Antoine Alves d'Oliveira

Much ado about nothing?

The embers of the Middle East conflict are not yet extinguished. Equity markets are still swinging between fears over the consequences of expensive oil and their insatiable libido for AI. All this comes against a dense corporate earnings backdrop and ahead of the latest monthly US employment report, due this afternoon.

May 08, 2026 at 07:09 am

US Corporate Earnings: An Exceptional Season

S&P 500 companies are projected to post 27.1% EPS growth in Q1, marking the strongest reporting season since Q4 2021.

May 07, 2026 at 02:19 pm

The rebound spreads

Financial markets are starting to believe in earnest in a way out of the Middle East crisis. Several European indices gained more than 2% yesterday, in one of the best sessions of the year. Wall Street, for its part, continues to climb, buoyed by the infectious enthusiasm for AI, robust first-quarter corporate earnings and the prospect of an exit from the Iranian quagmire.

May 07, 2026 at 07:02 am

Are We Already Seeing the End of NATO?

Donald Trump has long brandished the possibility of a US withdrawal from NATO. However, the mere shadow of a doubt regarding Washington's commitment to defending its allies is already undermining the alliance.

May 06, 2026 at 03:02 pm

Investors Are True Chip Chasers

The stock market's fascination with the semiconductor sector shows no sign of fading, to the point where it continues to eclipse almost everything else. Among the latest numerical illustrations of the sector's sheer firepower are gains of 60% since 1 January and a $1 trillion valuation for Samsung. Meanwhile, oil prices are drifting lower amid the usual cacophony surrounding Hormuz.

May 06, 2026 at 07:05 am

Rate hikes set for June

Rhetoric is no longer enough; it's now time for action.

May 05, 2026 at 10:43 am

It’s kicking off, but they’re still talking

The resumption of sabre-rattling between the United States and Iran, punctuated by a few exchanges of fire, has pushed oil prices higher and ratcheted up tension across financial markets. Europe has borne the brunt, all the more so as the White House has threatened to reinstate 25% tariffs on automotive imports from the old continent. The central scenario still revolves around the price of black gold and the allure of AI.

May 05, 2026 at 07:07 am

The American consumer says they are in the doldrums, but data tells a different story

And that's not good news for the White House.

May 04, 2026 at 03:49 pm

A dramatic twist or a damp squib?

Will the United States manage to force its way through Hormuz? That is the latest talking point across the financial world, following fresh announcements from the White House. Meanwhile, artificial intelligence continues its relentless advance and the quarterly earnings season rolls on.

May 04, 2026 at 07:09 am

This was not Powell's final meeting, but It was Warsh's first

The regime change has already begun.

April 30, 2026 at 02:10 pm

The ECB in the starting blocks

Faced with the return of inflation, the ECB has so far been content to toughen its rhetoric, letting the market do the heavy work. However, this game can only last so long.

April 29, 2026 at 11:17 am

The final meeting for Jerome Powell?

Jerome Powell has yet to decide whether he will remain a governor or resign upon the arrival of his successor.

April 28, 2026 at 04:06 pm

Warsh wants change. But will he be able to deliver?

During his Senate hearing, Kevin Warsh was highly critical of the Fed, stating that the institution needs a "change of course."

April 27, 2026 at 03:21 pm

Despite the ceasefire, tensions mount in the oil market

The announcement of a ceasefire between the United States and Iran on April 7 initially triggered a sharp easing of prices. However, the ongoing blockade in the Strait of Hormuz has gradually pushed Brent crude back above the $100 mark.

April 27, 2026 at 10:46 am

A revolution is underway in Brussels to create European champions

Last week, the Financial Times revealed that the European Commission is working on a relaxation of merger rules.

April 23, 2026 at 02:00 pm

Taiwan is a small country. But not on the markets

Last week, Taiwan's stockmarket capitalization briefly overtook that of the London Stock Exchange. This performance was primarily driven by the stellar gains of TSMC.

April 23, 2026 at 09:05 am

Warsh wants change. But will he be able to deliver?

During his Senate hearing, Kevin Warsh was highly critical of the Fed, stating that the institution requires a "change of course."

April 22, 2026 at 10:55 am

US Earnings Growth Remains Highly Concentrated

Just two stocks are single-handedly driving earnings growth estimates.

April 21, 2026 at 02:12 pm

A new acronym for sovereigns… and it's one you want to avoid

The BIFs have succeeded the PIIGS.

April 17, 2026 at 10:25 am

Blue Origin tests New Glenn reusability in bid to challenge SpaceX

The third mission of Blue Origin's New Glenn heavy-lift launch vehicle marks a pivotal milestone in its rivalry with SpaceX, combining a first-stage recovery test with the orbital deployment of a strategic telecommunications satellite.

April 16, 2026 at 04:13 pm

Jerome Powell's Succession: A Process Far From Completion

Kevin Warsh's Senate confirmation hearing is scheduled for next week, but a Republican senator remains in a position to stall the proceedings.

April 16, 2026 at 10:08 am