Analysis: Must Read

Thank you, Mr. Buffett

On May 4, 2025, in the peaceful city of Omaha, which has become an annual sanctuary for investors from around the world, Warren Buffett, the icon of global finance, surprised his audience by...

Chinese exports shine ahead of meeting with the US

On the eve of tense negotiations with the US, China has seen a surprise rebound in exports. In April, overseas sales rose 8.1% year-on-year, according to Chinese customs, well above the 1.9% expected...

How IAG Defies Economic Gravity

Fiscal forecasts can often feel more like meteorological guesses right now - cloudy with a chance of tariffs - but International Airlines Group has managed to chart a course above the turbulence....

Shopify slumps despite strong growth: the gray areas that are worrying the markets

Despite an eighth consecutive quarter of growth of more than 20%, Shopify's stock fell sharply before the opening of Wall Street. Here are the areas of concern that explain this decline.

The Bank of England charts its course

The Bank of England lowered its key interest rate to 4.25% on Thursday, cautiously continuing its cycle of monetary easing. While the market had expected more, this decision reflects the high degree...

European equities: exposure to the US is no longer paying off

Long an advantage for European companies, exposure to the US market now seems to be more of a liability. Between fears of a slowdown in the United States and the impact of the falling dollar, European...

Intercontinental confident about 2025

The British hotel group has had a solid start to the year, with positive results across all its segments. Revenue per available room , a key industry metric, is up, and, more importantly, management...

A wait-and-see meeting for the Fed

As expected, the Fed left its key rates unchanged. With US trade policy posing downside risks to growth and upside risks to inflation, Jerome Powell could deliver only one message: we must wait and...

God Save the Deal: towards a US/UK trade agreement

US President Donald Trump is expected to announce a trade agreement between the United States and the United Kingdom on Thursday, according to the New York Times and a slew of other sources. The...

Towards a lifting of restrictions on AI chips?

According to Bloomberg, the Trump administration is considering rolling back some of the restrictions on AI chip exports imposed under Joe Biden.

Netflix boosts its AI and revamps its interface

The famous streaming platform has already revolutionized how we consume audiovisual entertainment, and it doesn't intend to stop there. Netflix has announced the integration of AI into its iOS app and...

A channel of good news for Disney

After missing analysts' estimates four times in the past two years, Disney has far exceeded expectations this quarter with some pleasant surprises. Buoyed by its streaming business, the group posted...

Legrand boosted by the explosion of data centers

The global electrical infrastructure specialist has exceeded expectations on all fronts: revenue, net profit, and gross margin. An excellent quarter driven by a new growth driver that is gaining...

On the stockmarket, the pharmaceutical industry is wary of FDA's new strongman

The healthcare sector is in the red in Europe this morning, contributing to the decline of several indices heavily weighted in specialty stocks. The French CAC40, the Belgian Bel20, and the Swiss SMI...

MarketScreener roundup: abysmal trade deficit and massive share buybacks in the US; Novo Nordisk's valuation on a diet

The US is running a record trade deficit, fueled by the anticipation of tariffs, while US companies are taking advantage of the downturn to buy back their shares. At the same time, Novo Nordisk's...

Ahold Delhaize: progress continues

The Dutch retail giant published its results early this morning. Unsurprisingly, Ahold slightly exceeded expectations for the seventh consecutive quarter.

BAE Systems targeting growth amid rising military budgets

BAE Systems is confident about the future. The British defense giant expects underlying earnings to grow by 8% to 10% this year, in line with its 2025 targets. In a world undergoing strategic...

Whisky, cars, and curry: UK and India open a new trade era

In a world where tariffs are as unpredictable as the British weather, the United Kingdom and India have finally shaken hands on a free trade deal that promises to improve their economic relationship....

BMW stable, counting on lower tariffs

BMW is playing the stability card. Contrary to its competitors, the Bavarian manufacturer is maintaining its forecasts for 2025, banking on an easing of tariffs from July onwards. While Mercedes-Benz,...