Macro & Markets
Weekly Radar – Week 48
MEDLINE
RHEINMETALL
US EQUITIES
Medline: The Largest IPO since 2021 in the US
On December 16, 2025, Medline went public at $29 per share, raising $6.3 billion. The IPO proved successful: despite a...
Macro & Markets
Market Flash – No surprise at the ECB
At the last Governing Council meeting of the year, the ECB unsurprisingly decided to keep its key interest rates unchanged (deposit facility rate at...
Macro & Markets
Weekly Radar – Week 47
ORACLE
TOTALENERGIES
US EQUITIES
Oracle : Main Street vs Wall Street !
Oracle published its quarterly results on December 10, and its share price fell by 11% the following day, causing...
Macro & Markets
Market Flash – Back to the neutral rate
If we had to explain the reasons for the further 25 bp cut in the FED Funds rate decided at the FOMC meeting on...
Macro & Markets
Weekly Radar – Week 46
WARNER BROS.
INDITEX
US EQUITIESWarner Bros. Back at the Center of Wall Street’s Attention
Warner Bros. Pictures, the iconic Hollywood studio behind Batman, The Matrix and Harry...
Macro & Markets
Investment Strategy – December
MACROECONOMIC OUTLOOK
An expected choppy November has not questioned our positive global scenario. The shutdown in the US is now over and key statistical publications...
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....
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...
