Valentin Aufrand
Market Strategist
Deutsche Bank Sees Gold at $8,000 in a World Less Dependent on the Dollar
In a research note published Monday, April 27, Deutsche Bank lays out an ambitious case for gold, no longer framed merely as a hedge against inflation or a weaker dollar, but as one of the big winners in a fragmenting world. For the German lender, the era that opened after the fall of the Berlin Wall, shaped by globalization, American hegemony, and the buildup of dollar reserves by emerging countries, is now drawing to a close.
April 27, 2026 at 04:40 pm
GSK wins two regulatory accelerators for its MASH treatment
GSK said Monday it has scored a major regulatory milestone for efimosfermin, its experimental treatment for metabolic dysfunction-associated steatohepatitis, also known as "MASH". The disease is a severe form of fatty liver that often occurs in patients with obesity, type 2 diabetes or metabolic disorders, and can progress to cirrhosis, liver failure or liver cancer.
April 27, 2026 at 03:16 pm
Brussels seeks to open Android further to Gemini rivals
Brussels is calling on Google to better open Android to artificial intelligence services competing with Gemini. The group is contesting the intervention, which it deems excessive and a risk to user security.
April 27, 2026 at 02:52 pm
Brussels wants Android to be more open to Gemini rivals
Brussels is urging Google to open Android more fully to artificial intelligence services that compete with Gemini. The company is pushing back against what it calls excessive intervention that could put user security at risk.
April 27, 2026 at 02:26 pm
Wall Street at record highs, driven by chip fever
U.S. markets finished mixed on Friday, as resilient corporate earnings and a surge in semiconductors partly offset pressure from still-elevated energy prices. The S&P 500 rose 0.80% to 7,165.1 points, the Nasdaq 100 gained 1.95% to 27,303.7 points, marking a new record close, while the Dow Jones slipped 0.16% to 49,230.7 points.
April 24, 2026 at 04:09 pm
Nike makes another round of job cuts to speed its turnaround
The group is eliminating about 1,400 positions, mainly in technology, as part of its "Win Now" turnaround plan. The latest cuts underscore Elliott Hill's push to simplify the organization as sales remain under pressure, particularly in China.
April 23, 2026 at 05:07 pm
First Citizens slips despite an earnings beat
First Citizens reported quarterly results that topped expectations, helped by a solid adjusted earnings per share figure and strong deposit inflows, but a weaker net interest margin and a slight deterioration in some credit metrics weighed on the stock. Shares fell more than 4% at the open before trimming the decline to about 2%.
April 23, 2026 at 02:53 pm
Trump Extends the Truce, Wall Street Hits the Gas Again
U.S. markets rebounded on Wednesday, lifted by the indefinite extension of the ceasefire with Iran and a fresh wave of well received corporate earnings. The S&P 500 rose 1.05% to 7,137.9 points, the Nasdaq 100 gained 1.73% to 26,937.3 points, while the Dow Jones advanced 0.69% to 49,490.0 points.
April 22, 2026 at 04:10 pm
Amazon Bursts Into GLP-1s, Upending the Obesity Drug Distribution Chain
The company is rolling out, via One Medical, an integrated offering built around GLP-1 weight-loss treatments, combining primary care, pharmacy and telehealth. The announcement weighed on several sector players, but it appears above all to intensify the fight over access, pricing and patient monitoring.
April 22, 2026 at 03:01 pm
Could October's election be the catalyst for a re-rating of Brazil's market?
Brazil's stock market has rallied sharply since January 2025, riding a broader re-rating of emerging markets. The benchmark Ibovespa is up about 60% since January 1, 2025, and not because of FX, the market has done even better in dollar terms, with a gain of roughly 100%.
April 21, 2026 at 01:16 pm
Wall Street pauses between Hormuz tensions and tech expectations
US markets started the week on a hesitant note, finishing slightly lower amid renewed tensions between the United States and Iran and uncertainty over the durability of the current ceasefire. The S&P 500 fell 0.24% to 7,109.1 points, the Dow Jones ended near flat at 49,442.5 points, while the Nasdaq 100 gave up 0.31% to 26,590.3 points.
April 20, 2026 at 04:19 pm
Wall Street pulls away again as Hormuz reopens
U.S. markets ended the week sharply higher, buoyed by easing geopolitical tensions and a steep drop in oil prices after the announcement that the Strait of Hormuz would reopen. The S&P 500 rose 1.2% to 7 126. The Dow Jones gained 1.79% to 49 447,4, while the Nasdaq 100 advanced 1.29% to reach 26 672,4.
April 17, 2026 at 04:16 pm
Truist Rises in the Market, Wall Street Is Primarily Buying Capital Discipline
The bank posted mixed results, but the market is applauding its ability to stay on an earnings trajectory via fees, taxes and share buybacks in a less supportive rate environment.
April 17, 2026 at 02:17 pm
J.B. Hunt beats expectations and revives the case for a lasting U.S. freight rebound
J.B. Hunt topped first-quarter expectations, helped by rising volumes in intermodal, brokerage and truckload, while its cost-cutting efforts supported margins. The stock is up 7.22%, as the market reads the report as a more constructive signal for the U.S. trucking cycle.
April 16, 2026 at 04:03 pm
Madison Air Solutions debuts on Wall Street after a $2.23bn IPO
Madison Air Solutions raised $2.23bn by pricing its initial public offering at $27 a share, the top end of the targeted range, making it the largest U.S. IPO of the year so far.
April 16, 2026 at 03:03 pm
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