Market Analysis : Must Read

Earnings calendar for week of December 8-12, 2025: Oracle, Adobe, Broadcom a trio to watch

Earnings calendar for week of December 8-12, 2025: Oracle, Adobe, Broadcom a trio to watch

Welcome to the earnings publication calendar for the listed companies for the week of December 8-12, 2025. Amongst this week's main announcements are those Oracle, Adobe and Broadcom, big AI-related...

08 December 2025 at 07:35 am AEDT

The Week in Review: trying to circumvent the Chinese

The Week in Review: trying to circumvent the Chinese

The 5 stories of the week Trying to Circumvent the Chinese Emmanuel Macron this week undertook a three-day visit to China, his fourth state visit since 2017. In Beijing, then Chengdu, the French...

06 December 2025 at 04:50 am AEDT

The Best Articles of the Week: Where we cross paths with Donald Trump, Taylor Swift and a teddy bear

The Best Articles of the Week: Where we cross paths with Donald Trump, Taylor Swift and a teddy bear

This week in the MarketScreener press roundup, Taylor Swift sells Cartier to Gen Z, while Trump hoards gifts from the Gulf and pardons scammers. We learn that New York offices dream of cosy studios,...

05 December 2025 at 08:22 pm AEDT

He's also taking a big risk: the Fed chair nomination puts Scott Bessent under pressure

He's also taking a big risk: the Fed chair nomination puts Scott Bessent under pressure

If the next Fed chair does not meet Donald Trump's expectations, the Treasury secretary could lose the president's trust.

05 December 2025 at 02:55 am AEDT

MarketScreener roundup: Poxel, Haffner, Europlasma, the Return of the Living Dead

MarketScreener roundup: Poxel, Haffner, Europlasma, the Return of the Living Dead

Dilutive financings continue to ravage the stockmarket. However, as the mechanism remains legal, they keep expanding. It is therefore occasionally necessary to remind small shareholders of the havoc...

05 December 2025 at 02:27 am AEDT

Fusion-Portfolios: the Trio that triggers the Reaction

Fusion-Portfolios: the Trio that triggers the Reaction

Our approach has focused our research on the nuclear value chain, a strategic market booming thanks to energy security imperatives and new investment cycles. Rigorous criteria were applied to isolate...

05 December 2025 at 02:13 am AEDT

ABC of Financial Analysis: Working Capital Requirement

ABC of Financial Analysis: Working Capital Requirement

As a concept that is often abstract or poorly understood, the working capital requirement is nevertheless a fundamental variable in defining the attractiveness of a business activity.

05 December 2025 at 02:04 am AEDT

Anthropic accelerates toward Wall Street to edge OpenAI out

Anthropic accelerates toward Wall Street to edge OpenAI out

According to the Financial Times, the American AI startup has hired Wilson Sonsini to prepare its IPO, aiming to beat OpenAI and capture billions at a potential valuation of over $300bn.

03 December 2025 at 06:50 pm AEDT

Copper is the new oil

Copper is the new oil

Copper almost hit $11,300 per tonne today, marking an all-time high and a 30% surge year-to-date. Mining companies won't green light new projects until copper reaches $12,000 per tonne. We're still 6%...

03 December 2025 at 03:05 am AEDT

Inflation definitively buries chance of a December ECB rate cut

Inflation definitively buries chance of a December ECB rate cut

If there had been a small chance of an ECB rate cut on December 18, the inflation figures published by Eurostat this morning have buried it for good.

03 December 2025 at 02:33 am AEDT

Signs of fatigue and tensions with the base: Is Trump losing touch?

Signs of fatigue and tensions with the base: Is Trump losing touch?

Reelected triumphantly a year ago, after an incredible comeback, Donald Trump almost made us forget that he is the oldest elected president of the United States. But that reality is catching up with...

02 December 2025 at 09:38 pm AEDT

Bank of England: Capital idea or pothole policy?

Bank of England: Capital idea or pothole policy?

Britain's banks get a lighter load, but will they speed up the economy or veer off course?

02 December 2025 at 08:49 pm AEDT

Warren Buffett: the latest letter from the best capital allocator in history

Warren Buffett: the latest letter from the best capital allocator in history

Published for Thanksgiving, Warren Buffett's final message to his shareholders reads like anything but a routine note. At 95, the Oracle of Omaha announces his retirement, passing the baton to his...

02 December 2025 at 08:27 pm AEDT

Stupid question: why do people love stockmarket crashes so much?

Stupid question: why do people love stockmarket crashes so much?

Nobody can have failed to notice that the slump in risky assets such as equities or cryptocurrencies generates a far denser media flow than rising phases, however prolonged. Why are people so...

