Romain Fournier

Trump Dreams Meet Market Reality

Markets briefly cheered a dramatic arrest, then remembered that oil wells do not refill themselves and wars rarely come with balance-sheet clarity. Energy and defence stocks enjoyed their moment in the sun, while everyone else squinted at commodities, jobs data and central banks for something solid to hold on to. The result is a market caught between bravado and bookkeeping, with enthusiasm running ahead of reality - again.

January 06, 2026 at 09:14 am

Analyst recommendations: AT&T, BoA, Comcast, MetLife, Reddit…

Every morning, find a selection of analysts' recommendations covering North America. 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.

January 06, 2026 at 08:28 am

U.S. ambitions go down smoothly

The second trading session of 2026 ended firmly in the green for major stock markets, showing little concern over the United States' operations in Venezuela. Oil and defence companies even benefited from the move, while investors began to redirect their tech bets towards regions less richly valued than North America.

January 06, 2026 at 02:12 am

Global markets live: Disney, Comcast, Chevron, Kosmos Energy, Novo Nordisk…

Every day, the MarketScreener team selects the most important news about listed companies across the world. Here's a short summary for your convenience :

January 05, 2026 at 10:42 am

Venezuela Falls, Markets Yawn

Washington staged a regime change : markets checked their screens and went back to work. Venezuela's vast oil riches may one day matter again, but for now traders are treating tanks and headlines as background noise. In a world of rate cuts, data drops and earnings season, geopolitics still has to compete for attention, and it is not always winning.

January 05, 2026 at 08:59 am

Analyst recommendations: Adobe, Arista Networks, IBM, United Rentals, Twilio…

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.

January 05, 2026 at 05:11 am

Washington breaks the Christmas truce with a bang

Financial markets are ushering in 2026 with a major geopolitical development, engineered by the United States in Venezuela. A flurry of key events is expected in the first half of January, notably concerning US macroeconomic data, the appointment of the next Federal Reserve chair, and the constitutionality of Donald Trump's tariffs. Equity markets, meanwhile, seem keen to resume riding the AI frenzy, before the last crumbs of the Epiphany cake are gone.

January 05, 2026 at 02:07 am

Nothing to See, Cut Rates

The latest U.S. consumer-price data came in softer than expected. That set off excitement, hope and spreadsheets full of rate-cut fantasies. Markets now put roughly a one-in-four chance on a Federal Reserve cut in January and are almost certain about one by April. Yet the same report came with missing data thanks to a government shutdown and some methodological quirks. Even the banks cheering the number admit it deserves a raised eyebrow.

December 19, 2025 at 08:31 am

Analyst recommendations: Lockheed Martin, Paccar, Carmax, FactSet, FedEx…

Every day, the MarketScreener team selects the most important news about listed companies worldwide. Here's a short summary for your convenience:

December 19, 2025 at 04:46 am

Lost in Inflation

The unexpected slowdown in US inflation in November allowed American stock indices to rebound yesterday. Yet the data is questionable, due to the disruption in federal administration earlier this autumn which hindered proper data collection. Despite this, bets on rate cuts intensified following the release, as investors remain irrepressibly optimistic: even as they love to split hairs over economic statistics. The final trading session of the week is also the monthly and quarterly options expiry. Barring any exceptional events, 2025 should now be largely uneventful.

December 19, 2025 at 02:09 am

Global markets live: Micron, Eli Lilly, Oracle, BP plc, Airbus…

Everyday, the MarketScreener team selects the most import news worldwide. Here's a short summary for your convenience :

December 18, 2025 at 10:52 am

Inflation Took a Chill Pill

The long awaited CPI data delivered a good surprise for investors. Inflation did what they have been begging it to do: it behaved. Prices rose in November, but gently. Headline inflation came in at 2.7% and core inflation at 2.6%. Both were well below expectations (3.1% and 3.0%) Jobless claims, meanwhile, landed exactly where they were supposed to. Nothing overheated.

December 18, 2025 at 09:07 am

Analyst recommendations: American Express, Merck, Rivian, Albemarle, Micron…

Every morning, find a selection of analysts' recommendations covering North America. 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.

December 18, 2025 at 05:17 am

Oracle no longer a prophet in its own land

Investor unease over the AI market party sours sentiment. Oracle has become the sick man of artificial intelligence. The company is crystallising market fears and single-handedly triggered a reversal in sentiment on Wall Street yesterday. While investors remain focused on AI, their attention today will also turn to two central banks and a handful of major US earnings reports, including Nike and FedEx.

December 18, 2025 at 02:13 am

Global markets live: Netflix, Amazon, Tesla, Kraft, BAE Systems…

Every day, the MarketScreener team selects the most important news worldwide. Here's a short summary for your convenience:

December 17, 2025 at 10:57 am

The Rally of Low Expectations

This market has stopped asking for answers and settled for vibes. Bad news no longer scares it, but good news rarely excites it. Uncertainty has become the new norm. The trick, for now, is not understanding what comes next.

December 17, 2025 at 09:07 am

Analyst recommendations: Airbnb, Autozone, Constellation Brands, Fortinet, The Gap…

Every morning, find a selection of analysts' recommendations covering North America. 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.

December 17, 2025 at 05:44 am

Geopolitics weighs on Europe, Wall Street eyes Micron and inflation

The much-anticipated US employment data ultimately proved something of an anti-climax yesterday. Markets had braced for significant insights but were left with ambiguity. In the end, it was geopolitics that shaped the day's stock market winners and losers: oil and defence stocks slumped, making room for a degree of stability in the tech sector. Macroeconomic concerns are set to return to the fore as early as tomorrow, with US inflation data and interest rate decisions from both the ECB and the Bank of England on the docket.

December 17, 2025 at 02:28 am

The Fed's Favorite Numbers?

AI is sobering up and tech is nursing a headache. The Fed is back in the starring role, and everyone was waiting for today's employment data to get a clearer picture. Published this morning, the data didn't scream recession, but it whispered "slowdown" just loudly enough for rate-cut dreams to survive.

December 16, 2025 at 08:40 am

Analyst recommendations: Accenture, Albemarle, Eli Lilly, Gitlab, Okta…

Every morning, find a selection of analysts' recommendations covering North America. 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.

December 16, 2025 at 05:34 am

Bad News Is Good News, Again

Just as in November, investors are once more overdosing on artificial intelligence. Is that a sign of natural intelligence? Time will tell. Tech-heavy indices are taking a hit, and all eyes this afternoon are on November's US employment figures, which could revive hopes that the Federal Reserve might swoop in to rescue the markets by cutting rates faster and more aggressively than previously anticipated.

December 16, 2025 at 02:11 am