Natixis - 欧州の防衛を巡る新たなモメンタムは、　フランスにとってチャンスか

Report

Natixis

Emeline GORGUET ...

Hadrien CAMATTE
Justine GRENON

欧州の防衛を巡る新たなモメンタムは、　フランスにとってチャンスか

27/03/2025 1 EN

Provider

Natixis

Based across the world’s leading financial centers, Natixis CIB Research offers an integrated view of the markets. The team provides support to inform Natixis clients’ investment and hedging decisions across all asset classes.

See profile

Analysts

Emeline GORGUET

Hadrien CAMATTE

Justine GRENON

Other Reports from Natixis

Christopher HODGE ... (+2)

Christopher HODGE
Jonathan PINGLE

Budget outlook less bad, but still awful

Yesterday the Congressional Budget Office, the nonpartisan that provides economic and budgetary analysis, released its most recent long-term budget outlook. This outlook includes updates for changes in legislation and executive actions, economic developments, and demographics. The most recent outlook reflects an improvement from last year’s version, but still paints a bleak picture. Under the current law, which envisions the expiration of the Tax Cuts and Jobs Act at the end of 2025 (which will absolutely be extended and likely even expanded), federal debt is projected to rise from 100% of GDP...

March 28, 2025 March 28, 2025 1 EN

Hadrien CAMATTE

Hadrien CAMATTE

Tariffs put a damper on the markets

Uncertainty about US tariffs (amounts, products and countries affected, duration, etc.) will continue to fuel investor fears well into next week. April 2 will be D Day for tariffs. That said, there is other news that should not be overlooked. France’s 2024 budget deficit came in narrower than expected (-5.8% against a forecast of -6%), Spain’s budget deficit also decreased (-2.8% excluding exceptional expenditure linked to the floods), and the UK’s budget was revised to remain in line with targets – reminding us that the markets will be swayed by other factors. Preliminary inflation figures ...

March 28, 2025 March 28, 2025 1 EN

Hadrien CAMATTE

Hadrien CAMATTE

Les tarifs jettent un froid sur les marchés

Les questions relatives aux droits de douane des Etats-Unis (montants, produits et pays affectés, durée…) vont encore attiser les craintes des investisseurs une bonne partie de la semaine prochaine. Le 2 avril sera le D Day tarifaire. Toutefois, d’autres nouvelles ne doivent pas être oubliées. En France un déficit budgétaire 2024 meilleur qu’attendu (-5,8% contre -6% prévus), en Espagne bien meilleur aussi (-2,8% hors dépenses exceptionnelles liées aux inondations) et une révision des mesures au R.U . pour rester en ligne avec les objectifs, nous rappellent que d’autres facteurs influenc...

March 28, 2025 March 28, 2025 1 FR

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

欧州の防衛を巡る新たなモメンタムは、 フランスにとってチャンスか

Budget outlook less bad, but still awful

Tariffs put a damper on the markets

Les tarifs jettent un froid sur les marchés

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe

欧州の防衛を巡る新たなモメンタムは、　フランスにとってチャンスか