Natixis - 美中两国元首会晤，达成暗藏风险的休战协议（简）

Report

Natixis

Alicia Garcia Herrero

美中两国元首会晤，达成暗藏风险的休战协议（简）

31/10/2025 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

Alicia Garcia Herrero

Other Reports from Natixis

Eya CHAMMAKHI ... (+2)

Eya CHAMMAKHI
Théophile LEGRAND

Rates Weekly: Not so obvious for the Fed

EUR rates:Recap of the week: This week, the Federal Reserve's decision to cut rates by 25 bp was overshadowed by Jerome Powell's remarks, which dampened hopes for further rate cuts in the near future. Meanwhile, the ECB maintained stable rates while signaling a slightly more favorable outlook for growth, but the risks surrounding inflation remain unchanged. In the bond market, the Bund resumed its rise while still retaining its dearness to swap; the Spanish spread continued to tighten to historical levels, reflecting positive momentum following recent rating upgrades.Tactical view: Despite t...

4h / 19m 4h / 19m 1 EN

Emilie TETARD ... (+2)

Emilie TETARD
Florent Pochon

Don't Fight the Techs - Our Weekly Cross Asset Views

Looking at our performance dashboard, this week delivers mix messages: a high dispersion across equity markets (+6% for the NKY week-to-date (wtd) vs -2% for the RTY), US bonds bear flatten and underperform EUR and GBP curves (flat), credit spreads tightened marginally and EM debt outperformed, gold and Brent are down again while the USD gains 0.7% wtd. Realized volatilities have marginally increased while implied ones are down.Fed, Big techs reporting and US-China de-escalation were the 3 known unknowns of the week. The Fed duly delivered the 25bps fully-expected cut, announced QT terminatio...

5h / 26m 5h / 26m 1 EN

The Netherlands: Pro-European Election Results

After the co llapse of the Dutch government less than a year after its formation, snap elections took place this week (October 28). Today, with 99.7% of collected votes, the results suggest that the support from the far-right party PVV to a coalition government will not be necessary anymore. At the same time, t he rise of D66, a pro-European party, suggests a potential increase in support for European integration within the Dutch government. We think that this is a turning point in the Dutch political landscape, which could be good news for discussions at the EU level. In particular, the...

6h / 54m 6h / 54m 1 EN

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

美中两国元首会晤，达成暗藏风险的休战协议（简）

Rates Weekly: Not so obvious for the Fed

Don't Fight the Techs - Our Weekly Cross Asset Views

The Netherlands: Pro-European Election Results

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