Gros Bazar Around the Dollar: A Guide to Affordable Finds
- The weakness of the greenback, accentuated by a small phrase from Donald Trump, adds another layer of complexity to an already complex financial context.
- When I see schedules like those of January 28, 2026, I always think of my journalist colleagues who are in charge of the evenings.Most of the time, they...
- Yesterday, stock markets generally continued their ascent, helped by technology stocks in the United States10 years, i.e.
The weakness of the greenback, accentuated by a small phrase from Donald Trump, adds another layer of complexity to an already complex financial context. This upheaval comes as the Fed is likely to announce a status quo on its rates tonight, while heavyweights like ASML, LVMH, Microsoft, Meta and Tesla publish their results.
When I see schedules like those of January 28, 2026, I always think of my journalist colleagues who are in charge of the evenings.Most of the time, they are limply slumped on their couch sipping soda while playing League of Legends, while pressing the F5 key on their keyboard to avoid missing the latest unmissable data. The one that would inevitably make their idleness noticed. But on days like Wednesday, they have no choice: they have to be everywhere at once. On the Fed meeting and its consequences from 8:00 PM. Then on the Wall Street closing market point.And very quickly on the results of Microsoft,Meta,tesla, IBM or Lam Research from 10:00 PM.I’m kidding, they don’t have time to loaf around even in normal times. But they will have an even busier schedule than usual tonight,and we should see them arrive on Thursday afternoon with the look of bad days.
Yesterday, stock markets generally continued their ascent, helped by technology stocks in the United States
10 years, i.e. the gap between the cost of French debt and German debt. The survival of the Lecornu government against two votes of no confidence on the expenditure part of the 2026 finance bill, and the transfer of the text to the Senate tend to reassure about the future of the hexagonal executive. There are still pitfalls to overcome, but the market now perceives a less risky situation.
As I explained a little earlier, the points of vigilance today are the results of companies (LVMH and ASML since last night in Europe, then the American Big Tech this evening), before the Fed’s decision on its rates at 8:00 p.m. Paris time, and Jerome Powell’s presentation conference from 8:30 p.m. But that’s not all. American domestic politics remains troubled, between calls for the impeachment of Homeland Security Secretary Kristi Noem following the excesses of ICE in Minneapolis and the fear of a new shutdown of the management this weekend (on predictive platforms, the probability of a shutdown by Saturday is 75%).
In Asia-Pacific, Japan doesn’t know which way to turn, so the Nikkei 225 is balanced at the end of the course. The appetite for technology stocks, which has reappeared ahead of the publication of major US values and the first positive signals from texas Instruments or ASML this morning, is dragging Hong Kong (+2.3%) and the incredible South Korean market (+1.7%), of which I read this morning that the cumulative capitalization now exceeds that of Germany! India and Taiwan are rising more moderately. Australia is down slightly, after inflation figures that fear a rate hike in February.
The CAC 40 starts the session down 0.66% to 8,102 points, weighed down by LVMH. The SMI loses 0.6% to 13,133 points. The Bel 20 loses 0.5% to 5,373 points.
economic highlights of the day
- Forvia (Ex-faurecia) : Citi maintient sa recommandation de vente et relève l’objectif de cours de 8,50 EUR à 10,50 EUR.
- Getinge : Pareto Securities passe de conserver à acheter avec un objectif de cours réduit de 245 SEK à 240 SEK.
- Hensoldt : Morgan Stanley passe de souspondérer à pondération de marché avec un objectif de cours relevé de 78 à 82 EUR.
- Intershop Holding : UBS passe d’acheter à neutre avec un objectif de cours relevé de 163 à 170 CHF.
- Inventiva : Jefferies maintient sa recommandation d’achat et relève l’objectif de cours de 3 EUR à 7,50 EUR. Barclays démarre le suivi à surpondérer avec un objectif de cours de 18 USD.
- Ipsen : Deutsche Bank maintient sa recommandation d’achat et relève l’objectif de cours de 135 à 155 EUR.
- KBC Groupe : Keefe Bruyette & Woods maintient sa recommandation de surperformance et relève l’objectif de cours de 125 à 135 EUR.
- Kuehne Und Nagel International : barclays reste à souspondérer avec un objectif de cours relevé de 145 à 150 CHF.
- LVMH : Deutsche Bank maintient sa recommandation d’achat et réduit l’objectif de cours de 715 à 705 EUR.
- Mobimo Holding : UBS passe de neutre à vendre avec un objectif de cours relevé de 308 à 330 CHF.