01 December 2025 at 09:14 pm AEDT

Earnings calendar from 1 to 5 December 2025: just when you think it's over, there's more to come!

Earnings calendar from 1 to 5 December 2025: just when you think it's over, there's more to come!

Welcome to the calendar of corporate releases for listed companies for the week of 1 to 5 December 2025. There are still some big names reporting as the season draws to a close: Salesforce and...

01 December 2025 at 07:38 pm AEDT

A rate cut, yes! But at what cost?

A rate cut, yes! But at what cost?

Just as investors were beginning to show serious signs of anxiety about the AI narrative, the Fed put has given them fresh hope. While Wall Street is clinging to rate cuts, they are not of course...

01 December 2025 at 06:26 pm AEDT

More fear than harm for Airbus after the emergency software fix on 6,000 A320s?

More fear than harm for Airbus after the emergency software fix on 6,000 A320s?

After an incident linked to a solar flare on a JetBlue A320, Airbus launched an unprecedented emergency software recall. Thousands of aircraft worldwide were updated over the weekend, illustrating the...

01 December 2025 at 05:54 pm AEDT

AI: why infrastructure captures most of the value

AI: why infrastructure captures most of the value

As tech and AI valuations hit record highs in the United States, a growing share of asset managers is betting on infrastructure rather than end-user applications.

29 November 2025 at 02:22 am AEDT

Uranium: underpriced commodity for a nuclear future

Uranium: underpriced commodity for a nuclear future

Uranium trades at ~$75-80/lb today. Roughly half the $150/lb needed to incentivise new mine development, while reactor demand grows 28% by 2030 and annual production barely covers today's consumption.

29 November 2025 at 01:14 am AEDT

The Best Articles of the Week: the art of bluff, al dente pasta and crypto barons on steroids

The Best Articles of the Week: the art of bluff, al dente pasta and crypto barons on steroids

In this week's press review, the line between reality and fiction gets blurred, whether it's investment turning into a video game, a secret plan in case of a world war, or the scientific cooking of...

28 November 2025 at 09:30 pm AEDT

1 2 3 4 5

The Most Overhyped PCE Print in Wall Street History

Today's Editorial

The Most Overhyped PCE Print in Wall Street History

ABB: A technological infrastructure asset, the European pillar of automation

Stock Pick

ABB: A technological infrastructure asset, the European pillar of automation

Headlines

Boom in AI remains highly theoretical at Hewlett Packard Enterprise

Boom in AI remains highly theoretical at Hewlett Packard Enterprise

Salesforce reassures the market

06 December 2025 at 02:08 am AEDT

Salesforce reassures the market

Buyback beacon: Badger Meter's strategy for sustained growth

05 December 2025 at 07:55 pm AEDT

Buyback beacon: Badger Meter's strategy for sustained growth

Interviews

Private Credit and Syndicated Loans

Private Credit and Syndicated Loans

The rise of private debt markets and relative value vs public bonds

08 December 2025 at 12:59 pm AEDT

HPE's AI Servers Ready as Soon Data Centers Are, Says CEO

HPE's AI Servers Ready as Soon Data Centers Are, Says CEO

HPE CEO Antonio Neri discusses the company's earnings as its sales for AI servers fall short. He joins Caroline Hyde and Ed Ludlow on Bloomberg Tech. ...

06 December 2025 at 08:55 am AEDT

More interviews

Forex Analysis

ECB's Rehn sees downside risks to inflation, urges action on Ukraine funding

ECB's Rehn sees downside risks to inflation, urges action on Ukraine funding

06 December 2025 at 07:49 pm AEDT

US regulators relax leveraged-lending guidance for banks

US regulators relax leveraged-lending guidance for banks

06 December 2025 at 06:59 am AEDT

More Strategies

Index Analysis

Treasury Secretary Bessent says he has divested his soybean farm

Treasury Secretary Bessent says he has divested his soybean farm

08 December 2025 at 07:19 am AEDT

German foreign minister to discuss rare earths, steel in China visit

German foreign minister to discuss rare earths, steel in China visit

07 December 2025 at 10:45 pm AEDT

More Strategies

Commodity Analysis

Italy presses ahead with claim on central bank's $300 billion gold pile

Italy presses ahead with claim on central bank's $300 billion gold pile

27 November 2025 at 08:55 pm AEDT

Caledonia to proceed with Bilboes gold project in Zimbabwe

Caledonia to proceed with Bilboes gold project in Zimbabwe

26 November 2025 at 12:50 am AEDT

More commodity analysis

As early as today, start finding the best investment opportunities!