Analysis and Insights

Chasing AI

The Weekly Market Update

Chasing AI

A lot of noise, little impact?

Today's Editorial

A lot of noise, little impact?

Record Backlogs Can't Mask Shrinking Margins at Hammond Power Solutions

Record Backlogs Can't Mask Shrinking Margins at Hammond Power Solutions

Commodities: Copper and lead are standing out

Commodities: Copper and lead are standing out

MSCI Emerging Markets: A New Growth Engine Takes Over

MSCI Emerging Markets: A New Growth Engine Takes Over

Rate hikes set for June

Rate hikes set for June

Must Read

Electric Vehicles: Caught between Tesla and China, what choices for Europeans?

Electric Vehicles: Caught between Tesla and China, what choices for Europeans?

May 09, 2026 at 12:29 pm

Ireland's fiscal success faces the risk of over-reliance

Ireland's fiscal success faces the risk of over-reliance

May 09, 2026 at 12:15 pm

Costco signals firmer US demand, despite high gasoline prices

Costco signals firmer US demand, despite high gasoline prices

May 08, 2026 at 01:17 am

US Corporate Earnings: An Exceptional Season

US Corporate Earnings: An Exceptional Season

May 07, 2026 at 09:19 am

Market Miscellany: AI continues to fuel market euphoria… but not for employees

Market Miscellany: AI continues to fuel market euphoria… but not for employees

May 07, 2026 at 07:59 am

Commodities: Copper and lead are standing out

Commodities: Copper and lead are standing out

May 07, 2026 at 07:50 am

Are We Already Seeing the End of NATO?

Are We Already Seeing the End of NATO?

May 06, 2026 at 10:02 am

Infineon: The Other Winner in AI

Infineon: The Other Winner in AI

May 06, 2026 at 07:22 am

MSCI Emerging Markets: A New Growth Engine Takes Over

MSCI Emerging Markets: A New Growth Engine Takes Over

May 05, 2026 at 09:06 am

Rate hikes set for June

Rate hikes set for June

May 05, 2026 at 05:43 am

Stock analysis

Record Backlogs Can't Mask Shrinking Margins at Hammond Power Solutions

Record Backlogs Can't Mask Shrinking Margins at Hammond Power Solutions

May 08, 2026 at 05:47 am

Equinox Gold: Growth Based on Fragile Foundations

Equinox Gold: Growth Based on Fragile Foundations

May 07, 2026 at 03:58 am

Smith & Nephew: Shoulder strength cannot mask persistent knee weakness

Smith & Nephew: Shoulder strength cannot mask persistent knee weakness

May 08, 2026 at 02:39 am

Shell: Shell Q1 2026

Shell: Shell Q1 2026: strong headline, trading-driven, Q2 outlook materially weaker

May 07, 2026 at 11:35 am

Genmab: Market mispricing creates opportunity as good Q1 reinforces investment thesis

Genmab: Market mispricing creates opportunity as good Q1 reinforces investment thesis

May 09, 2026 at 08:05 am

BMW: Q1 ahead of expectations, FY26 Guidance Confirmed, but caution still warranted

BMW: Q1 ahead of expectations, FY26 Guidance Confirmed, but caution still warranted

May 08, 2026 at 03:05 pm

Clariant: Middle East conflict weighs on earnings

Clariant: Middle East conflict weighs on earnings

May 08, 2026 at 01:24 pm

Continental: Solid Q1 ahead of expectations, FY26 guidance confirmed

Continental: Solid Q1 ahead of expectations, FY26 guidance confirmed

May 08, 2026 at 12:44 pm

Grifols: FCFs didn't impress; rebuilding trust isn't going to be easy

Grifols: FCFs didn't impress; rebuilding trust isn't going to be easy

May 08, 2026 at 11:04 am

Amadeus IT Group: Solid Q1, uncertainty on full-year guidance

Amadeus IT Group: Solid Q1, uncertainty on full-year guidance

May 08, 2026 at 10:43 am

Business Insiders

Flex Announces Spin-Off of Cloud, Power Infrastructure Unit

Revathi Advaithi

Flex Announces Spin-Off of Cloud, Power Infrastructure Unit

SpaceX IPO 'Will Be Volatile' Says Ark Invest's Cathie Wood

SpaceX IPO 'Will Be Volatile' Says Ark Invest's Cathie Wood

Expert Interviews

Shaquille O'Neal on Partnership with Authentic Brands

Shaquille O'Neal on Partnership with Authentic Brands

S&P Closes Out 6th Straight Week of Gains | Closing Bell

S&P Closes Out 6th Straight Week of Gains | Closing Bell

Carlyle Global Research Head on AI's Economic Impact

Carlyle Global Research Head on AI's Economic Impact

Precision Neuroscience CEO on Medtronic Partnership, What's Next

Precision Neuroscience CEO on Medtronic Partnership, What's Next

Fed's Goolsbee on Inflation Risk, Rates and Warsh

Fed's Goolsbee on Inflation Risk, Rates and Warsh

Inflation Is 'Topic of the Moment,' Says Fed's Goolsbee

Inflation Is 'Topic of the Moment,' Says Fed's Goolsbee

Markets More Disciplined Than 1990s: Pimco's Karoui

Markets More Disciplined Than 1990s: Pimco's Karoui

Trump Said to Sign Off on Firing FDA's Makary

Trump Said to Sign Off on Firing FDA's Makary

Market Timing

	EUR / USD Currencies: Heading towards a pivot, but lacking a decisive catalyst	05-05
	Currencies: Between Easing Oil Prices and the Return of the Monetary Cycle	04-28
	Currencies: The Dollar Loses Some of Its Support	04-20
	Currencies: Unstable Equilibrium in an Oil-Dominated Regime	04-13
	Currencies: Oil-Driven Inflation	04-07
	Currencies: Between Hopes of De-escalation and Energy Realities	03-30
	Currencies: Markets Enter a Moment of Truth	03-23
	Currencies: All Eyes on Hormuz	03-16

Trading Ideas

	TRIGANO Trigano: The trend should regain control	05-08	BUY
	ENI S.P.A. Eni S.p.A.: Back towards the lower end of the range	05-08	BUY
	DEUTSCHE TELEKOM AG Deutsche Telekom AG: Good timing to go long again	05-08	BUY
	SAP SE SAP SE: Hesitation should subside in favor of volatility	05-08	BUY
	PAN AFRICAN RESOURCES PLC Pan African Resources PLC: There is still some upside potential	05-08	BUY
	LOOMIS AB Loomis AB: The resistance should give in	05-08	BUY
	MERCK KGAA Merck KGaA: Expectation of a turn-around	05-07	BUY
	VINCI VINCI: The technical configuration is positive	05-07	BUY

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