Analysis: Must Read

BYD: a maturity crisis in China?

In August, BYD reduced its production for the second consecutive month, a first since 2020. The Chinese manufacturer produced 353,090 electric and plug-in hybrid vehicles, down 3.78% year-on-year.

Rare Earths: billionaire Gina Rinehart leverages her proximity to Donald Trump

The market capitalization of rare earth producers MP Materials and Lynas Rare Earths has skyrocketed since the United States adopted an openly interventionist economic policy to counter China's...

Quick question: what does being included in (or excluded from) an index mean for a publicly traded company?

Every year, or even several times a year, the major stockmarket indices are revised to reflect market developments. On September 22, 2025, the latest adjustments to the Euro Stoxx 50 and Stoxx Europe...

British 30-year gilt yields reach new records

Britain's 30-year gilt yield has climbed to its highest level since 1998, touching 5.680% and outpacing every other G7 economy. The spike reflects not only global jitters over sovereign debt but also...

Airbus needs to deliver nearly 390 aircraft in four months to meet annual target

Airbus delivered around 60 aircraft in August, according to industry sources cited by Reuters, more than in August 2024. However, with 433 aircraft delivered since January, the aircraft manufacturer...

Tesla continues its downfall in Europe because of Musk

Tesla's registrations fell in several key European markets in August: -47.3% in France, -84% in Sweden, and -50% in the Netherlands. Only Norway, Spain, and Portugal recorded increases. At the same...

UK's Domino's Pizza stands by profit forecast, unveils £20m buyback

Domino's Pizza Group in the UK has reaffirmed its earnings outlook for 2025 while announcing a £20 million share buyback programme, doubling down on its confidence despite recent profit warnings....

5 questions about the legality of tariffs

On Friday, a federal appeals court invalidated most of the tariffs imposed by Donald Trump. A majority of the judges ruled that he had exceeded his authority under the International Emergency Economic...

These ETFs could benefit from interest rate cuts in the US

Adrien Chavanne and Philip Twite - In his latest speech last week, Fed Chairman Jerome Powell suggested that a rate cut in September was on the cards, as risks are now weighing more heavily on...

Alibaba is up 18%: thank you, AI!

Alibaba's stock soared more than 18% on the Hong Kong Stock Exchange, buoyed by a spectacular performance in its cloud business, boosted by artificial intelligence. This rebound, the strongest since...

Technical Analysis: Next consolidates beneath short-term averages

Next's share price has entered a pause after months of solid progress. The trend remains caught between well-defined supports and resistances, as momentum turns neutral and investors hesitate on...

The Best Articles of the Week, including Cartman in facekinis and the Trump family's infinite money glitch

This week's press review discusses the avoidance of taxes, American tech, medieval castles, and chatbot depression.

No more gifts for small parcels

This Friday, the US will end the de minimis exemption. A six-month transition period will now begin, during which postal carriers will be able to pay a flat fee ranging from $80 to $200 per package,...

Time for after-sales service for Trump's tax law

Almost two months after Congress passed the tax bill, Donald Trump is struggling to convince Americans of its benefits. On the ground, Vice President Pence is stepping up his efforts as the midterm...

ImpactFull Weekly - Stablecoins - Near the end of Visa/Mastercard hegemony?

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.

Nvidia: Jensen Huang says AI boom is far from over despite cautious forecasts

Nvidia's announcement was not enough to reassure the markets, which are once again questioning the potential of artificial intelligence. Its CEO, Jensen Huang, is now trying to reinstate his...

Technical Analysis: Spotify pauses in consolidation mode

After a spectacular run, Spotify's stock has slipped into a quieter rhythm. The rally that doubled its value over the past year has now given way to a pause, where buyers and sellers seem unwilling to...

Corporate earnings schedule for August 29, 2025: Alibaba takes center stage

Welcome to the schedule of listed companies for August 29, 2025. Amongst the day's main announcements are Compagnie Financière Tradiction, CPI Property Group, Alibaba Group, and a slew of Chinese...

MarketScreener's roundup: sanctions for Nvidia, France, and the UK

Nbelievable Nvidia published once again stratospheric results yesterday evening. Despite this, the stock fell 3.5% in after-hours trading. It took more than that to impress investors. Especially since...