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ETF of the week: Mexico's future looks golden

A first in 20 years. China has been overtaken by Mexico as the USA's biggest trading partner. The deterioration in relations between Americans and Chinese since 2017 is largely responsible for this change. Donald Trump had imposed taxes on Chinese products, and his successor, Joe Biden, helped limit technology exchanges between the two countries. Mexico is now front and center and has the arguments (obvious relocation, affordable labor, geographical proximity) to benefit in the longer term.

May 02, 2024 at 05:08 am

ANALYST RECOMMENDATIONS : Nvidia, The Home Depot, Lowe's, Rollins...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

May 07, 2024 at 07:53 am

ANALYST RECOMMENDATIONS : Walt Disney, Tractor Supply Company, KKR, Occidental Petroleum...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

May 08, 2024 at 08:04 am

ANALYST RECOMMENDATIONS : Microsoft, Alphabet, Walt Disney, Draftkings...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

May 06, 2024 at 08:09 am

ANALYST RECOMMENDATIONS : Alphabet, Amgen, Starbucks, PayPal, Moderna...

Every morning, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

May 03, 2024 at 05:48 am

The market resurrects the Fed Put

Something significant occurred in the USA last week concerning the equity markets. The Fed appeared to adjust its monetary policy to new conditions, aiming to reassure the financial sector, and it succeeded, at least in the short term. Though it might be a bit dense for a Monday, I'll attempt to explain the current upward trend.

May 06, 2024 at 08:07 am

Estee Lauder's performance pales in comparison with L'Oréal

Yesterday, Estée Lauder published quarterly results that were once again poorly received by the market.

May 02, 2024 at 10:56 am

CAVA Group, Inc. : The future of fast food?

Cava is a fast-casual restaurant chain in the United States specializing in Mediterranean cuisine. Founded by three Greek friends, the chain was established with the goal of honoring the Mediterranean traditions they grew up with, emphasizing that what is good for you can also taste good. Today, the company operates over 309 restaurants across 24 states and aims to establish itself among the giants of the industry such as Chipotle.

May 02, 2024 at 10:24 am