Macro & Markets

Last Saturday, Trump increased the pressure on European countries that defend the sovereignty of the Kingdom of Denmark over the autonomous territory of Greenland. The official objective...

TSMC ASML / ASM I US EQUITIES Will TSMC’s salvation be American?  TSMC (Taiwan Semiconductor Manufacturing Company) was founded in1987 by Morris Chang (94 years old), at the initiative of...

MACROECONOMIC OUTLOOK At the start of 2026, geopolitical risk is back center stage reviving uncertainty but the macroeconomic scenario remains robust. With the Trade War,...

I.             US MILITARY US EQUITIES Make US military Great Again On January 7, 2026, following his successful capture on Maduro in Venezuela, Trump signed an executive order to...

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...

At the last Governing Council meeting of the year, the ECB unsurprisingly decided to keep its key interest rates unchanged (deposit facility rate at...

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...

If we had to explain the reasons for the further 25 bp cut in the FED Funds rate decided at the FOMC meeting on...