Eloi Suinot

China-United States: fewer (highly) strategic bans

China has announced that it is suspending its ban on exports of several critical "dual-use" metals to the United States, i.e., metals with both civilian and military applications. This is a welcome new sign of détente in bilateral relations.

November 10, 2025 at 11:12 am

A tipping point for the US labor market?

According to data from Challenger, the US has exceeded one million layoffs this year, a first since 2009. This is enough to reignite the debate on a slowdown in the labor market.

November 06, 2025 at 05:45 pm

The promise of American economic freedom overshadowed by central control

A new wind of economic interventionism is blowing through the US economy. While economic liberalism is seen as the cornerstone of US policy, Donald Trump is redrawing its contours.

August 22, 2025 at 10:35 am

CTS Eventim is not celebrating at all

Accustomed to a certain degree of volatility when it publishes its results, CTS Eventim is this time bearing the brunt of the market's wrath, penalized by sluggish profitability.

August 21, 2025 at 12:39 pm

Valentino, soon to be owned by Kering, hires a sector heavyweight

Kering still owns only 30% of Valentino, but its full acquisition by 2028 has been contractually agreed. Many investors would like to see this contract renegotiated to allow Luca De Meo, the group's future CEO, to focus on his long to-do list.

August 21, 2025 at 10:24 am

All eyes are on the Chinese stock market: a 10-year record

The Chinese stock market's surge is not due to strong economic indicators, but to renewed confidence in the capital markets, both in mainland China and in Hong Kong.

August 20, 2025 at 05:16 pm

Pop Mart and Chinese stuffed animals set out to conquer the world

There is something of Pokémon about Pop Mart's strategy. You open a box without knowing what's inside and collect useless but stylish toys. A true showcase of Chinese soft power, these figurines are all the rage in the West, like few local brands before them. Are we at the beginning of the wave or approaching the decline of yet another shortlived trend?

August 20, 2025 at 12:50 pm

Simple question: Why is a stock's life simpler when it is liquid?

Liquidity refers to the ease with which an investor can sell an asset without causing significant price fluctuations. It plays a decisive role - not only in the price of a share, but also in the health of the company. This is one of the reasons given to explain why US stocks are better valued than European stocks.

August 19, 2025 at 04:39 pm

When employees become a competitive advantage

In today's ultra-competitive environments, organizations recognize that their true wealth no longer lies solely in technology or capital, but in the talent that drives them. Recruiting an influential executive from a competitor to attract their former colleagues or buying a start-up for the sole purpose of acquiring its teams are practices that are becoming commonplace today.

August 19, 2025 at 11:49 am

Novo Nordisk: Wegovy - beyond diabetes and obesity

Under pressure from Donald Trump to lower drug prices, Novo Nordisk is halving the price of Ozempic, its diabetes treatment, in the US. In addition, Wegovy has become the only GLP-1-based drug approved in a new market that affects 5% of Americans.

August 19, 2025 at 11:17 am

A stock for those looking for treasures under the sea

For this second edition, we're heading for the deep blue sea. Underwater exploration, still largely unexplored, is at the heart of Kraken Robotics' ambition. Even Mars is better mapped than our oceans, and the Canadian company has decided to tackle the technical challenges of these complex missions. Portrait of a former penny stock that is betting on defense in a sector where innovation is a condition for survival.

August 18, 2025 at 10:41 am

Italy catches up with France on 10-year rates, a first since 2008

Just a month ago, we were talking here about the end of the historic spread on short-term maturities between Italy and France. Now we are back with a slightly more alarming observation: the end of the spread between 10-year bonds. And Giorgia Meloni does not intend to stop there: she is now targeting Germany.

August 15, 2025 at 12:20 pm

How did the Norwegian fund achieve its best quarter since 2023?

The world's most famous sovereign wealth fund also publishes its performance. This is understandable for an entity that alone holds 1.5% of global market capitalization. With a quarterly return of 6.4%, it posted its best performance since the end of 2023. Let's review the trends that made this possible.

August 12, 2025 at 06:02 pm

The Swiss stockmarket remains unfazed

The Swiss government has returned empty-handed from its impromptu visit to Washington, and tariffs are now in effect. However, the Swiss index is resisting, remaining stable, with the country's growth hardly affected by the situation.

August 12, 2025 at 04:09 pm

Donald Trump gives hope to the cannabis industry

The US president has quickly tackled most of his campaign promises, but not yet the one on cannabis deregulation. It is an issue on which he now seems ready to move forward, as stocks in the sector await a strong signal to regain the momentum they lost since their heyday at the beginning of the decade.

August 12, 2025 at 10:26 am

The momentum of AI is trickling down to nuclear power

Nuclear energy is back in the spotlight. The tailwind first came from politicians with climate targets in their sights, then from the crazy demand for energy fueled by AI.

August 11, 2025 at 06:16 pm

Is The Trade Desk on the road to normalization?

Slower growth and cautious comments about the coming quarters are a classic recipe for sending an overvalued stock plummeting.

August 08, 2025 at 05:06 pm

Ralph Lauren defying turbulence in luxury sector… but not the customs duties.

Ralph Lauren's current strength illustrates consumers' preference for more accessible luxury. Ralph Lauren is playing it safe as it concludes its first quarter.

August 08, 2025 at 11:56 am

Is it back to square one for Eli Lilly?

After a series of setbacks for Novo Nordisk, Eli Lilly had almost lost sight of the Danish group in its rearview mirror. But the tide could be turning. The results of the study on the oral version of its obesity treatment are in, and they are very disappointing.

August 07, 2025 at 06:20 pm

Airbnb struggles to convince

The online platform's key performance indicators exceeded expectations, but management's cautious tone cast a shadow over Airbnb's results.

August 07, 2025 at 04:44 pm

Political instability takes center stage in Poland

Nationalist historian Karol Nawrocki has just been elected president of Poland. Barely sworn in, he is already attacking Prime Minister Donald Tusk. This is an opportunity to look back at the division of power in Poland and the political and economic consequences of the standoff that is looming between the country's two strongmen.

August 07, 2025 at 10:56 am