Old glories don’t fade away easily, but they do lose their shine. Eastman Kodak is a perfect example of such a faded glory. Yet, in 2024, and particularly last week, the company proved itself a strong contender for our Fiery Flash segment. Since the start of the year, the company’s stock price has risen by 83%, with an additional 30% increase just last week. Before diving into ...

The aim of the ECB’s biannual Financial Stability Review (FSR) is to raise awareness of systemic risks to financial stability in the Euro Area, with the ultimate goal of preserving financial stability. In its most recent report, the ECB expressed concerns about concentrated equity markets and the combination of weak economic growth prospects and fragile fiscal fundamentals. Fis ...

“Greed clarifies, cuts through, and captures the essence of the evolutionary spirit.” Gordon Gekko, Wall Street (1987) As we approach the end of one of the best years ever for the S&P 500, both institutional and retail investors are feeling giddy. While institutional investors have directed record amounts of capital to US large-cap stocks, retail investors have continued to ...

Shares of U.S. retailer Target plunged 22% last Wednesday after the company published its third-quarter results. Since the start of the year, the stock has declined 15%. From its peak in 2021, the stock has lost over half of its value. Target is an American retailer that opened its first store in 1962. Today, the company operates a chain of over 1,950 discount department stores ...

Last week, headlines focused on the rising costs of the Princess Elisabeth Island and the potential knock-on effects on electricity bills. While concerns are understandable, the debate often misses the nuances of how electricity costs are structured for different consumer groups. Understanding Electricity Bills: Roads, Highways, and Toll Booths An electricity bill in Belgium is ...

Walt Disney Co. surprised investors with a rare glimpse into its future, projecting robust earnings growth through 2027. On Thursday, shares surged 6% as the entertainment giant forecast a significant upswing in streaming profitability and overall per-share earnings, buoyed by new cruise ships, theme park expansions, and a recovering film division. This optimistic outlook comes ...

Over the past few years, Belgium has significantly reduced emissions within the electricity sector by expanding its solar and wind energy capacities. However, with these advances comes the well-known challenge of managing intermittent energy sources—power generated only when the sun shines or the wind blows. This intermittency has led to the emergence of the "Duck Curve," a gra ...

The real estate sector has been struggling for almost three years on the back of the significant rise in interest rates. In recent months, both the Federal Reserve and the European Central Bank have started to cut interest rates. This should in theory bode well for the rate-sensitive listed real estate sector. Indeed, we have seen some recovery. Between April and September of t ...

Last week, we discussed the rise in the 10-year US government bond yield and the US dollar due to Trump’s election win. Since then, the 10-year yield has continued its upward path, reaching 4.45%, while EUR/USD approached 1.05. Trump’s second term also guided American equity markets significantly higher. The prospects of lower corporate tax rates and an "America First" business ...

This Wednesday, Econopolis celebrated the “Future of Industry” event with an inspiring gathering to tackle a crucial challenge for Belgian industry: achieving a net-zero future by 2050. The event was made even more special by the launch of Ortelius—our newly branded economic and strategic consulting team focused on climate, energy, and innovation. With a rapidly growing number ...