Macro & Markets

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....

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...

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...