Macro & Markets
Weekly Radar – Week 16
ASML
A EUROPEAN TECHNOLOGICAL GEM
On April 15, 2026, ASML reported its first-quarter results. The Dutch manufacturer of semiconductor lithography systems, the only company in the world to master EUV technology posted revenue...
Macro & Markets
Weekly Radar – Week 15
S&P 500
STOXX 600
US-EUROPEAN EQUITIES
Earnings growth is surprisingly expected to accelerate despite the war in the Middle East
S&P 500
2025 was marked by robust earnings growth...
Macro & Markets
Investment Strategy – April
MACROECONOMIC OUTLOOK
Oil prices could remain high in 2026. The April macroeconomic scenario is marked by extreme uncertainty stemming from the conflict in the Middle...
Macro & Markets
Weekly Radar – Week 14
PERNOD RICARD BROWN-FORMAN
US-EUROPEAN EQUITIES
Pernod Ricard - Brown-Forman: Does Unity Bring Strength in a Stagnant Market?
On March 26, 2026, Pernod Ricard and Brown-Forman confirmed that...
Macro & Markets
Weekly Radar – Week 13
VALERO
US EQUITIES
Valero: The New Deal for the World's Most Competitive Refiner
Since the launch of Operation Epic Fury on February 28, 2026, by the United States and...
Macro & Markets
Weekly Radar – Week 12
ADOBE
US EQUITIES
Adobe : value trap ?
Adobe reported strong financial results on March 12, 2026, yet its stock fell 7% the following day, bringing its year-to-date decline...
Macro & Markets
Weekly Radar – Week 11
COSTCO
REPSOL
US EQUITIES
Is there going to be a rush to Costco's gas pumps?
In response to the surge in oil prices since late February, gas prices...
Macro & Markets
Investment Strategy – March
MACROECONOMIC OUTLOOK
The US Supreme Court ruling on February 20, 2026, abolishing “reciprocal” tariffs, and the Gulf War that began on February 28, 2026, are...
Macro & Markets
Weekly Radar – Week 10
US EQUITIES
America, the new swing producer
The large-scale military offensive by Israel and the United States against Iran, which began on February 28, 2026, risks...
Macro & Markets
Weekly Radar – Week 9
NVIDIA
HEIDELBERG MATERIALS
US EQUITIES
Lost in wonder lands :
Stock market disruption and creative destruction
This week's earning reports from two heavyweights in information technology, Salesforce, the third-largest business software...
Macro & Markets
Weekly Radar – Week 8
WALMART
AIRBUS
US EQUITIES
Walmart: Every day low price
With $713 billion in revenue in 2025, reported on February 19, 2026, Walmart's revenue has just been surpassed by Amazon, which...
