Macro & Markets

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...

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...

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...

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...

 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...

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...

On Tuesday, October 21, the election of Sanae Takaichi, the first woman to head the Japanese government, put an end to several weeks of...

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...