Oddo BHF - Bilan mensuel actions européennes – octobre 2024 – it’s the politics, stupid !

Report

Oddo BHF

Thomas Zlowodzki

Bilan mensuel actions européennes – octobre 2024 – it’s the politics, stupid !

Les marchés actions européens ont fléchi en octobre après les nombreuses déceptions sur la saison des résultats. L’approche de l’élection US, très incertaine selon les sondages, pourrait également avoir poussé à la prudence certains opérateurs. Les taux longs souverains ont nettement remonté, en particulier aux Etats-Unis, sur la base d’indicateurs macro susceptibles de donner des arguments aux plus faucons des banquiers centraux. Tous les yeux sont désormais rivés sur le scrutin...

05/11/2024 1 FR

Provider

Oddo BHF

Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

See profile

Analysts

Thomas Zlowodzki

Other Reports from Oddo BHF

Jean-François Granjon

Jean-François Granjon

GTT : Confirmation du haut de fourchette des guidances

>Publication du CA T3/9 mois légèrement supérieur à nos attentes - GTT publie un CA 9 mois de 464.7 M€ (458.8 M€ estimés, 454.9 M€ pour le consensus) vs 300 M€ en hausse de 54.9%. Au titre du seul CA T3, la hausse ressort à +42%. Il s’agit d’une bonne performance au regard d’un effet de référence soutenu (+53.8%). Cette dynamique s’inscrit dans la continuité d’un carnet de commandes extrêmement soutenu. L’activité Nouvelle constructions (92% du total) affiche un CA d...

4h / 28m 4h / 28m 1 FR

Thomas Zlowodzki

Thomas Zlowodzki

European equities monthly round-up – Oct. 2024 - it’s the politics, stupid!

European equity markets weakened in October following multiple disappointments across the earnings season. The impending US election, the outcome of which is highly uncertain according to the polls, may also have prompted some traders to adopt a cautious stance. Sovereign long rates rose sharply, particularly in the US, on the back of macro indicators likely to provide arguments to the most hawkish of central bankers. All eyes are now on the November 5 elections and their repercu...

5h / 28m 5h / 28m 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

Bilan mensuel actions européennes – octobre 2024 – it’s the politics, stupid !

GTT : Confirmation du haut de fourchette des guidances

European equities monthly round-up – Oct. 2024 - it’s the politics, stupid!

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