The second half of January is here, which means that results season is starting. In the last few days, several large American financial institutions have already published their fourth-quarter results, reporting earnings well above consensus expectations. Banks, in particular, saw their profits rise and indicated growing optimism among investors and CEOs since the US elections. ...

A Tale of Two Asian Giants The graph below definitely is a strong contender for ‘chart of the year 2024’. For the first time, interest rates on long-term (30 years) Chinese government bonds fell below Japanese ones. This move is a reflection of economic weakness in China with expectations of increased monetary easing. A stark contrast with Japan's gradual policy normalization. ...

The world’s largest luxury company, LVMH, faced the cancellation of its Watch Week event in Los Angeles due to wildfires. However, there was positive news for shareholders as the company’s stock surged by approximately 8% over the past five days. This rally was driven by a mix of company-specific and sector-wide developments. Notably, analysts at Bank of America upgraded LVMH’s ...

Last week, we examined the state of climate change and the challenges and opportunities that 2025 brings. This week, we delve into the indispensable tools guiding our climate efforts: metrics. It’s said that “measuring is knowing,” and in the fight against climate change, knowing where we stand is crucial. Six key indicators offer insight into our progress and setbacks:   ...

Micron Technology, one of the few key players in the memory and storage solutions arena, has seen its stock price surge by 17 % in the last five days. This rise reflects strengthened investor confidence in the stock, which mainly arose since two key announcements over the last week. First, Microsoft's bombshell announcement of an $80 billion investment in AI-focused data center ...

As we embark on 2025, it’s essential to take stock of our progress in addressing climate change. The past year brought both milestones and warnings, revealing how far we’ve come and how much work remains.   Global climate check: key takeaways from 2024 2024 shattered records as the hottest year in history, with global temperatures breaching the 1.5°C mark above pre-industria ...

We kick off this new MacroFriday year in Europe with the publication of December’s inflation numbers this week. And, the inflation struggle is far from over. Headline inflation in the Euro Area dropped to 1.8% in September, falling below the ECB’s inflation target of 2%. At that time, inflation had reached its lowest level since June 2021. Since then, inflation has picked ...

In the article below we will try to argue why Industrial gases is a more interesting subsector of the Materials sector and take a look at some of the large players.   Industrial Gases: A big business with global reach  The global market for industrial gases exceeds 100 billion dollars in revenues. It is an oligopolistic market dominated by five major players – Air Liquide, ...

I would like to take a moment to introduce myself. My name is Matisse Cappon, and I'm excited to start working at Econopolis, a company whose vision and approach resonate with my perspective on financial markets. As someone passionate about active investment strategies, I've always sought environments where analytical depth and innovation are at the forefront. This passion guid ...

Critical raw materials are becoming increasingly prominent on the global stage. Their role in transformative policies such as the U.S. Inflation Reduction Act (IRA) and the European Union's Critical Raw Materials Act (CRMA) underscores their significance. Critical raw materials are defined as resources with high economic importance but subject to important supply risks. The cla ...