Daimler Truck : Sustainability Weekly 8 - 12 September 2025

Last week, we published a report in which we propose ideas on the theme of sustainable sovereignty. Technip Energies signed an agreement to acquire the Advanced Materials & Catalysts business of Ecovyst Inc, a global leader in specialty catalysts and advanced materials. The IEA is expected to reintroduce its slow transition scenario, ‘Current Policies’, in its next World Energy Outlook, probably under pressure from the Trump administration. German Chancellor Merz has hinted at a slowdown in the pace of renewable energy development. Mercedes is the only European car manufacturer that may not me...

Daimler Truck : Sustainability Weekly 8 – 12 septembre 2025

La semaine passée, nous avons publié une étude où nous proposons des idées pour la thématique de la souveraineté durable. Technip a signé un accord en vue d'acquérir l'activité Advanced Materials & Catalysts d'Ecovyst Inc, leader mondial des catalyseurs spéciaux et des matériaux avancés. L'AIE devrait réintroduire son scénario de transition lente « Current Policies » dans son prochain World Energy Outlook, probablement sous la pression de l'administration Trump. Le chancelier allemand Merz a laissé entendre un ralentissement du rythme de développement des énergies renouvelables. Mercedes est l...

PSA Autos / New Mobility: Isuzu (7202 JT) Facing Challenges in FY25 and Beyond

After a solid post-Covid profit rebound, Isuzu is once again navigating through troubled water: Its pick-up truck sales in Thailand have collapsed, the US sales situation is uncertain, and commercial vehicle sales in Asia are stagnating. Isuzu expects sales volumes will recover, and earnings will continue to benefit from further price hikes. Analyst Julie Boote is examining the truck maker’s prospects in light of increasing competition and rising geopolitical and macro-economic uncertainties.

L’économie US six mois après Liberation Day

Il y a six mois, Donald Trump révélait ses droits de douane soi-disant "réciproques". Même si tout le monde connaissait son obsession tarifaire, ce fut un choc car il n’était pas prévu une hausse si forte et générale. Les marchés d’actions ont corrigé pendant un temps et les prévisions économiques ont intégré une prime de stagflation (moins d’emploi et plus d’inflation). Aujourd’hui, les marchés sont au plus haut et l’économie US n’a pas flanché. Elle montre des facettes fort différentes. Les dépenses d’investissement des entreprises sont très dynamiques, en lien évident avec la révolution de ...

The US economy six months after Liberation Day

Six months ago, Donald Trump unveiled his so-called ‘reciprocal’ tariffs. While everyone was aware of his obsession with tariffs, it came as a shock because such a sharp and widespread increase had not been anticipated. Equity markets corrected for a while and economic forecasts incorporated a stagflation premium (lower employment and higher inflation). Today, the markets are at all-time highs and the US economy has not faltered. It is showing very different facets. Business investment spending is very dynamic, clearly linked to the AI revolution. But employment, the foundation of household in...

Oddo’s 2 Weeks Ahead_Friday 03 October 2025