Roxane Nojac

A war for AI talent in the banking sector

After companies in tech, industry, supply chain and medicine, AI continues to conquer the banking sector. The problem is, there isn't enough talent to go around.

November 29, 2023 at 11:02 am EST

Indices: Focus on tech, Brazil and China

Among the biggest changes in national indices over the past month were 4 Brazilian indices and 3 technology indices, including two American and one German.

November 27, 2023 at 10:36 am EST

Indices: Argentina, Denmark and building materials

A round-up of indices in the news! This week, Argentina's Merval, OMX Copenhagen and the building materials sector are in the spotlight.

November 24, 2023 at 05:24 am EST

The new black market trend

Ozempic, Wegovy and Mounjaro, appetite suppressants for diabetes and obesity from Novo Nordisk and Eli Lilly, have invaded pharmacies, press articles and social networks in the space of just a few months. To such an extent that most treatments are now in short supply, and their manufacturers have been forced to adjust production and ration supplies. Too late, the black market has already snapped up this new drug.

November 23, 2023 at 09:10 am EST

Guy Spier's 8 investment rules

Born in South Africa in 1966, Guy Spier is a renowned investor and manager of the Aquamarine fund. A close friend of Mohnish Pabrai, the famous Indo-American investor, he, like Pabrai, was inspired by Warren Buffett's investment methods. Although his book The Education of a Value Investor, published in 1994, is not a must-read for beginners to the stock market, it does contain 8 valuable lessons for value investors.

November 22, 2023 at 05:22 am EST

Behind the numbers: 148

The not-to-be-missed story behind important numbers, in one minute every week! This week, we take a look at the second launch of SpaceX's Starship rocket!

November 20, 2023 at 11:56 am EST

STRATEGY - Dassault Aviation: The revenge of the Rafale

The takeoff was laborious, the journey turbulent, but the Rafale finally managed to get up to cruising speed! Here's a look back at the success story of Dassault Aviation's new fighter jet, after a difficult start.

November 07, 2023 at 10:20 am EST

Inflation: thank you Christine? 

Has the ECB's ultra-restrictive monetary policy finally borne fruit? In October, inflation growth in the Eurozone began to show signs of weakening, slowing faster than expected to 2.9%. Sustainable trend or temporary downturn? 

November 02, 2023 at 12:29 pm EDT

Plenty of new costume ideas for Halloween !

Forget witches and zombies! Put away your skeletons and plastic spiders! If you want to give Trish and Robert a scare at the trading room's Halloween party, just opt for rates, inflation and armed conflicts, you're sure to be a hit.

October 27, 2023 at 05:01 am EDT

Meta tries to outsmart Europe

Faced with new European legislation on the protection of users' personal data, Mark Zuckerberg has come up with yet another response. Since the EU is preventing him from doing as he pleases, he literally wants citizens to pay for it.

October 05, 2023 at 10:52 am EDT

The price of money has been falling for 700 years: True or False?

A study unveiled by Paul Schmelzing, carried out for the Bank of England, suggests that one asset has been on a steady downward trend for 700 years. That asset is the price of money, in other words, real interest rates. A journey into the past.

October 04, 2023 at 11:30 am EDT

Netflix's new cash machine: merchandising

Following in the footsteps of its peers Disney, Sony and Marvel Entertainment, Netflix is looking to increase its reliance on derivative products. Since becoming a producer, and no longer just a broadcaster, the group has been multiplying initiatives to capitalize on the craze surrounding its creations. It also benefits from partnerships with well-known brands. All to the good, as they say.

October 03, 2023 at 10:08 am EDT

Strike in the automotive industry: A big mess

The massive strike paralyzing 3 major factories in Detroit, the heart of the US automotive industry, continues to make headlines. The stakes, both economic and political, are high. This is not just a duel between employees and their bosses. The picture is far more complex, involving a powerful union that is shattering the established order, automakers that have fallen behind in a tech revolution and the beginnings of a presidential contest, under the amused gaze of an anti-union billionaire.

September 29, 2023 at 05:40 am EDT

Delta Air Lines: Quite a blunder

The number of beneficiaries of Delta Air Lines' premium Diamond program has exploded since the pandemic, so the airline decided to put a stop. But by depriving its members of some of the benefits to which they were entitled, the group provoked an outcry, and it has now announced that it is backtracking.

September 28, 2023 at 10:29 am EDT

China: He was there, and then...

This week, the Chinese government lost yet another minister. Is he dead? No, he's just disappeared.

September 21, 2023 at 10:47 am EDT

European growth: the scrum collapses?

As the Rugby World Cup kicked off last Friday, we felt it our duty to pay tribute to the event. The occasion was not long in coming: this week, the European Commission lowered its growth forecasts for the eurozone by 0.3 points for 2023 and 2024, to 0.8% and 1.3% respectively.

September 14, 2023 at 10:53 am EDT

KKR & the IPO of Kokusai Electric: revenge?

KKR, the American private equity firm, intends to take Hitachi Kokusai Electric, a Japanese chip equipment manufacturer, public on the Tokyo Stock Exchange by year-end. It would be the biggest IPO on the Japan Exchange since 2018.

September 12, 2023 at 07:28 am EDT

China: If it's in red, it's ours

On August 28, China published a new edition of its territorial map. Massively circulated on social networks, the new map includes several regions that do not officially belong to Beijing or are disputed territories with its neighbors. Enough to enrage them.

September 07, 2023 at 10:41 am EDT

KKR & the IPO of Kokusai Electric: Revenge is best served cold

KKR, the American private equity giant, plans to list Hitachi Kokusai Electric, the Japanese chip equipment manufacturer, on the Tokyo Stock Exchange by the end of the year. This would mark the largest IPO on the Japan Exchange since 2018.

September 06, 2023 at 10:28 am EDT

STRATEGY - Adidas: The Yeezy episode

Partnering with a big name in pop culture is all the rage among ready-to-wear and footwear brands. From advertising muse to one-off inspiration, artists are then entrusted with the complete creation of collections, as Adidas did with Kanye West and his Yeezy brand in 2014. But the rapper's rants precipitated the end of this alliance. Here's a look back at this episode in the German group's history.

August 30, 2023 at 11:17 am EDT

Novo Nordisk: The bull that wants to be as big as the mermaid

At the time of writing, Novo Nordisk's market capitalization stands at 391 billion euros, compared with a GDP of 364 billion euros for its native Denmark (in 2022, according to the World Bank). The inexorable growth of Danish pharma, crowned by its recent explosion on the stock market, has given it a serious advantage in this match, as well as a new economic power.

August 24, 2023 at 09:55 am EDT