Analysis: Must Read

Weekly recap: Oracle joins the big league

🎯 The 6 news stories of the week Conservative American influencer shot dead Conservative influencer Charlie Kirk, a close associate of Donald Trump, was shot dead on Wednesday. He was the...

Gold has never been so expensive

+39% since the beginning of the year. Gold is one of the best-performing assets in 2025. While there are plenty of reasons to buy gold, the yellow metal has never been so expensive.

Has the ECB really finished with rate cuts?

No surprises from the ECB, which kept its interest rates unchanged. While the markets now seem to believe that the ECB is done with rate cuts, this scenario cannot be ruled out, given the downside...

The Best Articles of the Week: Cervantes, salmon sperm, populism and Pokémon

The week was haunted by ghosts. The Phoenicians claim their place in pop culture: these ghosts of the past collide with AI, Pokémon cards… and crypto.

Crypto companies: is the party over?

From Wall Street to Tokyo, the euphoria of the crypto summer is finishing up as a hangover. Companies that built their valuations on mountains of bitcoin are seeing their shares plummet, a sign that...

Impactfull Weekly #7 - Korean Market Reforms

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.

US employment figures revised downwards again

Clouds are gathering over the US labor market. After two disappointing employment reports, the BLS has announced a downward revision of the number of jobs created between April 2024 and March 2025:...

Corporate earnings schedule for September 10, 2025: Zara and Chewy in the spotlight

Welcome to the publication schedule for listed companies on September 10, 2025. Amongst the day's main announcements are those of Inditex, Associated British Foods, TSMC, and Chewy.

Confirmation and contradictions for Stephen Miran

The confirmation of Stephen Miran, appointed as Fed governor by Donald Trump, is well underway. On Wednesday, the Senate Banking Committee is expected to vote on whether to transfer his nomination to...

Stockmarket: should results still be published every quarter?

The Long-Term Stock Exchange has rekindled the debate on the frequency of reporting by listed companies. According to the Wall Street Journal, this alternative US stock exchange will soon file a...

Crédit Agricole pays EUR88m to the tax authorities to bury the CumCum affair

The French courts have agreed to settle with Crédit Agricole, which will pay EUR88.2m to end an investigation into so-called CumCum tax arrangements used to circumvent taxation on dividends. ...

ASML is Mistral Gagnant

Dutch semiconductor giant ASML is preparing to take a strategic stake in the French start-up Mistral AI, a rising star in the field of artificial intelligence. According to sources close to the matter...

The Best Articles of the Week: a sex recession, AI, Bistros and Autocracy

Stockmarket valuations now exceed those in the dot-com bubble, according to the WSJ. The FT questions the market's indifference to political attacks on the Fed. Wired identifies the unexpected winners...

Miran, Cook, Powell's succession… an update on the Fed's "transfer market"

The dismissal of Lisa Cook, the confirmation of Stephan Miran, the long list of candidates to succeed Jerome Powell… the Fed's news now resembles that of a football transfer season. Five years of...

The Week's Biggest Mergers Unpacked

This week in global mergers and acquisitions, regulatory clearances, shareholder approvals, and strategic pivots drove activity across sectors from logistics and finance to technology and consumer...

Technical Analysis: Boston Scientific tests a key resistance level

Boston Scientific has enjoyed an impressive run this year, but the rally now faces an important test as the stock presses against a ceiling that has repeatedly checked its advance.

WLFI, the Trump family's crypto, already valued at over $4bn - Crypto review

On Monday, WLFI crypto-the flagship of World Liberty Financial, a project directly linked to the Trump family-made its debut on the markets. The launch was expected to be spectacular, but it quickly...

Why does the bond market like tariffs?

Donald Trump has this remarkable ability to make last spring seem like a distant memory. Indeed, it is true that the markets have experienced many ups and downs in just a few months. In bonds, tariffs...

Eurozone: inflation rises in August, status quo for the ECB

Inflation in the eurozone rose slightly in August, a move that reinforces expectations of monetary status quo at the ECB's next meeting next week. But the debate remains open on a future rate cut,...