Natixis - FOMC プレビュー：既知の未知

Report

Natixis

Christopher HODGE

FOMC プレビュー：既知の未知

28/10/2025 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

Christopher HODGE

Other Reports from Natixis

Alicia Garcia Herrero

Alicia Garcia Herrero

The Trump-Xi Deal Is Not a Deal but a Truce with Hidden Risks

U.S. President Donald Trump and Chinese President Xi Jinping finally met in Busan, South Korea, for long-awaited talks aimed at easing trade tensions. If that was the objective, it was narrowly achieved: the U.S. “fentanyl tariffs” on China were halved—from 20% to 10%—bringing Chinese tariff levels closer to those of other Asian economies. In return, China agreed to resume imports of American soybeans—hardly a breakthrough—and, more importantly, to lift the new export controls on rare earth elements (REEs) announced in October. These covered five additional REEs and extended existing restricti...

5h / 31m 5h / 31m 1 EN

Alicia Garcia Herrero ... (+2)

Alicia Garcia Herrero
Kohei Iwahara

Realizing PM Takaichi’s “Resilient Japan”: Policy and Sector Implications

Prime Minister Takaichi is about to reshape the country under her vision of “resilient Japan.” Her strategy points to pro-growth policies with national security at the front.The new government will establish a growth strategy council. It will focus on developing technologies in strategic sectors such as AI and semiconductors, to lift economic potential growth. On top of this, the commitment to expand defense expenditure was reinforced during President Trump’s visit to Japan, which will solidify the US-Japan alliance. Japan decided to expand defense expenditure to 2% of GDP within FY2025, while...

6h / 22m 6h / 22m 1 EN

Bastien AILLET ... (+2)

Bastien AILLET
Jesus Castillo

The Euro Area Growth in Q3 Didn't Sink Despite the Fog

In Q3 2025, GDP growth increased by 0.2% QoQ , slightly more than in Q2 (+0.1% QoQ). Year-on-year, GDP growth stands at 1.3%, down from 1.5% in Q2. The major member states have either recorded stability (Italy, Germany) or growth (France, Spain). Notably, Portugal saw a further acceleration to 0.8% QoQ, up from 0.7% in Q2, achieving the highest quarterly growth rate among the figures released today ( chart 1 ) . With only partial details available for components in Spain and France, along with some comments from national statistical offices in Germany and Italy, certain similarities emerge. ...

8h / 22m 8h / 22m 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

FOMC プレビュー：既知の未知

The Trump-Xi Deal Is Not a Deal but a Truce with Hidden Risks

Realizing PM Takaichi’s “Resilient Japan”: Policy and Sector Implications

The Euro Area Growth in Q3 Didn't Sink Despite the Fog

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