🎒 What should investors carry into the final part of 2026?
Markets emerged from the summer looking surprisingly resilient, but beneath the surface the environment has become more demanding.
🛢️ Oil is back as an inflation risk.
Renewed geopolitical tensions pushed crude prices sharply higher. More... Afficher plus Traduction
Markets are running hot — but this is exactly when discipline matters most
Global equities remain close to record levels, supported once again by technology and AI. But beneath the surface, the investment landscape is becoming increasingly complex.
1️⃣ AI remains the main growth engine
Nvidia delivered... Afficher plus Traduction
Markets are entering a phase where growth is no longer enough — the cost of funding that growth is becoming just as important.
The latest market signals point to an increasingly complex environment. Long-term US yields remain elevated, energy prices are adding renewed inflationary pressure, and the... Afficher plus Traduction
Earnings Are Strong, but the Market Is Becoming More Selective
The latest earnings season is sending an important message: corporate profitability remains remarkably resilient despite geopolitical and macroeconomic uncertainty.
1. Earnings growth is broadening beyond tech.
In Italy, aggregate FTSE... Afficher plus Traduction
Markets are entering a new phase: fundamentals are back in the spotlight.
Over the past few weeks, investors have received a clear message: markets are becoming increasingly driven by fundamentals rather than expectations alone.
The Federal Reserve kept interest rates unchanged, reinforcing its data-dependent... Afficher plus Traduction
Markets are being driven by geopolitics once again.
Yesterday’s trading session highlighted how quickly macro events can outweigh company fundamentals. The main catalyst was the renewed tension between the United States and Iran, which pushed investors back toward energy markets and inflation expectations.... Afficher plus Traduction
Is the market becoming less forgiving?
The latest earnings season suggests we’re entering a new phase of the market—one where execution matters more than expectations.
Several companies delivered solid financial results, yet investors reacted very differently depending on the quality of those earnings.
Microsoft... Afficher plus Traduction
The latest earnings season delivered an important reminder: markets are becoming much more selective.
Strong revenue growth alone is no longer enough. Investors increasingly want to see expanding margins, disciplined capital allocation and clear returns on AI investments.
Microsoft is a perfect example.... Afficher plus Traduction
**From AI Hype to Earnings Reality**
Last week offered a useful reminder that markets don't move in straight lines.
The **Nasdaq fell 4.6%**, the **S&P 500 lost 1.9%**, while several AI leaders—including **NVIDIA (-8.6%)**, **Alphabet (-8.3%)** and **Apple (-4.8%)**—experienced sharp pullbacks... Afficher plus Traduction
The market environment remains constructive, but selectivity is becoming increasingly important.
Recent earnings confirmed that not all sectors are moving in the same direction. Companies benefiting from AI investments continue to attract capital, while businesses facing margin pressure or slower growth... Afficher plus Traduction
1
0
0
Rejoignez des millions de traders
Trouvez un trader que vous aimez et cliquez sur Copiez. Quand ils tradent, vous tradez
We use our own and third-party cookies on our websites to enhance your experience, analyze traffic, and for security and marketing. For more info, see our Cookie Policy or go to Manage Settings.
Privacy Preference Center
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.
More information
Manage Consent Preferences
Strictly Necessary Cookies
Always Active
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
Performance Cookies
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
Functional Cookies
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
Targeting Cookies
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.