Eloi Suinot

Convertible bonds on track for a record year

Convertible bonds are experiencing a spectacular resurgence this year, driven by a particularly favorable environment. Technology companies require capital to fund their investments, their shares remain sufficiently sought after to make the conversion option attractive - and traditional debt remains costly enough to make this compromise compelling.

June 07, 2026 at 11:36 am

2026 World Cup and the Stock Market: Football's Great Marketplace

The 2026 World Cup is almost on us, and it is set to reach a new scale. While perhaps not yet the greatest, it is already the largest in terms of format. The tournament will bring together 48 teams instead of 32, featuring 104 matches instead of 64, held across three countries: the United States, Mexico and Canada.

June 07, 2026 at 11:27 am

Stock Markets: Ever-Increasing Positivism

Despite a war that is reigniting inflationary pressures, prompting central banks to harden their rhetoric, and pushing government bonds back towards their peaks, major equity indices are climbing relentlessly to reach new record highs.

May 30, 2026 at 02:13 pm

AI champions rewrite global stockmarket rankings

For a long time, the global stockmarket hierarchy primarily reflected the size of economies and their ability to attract international savings. Today, it also reflects their exposure to critical AI infrastructure.

May 30, 2026 at 02:05 pm

Burberry: The hardest part is yet to come

Britain's iconic luxury brand has posted mixed FY 2026 results.

May 24, 2026 at 07:49 am

EU-US Trade Deal: Much Ado About Nothing

European negotiators likely didn't miss out on great literature by skipping Donald Trump's "The Art of the Deal," but one thing is certain: they are not emerging as the victors of this bilateral trade agreement.

May 23, 2026 at 03:44 pm

Beyond Models: OpenAI and Anthropic Pivot Towards Implementation

The line between model providers and consulting firms is blurring as partners increasingly become competitors.

May 23, 2026 at 03:34 pm

Coty still in recovery mode

The market appears to be growing weary of successive restructurings at the fragrance and skincare specialist.

May 17, 2026 at 06:08 pm

Rate hike looms in Japan amid US pressure

The Bank of Japan appears to be approaching another rate hike at its June meeting. Despite growth now projected at just 0.5% for 2026, the institution must now contend with imported inflation that is weighing on domestic demand and complicating its monetary policy trade-off.

May 17, 2026 at 11:50 am

Eiffage becoming more resilient

Growth is expected to be lower this year for Eiffage, although the French utilities group maintains remains upbeat, with consistently high visibility and greater financial leeway in a European environment that is still uncertain.

May 17, 2026 at 11:02 am

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

Are European automakers carving out a space for themselves between the two global giants, Tesla and BYD?

May 09, 2026 at 05:29 pm

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

Taxation is a classic lever for attracting investment. In Ireland, it has helped transform the national economy, although it has also created a budgetary dependence that is increasingly worrying policymakers.

May 09, 2026 at 05:15 pm

Stars Align for Constellium SE

The French aluminum transformation champion has seen its share price triple since the start of 2025, bolstered by a favorable economic climate.

May 02, 2026 at 03:29 pm

Europe running out of arguments

The return of macroeconomic risk is now firmly in place in Europe. There has been a stark contrast with US markets since the start of the war in Iran. Across the Atlantic, markets are being buoyed by AI and by investors convinced that the conflict will not impact the sector.

May 02, 2026 at 03:18 pm

Asset Management: Revenues Driven by Markets, but a Model Under Pressure

Market gains continue to single-handedly prop up revenue growth for asset management firms. Behind this momentum, margins have remained stagnant since 2010. Boston Consulting Group's latest annual report on asset management clarifies the situation, particularly regarding the role artificial intelligence could play in the coming years.

May 01, 2026 at 04:42 pm

Beyond Oil: Other Commodities Impacted by the War in Iran

The war in Iran has already driven up the prices of several commodities. In a context where the fluidity of international trade can no longer be taken for granted, identifying the dependencies of exposed companies and sectors has become essential.

April 26, 2026 at 08:24 am

SpaceX, OpenAI, Anthropic: Blockbuster IPOs on the Horizon, but Still No Profits

The exceptional valuations reached by SpaceX, OpenAI and Anthropic will soon face the scrutiny of public markets, which are inherently more transparent and less patient.

April 25, 2026 at 04:27 pm

Uber's strategic pivot toward robotaxis is already well underway

Recent announcements, backed by substantial capital commitments, confirm Uber's convergence with the robotaxi sector… and its gradual departure from the "asset-light" model.

April 18, 2026 at 10:54 am

Fast Retailing Co., Ltd: Uniqlo takes on the world

Fast Retailing continues to deliver what the market prizes most: discipline and growth. The group has just released its interim results, and the improvement in profitability delights investors.

April 12, 2026 at 10:53 am

Small Drones and Big Disruptions

Conflicts between major powers have been primarily characterized by deterrence for several decades. Asymmetric warfare, however, is profoundly transforming the nature of combat in the 21st century.

April 11, 2026 at 10:51 am

What to make of a high-tension quarter for European equities?

Before the second earnings season of the year kicks off, there is an opportunity to take a step back and analyze a quarter that was more turbulent than the Stoxx 600's 0.75% gain might suggest.

April 05, 2026 at 12:10 pm