Analysis: Must Read

ImpactFull Weekly - Gold: from commodity to dedollarisation champ

Welcome to this week's edition of ImpactFull Weekly, where we analyse strong and weak signals across asset classes, connecting the dots of what we are seeing unfold in the global markets.

Silver: a precious metal with physical constraints

Silver has been soaring in recent weeks, following in the footsteps of gold. Beyond strong demand for precious metals, the rise in silver also results from physical constraints.

Situation tightening up again between China and the US

Export restrictions on rare earths, threats of retaliation on Boeing software and spare parts, imposition of new tariffs… After months of de-escalation between China and the United States, both...

Pictet says that if the US loses its technological lead, everything will collapse

At a time when US debt is skyrocketing, China is asserting itself as a technological powerhouse and the BRICS countries are strengthening their influence, the global balance is shifting. For Maria...

Trump's Rant Against China Sends Global Markets Reeling

Global stock markets plunged on Friday after Donald Trump accused China of launching an unprecedented wave of export controls on rare earth elements and other key materials, escalating tensions...

The Best Articles of the Week: Cowboys and currency traders, amongst others

In this week's press review: gold shining bright, apocalyptic journalists, and news about Donald Trump's Peace campaign....

The state as shareholder: a new American doctrine?

Long confined to the role of referee, the US government is once again becoming a player. By acquiring stakes in several companies in recent weeks, Washington is breaking with the ideology of liberal...

Gold medal for silver

Gold is not the only precious metal that shines. In the wake of gold, which has crossed the symbolic threshold of $4,000 per ounce, silver has also exceeded $50.

Ferrari unveils disappointing new estimates

The famous Italian luxury car manufacturer has unveiled new forecasts that are considered disappointing. The effect is immediate: the stock is currently down over 13% and is heading for the worst...

Labor market frozen In the US

Yesterday, the Fed released the minutes of its last meeting. They confirm that the 25bp cut was due to concerns about the slowdown in the job market. This is indeed experiencing an unusual situation,...

MarketScreener's roundup: the IPO gamble and gold hits symbolic $4,000 an ounce

Verisure rings the bell Alarm system specialist Verisure made its stockmarket debut on Wednesday, October 8, on the Nasdaq Stockholm. It is the largest IPO in Europe since Porsche in 2022. It enables...

The NYSE is betting big on Polymarket

ICE, the parent company of the NYSE, is preparing to invest $2bn in Polymarket-the crypto betting platform that turns news into prices. Launched in 2020 with simple yes/no bets, the platform is aiming...

In France the political crisis is paralyzing the economy

After the failure of three prime ministers in one year, the political deadlock is now clear. While France needs to adopt a budget to reduce its deficit, the lack of a majority in the National Assembly...

The problem with the circular AI ecosystem

The recent agreement between OpenAI and AMD perfectly illustrates the growing circularity that structures today's artificial intelligence ecosystem. This new model, in which a player buys components...

ImpactFull Weekly - OpenAI's Infra Play

Welcome to this week's edition of ImpactFull Weekly, where we analyse strong and weak signals across asset classes, connecting the dots of what we are seeing unfold in the global markets.

European sovereignty, defense… Oddo BHF presents its "Magnificent Seven"

Faced with crises and geopolitical tensions, Europe is responding. Defense, energy, digital: the continent wants to regain control. According to Oddo BHF, this quest for sovereignty is becoming a...

Corporate earnings scheule for week of October 6 to 10, 2025: PepsiCo and Delta take the heat

Welcome to the schedule of corporate publications for listed companies for the week of October 6 to 10, 2025. Amongst the main announcements of the week are those of PepsiCo, Delta Air Lines, Tata...

France's CAC 40 falls as Prime Minister resigns after only 26 days

The resignation of Sébastien Lecornu, France's short-lived prime minister , sent the Paris stockmarket index tumbling on Monday, October 6, 2025, with the CAC 40 down 1.6% shortly after the...

SaaS software: a stockmarket correction disconnected from fundamentals?

SaaS stocks have fallen sharply recently, following OpenAI's announcements of new use cases for AI agents in front-office functions . The market saw this as a competitive threat to traditional...