Kevin Smith

Deutsche Bank sees gold at $8,000 in a less dollar-dependent world

In a research note published on Monday April 27, Deutsche Bank presents an ambitious thesis for gold, framing it no longer merely as a hedge against inflation or the dollar's weakness, but as a primary beneficiary of a fragmenting world. For the German bank, the era that began after the fall of the Berlin Wall - dominated by globalization, American hegemony, and the accumulation of dollar reserves by emerging markets - is coming to an end.

April 28, 2026 at 01:30 pm

Brown & Brown loses a growth source

Following an exceptional cycle, the world's seventh-largest insurance broker is suffering from a downward revision of its organic growth outlook.

April 28, 2026 at 12:12 pm

A strange game of three-cushion billiards at Commerzbank

The battle for control of Germany's second-largest banking group is forcing all stakeholders to confront their own contradictions.

April 28, 2026 at 10:33 am

Public Storage flat after solid but cautious quarter

The American self-storage specialist posted Q1 results that are slightly ahead of expectations, although its decision to maintain its full-year guidance dampened investor enthusiasm.

April 28, 2026 at 08:59 am

GSK secures dual regulatory fast-track status for MASH treatment

On Monday GSK announced a bih regulatory breakthrough for efimosfermin, its experimental treatment for metabolic dysfunction-associated steatohepatitis, also known as "MASH". This disease represents a severe form of fatty liver disease often occurring in patients suffering from obesity, type 2 diabetes, or metabolic disorders, which could progress to cirrhosis, liver failure or liver cancer.

April 27, 2026 at 11:03 pm

Forvia catches its breath

The divestment of its automotive interiors business to Apollo is welcome news for Forvia. Having long struggled under financial strain, the group has now successfully offset its short-term refinancing risks.

April 27, 2026 at 02:58 pm

Five years of stagnation for Indutrade shares, despite maintaining its operational pace

Once, nothing seemed capable of halting the impressive forward march of these few Swedish serial acquirers and their well-oiled operating models.

April 27, 2026 at 11:55 am

The Fed: A high-stakes baton pass from Powell to Warsh

As Jerome Powell prepares to step down as Chair, the Fed is having to navigate a sensitive transition balancing inflation, politics and monetary independence.

April 25, 2026 at 12:00 pm

Wall Street Hits Records, Driven by Chip Fever

US markets ended in mixed territory on Friday, as robust corporate earnings and a surge in semiconductor stocks partially offset pressure from persistently high energy prices. The S&P 500 advanced 0.80% to 7,165.1 points, the Nasdaq 100 rose 1.95% to 27,303.7 points, marking a new closing record, while the Dow Jones shed 0.16% to 49,230.7 points.

April 25, 2026 at 08:29 am

Stockmarket arbitrage: when orders become inseparable

The AMF Ombudsman has recently ruled that successive orders forming an arbitrage strategy must all be cancelled if they cannot be executed in their entirety.

April 24, 2026 at 04:44 pm

Nike slashes headcount again to accelerate turnaround

The group is laying off about 1,400 of its staff, primarily in technology, as part of its "Win Now" restructuring plan. This latest round of layoffs underscores Elliott Hill's commitment to streamlining the organization as sales remain under pressure, particularly in China.

April 24, 2026 at 10:25 am

Cracks in US Tech Stocks as Software Comes Under Pressure, While Semiconductors Remain in Favor

The Nasdaq 100 is hitting record highs, but a deepening rift is emerging between software vendors facing market sanctions and chipmakers still buoyed by the AI tailwind.

April 24, 2026 at 10:17 am

First Citizens slips despite earnings beat

First Citizens reported quarterly results that topped expectations, driven by robust adjusted EPS and strong deposit growth. However, a narrowing net interest margin and a slight deterioration in certain credit metrics weighed on the stock, which shed over 4% as the market opened.

April 24, 2026 at 10:09 am

L'Oréal returns to growth

Another set of strong quarterly results for L'Oréal, which continues to outperform its industry and difficulties met with the breathtaking success that the French group has long accustomed its shareholders to.

April 23, 2026 at 02:47 pm

Energizer Holdings faces investor skepticism

What lies ahead for the famous pink bunny battery brand?

April 23, 2026 at 12:44 pm

Wall Street steps on the gas as Trump extends truce

US markets rebounded on Wednesday, bolstered by the extension of the ceasefire with Iran and a fresh wave of welcomed corporate earnings. The S&P 500 climbed 1.05% to 7,137.9 points, the Nasdaq 100 gained 1.73% to 26,937.3 points, while the Dow Jones advanced 0.69% to 49,490.0 points.

April 23, 2026 at 09:48 am

Amazon breaks into GLP-1s, disrupting the obesity distribution chain

The group is rolling out an integrated offering for GLP-1 weight-loss treatments via One Medical, combining primary care, pharmacy services and telehealth. The announcement weighed on several sector players, although primarily appears to intensify the battle over access, pricing and patient monitoring.

April 23, 2026 at 09:43 am

Rexel still awaiting a turnaround in Europe

Largely driven notably by its breakthrough in the data center sector, the electrical equipment distributor has seen a significant market rerating.

April 22, 2026 at 02:55 pm

ETFs: Who are the sector heavyweights?

The latest statistics as of the end of March show that a few major names continue to dominate the rankings, both in terms of assets under management and net inflows.

April 22, 2026 at 11:26 am

Dethroned S&P 500 champion Danaher spends without convincing

A status quo persists at Danaher, which yesterday reported its Q1 results.

April 22, 2026 at 10:44 am

Deutsche Telekom Considering Full Merger with T-Mobile, Bloomberg Reports

The German group is reportedly considering a listed holding structure to consolidate Deutsche Telekom and its American subsidiary, T-Mobile, into a single transatlantic entity.

April 22, 2026 at 10:29 am