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Natixis Research CIB

@natixisresearch

Worldwide Natixis CIB Research provides original, fundamental insights and analysis for clients’ investment and hedging decisions across all asset classes.

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linkhttps://www.research.natixis.com calendar_today07-03-2016 16:07:40

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Electricity prices have weakened the EU's manufacturing competitiveness. The price gap with China and the US has widened, prompting reforms. France may explore cooperative financing for nuclear reactors. More here: research.natixis.com/Site/fr/public… #Energy #EU #Manufacturing

Electricity prices have weakened the EU's manufacturing competitiveness. The price gap with China and the US has widened, prompting reforms. France may explore cooperative financing for nuclear reactors.

More here: research.natixis.com/Site/fr/public…

 #Energy #EU #Manufacturing
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China raises US import tariffs to 70% in retaliation, reflecting lost trust and rising tensions. Other countries may negotiate, but Europe will respond cautiously. Global trade protectionism is on the rise. #China #Tariffs #TradeWar More here:āž”ļøresearch.natixis.com/Site/en/public…

China raises US import tariffs to 70% in retaliation, reflecting lost trust and rising tensions. Other countries may negotiate, but Europe will respond cautiously. Global trade protectionism is on the rise.
#China #Tariffs #TradeWar

More here:āž”ļøresearch.natixis.com/Site/en/public…
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Easter 2025 may mark the end of globalization as we knew it, with Trump's tariffs reaching historic highs. Protectionism is rising, and global trade is set to slow sharply, leading to inflation and negative impacts on consumption. Learn moreāž”ļø research.natixis.com/Site/fr/public…

Easter 2025 may mark the end of globalization as we knew it, with Trump's tariffs reaching historic highs. Protectionism is rising, and global trade is set to slow sharply, leading to inflation and negative impacts on consumption.  

Learn moreāž”ļø research.natixis.com/Site/fr/public…
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Last summer, we felt Powell's position at the Fed was safe, but Trump's aggressive #tariffs have raised uncertainty. While Congress may oppose firing him, the courts could allow it. Fed independence is crucial, and confidence in the Fed remains strongā¤µļø research.natixis.com/Site/en/public…

Last summer, we felt Powell's position at the Fed was safe, but Trump's aggressive #tariffs have raised uncertainty. While Congress may oppose firing him, the courts could allow it. Fed independence is crucial, and confidence in the Fed remains strongā¤µļø
research.natixis.com/Site/en/public…
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šŸ“The Euro area composite PMI fell to 50.1 in April, close to expectations. Services dropped into contraction, while manufacturing held steady at 48.7, indicating a mixed economic outlook. More hereā¤µļø research.natixis.com/Site/en/public… #Eurozone #PMI

šŸ“The Euro area composite PMI fell to 50.1 in April, close to expectations. Services dropped into contraction, while manufacturing held steady at 48.7, indicating a mixed economic outlook.
More hereā¤µļø research.natixis.com/Site/en/public…

#Eurozone #PMI
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Amid rising trade tensions, the CDU/CSU and SPD have formed a coalition focusing on economic challenges. Key reforms are expected post-approval, with GDP growth projected at 0.3% in 2025. Read more hereā¤µļø research.natixis.com/Site/en/public… #Germany #Coalition

Amid rising trade tensions, the CDU/CSU and SPD have formed a coalition focusing on economic challenges. Key reforms are expected post-approval, with GDP growth projected at 0.3% in 2025.

Read more hereā¤µļø research.natixis.com/Site/en/public…

 #Germany #Coalition
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President Trump's "Liberation Day" complicates the BoJ's efforts to normalize monetary policy, with a 10% tariff and a temporary 24% tariff on Japanese goods under negotiation. More hereāž”ļø research.natixis.com/Site/en/public… #Japan #TradePolicy #NatixisResearch

President Trump's "Liberation Day" complicates the BoJ's efforts to normalize monetary policy, with a 10% tariff and a temporary 24% tariff on Japanese goods under negotiation.

More hereāž”ļø
research.natixis.com/Site/en/public…

#Japan #TradePolicy #NatixisResearch
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April's employment report may not reflect the full impact of recent policies, as demand remains strong. However, hiring intentions are down and layoffs are increasing, signaling future labor market effects. Moreāž”ļøresearch.natixis.com/Site/en/public… #Employment #Economy #NatixisResearch

April's employment report may not reflect the full impact of recent policies, as demand remains strong. However, hiring intentions are down and layoffs are increasing, signaling future labor market effects.

Moreāž”ļøresearch.natixis.com/Site/en/public…
 
#Employment #Economy #NatixisResearch
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Spain's GDP growth slowed to +0.6% QoQ in Q1 2025 but remains robust despite challenges, driven by domestic demand. We expect continued strong, albeit slightly slower, growth ahead. More hereāž”ļø research.natixis.com/Site/en/public… #Spain #GDP

Spain's GDP growth slowed to +0.6% QoQ in Q1 2025 but remains robust despite challenges, driven by domestic demand. We expect continued strong, albeit slightly slower, growth ahead.

