Enzo Willcox

Pizza, skyscrapers, underwear… what are alternative stockmarket indicators really worth?

When traditional economic indicators become unreadable, some investors look for signals elsewhere. Satellites, cardboard boxes… or sales of pizzas and underwear: these alternative indicators oscillate between sharp analysis and market folklore. Not all are created equal.

April 20, 2026 at 06:47 pm IST

Viridien tracks oil, as Loomis skids and Lufthansa slips.

Pressure is building on commercial aviation as a jet fuel shortage starts to take shape, while dividend detachments weigh on Italian stocks. By contrast, oil names are riding crude's rebound. Alstom, which plunged 30% last week, is still winning over analysts.

April 20, 2026 at 01:40 pm IST

Rheinmetall: Is the rally coming to an end?

With less than a month to go before its quarterly results, Rheinmetall has emerged as one of the primary beneficiaries of European rearmament. In just a few years, the German group has completely overhauled its profile, effectively shifting into a new league in the eyes of investors. The question remains whether this momentum can still intensify.

April 17, 2026 at 05:02 pm IST

Alstom derails and Ipsos disappoints, while OVS shines

France is posting sharp declines this morning, with Alstom issuing a profit warning and Ipsos reporting disappointing results. Italy is faring better, with OVS chalking up a record year, as does Virbac, buoyed by momentum in the North American market.

April 17, 2026 at 01:29 pm IST

China's winning bet in times of crisis

While the West struggles to manage the Middle East crisis, Beijing sees an opportunity to assert its leadership status. Surging crude prices are accelerating the transition towards green energy, a sector where China holds a near-monopoly across the entire value chain.

April 15, 2026 at 02:27 pm IST

Aixtron at full throttle, Stellantis adjusts course and Hermès loses its shine

The long-awaited first-quarter results are starting to roll in, with French luxury names in the spotlight as weakening demand takes a toll. While Aixtron and Cosmo Pharmaceuticals manage to pleasantly surprise the market, construction giant Strabag is weighed down by the terms of its ongoing secondary private placement.

April 15, 2026 at 01:20 pm IST

Plejd goes high-speed, Lufthansa slips and Kering loses some of its shine

The failure of the diplomatic track is weighing on luxury goods and airlines, both of which are losing ground. By contrast, Polypeptide is drawing interest from private equity funds, while Wise is beating its targets. Meanwhile, Nemetschek and Industrivarden are facing analyst downgrades.

April 13, 2026 at 01:41 pm IST

Autostore loses its grip, Neste pulls away and Lufthansa slides

Vallourec lands a major contract, while Rexel and Hoist Finance benefit from upbeat analyst calls. For its part, Mercialys is moving ahead with an acquisition deal. By contrast, Exosens struggles to stand out after a shareholder sold 4.4% of its stake, and Autostore Holding is hit by a downgrade from Artic.

April 09, 2026 at 01:44 pm IST

With the Strait Open is Ordeal Closed?

The announcement of a ceasefire in Iran has revived investor enthusiasm and marks a crucial step toward the reopening of the Strait of Hormuz. However, tensions persist, and the aftermath of this conflict is expected to weigh heavily on the situation for the foreseeable future.

April 08, 2026 at 03:38 pm IST

How a Lack of Snow is Driving Up Electricity Prices in Europe

The 2025/2026 winter is shaping up to be one of the driest on record for Norway. Europe's "battery" is supposed to recharge during this season, but this year it has failed to fully play its part. Electricity bills have quadrupled in Sweden, and the conflict in the Middle East is just fanning the flames.

April 08, 2026 at 03:10 pm IST

Nike: A colossus with feet of clay

Since the 1990s, Nike has established global dominance through its cult franchises and technical innovations that have set the market standard. However, this historic leadership is faltering. New entrants are now eating away at the sporting goods giant's market share.

April 02, 2026 at 03:34 pm IST

Explainer: A New Warning for the 60/40 Model

For the first time since 1969, the fundamental principle of diversified management is weakening. Equities and bonds are falling in tandem, transforming the fixed-income safety net into a dead weight for balanced portfolios. Does traditional diversification still have a place?

April 01, 2026 at 07:13 pm IST

Afyren takes full control of NEOXY plant and boosts capacity with 20 million euro investment

Afyren's earnings release coincides with the full acquisition of its NEOXY plant in eastern France. The group plans to invest 20 million euros to ramp up production, targeting operational breakeven (EBITDA) by 2028.

April 01, 2026 at 01:26 pm IST

Airbus gains altitude as Berkeley stalls, TotalEnergies retreats on crude slump.

Announcements from the U.S. President have weighed on oil prices, providing a tailwind for Airbus while acting as a drag on majors TotalEnergies, bp, and Equinor. Meanwhile, banks selected for the SpaceX IPO are benefiting from the news, and Legrand stands out following fresh investments in data centers.

April 01, 2026 at 01:24 pm IST

Why infrastructure giants are vying for Getlink

Eiffage and Mundys are increasing their stakes in Getlink, the operator of the Channel Tunnel. Both companies will soon be positioned just below the mandatory takeover threshold, without intending - at least at this stage - to launch a formal bid.

March 31, 2026 at 08:22 pm IST

Norsk Hydro and aluminum prices soar following Middle East strikes

Several strikes that Iran has claimed have targeted aluminum smelters have naturally driven up its price. Who are the winners, and why target these infrastructures?

March 31, 2026 at 02:17 pm IST

Norsk Hydro and aluminum surge after strikes in the Middle East

Several strikes claimed by Iran, targeting aluminum smelters, sent the raw material higher. Who are the winners, and why target this infrastructure?

March 30, 2026 at 07:30 pm IST

Understanding the Mechanics of Share Buybacks

The surge in share buybacks is no coincidence. This mechanism offers tangible benefits for both the company and the investor. However, caution is recommended as well, because these buybacks can also serve as a smokescreen.

March 26, 2026 at 07:38 pm IST

Dark pools and the indicators used to decipher them

Off-market transactions now account for nearly half of US trading volumes, away from the public eye. The DIX, based on movements within Dark Pools, helps decode a portion of this activity.

March 25, 2026 at 10:57 pm IST

Siemens and Grifols on the mend... Inwit loses signal.

Oil majors are retreating on lower crude prices, while Nordic banks trade ex-dividend. Grifols shows tangible signs of deleveraging and Siemens secures a new partner. Inwit loses its contract with Fastweb, a Swisscom subsidiary.

March 25, 2026 at 02:33 pm IST

Are Inverse ETFs Like ProShares Short S&P 500 Worth the Risk?

Betting against the S&P 500 might seem counterintuitive. Yet, that is the core principle of an ETF widely used for hedging or speculation. While the ProShares Short S&P 500 may look appealing when markets turn volatile, it is not a tool for the faint-hearted.

March 23, 2026 at 04:12 pm IST