Market Analysis : Must Read

Brazil housing boom, flash in the pan or Lula's masterstroke?

Brazil housing boom, flash in the pan or Lula's masterstroke?

Despite Brazil's interest rates being at 15%, the 8.5 million unit housing deficit, 50%+ middle-class penetration rate, and accelerating credit growth via Brazil's payments system have made housing...

December 12, 2025 at 10:27 am

Earnings Calendar from December 15 to 19, 2025

Earnings Calendar from December 15 to 19, 2025

Welcome to the earnings calendar for listed companies on the week of December 15 to 19, 2025. Today's key announcements include results from Lennar Corporation, Micron Technology, General Mills,...

December 12, 2025 at 07:59 am

Donald Trump suffers setback in his strategy to take back control of the Fed

Donald Trump suffers setback in his strategy to take back control of the Fed

The reappointment of regional Fed presidents, announced yesterday, is a new setback for Donald Trump.

December 12, 2025 at 06:23 am

The UK economy slips backward

The UK economy slips backward

The UK economy contracted again in October, just as policymakers weigh the timing and scale of interest rate cuts. Gross domestic product fell by 0.1% month on month, matching the decline recorded in...

December 12, 2025 at 04:16 am

The Best Articles of the Week: AI in Time, AI in the FT, AI in Noéma, AI in the NYT, AI in Aeon…

The Best Articles of the Week: AI in Time, AI in the FT, AI in Noéma, AI in the NYT, AI in Aeon…

In our weekly press review: Europe's decline according to Trump, Burberry's comeback, and private equity's takeover of residential real estate. Also on the menu: the suffering of machines and the...

December 12, 2025 at 03:57 am

Jerome Powell stays the course amid a divided Fed

Jerome Powell stays the course amid a divided Fed

Risks on both sides of the mandate are making the Fed's job difficult.

December 11, 2025 at 05:48 am

Amid cost-of-living concerns, Donald Trump hits the campaign trail again

Amid cost-of-living concerns, Donald Trump hits the campaign trail again

On Tuesday night in Pennsylvania, the American president began a series of trips to highlight his economic record. With less than a year to go before the midterms, the cost of living has emerged as...

December 11, 2025 at 05:16 am

SpaceX targets a record IPO of more than $25bn in 2026

SpaceX targets a record IPO of more than $25bn in 2026

SpaceX, the space company founded by Elon Musk, plans to raise more than $25bn in an initial public offering slated for 2026, according to a source familiar with the matter. The deal could push the...

December 11, 2025 at 04:33 am

Grizzly Research targets Ceres Power

Grizzly Research targets Ceres Power

Grizzly Research just announced that it is short on Ceres Power. It has published a new report questioning the commercial outlook of the UK solid oxide fuel-cell developer whose shares have surged in...

December 11, 2025 at 04:18 am

ABC of financial analysis: the number of shares outstanding

ABC of financial analysis: the number of shares outstanding

The capital of listed companies is divided into a certain number of shares outstanding.

December 11, 2025 at 04:00 am

Are analysts over-optimistic?

Are analysts over-optimistic?

According to FactSet, in 2026 analysts expect 14.5% EPS growth for S&P 500 companies.

December 09, 2025 at 10:39 am

Photonics: the new oil of data centers

Photonics: the new oil of data centers

The great AI factories are no longer marketing metaphors. We now speak of data centers with 100,000 GPUs and more, interconnected in tight clusters where every millisecond lost costs billions of...

December 09, 2025 at 09:39 am

Finally, it's inevitable: investors prepare for a third cut in Fed rates

Finally, it's inevitable: investors prepare for a third cut in Fed rates

Market expectations have varied in recent weeks, but the Fed is expected to cut rates by 25 basis points on Wednesday. However, the FOMC remains divided - and the absence of shutdown-related data...

December 09, 2025 at 06:48 am

The return of Google Glass weighs on EssilorLuxottica

The return of Google Glass weighs on EssilorLuxottica

In 2026 Alphabet, Google's parent company, plans to launch its first generation of smart glasses integrating Gemini AI, according to Bloomberg. The project marks its return to the burgeoning augmented...

December 09, 2025 at 05:14 am

Australian central bank holds rates at 3.6% and delays before potential hike

Australian central bank holds rates at 3.6% and delays before potential hike

The Reserve Bank of Australia has decided to keep its cash rate at 3.60%, while saying that it is not in a hurry to tighten monetary policy despite rising inflationary pressures.

