Thomas Barnet

Vanguard Warns France on Its Debt

The US asset management giant says the deterioration in France's public finances could further drive up its debt-servicing costs. In an interview with the Financial Times, Vanguard in particular points to political risk ahead of next year's presidential election and difficulty in reducing France's deficit.

September 30, 2026 at 10:03 am

Oracle Rekindles Doubts About Funding for AI Infrastructure

Oracle's force majeure notice on a massive data center in New Mexico is unnerving the markets. It comes at a time when investors are growing increasingly demanding about the risks in a sector that is extremely capital intensive.

September 25, 2026 at 09:26 am

The dollar climbs towards a two-month high

The greenback retook control this week, buoyed by expectations of tighter monetary policy and a heavy geopolitical backdrop. The yen and the Swiss franc sent mixed signals on risk appetite.

September 23, 2026 at 03:20 pm

The yen capitulates despite the BoJ

The week ended under a paradox: the Bank of Japan raised rates, and the yen still lost ground, overwhelmed by the force of US tightening and divisions within Japan's central bank.

September 18, 2026 at 09:56 am

BNP Paribas pushes OVH shares to a 4-year high

BNP upgraded its rating on OVH to 'outperform', raising its price target from €7 to €22. The stock hit its highest level since mid-2022 at the close, at €17.36.

September 17, 2026 at 04:52 pm

Hermes: Reuters reveals details of a secret deal LVMH signed in 2002

Documents reviewed by Reuters show that an agreement signed in 2002 set out LVMH's buyback of millions of Hermes shares linked to Nicolas Puech. The information adds fuel to the legal battle brought by the heir, who says he was deprived of his 6% stake in the family group.

September 17, 2026 at 08:44 am

2CRSi's German contract is confirmed

2CRSi says an independent review has confirmed the validity of the 194-server order announced in June, which was challenged by Grizzly Research. The engagement confirms the sale took place, was paid in full, and was recorded in the fiscal year ended in late June.

September 16, 2026 at 07:41 am

2CRSi's German contract is confirmed

2CRSi says an independent expert review has confirmed the validity of the 194-server order announced in June, which had been challenged by the Grizzly Research fund. The engagement validates that the sale took place, was paid in full and was recorded in the fiscal year ended in late June.

September 15, 2026 at 06:01 pm

Copper turns a deeper red to start the week

Copper slipped at the start of the week, weighed on by a firm dollar and a rebound in London Metal Exchange inventories, while oil surged amid geopolitical tensions in Saudi Arabia.

September 15, 2026 at 09:37 am

Capgemini, Dassault Systemes, Teleperformance... the AI casualties bounce back

Fears over the pace of AI development, stoked by executives at OpenAI, Anthropic and xAI, are knocking down some of the market's darlings and lifting companies that had been weakened by the technology.

September 14, 2026 at 11:08 am

Altman, Amodei and Musk sound the alarm on AI

Artificial intelligence and semiconductor-linked stocks fell sharply Monday in Asia. The market is reacting to calls from several industry leaders to slow the development of the most advanced models.

September 14, 2026 at 09:23 am

Shutdown of a Saudi pipeline threatens 4% of global oil supply

Saudi Arabia is said to have only five to seven days of inventories left at Yanbu to sustain exports. Without a quick restart of the East-West pipeline, up to 4% of global supply could disappear in the market.

September 14, 2026 at 07:59 am

Euronext Opens the Door to a Tie-Up With Deutsche Börse

Stéphane Boujnah, Euronext's CEO, told the Financial Times that he is ready to consider a tie-up with Deutsche Börse, up to and including a potential merger. The deal could create a global-scale European market infrastructure, despite major regulatory hurdles.

September 14, 2026 at 07:49 am

Euronext opens the door to a tie-up with Deutsche Börse

Stéphane Boujnah, Euronext's CEO, told the Financial Times he is ready to consider a tie-up with Deutsche Börse, up to a possible merger. The deal could create a global-scale European market infrastructure, despite major regulatory hurdles.

September 14, 2026 at 06:09 am

US inflation accelerates, bolstering the case for a rate hike

Consumer prices rose 0.4% in August in the US, notably driven by a rebound in gasoline prices. The figures reinforce market expectations that the Federal Reserve could raise rates as soon as next week.

September 11, 2026 at 02:27 pm

Washington Privately Preparing for an Iran War That Could Last Years

Donald Trump's advisers have raised with the president the prospect of a conflict stretching to the end of his term, The Wall Street Journal has learned. Those discussions contrast with the White House's public statements, which continue to project confidence in a swift outcome.

September 10, 2026 at 02:29 pm

How the SMI lost touch with the 14,000-point threshold

In Zurich, the SMI has fallen by over 5% in a month, after setting an intraday record of 14,669 points on August 11. The slide reflects a broadly bearish global market backdrop, but also a selloff in healthcare stocks, led by Novartis.

September 10, 2026 at 01:24 pm

Defiance wants to launch leveraged ETFs that reset every hour

Asset manager Defiance ETFs is preparing 16 funds designed to deliver twice the hourly move of widely followed stocks and ETFs. It marks a new step in the leverage race, with potentially amplified gains - but also higher risks for retail investors.

September 10, 2026 at 09:58 am

Real estate: Americans are now borrowing at 6.85% for 30 years

The average rate on a 30-year fixed-rate mortgage, the benchmark in the US, has climbed to 6.85%. This is its highest level since June 2025, further complicating access to homeownership.

September 09, 2026 at 03:11 pm

Oil hits $100 a barrel again

Brent oil regained the symbolic $100-a-barrel mark on Wednesday morning, briefly rising to $100.13. The continuing military escalation in the Middle East is reshaping the global supply risk map.

September 09, 2026 at 10:11 am

France analyst views: opinions diverge on LVMH

Analysts are broadly constructive on French stocks this morning, with several price targets raised on Air Liquide, Bic, Societe Generale, Veolia and Rubis. Luxury is the exception: HSBC sharply cuts its targets on Hermes and Kering, but Santander turns more positive on LVMH.

September 09, 2026 at 07:38 am