Oddo BHF - Victoire de Donald Trump à la présidence US et des Républicains au Sénat : impacts marché et valeurs à privilégier en Europe

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Oddo BHF

Thomas Zlowodzki

Victoire de Donald Trump à la présidence US et des Républicains au Sénat : impacts marché et valeurs à privilégier en Europe

Notre scénario central s’est concrétisé dans la nuit : Donald Trump remporte la présidentielle américaine, et le choix des électeurs ne devrait pas être contesté. Il pourrait disposer d’une majorité dans les deux assemblées. Les actions américaines en seront les premières bénéficiaires. Sur les actions européennes, les secteurs les plus gagnants seront l’Energie, les Médias, les Métaux, Construction & Materials, Financial Services, Insurance. Sont en revanche plus à risque Utilit...

06/11/2024 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.

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Analysts

Thomas Zlowodzki

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Victoire de Donald Trump à la présidence US et des Républicains au Sénat : impacts marché et valeurs à privilégier en Europe

AstraZeneca : The investigations in China continue to drag on the share

Grupo Catalana Occidente S.A. : Q3/9M 2024 figures broadly reassuring

Arkema : Q3 publication reflects persistently challenging economic environment

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