Adrien Chavanne

It's now full steam ahead for The Hershey Company

Even with a diversified portfolio that includes some of the most iconic snack brands (from Reese's to Hershey's, KitKat in the US and Fulfil bars), the American chocolate maker is still affected by record raw material prices.

18 September 2025 at 01:09 am AEST

The Day the Fed Resumed Its Rate Cuts

A little further down this column, we shall be talking about Jay, J-Pow, Mr Too-Late, the fool, the nitwit, the stupid guy, the incompetent, the perfect idiot, the imbecile, the big loser, low IQ, and the stubborn tart. In two words: Jerome Powell. But before that, let's have a quick refresher on exchange rates-why they sometimes matter and what they trigger.

17 September 2025 at 04:30 pm AEST

Major changes in seeds and crop protection products?

Corteva Agriscience is an American company formed from the split of DowDuPont in 2019. It specializes in seeds and crop protection. Its seed portfolio mainly covers corn, soybeans, cereals, rapeseed, and sunflowers. At the same time, the company markets a wide range of crop protection products (herbicides, fungicides, insecticides). The group is one of the sector heavyweights, alongside Syngenta, BASF, and Bayer.

17 September 2025 at 01:17 am AEST

VusionGroup keeps investors on its side

The store digitization specialist is soaring after the publication of excellent indicators in its first-half results. Targets have been raised.

16 September 2025 at 08:19 pm AEST

Nasdaq 100 Eyes Tenth Consecutive Gain

Tick-tock, tick-tock - the countdown is on ahead of the US Federal Reserve's rate decision tomorrow evening. Investor confidence remains buoyant: several major indices have soared to record highs, and enthusiasm for technology stocks is holding steady.

16 September 2025 at 04:14 pm AEST

Another Hollywood merger?

Numerous sources report that Paramount Skydance is about to make a takeover bid for Warner Bros. Discovery. The concentration of Hollywood studios could therefore continue.

13 September 2025 at 01:53 am AEST

The Stock Market Rediscovers Its Cloak of Invincibility

The final barrier of doubt over the prospect of US rate cuts from next week gave way yesterday. Inflation in the United States remains elevated, but in the eyes of investors it is now compatible with monetary easing. Wall Street indices are scaling fresh heights on the eve of the week's last session. These equity markets look invincible.

12 September 2025 at 04:21 pm AEST

Synopsys: An unexpected setback

The company, which had a market capitalization of over $100bn on Wall Street until yesterday evening, collapsed after the publication of its Q3 results. Here are some explanations for this.

12 September 2025 at 03:22 pm AEST

Inflation Pushes Oracle Off the Front Page

The surge in Oracle's share price in New York yesterday failed to rekindle broader optimism on Wall Street, where investors are treading cautiously ahead of the imminent release of US inflation data for August. This figure represents the final hurdle before the widely anticipated interest rate cut by the Federal Reserve next week. In Europe, the ECB is expected to maintain its current monetary policy stance following today's meeting. These are the two key events investors are watching most closely today.

11 September 2025 at 04:13 pm AEST

Inditex already regaining confidence

The second quarter of the world's largest publicly traded fast fashion retailer ended with a performance slightly below expectations. The group was particularly affected by currency fluctuations. However, momentum has picked up significantly since last month, with double-digit growth. Investors are now anticipating a strong end to the year.

11 September 2025 at 04:48 am AEST

All hands on deck at Novo Nordisk!

The Danish pharmaceutical group has played its cards by announcing a vast cost-cutting plan and further lowering its forecasts. Nevertheless, the stock is up this morning in Copenhagen. What's going on?.

10 September 2025 at 08:04 pm AEST

On Wall Street, Oracle Shatters Expectations

Stocks continue their ascent. Even US equities, despite the lack of any major catalyst. The S&P 500 marked its fourth gain in five sessions, rising 0.3% to 6,513 points. France's CAC 40 also edged higher by 0.2% to 7,749 points, despite the collapse of the government. The Indian NIFTY posted gains too, despite a growing tariff row with Washington. Even Hong Kong's Hang Seng advanced, defying the country's deepening deflationary pressures.

10 September 2025 at 04:19 pm AEST

Edenred sinks even further

Having fallen 30% since the beginning of the year and down 65% from its 2023 highs, the employee benefits specialist has suffered a series of setbacks. Faced with this lack of visibility, many investors are abandoning the stock.

09 September 2025 at 04:46 pm AEST

Another One Bites the Dust

France continues to animate the markets in the manner of a farcical stage play. Parliament has withheld its confidence in the government. Emmanuel Macron is now compelled to replace François Bayrou, whose political gamble has ended in outright disaster. Financial markets remain largely indifferent - Wall Street, least of all, where indices continue to hit record highs.

09 September 2025 at 04:22 pm AEST

Paris unnerves, Wall Street crunches the numbers

Paris rarely sets the tone for financial markets these days-unless political instability takes centre stage, bringing public debt fears in its wake. As a result, investors are watching closely for any sign of the Bayrou government collapsing, which could trigger a spike in risk aversion, especially across Europe. In the United States, a rate cut next week is virtually a foregone conclusion, but a string of upcoming data releases still holds the power to reignite debate over whether such a move is truly warranted.

08 September 2025 at 04:16 pm AEST

Lululemon: this time, things are no longer going well

The brand specializing in yoga clothing is seriously beginning to approach a disaster scenario similar to that of Under Armour.

06 September 2025 at 12:46 am AEST

The AI equation weighs on Salesforce

Disappointing forecasts and artificial intelligence that is still under-monetized: the customer management software giant continues to face obstacles, quarter after quarter.

05 September 2025 at 06:05 pm AEST

Figma: A welcome disappointment to temper stock's valuation?

The interface and user experience design software company has reported its first results as a publicly traded company. The reaction is commensurate with the unpleasant surprise. The stock is down 17% at the time of writing.

05 September 2025 at 05:37 pm AEST

Very good news for Google

Alphabet, the parent company of Google and YouTube, soars in pre-market trading today, after the US court ruling on competition amongst search engines.

03 September 2025 at 08:18 pm AEST

Growth slows down at The Cooper Companies

The US specialist in contact lenses and fertility products is going through its worst phase in almost three years. The steady growth trajectory that reassured analysts and investors in recent years appears much more fragile in 2025.

03 September 2025 at 05:21 pm AEST

Ulta Beauty seems to have the keys to restart the engine

Often mentioned in our columns, North America's largest distributor of beauty and personal care products has seen its shares rebound significantly over the summer, approaching last year's highs. Investors once again believe in a bright future after the sudden normalization of growth that followed an exceptional decade.

02 September 2025 at 04:59 pm AEST