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ImpactFull Weekly - Asian CDMOs boom

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. This week,...

Which sectors and companies will be disrupted by AGI?

By Guillaume Baud - AGI is a term that is increasingly heard in technological and financial circles. But what does it really mean? This concept deserves the full attention of investors, as this...

Is the ECB's monetary policy really in the right place?

This is the line that the ECB has been repeating for several weeks: monetary policy is in the right place. This message seems to be sinking in, as according to a Bloomberg poll, a majority of...

Corporate earnings calendar for October 31, 2025: Intesa, Spie, and Scor, with Exxon Mobil still to come

Welcome to publications schedule for listed companies on October 31, 2025. Amongst the main announcements of the day there are Exxon Mobil Corporation, Intesa Sanpaolo, and Spie.

Tensions between China and the United States are easing, although rivalry remains

12 on a scale of 1 to 10: this is how Donald Trump described, in his usual style, his meeting with Xi Jinping on the sidelines of the APEC summit in South Korea. In reality, this tête-à-tête mainly...

Faced with a lack of visibility, Jerome Powell is playing for time

A 25 basis point rate cut and the end of balance sheet reduction. The Fed's main announcements last night were indeed expected. However, the decision was not unanimous, reflecting differences of...

Corporate earnings calendar for October 30, 2025: Schneider and TotalEnergies ahead of Amazon and Apple

Welcome to the corporate publications calendar of publications for listed companies on October 30, 2025. Amongst the main announcements of the day are those from Shell, Apple, Samsung Electronics and...

Jerome Powell's successor: five candidates and… one man who could take the prize

On Monday, aboard Air Force One, Donald Trump said that he could appoint the next Fed chair by the end of the year. Standing alongside the US president, Scott Bessent revealed the names of the five...

Semiconductor shortage: Nissan and Mercedes sound the alarm on Nexperia

On Wednesday, Nissan and Mercedes-Benz warned of a worsening global semiconductor shortage, a direct consequence of the standoff between China and the Netherlands over the Dutch chip manufacturer...

The United States signs $80bn agreement to build new nuclear power plants

The United States has just signed a colossal $80bn agreement to drastically increase nuclear energy production on American soil after a sharp rise in electricity demand following the rise of AI....

For the Fed, a rate cut in the midst of fog

On Wednesday, the Fed is expected to cut rates by 25 basis points. The Fed must continue to navigate between inflation that remains above target and the risks of a deteriorating job market. All this...

China closes the floodgates on US soybeans, with Brazil reaping the rewards

Fall 2025: The soybean fields of Dakota and Iowa stretch as far as the eye can see, golden with the season's harvest. But a question mark hangs over the silos: Who are they still harvesting for?...

ImpactFull Weekly #11 - OpenAI goes Vertical

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.

Have we reached the peak of a new speculative bubble?

There is broad consensus on this view. It is indeed true that valuations are generally high, particularly amongst large caps, and even more so for technology players buoyed by the AI craze; and that...

Another pleasant surprise for US inflation

Deprived of economic statistics since the shutdown began on October 1, investors finally got an inflation report. The reassuring figure propelled Wall Street to record highs.

The Bank of Japan caught between two fires

In September, inflation accelerated again in Japan, increasing pressure on the Bank of Japan to raise interest rates. However, between economic uncertainties and a prime minister who favors a flexible...

The Best Articles of the Week: Picasso, Cocaine and Diplomatic Durian

A Picasso for sale, Courbet in Qatar, jewel thieves fleeing in a gondola… This week, the press review focuses on art. While Sicily is turning into a desert, China is firing on all nuclear cylinders,...

What if the future of the dollar depended on… blockchain?

Bitcoin remains stable, stablecoins circulate. And this may be where the real monetary revolution is taking place: in utility, not speculation. We discuss this in this Crypto Analysis, after the...

The return of the K-shaped economy

During the Covid pandemic in 2020, everyone was wondering about how the economic recovery would pan out. The concept that stuck was that of a K-shaped recovery: some sectors rebounding strongly, while...