More hereāž”ļø research.natixis.com/Site/en/public…

#Spain #GDP
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šŸ’° #Trade hostilities have eased, boosting markets, but tariff fears dampened Q1 growth. Employment remains resilient. Forecast: 50bps rate hike in Brazil, dovish tone in Chile, 25bps cut in Colombia, and no cuts in Peru yet. More hereāž”ļøresearch.natixis.com/Site/en/public… #NatixisResearch

šŸ’° #Trade hostilities have eased, boosting markets, but tariff fears dampened Q1 growth. Employment remains resilient. Forecast: 50bps rate hike in Brazil, dovish tone in Chile, 25bps cut in Colombia, and no cuts in Peru yet. 
More hereāž”ļøresearch.natixis.com/Site/en/public…

#NatixisResearch
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The New Taiwan Dollar's sudden appreciation in early May has surprised markets. Its timing amid trade talks with the Trump administration raises questions, though there's no official confirmation of a link. More hereāž”ļø research.natixis.com/Site/en/public… #Taiwan #Currency #Trade

The New Taiwan Dollar's sudden appreciation in early May has surprised markets. Its timing amid trade talks with the Trump administration raises questions, though there's no official confirmation of a link.

More hereāž”ļø research.natixis.com/Site/en/public…

 #Taiwan #Currency #Trade
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A US-UK trade deal, even incomplete, is positive for the UK, with tariff cuts on cars, steel, and aluminum. However, a 10% tariff remains on other UK goods, and issues like pharmaceuticals and digital tax are unresolved. More here āž”ļøresearch.natixis.com/Site/en/public… #UK #Trade

A US-UK trade deal, even incomplete, is positive for the UK, with tariff cuts on cars, steel, and aluminum. However, a 10% tariff remains on other UK goods, and issues like pharmaceuticals and digital tax are unresolved.

More here āž”ļøresearch.natixis.com/Site/en/public…

#UK #Trade
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In 2024, France had the second largest public spending in the euro area at 57.1% of GDP, up from 56.9% in 2023. The gap with Germany and Italy is narrowing, reflecting their rising public spending. More here āž”ļøresearch.natixis.com/Site/en/public… #France #Economy #NatixisResearch

In 2024, France had the second largest public spending in the euro area at 57.1% of GDP, up from 56.9% in 2023. The gap with Germany and Italy is narrowing, reflecting their rising public spending.

More here āž”ļøresearch.natixis.com/Site/en/public…

#France #Economy #NatixisResearch
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Payment is a crucial stage in the purchasing process, adapting to new consumer habits. Modern POS systems have evolved beyond cash registers, now offering functions like sales analysis and inventory management. More here āž”ļøresearch.natixis.com/Site/en/public… #CustomerExperience #tech

Payment is a crucial stage in the purchasing process, adapting to new consumer habits. Modern POS systems have evolved beyond cash registers, now offering functions like sales analysis and inventory management.

More here āž”ļøresearch.natixis.com/Site/en/public…

#CustomerExperience #tech
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🌱Europe's green investment needs remain significant, but clean energy investment rose 60% in the past two years, narrowing the gap. Bank lending shows reduced carbon exposure as sustainable debt grows. More here āž”ļøresearch.natixis.com/Site/en/public… #GreenFinance #Europe

🌱Europe's green investment needs remain significant, but clean energy investment rose 60% in the past two years, narrowing the gap. Bank lending shows reduced carbon exposure as sustainable debt grows. 

More here āž”ļøresearch.natixis.com/Site/en/public…

#GreenFinance #Europe
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Euro area flash May PMI unexpectedly dropped to 49.5, a 6-month low, driven by a decline in services. Manufacturing improved to 49.4, nearing expansion. Mixed signals persist in new orders and inflation. More here āž”ļøresearch.natixis.com/Site/en/public… #Eurozone #PMI

Euro area flash May PMI unexpectedly dropped to 49.5, a 6-month low, driven by a decline in services. Manufacturing improved to 49.4, nearing expansion. Mixed signals persist in new orders and inflation. 

More here āž”ļøresearch.natixis.com/Site/en/public…

#Eurozone #PMI
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The Trump Put seems to have reappeared amid rising tariffs and ongoing uncertainty, impacting global trade and prompting a search for safe havens as investments decline. More here āž”ļøresearch.natixis.com/Site/en/public… #TradeWar #tariffs

The Trump Put seems to have reappeared amid rising tariffs and ongoing uncertainty, impacting global trade and prompting a search for safe havens as investments decline. 
More here āž”ļøresearch.natixis.com/Site/en/public…

#TradeWar #tariffs
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Since 2022, rising German wages have fueled inflation, leading companies to compress margins. Q1 earnings slowdown may impact #inflation, especially in services. We analyze wage-price dynamics and their effects on core inflation. More hereāž”ļø research.natixis.com/Site/en/public…

Since 2022, rising German wages have fueled inflation, leading companies to compress margins. Q1 earnings slowdown may impact #inflation, especially in services. We analyze wage-price dynamics and their effects on core inflation.

More hereāž”ļø research.natixis.com/Site/en/public…
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Trump’s #defense priorities focus on international stability, pushing #NATO partners to increase spending. By 2035, NATO aims for 5% of GDP on defense. With the US retreating, Asia must also raise defense spending. More here: research.natixis.com/Site/fr/public…

Trump’s #defense priorities focus on international stability, pushing #NATO partners to increase spending. By 2035, NATO aims for 5% of GDP on defense.
With the US retreating, Asia must also raise defense spending.

More here: research.natixis.com/Site/fr/public…