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How inflation is catching up with Donald Trump

Re-elected a year ago amid discontent over renewed inflation, Donald Trump is indeed struggling to curb rising prices. This persistent problem weighed on this week's local elections, where Republicans...

The next 10x trade? Forget AI, it's Argentina

While everyone piled into Nvidia, Argentina's stock market has rallied 250% in two years. The US government believes that this is only the beginning with their $40B bet.

ITV and Sky: A merger to build Britain's next streaming powerhouse

In an era when television is being redefined by streaming platforms and shrinking ad budgets, Britain's oldest broadcaster may be preparing for its biggest shake-up in decades. ITV confirmed on Friday...

The Best Articles of the Week: Left Bank New York, woke stickers and the end of the world

In this week's press review, the algorithmic apocalypse, geopolitical revolutions, and millennial mysteries are greeted with the serenity of a Finn under three meters of snow. We also discuss...

How do interest rates influence the stock market?

Interest rates have always been a permanent feature of the equity markets. Long before the era of social media and 24-hour news, central bankers already played a key role in the economic game. Paul...

The record-breaking shutdown derails the administration, but not the stockmarket

On the National Mall in Washington, D.C., the once-crowded museums and national monuments are closed to the public. Since October 1, the federal government has been shut down: no budget has been...

A tipping point for the US labor market?

According to data from Challenger, the US has exceeded one million layoffs this year, a first since 2009. This is enough to reignite the debate on a slowdown in the labor market.

Correction, consolidation, bear market, CRASH!!!: the vocabulary of a stockmarket disaster

Halloween is indeed behind us, but the markets are still playing scary games at the moment. That's what happens when the indices have been rising steadily for months. Everyone definitely wants it to...

Corporate earnings calendar for November 6, 2025: Engie, Legrand, Airbnb, Rheinmetall and Veolia report

Welcome to the calendar of publications for listed companies on November 6, 2025. It will be another big day for results. Amongst the main announcements are those of AstraZeneca, Airbnb, Petrobras and...

Earnings calendar for November 5: McDonald's, AppLovin, Novo Nordisk, Bouygues - and many others

Welcome to the calendar of publications for listed companies on November 5, 2025. Amongst the main announcements today are results from Novo Nordisk, McDonald's, Toyota Motor Corporation, and...

Amazon attacks Perplexity and its shopping agent

Amazon filed a lawsuit on Tuesday against Perplexity AI, accusing the startup of using its automated shopping agent to clandestinely access customer accounts and disguise its activities behind the...

Should we do away with quarterly results?

On Monday Donald Trump said on Truth Social that companies should be able to publish their results every six months, rather than every 90 days, as currently required by the SEC. This has reignited an...

The moment of truth for tariffs

On Wednesday, the Supreme Court will examine the legality of the tariffs imposed by Donald Trump under the International Emergency Economic Powers Act . This is a key decision for Donald Trump's...

Norwegian sovereign wealth fund to vote against Musk's mega-pay package at Tesla

On Tuesday the world's largest sovereign wealth fund announced that it would oppose Elon Musk's compensation package at Tesla's AGM, which is due to be held this week. Musk could be eligible for $1...

Are we heading for the longest shutdown in history?

On the 34th day of the shutdown, Republicans and Democrats have not yet reached a compromise to allow the government to reopen. This shutdown is likely to break the 2019 record and become the longest...

Corporate America's earnings season

Three years after the start of the bull market, Wall Street continues to advance. Records are being broken every week and strategists are constantly raising their target prices for stocks. While...

ImpactFull Weekly - Asian CDMOs boom

Welcome to this week's edition of ImpactFull Weekly, where we analyse strong and weak signals across asset classes, connecting the dots of what we are seeing unfold in the global markets. This week,...

Which sectors and companies will be disrupted by AGI?

By Guillaume Baud - AGI is a term that is increasingly heard in technological and financial circles. But what does it really mean? This concept deserves the full attention of investors, as this...

Is the ECB's monetary policy really in the right place?

This is the line that the ECB has been repeating for several weeks: monetary policy is in the right place. This message seems to be sinking in, as according to a Bloomberg poll, a majority of...