December 09, 2025 at 04:28 am

The US authorizes Nvidia to export its H200 chips to China, with a 25% tax

The US authorizes Nvidia to export its H200 chips to China, with a 25% tax

Donald Trump announced that Nvidia will be able to sell its AI chips H200 to China, in exchange for a 25% import tax. A decision that draws mixed reactions in Washington.

December 09, 2025 at 03:09 am

Should the ECB's mandate change?

Should the ECB's mandate change?

In an interview with Les Echos, Emmanuel Macron revived the idea of changing the ECB's mandate to take growth and employment into account. The ECB has long been criticized for focusing solely on...

December 08, 2025 at 10:46 am

Overview of 2026 prospects published by the largest banks

Overview of 2026 prospects published by the largest banks

To attempt a balanced article, two American banks, JPMorgan and Goldman Sachs, and two European banks, BNP Paribas and Barclays, were selected.

December 08, 2025 at 02:22 am

The end of the "European discount" for TotalEnergies?

The end of the "European discount" for TotalEnergies?

Patrick Pouyanné bets on the launch of a cross-listing in New York to energize Total's stock. The average P/E over the last four years for its two American peers, Chevron and Exxon Mobil, is 48%...

December 08, 2025 at 02:00 am

Earnings calendar for week of December 8-12, 2025: Oracle, Adobe, Broadcom a trio to watch

Earnings calendar for week of December 8-12, 2025: Oracle, Adobe, Broadcom a trio to watch

Welcome to the earnings publication calendar for the listed companies for the week of December 8-12, 2025. Amongst this week's main announcements are those Oracle, Adobe and Broadcom, big AI-related...

December 07, 2025 at 03:35 pm

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Rate Cuts Can't Buy Confidence

Today's Editorial

Rate Cuts Can't Buy Confidence

ABB: A technological infrastructure asset, the European pillar of automation

Stock Pick

ABB: A technological infrastructure asset, the European pillar of automation

Headlines

American hyperscalers: bearish catalysts are piling up

American hyperscalers: bearish catalysts are piling up

At Lululemon, less is more

December 12, 2025 at 08:56 am

At Lululemon, less is more

Celestica: on Cloud Nine

December 12, 2025 at 07:37 am

Celestica: on Cloud Nine

Interviews

Overall Spreads Remain Tight Even As Oracle Debt Risk Jumps

Overall Spreads Remain Tight Even As Oracle Debt Risk Jumps

On Bloomberg Real Yield, Maureen O'Connor, global head of high-grade debt syndicate at Wells Fargo Corporate & Investment Bank, and Amanda Lynam, head of macro credit research at BlackRock , talks...

December 12, 2025 at 05:40 pm

"Real Yield" Debate on Credit: Own or Not Own?

"Real Yield" Debate on Credit: Own or Not Own?

On Bloomberg Real Yield, Alexander Wolf, global head of macro and fixed income strategy at J.P. Morgan Private Bank, and Mike Contopoulos, deputy chief investment officer at Richard Bernstein...

December 12, 2025 at 05:35 pm

More interviews

Forex Analysis

Bipartisan group of US lawmakers calls for export controls on synthetic DNA sequences

Bipartisan group of US lawmakers calls for export controls on synthetic DNA sequences

December 12, 2025 at 04:21 pm

Fed's Daly says this week's rate cut was right move for Fed

Fed's Daly says this week's rate cut was right move for Fed

December 12, 2025 at 04:06 pm

More Strategies

Index Analysis

Bitcoin hoarding company Strategy remains in Nasdaq 100

Bitcoin hoarding company Strategy remains in Nasdaq 100

December 12, 2025 at 08:16 pm

Nasdaq submits new plan with more power to block IPOs vulnerable to manipulation

Nasdaq submits new plan with more power to block IPOs vulnerable to manipulation

December 12, 2025 at 09:43 am

More Strategies

Commodity Analysis

How to invest in rare earths despite China's stranglehold?

How to invest in rare earths despite China's stranglehold?

November 10, 2025 at 08:37 am

World food prices fall for second consecutive month in October, UN's FAO says

World food prices fall for second consecutive month in October, UN's FAO says

November 07, 2025 at 04:13 am

More commodity analysis

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