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Sep 2024
14m 6s

L'emploi US va tout faire exploser ?

Xavier FENAUX
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Yesterday
Le Grand Nettoyage : Entre Vertige Tech et Réveil Industriel
1. Le séisme Novo Nordisk 🇩🇰 C'est le dossier qui paralyse l'Europe ce matin. Le leader mondial de l'insuline et des traitements anti-obésité s'est effondré de près de 18 % hier. En cause : des perspectives 2026 jugées "moroses" avec une baisse de chiffre d'affaires attendue. L ... Show More
25m 11s
Feb 4
Alphabet & L'Or : Le Sommet de tous les Dangers ?
"Salut à tous ! Ce mercredi 4 février 2026, on se réveille dans un marché qui marche sur des œufs, coincé entre des records de façade et une réalité de terrain de plus en plus lourde.Au menu de ce matin :Le 'Quitté ou Double' de Google : Alphabet publie ce soir. Avec une valorisa ... Show More
21m 41s
Feb 3
L'Axe du Deal
Le sentiment du marché : On sent une atmosphère de pragmatisme musclé. Le soulagement domine avec la fin probable du shutdown, mais c'est surtout l'annonce du pacte avec l'Inde qui électrise l'ambiance. C'est le retour de la diplomatie transactionnelle : on échange de la sécurité ... Show More
17m 20s
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