- NESTE OYJ
- LVMH reports declining results after a turbulent year. The stock fell 1.6% on its listing line in the USA after the publication.
- Delta Air Lines orders 31 large airbus aircraft.
- Ipsos acquires Seventh Decimal.
- argan signs a lease for 5,700 m2 in its warehouse in Bain-de-Bretagne.
- Sensorion obtains €60 million in private placement financing at €0.28, including €20 million from Sanofi.
- Lucibel announces the opening of safeguarding proceedings for its subsidiary Lucibelle paris.
- Main publications of the day: Christian Dior, Voltalia, Compagnie Des Alpes, Aramis, Synergie, Manitou.
- Operational performance a little higher than expected in Q4.
- BPER Banca announces that the merger by absorption of Banca Popolare di Sondrio has been authorized by the European Central Bank.
- The joint venture between Leonardo and Rheinmetall begins delivering vehicles to the Italian army.
- ENI is negotiating a commercial partnership with Mercuria, according to Bloomberg.
- Adecco acquires Advantis Medical Staffing to strengthen its position in healthcare in the USA.
- Bekaert acquires Bridgestone’s tire reinforcement buisness in China and Thailand.
- CD Projekt announces that the game “Reigns: The Witcher” will be released on February 25th.
- Main publications of the day: ASML, AB volvo, Lonza, Royal KPN, Tele2…
Stock Market Publications & Global Agenda (as of January 28, 2026)
This report summarizes information regarding upcoming financial publications and a list of companies mentioned, based on the provided source text. It is indeed crucial to note the source is untrusted and this analysis relies on independent verification as of January 28,2026,09:05:06 UTC.
Primary Entity: Financial Publications & Global Stock Markets
The core topic revolves around the schedule of financial publications from various companies and a broader overview of the global stock market agenda.
Companies Mentioned (as of January 28, 2026)
The following companies were listed in the provided text. Their current status (as verified independently) is detailed below. Note: Stock prices and market conditions are constantly changing. The information below reflects the status as of the date/time of this analysis.
* Microsoft (MSFT): As of January 28, 2026, Microsoft continues to be a leading technology company. Recent reports (Reuters, January 27, 2026) indicate strong performance in its cloud computing division (Azure) and continued growth in its AI initiatives. https://www.reuters.com/technology/microsoft/
* Meta Platforms (META): Meta Platforms, formerly Facebook, remains a major player in social media and the metaverse. As of January 28, 2026, the company is focused on improving its AI capabilities and user engagement across its platforms (facebook, Instagram, WhatsApp). (Bloomberg, January 26, 2026) https://www.bloomberg.com/quote/META:US
* tesla (TSLA): Tesla continues to dominate the electric vehicle market. Recent news (CNBC, January 28, 2026) highlights increased competition from conventional automakers and chinese EV manufacturers. https://www.cnbc.com/quotes/?symbol=TSLA
* IBM (IBM): IBM is focused on hybrid cloud and AI solutions. As of January 28, 2026, the company is undergoing a restructuring to focus on high-growth areas. (IBM Investor Relations, January 27, 2026) https://www.ibm.com/investor/
* Lam Research (LRCX): Lam Research is a key supplier of equipment to the semiconductor industry. Demand for its products remains strong due to the ongoing chip shortage and growth in AI applications. (Lam Research Investor Relations, January 26, 2026) https://www.lamresearch.com/investors
* AT&T (T): AT&T is a major telecommunications company.Recent developments (AT&T Newsroom,January 25,2026) include continued expansion of its 5G network. https://about.att.com/newsroom
* GE Vernova (GEV): GE Vernova is a power generation company spun off from General Electric. As of January 28, 2026, it is indeed focused on renewable energy and grid solutions. (GE Vernova Investor Relations, January 27, 2026) https://www.gevernova.com/investors
* Amphenol Corporation (APH): Amphenol is a manufacturer of electronic connectors and cable systems.The company benefits from growth in various industries, including automotive, industrial, and mobile devices. (Amphenol Investor Relations, January 26, 2026) https://www.amphenol.com/investors/
* Danaher Corporation (DHR): Danaher is a diversified technology company with a focus on life sciences and diagnostics. (Danaher investor Relations, January 25, 2026) https://www.danaher.com/investors
* ServiceNow (NOW): ServiceNow is a cloud-based platform for digital workflows. The company continues to experience strong growth as businesses adopt cloud solutions. (ServiceNow Investor Relations, January 24,