Analysis: Must Read

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...

Pictet says that if the US loses its technological lead, everything will collapse

At a time when US debt is skyrocketing, China is asserting itself as a technological powerhouse and the BRICS countries are strengthening their influence, the global balance is shifting. For Maria...

Trump's Rant Against China Sends Global Markets Reeling

Global stock markets plunged on Friday after Donald Trump accused China of launching an unprecedented wave of export controls on rare earth elements and other key materials, escalating tensions...

The Best Articles of the Week: Cowboys and currency traders, amongst others

In this week's press review: gold shining bright, apocalyptic journalists, and news about Donald Trump's Peace campaign....

The state as shareholder: a new American doctrine?

Long confined to the role of referee, the US government is once again becoming a player. By acquiring stakes in several companies in recent weeks, Washington is breaking with the ideology of liberal...

Gold medal for silver

Gold is not the only precious metal that shines. In the wake of gold, which has crossed the symbolic threshold of $4,000 per ounce, silver has also exceeded $50.

Ferrari unveils disappointing new estimates

The famous Italian luxury car manufacturer has unveiled new forecasts that are considered disappointing. The effect is immediate: the stock is currently down over 13% and is heading for the worst...