Carbon Capture & Storage (CCS) technologies divert CO2 and store it underground, avoiding its release into the atmosphere. It is a key tool in reaching…
In an IT services sector up +15% ytd, Atos managed to lose 50% ytd where Capgemini gained +61% ytd. The Atos share price is currently trading under €40/share which…
Inflation ‘Transitionists’, of whom we are one as far as the raging debate about inflation goes, are stumbling under the repeated blows from price hikes…
Jay Powell’s talk of an earlier than planned rate tightening pleased European banks. While they were not in a great shape the week before, they…
Supply constraints along the intricate energy system have caused a surge in European electricity and gas prices. Several energy-intensive companies have started to respond to…
Iron ore markets have (again) come under immense pressure over the past few days. As a result, the highly-rewarding diversified miners have witnessed a sell-off.…
The luxury industry, including LVMH, experienced its biggest decline since the pandemic in the third week of August. The Chinese market accounts for more than a third…
Europe has discovered, hopefully not too late, that sovereignty still matters. The vast majority of central banks is contemplating the issue of a digital version…
Engie has changed a lot over the last 2-3 years, but the French utilities company is only in the middle of its long and thorough…
The FCA appears set to further the legitimacy of European Independent Research Providers (IRPs) by going for a clear cut definition of what independence means:…