The Ouinex Blog.

Crypto: The Pump That Changes Everything? Cycles, Active Management & Real Market Timing

100% French Stocks – December 2, 2025

PREOPEN CAC 40: 8083 points (-0.2%) Key Stocks of the Day L'Oréal (OR): The group is seriously considering taking a stake in Giorgio Armani, according to the founder's will. Carrefour (CA): Finalizes the sale of its activities in Italy. Saint-Gobain (SGO): Accelerates its refocus with divestments in Europe and Brazil.

US PREMARKET ACTIONS: December 1, 2025

**Futures Indices** Dow Futures: -0.3% S&P 500 Futures: -0.5% Nasdaq 100 Futures: -0.6% Market Environment Wall Street starts the last month of the year in the red. US index futures are falling this Monday, amid caution before several economic reports and company earnings releases this week. The market is awaiting,

100% French Stocks – Monday, December 1, 2025

PREOPEN CAC 40: 8,085 points (-0.41%) Key stocks of the day Airbus (AIR): The group has temporarily grounded 6,000 A320s due to a software bug. Problem is being resolved, but the stock lost 5% after-hours. Renault (RNO), Stellantis (STLA), Tesla: Light vehicle registrations in France rose by +0.3% in November.

Financial Agenda of the Week

Monday, December 1st Macro – United States 4:00 PM – ISM Manufacturing PMI 4:00 PM – ISM Manufacturing Prices Volatility / Options Flows Watch: Cipher Mining (CIFR), Bitmine Immersion Technologies (BMNR). Overbought (14d RSI): HAE, EXAS, QNCX. Oversold (14d RSI): NTNX, NPIFF, FISV. IPO / Shareholding End of quiet period

US PREMARKET ACTIONS: (November 28, 2025)

**Futures Indices** Dow Futures: +0.12% S&P 500 Futures: +0.19% Nasdaq 100 Futures: +0.38% Market Environment Investors are watching for the next signals on the profitability of artificial intelligence and the health of the US economy, as markets seek to steady their advance. Stock indices rebounded this week, erasing part of

100% French Stocks – Friday, November 28, 2025

PREOPEN CAC 40: 8,112 points (+0.16%) Key stocks of the day Sanofi (SAN): Launch of a new production unit in Le Trait (Seine-Maritime) to increase monoclonal antibody capacity by 40%. Kering (KER): Gucci to name Gianluca de Ficchy (ex-Renault) as new CFO. Capgemini (CAP): Success of the 12th employee shareholding

Top 5 Sectors to Overweight in 2026 According to Wall Street

Top 5 Sectors to Overweight in 2026 According to Wall Street (and Why You Can’t Ignore Them) 2026: The Year of the Cyclical Rebound The consensus emerging among Wall Street’s major players on the eve of 2026 is clear: cyclical sectors should see a year of outperformance in an environment

100% French Stocks – Thursday, November 27, 2025

CAC 40 PREOPEN: 8,100 points (stable) European markets are stabilizing this Thursday after a strong rebound fueled by hopes of monetary easing in the United States as early as December. Wall Street closed in the green before Thanksgiving, supported by an estimated 82% probability of a rate cut on December