Florent Martini, CFA

#Healthcare #Santé #Robotics #AI #Bourse #Tech #Quantamental

[Florent Martini, CFA @MartiniFlorent]

😮

[jck✨ @Alea_]

🛑 ECB'S SCHNABEL: WE DON'T WANT TO IMPOSE UNNECESSARY COST ON THE ECONOMY

[Alexandre Baradez @ABaradez]

🎙️Intervention hier soir sur le plateau de @B_SMART_TV avec @GregoireFavet :)

https://t.co/0wtXwzjei0

[Florent Martini, CFA @MartiniFlorent]

@StephaneDeo 🤦‍♂️

[FinancialJuice @financialjuice]

🔴 ECB'S VILLEROY: WE NEED TO TAKE OUT INSURANCE AGAINST A HARD LANDING BY STARTING TO CUT RATES.

[Constance L Hunter @ConstanceHunter]

Why is the equity market up so much with a basically unchanged dot plot? Because productivity is expected to continue which will allow stronger growth with little additional inflationary pressure. This scenario is good for risk assets.
#FOMC
@lisaabramowicz1 @FerroTV

[Florent Martini, CFA @MartiniFlorent]

@RDaubry Tiens tiens.. :)

[Florent Martini, CFA @MartiniFlorent]

@alphacharts365 @cfromhertz They do !

[Florent Martini, CFA @MartiniFlorent]

@HulkCapital @ComplicitLenny Actually it’s been postponed to Q1 24

[Florent Martini, CFA @MartiniFlorent]

@slimanimehdi1 Jolis warnings sur Whrilpool et Hasbro hier

[Stephane Deo @StephaneDeo]

Yesterday’s Euro CPI shows that 78% of the components are decelerating. That’s totally unprecedented.

The slowdown in inflation is spreading to a very wide range of sectors.

[Christophe Barraud🛢🐳 @C_Barraud]

🇺🇸 *US AUG. NONFARM PAYROLLS RISE 187K M/M; EST. +170K - BBG
*US AUG. TWO-MONTH PAYROLL NET REVISION SUBTRACTS 110,000 ⚠
*US AUG. UNEMPLOYMENT RATE 3.8%; EST. 3.5%
*US AUG. AVG WORKWEEK 34.4 HOURS; EST. 34.3

[Florent Martini, CFA @MartiniFlorent]

$NOVO #NovoNordisk > Première market cap européenne 🏆🇩🇰

[BFM Business @bfmbusiness]

"Compte tenu de la croissance de l'obésité dans le monde, le marché valorisera la croissance d'un business sur le traitement de l'obésité"
@AliceLHABOUZ, présidente de Trecento Asset Management, était l'invité de @goodevening_biz.

[Florent Martini, CFA @MartiniFlorent]

$MSFT : le nombre de clients d’Azure OpenAI a été multiplié par 10 sur le trimestre #Microsoft #OpenAI

[Florent Martini, CFA @MartiniFlorent]

@slimanimehdi1 Ça fignole le papier sur l’IA 😁😉

[Florent Martini, CFA @MartiniFlorent]

@slimanimehdi1 Haute/hyper scalabilité, mais c’est un anglicisme

[Stephane Deo @StephaneDeo]

The manuf Euro PMI shows «input price» way below the «output price».

So cost pressures are waning quickly while sales prices remain very dynamic. This is a super positive signal for corporate profits and FCF margins.

[Florent Martini, CFA @MartiniFlorent]

Ravi d’avoir partagé cette discussion sur les marchés en compagnie de @RollinFrederic et Axel Botte avec @GregoireFavet aux manettes. @Amplegest #Bsmart #PricingPower https://t.co/3UAss0OMo5

[Florent Martini, CFA @MartiniFlorent]

$RMS #Hermes > nouveau record de marge opérationnelle. 42.1%.

[. @WallStCynic]

$PEP grew “organic” revenues 13% in the 2Q with only 1% unit growth. They increased prices 12%.