Macro & Markets
Weekly Radar – Week 45
American consumption
The Dubaï Airshow
US EQUITIESTreasure Hunt Retail Drives American Consumption
Burlington is the smallest of the three major American off-price chains, behind Ross Stores and TJX. These stores mainly sell surplus clothing...
Macro & Markets
Weekly Radar – Week 44
In Huang, we trust !
In Europe, growth keeps up despite challenges
US EQUITIES
In Huang, we trust !
Nvidia released its third-quarter financial report on Wednesday evening, ending October...
Macro & Markets
Weekly Radar – Week 43
The Hidden Side of Online Travel Agencies
Siemens, full stop, finally in sight, for the ‘fleet of ships strategy’
US EQUITIES
The Hidden Side of Online Travel...
Macro & Markets
Investment Strategy – November
MACROECONOMIC OUTLOOK
Our positive global scenario driven by a strong USA economy (investment multiplier, fiscal loosening) meanwhile Euro Area growth lags (slowing international trade, detrimental...
Macro & Markets
Weekly Flash – Week 42
Earnings are growing
Legrand: is the Datacenter theme running out of steam?
US EQUITIES
Earnings are growing
S&P 500's third quarter 2025 earnings release is coming to an...
Macro & Markets
Weekly Radar – Week 41
Four titans
Faced with a resilient Euro Area economy, the ECB keeps its monetary policy unchanged
US EQUITIES
Four titans
This week, Meta, Alphabet, Microsoft, and Amazon reported their...
Macro & Markets
Market Flash – Almost no surprises at the October FOMC
Following the FOMC on October 28/29, the FED once again lowered the FED Funds rate by 25 bps, now standing at between 3.75% and 4%. The...
Macro & Markets
Weekly Radar – Week 40
General Electric: the rebirth of the most iconic industrial conglomerate in the United States
BNP Paribas: the fine that revives the spectre of legal risk
US...
Macro & Markets
Market Flash – The market digests the election of Sanae Takaichi, the first woman to head the Japanese government
On Tuesday, October 21, the election of Sanae Takaichi, the first woman to head the Japanese government, put an end to several weeks of...
Macro & Markets
Weekly Radar – Week 39
Large US banks continue to grow
LVMH : return to favour ?
US EQUITIES
Large US banks continue to grow
Large US banks have published fairly good quarterly financial...
Macro & Markets
Weekly Radar – Week 38
US EQUITIES
OPEN AI CONTINUES TO BUILD ITS FORTRESS
To create value for its shareholders and customers, a consumer AI company must master four essential building blocks over the...
