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Oleg Galbur
  • Oleg Galbur
13h / 45m 13h / 45m 1 EN
Matthias Desmarais
  • Matthias Desmarais
17h / 54m 17h / 54m 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
DG VINCI SA
GLE Societe General... ... (+4)

Credit Morning 02/06/2026

Jaguar Land Rover (Q3 2025/26): last quarter affected by cyberattack, before other headwinds|Coty: major profits warning under new CEO|End of discussions on the proposed merger between Glencore and Rio Tinto|

DG VINCI SA
GLE SOCIETE GENERALE S.A. CLASS A
TEF TELEFONICA SA
SAB BANCO DE SABADELL SA
18h / 45m 18h / 45m 1 EN
Aurelien Sivignon ... (+2)
  • Aurelien Sivignon
  • Thomas Zlowodzki
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
BEKB BEKAERT SA
ALLIX WALLIX GROUP SA
APAML APERAM SA
PHA PHARMAGEST INTERACTIVE SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
NRG NRJ GROUP SA
LNA LNA SANTE SA
GBT GUERBET SA
WIZZ WIZZ AIR HOLDINGS PLC
EZJ EASYJET PLC
RY4C RYANAIR HOLDINGS PLC
SAVE SAVENCIA SA
LIGHT SIGNIFY NV
XFAB X-FAB SILICON FOUNDRIES SE
DUFN DUFRY AG
ALD ALD SA
OBEL ORANGE BELGIUM SA
NVM NOVEM GROUP SA
AF AIR FRANCE - KLM
18h / 47m 18h / 47m 1 EN
Konrad Zomer ... (+2)
  • Konrad Zomer
  • Thomas Zlowodzki
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
REL RELX PLC
DG VINCI SA
BNP BNP PARIBAS SA CLASS A
KNEBV KONE OYJ CLASS B
SK SEB SA
HNR1 HANNOVER RUECK SE
MMK MAYR-MELNHOF KARTON AG
CPG COMPASS GROUP PLC
KOMB KOMERCNI BANKA A.S.
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
WIZZ WIZZ AIR HOLDINGS PLC
ORSTED ORSTED
EZJ EASYJET PLC
ENEL ENEL SPA
RY4C RYANAIR HOLDINGS PLC
ASSA B ASSA ABLOY AB CLASS B
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
EMSN EMS-CHEMIE HOLDING AG
ANDR ANDRITZ AG
COLO B COLOPLAST A/S CLASS B
RIO RIO TINTO PLC
SNP PETROM S.A.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STLA STELLANTIS N.V.
LIN LINDE PUBLIC LIMITED COMPANY
AF AIR FRANCE - KLM
18h / 48m 18h / 48m 1 EN
Geoffroy Michalet
  • Geoffroy Michalet
18h / 55m 18h / 55m 1 EN
Konrad Zomer ... (+2)
  • Konrad Zomer
  • Thomas Zlowodzki
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
REL RELX PLC
DG VINCI SA
BNP BNP PARIBAS SA CLASS A
KNEBV KONE OYJ CLASS B
SK SEB SA
HNR1 HANNOVER RUECK SE
MMK MAYR-MELNHOF KARTON AG
CPG COMPASS GROUP PLC
KOMB KOMERCNI BANKA A.S.
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
WIZZ WIZZ AIR HOLDINGS PLC
ORSTED ORSTED
EZJ EASYJET PLC
ENEL ENEL SPA
RY4C RYANAIR HOLDINGS PLC
ASSA B ASSA ABLOY AB CLASS B
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
EMSN EMS-CHEMIE HOLDING AG
COLO B COLOPLAST A/S CLASS B
RIO RIO TINTO PLC
SNP PETROM S.A.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STLA STELLANTIS N.V.
LIN LINDE PUBLIC LIMITED COMPANY
AF AIR FRANCE - KLM
18h / 56m 18h / 56m 1 FR
Elias New ... (+2)
  • Elias New
  • Patrick Steiner
18h / 57m 18h / 57m 1 EN
Aurelien Sivignon ... (+2)
  • Aurelien Sivignon
  • Thomas Zlowodzki
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
BEKB BEKAERT SA
ALLIX WALLIX GROUP SA
APAML APERAM SA
PHA PHARMAGEST INTERACTIVE SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
NRG NRJ GROUP SA
LNA LNA SANTE SA
GBT GUERBET SA
WIZZ WIZZ AIR HOLDINGS PLC
EZJ EASYJET PLC
RY4C RYANAIR HOLDINGS PLC
SAVE SAVENCIA SA
LIGHT SIGNIFY NV
XFAB X-FAB SILICON FOUNDRIES SE
DUFN DUFRY AG
ALD ALD SA
OBEL ORANGE BELGIUM SA
NVM NOVEM GROUP SA
AF AIR FRANCE - KLM
18h / 59m 18h / 59m 1 FR
Carole Braudeau
  • Carole Braudeau
PREMIUM
DG VINCI SA
GLE Societe General... ... (+4)

Morning Crédit 06/02/2026

Jaguar Land Rover (T3 2025/26) : un dernier trimestre plombé par la cyberattaque, avant d’autres vents contraires|Coty : profit warning important sous l’égide du nouveau CEO|Fin des discussions sur le projet de fusion entre Glencore et Rio Tinto|

DG VINCI SA
GLE SOCIETE GENERALE S.A. CLASS A
TEF TELEFONICA SA
SAB BANCO DE SABADELL SA
19h 19h 1 FR
Geoffroy Michalet
  • Geoffroy Michalet
19h / 12m 19h / 12m 1 FR
Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
19h / 14m 19h / 14m 1 EN
Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
19h / 15m 19h / 15m 1 FR
Anthony Dick ... (+2)
  • Anthony Dick
  • Michael Foundoukidis
19h / 17m 19h / 17m 1 EN
Anthony Dick ... (+2)
  • Anthony Dick
  • Michael Foundoukidis
19h / 20m 19h / 20m 1 FR
Christophe-Raphaël Ganet
  • Christophe-Raphaël Ganet
19h / 22m 19h / 22m 1 EN
Bruno Cavalier
  • Bruno Cavalier
PREMIUM

Big or small Fed balance sheet, what difference does it make?

Hawk, dove or chicken? Or perhaps a mix of all three, creating a new field of monetary ornithology... Knowing where to place Kevin Warsh, the future Fed chairman, is not a matter of indifference to the markets. Let's take a look at the positions that could place Warsh in the first category. As early as 2010, he criticised the expansion of the Fed's balance sheet, arguing, not without reason, that this practice created distortions in asset prices and encouraged governments to lose their sense of ...

19h / 28m 19h / 28m 1 EN
Delphine Brault ... (+2)
  • Delphine Brault
  • Nathan Mietlicki
KNEBV KONE OYJ CLASS B
19h / 32m 19h / 32m 1 EN
Christophe-Raphaël Ganet
  • Christophe-Raphaël Ganet
19h / 36m 19h / 36m 1 EN
Oliver Metzger
  • Oliver Metzger
COLO B COLOPLAST A/S CLASS B
19h / 40m 19h / 40m 1 EN
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