Macro & Markets

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...

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...

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...

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....