Eloi Suinot

Zalando turns from green to red after publishing its results

Zalando started the session with a bang, gaining 5% after the publication of its Q2 results. But this enthusiasm quickly faded away, with the stock then falling over 10%.

August 06, 2025 at 03:19 pm

OpenAI targets valuation of $500bn to offer shares to its employees

The California-based group is growing rapidly and plans to offer shares to its employees in order to retain them. Meta has begun poaching some of OpenAI's most valuable talent.

August 06, 2025 at 03:06 pm

Dividends and uncertainty: a cocktail slowing capex and weighing on growth

While the IMF remains optimistic about global growth in 2025, the OECD is concerned about corporate investment trends. Investment, the engine of the economy, is stalling for a number of reasons.

August 06, 2025 at 11:31 am

Diageo market satisfied as reports in line with expectations

Under persistent stockmarket pressure, Diageo has actually unveiled reassuring annual results.

August 05, 2025 at 05:52 pm

A stock to watch: Take advantage of the German stimulus plan

Contrary to our examination of struggling stocks, here we take a look at the opposite end of the spectrum: stocks that are seeing green pastures, enjoying strong momentum or poised for better days ahead. Today, we focus the on German industrial services provider Bilfinger.

August 05, 2025 at 05:46 pm

Having passed the billion mark, Palantir is confident about the rest of the year

Palantir, the company shrouded in myth, continues its meteoric rise, driven by the boom in artificial intelligence. In Q2, the technology company reached a new milestone and raised its forecasts. Its stock rose by nearly 5% in after-hours trading following the announcement of its results.

August 05, 2025 at 10:11 am

Trump back on the attack against the pharmaceutical industry

Donald Trump is continuing his crusade against the cost of drugs. In May, he signed an executive order to tackle "exorbitant drug prices." Yesterday, his spokesperson Karoline Leavitt announced that the president had sent letters to 17 CEOs in the sector, urging them to take action on prices in the United States by September 29.

August 01, 2025 at 12:50 pm

Market snubs Accor's results

Despite a solid performance at first sight, Accor shares have been hit hard during trading, with the stock suffering its worst decline since the Covid crisis. The blame lies with details that are not so minor for investors, who know that the devil is in the details.

July 31, 2025 at 04:16 pm

Danone: volumes sweep away doubts

The owner of Evian, Volvic, and Activia is casting away doubts. Since the inflationary episode, Danone has been the first amongst Nestlé, Unilever, Kraft Heinz, and Mondelez to see its growth driven by volumes. This should reassure investors about the group's health and science strategy.

July 31, 2025 at 11:28 am

Washington and Beijing move towards a 90-day trade truce

Indeed, this is the third meeting in three months. After Geneva in May and London in June, the Chinese and US delegations are meeting again on Monday in Stockholm. No trade agreement is expected, but both the superpowers are preparing a truce to give time to form complex trade relations.

July 28, 2025 at 03:45 pm

Importers, exporters or consumers: who pays the customs duties?

The issue remains divisive. The Trump administration has always insisted that exporters will pay. The Fed, which is cautious as ever, prefers to wait before moving too quickly and is monitoring inflation trends. We now know a little more.

July 25, 2025 at 02:46 pm

European automotive sector upbeat after trade agreement with Japan

The trade agreement reached with Japan offers some respite for the automotive sector. It provides for an exemption from surcharges for the sector, a move that is fueling optimism in Europe as European traders are in Washington.

July 23, 2025 at 05:37 pm

S&P 500: international business boosts performance, up 7% compared to domestic business

While 28% of the S&P 500 index's total revenue comes from abroad, the 50 companies with the highest international exposure significantly outperform the 50 most domestic ones. Beyond taxes and, above all, fears surrounding them, other mechanisms and trends are taking over.

July 23, 2025 at 05:09 pm

Philip Morris: reality catches up with positivity

Philip Morris has unveiled its second-quarter results. The group's trajectory remains strong, but the stock, which had risen to record highs relative to its peers, has paused.

July 23, 2025 at 11:41 am

Results preview: Legrand accelerates

Taking the pulse ahead of the results. The electrical infrastructure specialist's interim results will be published on 31 July. Yet the first signs are clear: Legrand is continuing the momentum of Q1 and is now targeting double-digit growth.

July 17, 2025 at 12:51 pm

When volatility boosts US banks

As usual, US financials have kicked off the earnings season. After JPMorgan, Citigroup, and Wells Fargo yesterday, it was the turn of Bank of America, Goldman Sachs, and Morgan Stanley on Wednesday. These releases often set the tone.

July 17, 2025 at 11:42 am

Record highs for BlackRock, despite a major institutional acquisition

After fueling concerns about the economy amid trade tensions, Larry Fink, CEO of the world's largest asset manager, today presented robust results. One question mark remains, however: the departure of a massive institutional client.

July 16, 2025 at 04:57 pm

How did Indonesia go from 32% to 19% customs tariffs?

In 2024, Indonesia had a trade deficit of $17.9bn. Compared to its neighbors, this figure remains reasonable, even though it is amongst the highest in the world. After receiving a letter notifying it of a 32% tariff on all its exports to the US, Jakarta finally managed to reduce this to 19%.

July 16, 2025 at 04:23 pm

Rare earths: Apple joins the industrial front supported by the Pentagon

Apple has just signed a $500m contract with MP Materials to secure a supply of rare earth magnets… without going through China. A reliable supply chain comes at a price, and Apple is willing to pay this. The deal also discreetly brings the Californian giant closer to Washington on a highly strategic issue.

July 16, 2025 at 01:16 pm

A Scandinavian consortium acquires Dalata for EUR1.4bn

A consortium involving three Scandinavian companies has made a takeover bid for Dalata, Ireland's largest hotel operator, for EUR1.4bn. Pandox is continuing to specialize in asset ownership and long-term leasing.

July 15, 2025 at 05:04 pm

Mexican tomatoes: Made in the USA or higher prices, the Trump dilemma

When Donald Trump promises to renegotiate all trade agreements, he does not mince his words. The US has recently announced the end of the agreement with Mexico on the minimum price for Mexican tomatoes, immediately replaced by a 17.09% tax on these same tomatoes, which account for 70% of US consumption.

July 15, 2025 at 04:56 pm