Although real GDP Growth declined by an annualized -0,3% in Q1, the first quarterly contraction in three years, this reveals very little about the current state of the US economy or what lies ahead.   A deeper dive into the data uncovers major shifts beneath the surface. Consumer spending, the primary growth driver over the past two years, made its smallest contribution in th ...

Schneider Electric flashed red last week after posting disappointing first-quarter results. While the company is strategically positioned to benefit from the ongoing AI and data center boom, the broader picture left investors underwhelmed. Let’s start with the bright spot: Schneider’s ‘Systems’ division, which includes its high-growth data center business and represents roughly ...

At midday on Monday, the Iberian Peninsula experienced one of the most significant electricity blackouts in recent memory. Both Spain and Portugal were affected by a sudden, widespread power outage that, at its peak, left an estimated 14 gigawatts of demand unmet - roughly the equivalent of 14 Belgian nuclear reactors going offline at once. Some reports suggest the actual short ...

Despite recent declines, US equity valuations remain elevated compared to their 35-year historical averages. As the narrative of US exceptionalism begins to unravel, these valuations may come under further pressure. The concept of US exceptionalism was built on sustained economic outperformance, higher corporate profitability and a stable, capitalist business environment. Th ...

Within the broader materials and chemicals space, one segment stands out for its profitability, innovation, and quiet ubiquity: ingredients. Behind every familiar product — from Nestlé yogurts to Carolina Herrera perfumes — lies a network of specialist firms like DSM-Firmenich, Givaudan, Symrise, and Novonesis. These non-consumer-facing companies produce enzymes, vitamins, and ...

In a market that often reacts swiftly to underperformance, Metso, a Finnish leader in mining equipment and a key player in the green transition, has recently demonstrated its resilience. On Thursday, the company’s stock surged over 7%, reflecting renewed investor confidence following its robust Q1 performance.   Maintaining Profitability Amidst Market Challenges Metso’s late ...

In energy markets, few things are as counterintuitive as negative electricity prices. That’s right: a growing number of power producers, especially in renewable-heavy grids, sometimes pay to feed electricity into the system. For investors and policymakers watching the energy transition unfold, it’s a trend worth understanding. According to the Global Wind Report 2025, negative ...

Two weeks ago, we looked ahead to a pivotal moment for climate policy: the 83rd session of the Marine Environment Protection Committee (MEPC) at the International Maritime Organization (IMO). That meeting, widely seen as a “make-or-break” point for shipping decarbonization, has now concluded and delivered a first-of-its-kind agreement. The outcome is a new regulatory framework ...

This week, the ECB announced its seventh rate cut in the past year. With the deposit facility rate now at 2.25%, we are back in what could be considered as ‘neutral’ territory.   However, the ECB avoided describing the ‘level of restrictiveness’ in its policy statement, noting that such a comparison requires an economic framework free of shocks. This comment by President Laga ...

A "Fiery flash" is a descriptive term that we use to describe a sudden, intense burst of flame or light – or strongly rising stock price –, while we also consider the opposite, a sudden, intense absence of light or warmth – or strongly declining stock price. Shares of UnitedHealth Group, the United States’ largest and most diversified health insurer, plunged 22% on Wednesday a ...