Free insights on transport, real estate, construction and the economy, updated weekly. Read in 3 minutes.
Since 2015, mortgage credit to Moroccan households has risen 51.6 % while credit to developers has fallen 2.0 % and non-performing loans have doubled. Three listed developers carry close to five years of unsold output, and no institution publishes a price per square metre. Three readings, public sources only.
Read the analysis →In eight weeks, crude went from 95 dollars to 72, then from 72 to 101, before closing July near 90. The price is almost back where it started. What it set in motion along the way is not: works indices, long rates and monetary policy. Cross-sector analysis, without jargon.
Read the analysis →Behind the 'construction' label live two trades that no longer follow the same cycle: public works accelerate while building looks for its second wind. And on costs, a quiet shift: materials calm down, but the bill keeps rising, now driven by labour. Sector analysis, without jargon.
Read the analysis →June's oil shock faded within weeks: Brent back around 72 dollars, French inflation down to 1.8 %. Yet the ECB has just raised rates and credit stays expensive. What this gap changes for construction, real estate, transport and the broader economy. Cross-sector analysis, without jargon.
Read the analysis →Why construction, real estate, transport and consumption were simultaneously sending the same fragility signal, several months before the INSEE release of April 30. Cross-sector analysis, fully sourced.
Read the analysis →500+ data sources, 60+ forecast indicators, multiple statistical models tested per indicator. The Nexelys methodology explained without jargon: what we do, why, and how to verify it holds up.
Read the article →In April 2026, inflation is rising again across most of Europe, driven by energy. France climbs back to +2.2 %, above the ECB target, but remains the least affected. What it changes for construction, real estate, transport and the broader economy. Cross-sector analysis, without jargon.
Read the analysis →What construction, real estate, transport and the French economy are saying simultaneously in May 2026. A cross-sector analysis, without jargon.
Read the analysis →10 European construction majors analysed: financial, operational, stock market, ESG, plus the detailed France · Germany · Spain · Belgium footprint grid. FY2025 annual results.
Read the benchmark →9 major European road transport and logistics players analysed: financial, operational, stock market, ESG and strategic. Public FY2024 and H1 2025 data.
Read the benchmark →6 listed REITs analyzed under 4 angles: financial, patrimonial, stock, ESG and strategic. FY2024, FY2025 and H1 2025 data.
Read the benchmark →The 5 key French construction indicators explained simply: 3 cost indices and 2 volume indicators to anticipate the construction cycle.
Read the article →These 4 initialisms summarise the mechanics of mortgage credit, first-time-buyer demand, property value and rental yield. A decryption to anticipate the French market.
Read the article →The four freight transport modes follow different cycles. Understanding their lags lets you anticipate logistics costs and delays 6 months before competitors.
Read the article →The official CPI at +1.7% (INSEE March 2026) hides a cumulative inflation of around +15% since 2022. A decryption of the base change and the gap with perceived purchasing power.
Read the article →Why a rise in mortgage rates shakes road freight, and why consumer sentiment silently drives construction…
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