51am BUY
Logo Trigano
TRIGANO

Trigano: The trend should regain control

05-08 BUY
Logo Eni S.p.A.
ENI S.P.A.

Eni S.p.A.: Back towards the lower end of the range

05-08 BUY
Logo Deutsche Telekom AG
DEUTSCHE TELEKOM AG

Deutsche Telekom AG: Good timing to go long again

05-08 BUY
Logo SAP SE
SAP SE

SAP SE: Hesitation should subside in favor of volatility

05-08 BUY
See more
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