Analysis: Must Read

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...

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...

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...

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...

AI: why infrastructure captures most of the value

As tech and AI valuations hit record highs in the United States, a growing share of asset managers is betting on infrastructure rather than end-user applications.

Uranium: underpriced commodity for a nuclear future

Uranium trades at ~$75-80/lb today. Roughly half the $150/lb needed to incentivise new mine development, while reactor demand grows 28% by 2030 and annual production barely covers today's consumption.

The Best Articles of the Week: the art of bluff, al dente pasta and crypto barons on steroids

In this week's press review, the line between reality and fiction gets blurred, whether it's investment turning into a video game, a secret plan in case of a world war, or the scientific cooking of...

Broadcom, the shadow behind Alphabet's success

While Alphabet is drawing record attention thanks to the success of Gemini 3 Pro, another, quieter but essential player sits at the heart of this meteoric rise: Broadcom. The semiconductor giant is...

The UK budget reassures, but the saga continues

It was a keenly awaited moment for the financial markets: the presentation of the 2026 budget in the UK. A largely successful test, judging by market reactions on Gilts and the pound. The day will...

Pros expect double-digit growth in stockmarket in 2026

Strategists at major financial institutions have been looking into their crystal balls to set targets for stock indices by the end of next year. Optimism prevails, with double-digit gains anticipated...

Kevin Hassett is the favorite. But not the best choice

Treasury Secretary Scott Bessent said Tuesday that there is a strong chance Donald Trump will announce the nomination of a new Federal Reserve chair before Christmas. Amongst the five finalists, Kevin...

ABC of financial analysis: the six pillars of asset valuation

Whether one is acquiring equity stakes in a company, debt securities, real estate, forestry or agricultural assets or infrastructure, these are the six key parameters which, barring speculative...

Tesla is falling everywhere… except on the stockmarket

Elon Musk has spent much of the year focusing on Tesla's robotics ambitions and on securing approval for his new $1 trillion pay package. In the meantime, the outlook for the carmaker's core business...

The Advent Calendar of US Macro Data

The shutdown has thrown the American statistical apparatus into disarray, depriving investors of data for a month and a half. During that time, data collection was suspended. It will therefore take...

Rachel Reeves' impossible budget equation in the UK

One year after an initial fiscal shock of £40bn, Rachel Reeves is preparing new tax hikes to restore the public finances. But weak growth, doubts over the OBR's forecasts and jittery markets make the...

National security or technological dominance: the dilemma over exporting Nvidia chips to China

Commerce Secretary Howard Lutnick yesterday confirmed that the Trump administration is considering allowing the export of Nvidia's H200 chips to China. The final decision will rest with President...

War in Ukraine: a new flurry of diplomacy and little progress

Last week, the United States put a new peace plan for Ukraine on the table, one that is highly favorable to Russia. Since then, talks have once again accelerated. Substantively, Russian and Ukrainian...

Strategy soon to be ejected from the MSCI USA and Nasdaq 100?

Strategy. Michael Saylor's company, which built its legend by wrapping bitcoin into a listed stock, is facing an existential test: the cold, procedural threat of being removed from the major indices -...

Earnings calendar from 24 to 28 November 2025: Dell, Alibaba, Prosus and Julius Bär to end with

Welcome to the earnings calendar for listed companies for the week of 24 to 28 November 2025. Amongst the main announcements this week are Prosus, Alimentation Couche-Tard, Alibaba, Deere, Dell,...