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20191029 – Boris is Wall Street’s favorite. Just as Donald Trump is considered a favorite to win the 2020 presidential election despite the impeachment procedure launched against him by Democrats, Wall Street and the financial community believe that British Conservative Prime Minister Boris Johnson is best placed to win early parliamentary elections if these were held in December. For some though, his far-left opponent Jeremy Corbyn may still surprise and “it would be a cataclysm,” they warn.

20191029 – Beyond meat and… expectations. Beyond Meat (BYND), despite its good results for Q3 2019 with sales exceeding $10 million in what was expected by Wall Street, saw its share fall by nearly 7%. Long-term growth prospects may be simply diminished by the regular verdict that the taste and flavor of BYND products is not widely liked among consumers who have tested them.

20191029 – Don’t miss the margin gap. US stock markets reach new historical highs while in France, the CAC40 index finally exceeds 5,700 points. After quarterly results deemed satisfactory, optimism now supersedes fears of recession which have been strongly expressed in recent months including by the IMF. However, be careful with the cost of assets relative to the real margins generated and between which the gap has never been so significant.

20191028 – Don’t peace China off. “The way we are dealing with China today will have repercussions tomorrow,” an American strategist with close ties to the Democratic Party told Cyceon. According to him, the “brutality” that President Donald Trump exercises in his negotiations with his counterpart Xi Jinping could well turn against America in the future “when China will take the place of the United States as the world’s leading power.” For Elizabeth Warren as for most Democratic candidates to the White House, only appeasement today could prevent a larger confrontation tomorrow.

20191028 – To crash or not to crash. Are we witnessing a self-fulfilling prophecy? The historic record levels of stock markets are analyzed in an ambivalent way: on the one hand, we celebrate the good quarterly results of the largest companies, on the other, it is estimated that each new record increases the probability of a stock market crash. The latter has been so many times announced by a multitude of actors for several months that one can either wonder about the quality of its probability, considering that the consensus is often wrong, or postulate that because of such a strong willingness to prevent it from happening, the catastrophe will occur eventually.

20191028 – $10 billion cloud for Azure. The U.S. Department of Defense (DOD) awarded Microsoft (MSFT) a $10 billion cloud computing contract within the framework of the Joint Enterprise Defense Infrastructure (JEDI) project that aims at replacing the U.S. military’s “disjointed and stove-piped information systems” with a cloud service “that will empower the warfighter with data and is critical to maintaining our military’s technological advantage.” MSFT competed with Amazon (AMZN), Oracle (ORCL) and IBM (IBM) over this contract.

20191027 – Powerful America, powerless Europe. Europe suffered from a much higher casualty because of attacks carried out by the Islamic State (ISIS) in recent years but it is the United States that, by sending its Delta Force in Syria, has eliminated Abu Bakr Al-Baghdadi, leader of the Islamist group. Against the backdrop, the notoriously moderate “congratulations” conveyed by the European leaders to their U.S. counterpart Donald Trump encourage the unambiguous observation made by many Europeans who regret the inability of their continent to deal effectively with its security issues.

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