Analysis: Must Read

US retailers facing the tariff dilemma

Major US retailers are navigating by sight in an unstable geopolitical and economic environment. With the summer season approaching, Walmart, Target, Costco, and other retailers are accelerating their...

Generali exceeds expectations in Q1 amid acquisition war

Italian insurer Generali reported better-than-expected quarterly results on Thursday as it prepares to review an offer from its main shareholder, Mediobanca, to buy its private banking subsidiary,...

Nestlé is refocusing its activities on its core business, CEO says

Nestlé's new CEO, Laurent Freixe, has said that the Swiss group will refocus on its core business after venturing into segments such as food supplements, which he believes have weakened the...

AT&T continues to expand its fiber network with a new acquisition

US telecommunications operator AT&T has just signed an agreement with Lumen Technologies for $5.75bn. The transaction boosts Lumen's share price by 13%....

A Catalyst for change: Honeywell acquires Johnson Matthey unit

Johnson Matthey has agreed to sell its Catalyst Technologies division to Honeywell International for £1.8 billion , propelling its shares upwards by 33.6% in early trading-its most significant...

Google launches its AI search engine

Under threat from ChatGPT's search engine and the recent announcement of an AI-powered Safari, Alphabet has announced an update to Google. The leading search engine now offers an AI version to all US...

Bitcoin at $109K: How high can this bull run go?

Bitcoin hits a new all-time high of $109,650 as market sentiment turns euphoric. With bullish technicals, ETF inflows, and macro tailwinds, analysts eye $150K—$250K targets for BTC by the end of the...

The US markets and the specter of Japan's 'triple yasu'

It was a difficult start to the week for Wall Street. On Monday, the S&P 500 ended down over 2%. At the same time, the dollar and Treasuries also fell. This is an unusual pattern, but one that we have...

Mergers and Acquisitions - Week of May 20, 2025

From steel titans and telecom giants to consumer goods and ride-hailing platforms, this week's M&A headlines reveal the high-stakes chess game of global business. Here's a look at the most significant...

Donald Trump pushes the majority in Congress to adopt his tax reform

With debates on his tax cut plan underway in Congress, Donald Trump visited the Capitol yesterday to meet with Republican lawmakers. Some are calling for a larger deduction for local taxes, while...

Kraft Heinz targets M&As as Berkshire Hathaway leaves the board

The Kraft Heinz food group has announced that it is exploring several merger and acquisition opportunities. In this context, Berkshire Hathaway has withdrawn from the board of directors and...

Tesla plans to launch a robotaxi trial in Austin by the end of June.

Well known for its electric vehicles, Tesla is expected to begin testing its robotaxis in Austin, Texas, soon. This is a pivotal moment for Elon Musk's company, which has scaled back many projects to...

Oil prices rise amid tensions between Israel and Iran

Oil prices rose more than 1% on Wednesday morning, boosted by reports of a possible Israeli attack on Iranian nuclear facilities. Such a scenario is reigniting fears about crude supplies in a region...

UK inflation jumps in April: prospects for rate cuts dwindle

Inflation in the UK accelerated sharply in April, exceeding economists' forecasts and affecting several sectors closely monitored by the Bank of England. This surge complicates the expected trajectory...

Turbulent times for Coinbase

After integrating the S&P 500, Coinbase announced a hack worth $400m, including customer data. Today, the US Department of Justice is investigating the matter. We also take a look at the situation at...

JD Sports feels the pinch: tariffs, Nike fatigue and a wary consumer

JD Sports, Britain's champion of urban athleisure, has stumbled on transatlantic tarmac. The retailer reported a 2% decline in first-quarter underlying sales and issued a stark warning: tariffs...

M&S estimates damage from the cyberattack at $400m

The famous British retailer M&S has revealed the amount of losses following the cyberattack it suffered in April....

Tariffs Test Retailers, Home Depot Passes

As U.S. retailers brace for a fresh round of tariffs, Home Depot is taking a different path: it’s holding prices steady.

China: a rate cut that won't be enough

Faced with a recovery that is slow to materialize, the Chinese central bank has lowered its key interest rates for the first time since last October. This small move shows that Beijing is maintaining...