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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...

Prada up 9% over nine months, with signs of an improvement in China

Italian luxury group Prada continues to post steady growth, driven by its young, trendy brand Miu Miu....

Beijing has the global tech industry held by its throat with rare earths

In recent years, the West has relinquished control of rare earths-17 discreet and ubiquitous metals-to Beijing. Smartphones, wind turbines, engines, missiles, sensors: behind every super-powerful...

When BlackRock and State Street change their rules to retain French debt

Last week, S&P downgraded France's rating, following Fitch's lead in September. France has thus lost its double-A rating, a threshold considered critical for institutional investors.

Markets smell a rate cut as UK inflation stalls

Why the Bank of England may yet trim rates… And why the risks still loom large.

Signs of pressure on valuation

While enthusiasm for artificial intelligence is mixed with a latent sense of fragility, the time has come for vigilance and greater selectivity in the stock market. The main US index, the S&P 500, is...

Britain's borrowing problem is back, just as gilt markets wake up

Britain's public finances have re-entered a tricky phase. In September 2025, the state borrowed £20.2 billion , the highest September figure in five years. That was just above the Office for Budget...

Coca-Cola sells its African bottler to Coca-Cola Hellenic

Coca-Cola and Gutsche Family Investments have reached an agreement to sell their majority stake in Coca-Cola Beverages Africa to Coca-Cola HBC, valuing the company at $3.4 billion.

How Luca de Meo sealed the deal with L'Oréal in a record timing to relieve Kering

Shortly after being appointed head of Kering, Luca de Meo has wasted no time in making his mark. In under two months, the new CEO has finalized a strategic agreement with L'Oréal, ending Kering's...

China on track for 5% growth

The strong performance of the Chinese economy in the third quarter should enable it to achieve its growth target of around 5%. These positive figures dampen hopes for a stimulus plan, as Chinese...

The Best Articles of the Week: Trumpcoin, Thatcher, fried brains and data centers on fire

This week, MarketScreener's press review navigates between digital apocalypse and human comedy. Silicon Valley takes a sharp right turn while Margaret Thatcher haunts the conservatives. Artificial...

Between surplus and lack of investment, where are oil prices heading?

While the International Energy Agency this week said that it expects a large surplus of oil in the coming months, the head of Saudi Aramco pointed to the lack of investment by oil companies, which...

When AI runs out of power, the connection is called Bitcoin

Megawatts are becoming scarce everywhere, with AI devouring everything. In this energy bottleneck, one player knows how to profit: Bitcoin miners. We discuss this in this Crypto Analysis, after the...

Is it ethical to invest in the stockmarket?

While some perceive the stockmarket as a huge casino where the desire for wealth, speculation and greed rub shoulders, it should not be forgotten that financial markets fulfill an essential mission...

When China disrupts relations between Trump and Milei

Yesterday, Donald Trump welcomed Javier Milei to the White House, a few days after the announcement of financial support from the US Treasury. But criticism is mounting in the US, with Argentina...

Earnings schedule for week of October 13 to 17, 2025: LVMH, ASML and Nestlé are coming up

Welcome to the results schedule of listed companies for the week of October 13 to 17, 2025. Amongst the main announcements of the week, we will be closely following the results of LVMH, JPMorgan...

ImpactFull Weekly - Gold: from commodity to dedollarisation champ

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.

Silver: a precious metal with physical constraints

Silver has been soaring in recent weeks, following in the footsteps of gold. Beyond strong demand for precious metals, the rise in silver also results from physical constraints.

Situation tightening up again between China and the US

Export restrictions on rare earths, threats of retaliation on Boeing software and spare parts, imposition of new tariffs… After months of de-escalation between China and the United States, both...