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.
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Emilie TETARD ... (+2)
- Emilie TETARD
- Florent Pochon
Momentum crashes awaken value - Our weekly cross-asset views
The macro newsflow remained pretty light: no surprises from the ECB, a slightly more dovish MPC reinforcing the likelihood of a cut in March (vs April), and a hike by the RBA as expected. The US newsflow was mixed, with a record jump in the ISM Manufacturing, but confirmation of the increasing weaknesses and skills mismatches in the US job market, increasing the focus on next week NFPs.Despite this fairly calm fundamental environment, market have turned risk off this week with momentum crashes a...
Eric BENOIST ... (+2)
- Eric BENOIST
- Ivan Pavlovic
Charge Forward! Investing in innovation across the battery supply chai...
Over the next 25 years, global electricity demand is expected to more than double, driven by rapid electrification across transport, industry, heating, and digital infrastructure. This is not a cyclical trend; it is a structural one. As fossil fuels are progressively displaced, low-carbon electricity becomes the backbone of the global energy system, with renewables and nuclear playing a central role.Rechargeable batteries have emerged as one of the most effective tools to support the energy tran...
Eric BENOIST ... (+2)
- Eric BENOIST
- Ivan Pavlovic
Charge Forward! Investing in innovation across the battery supply chai...
Over the next 25 years, global electricity demand is expected to more than double, driven by rapid electrification across transport, industry, heating, and digital infrastructure. This is not a cyclical trend; it is a structural one. As fossil fuels are progressively displaced, low-carbon electricity becomes the backbone of the global energy system, with renewables and nuclear playing a central role.Rechargeable batteries have emerged as one of the most effective tools to support the energy tran...
Research CIB
- Research CIB
Alicia Garcia Herrero ... (+2)
- Alicia Garcia Herrero
- Kohei Iwahara
Inna Mufteeva ... (+2)
- Inna Mufteeva
- Thibaut Cuilliere
Lipper-FMI fund flow data - Week ended August 29
Fund flows showed a more risk-on mood of the investors due to more positive political news flow (respite in trade war tensions, new coalition government in Italy) . Indeed, US IG and US HY enjoyed +3.5bn and +$0.69bn inflows respectively while EM debt funds got +$0.2bn. Yet, investors remained vary of equities with the $7.3bn of outflows for US-based equity funds . M oney market funds saw significant outflows at $16.2bn after solid inflows a week before -$16.2bn while l everage loan funds did no...
Inna Mufteeva ... (+2)
- Inna Mufteeva
- Thibaut Cuilliere
Lipper-FMI fund flow data - Week ended August 29
Fund flows showed a more risk-o n mood of the investors due to more positive political news flow ( respite in trade war tensions, new coalition government in Italy) . Indeed, US IG and US HY enjoyed +3.5bn and +$0.69bn inflows respectively while EM debt funds got +$0.2bn. Yet, investors remained vary of equities with the $7.3bn of outflows for US-based equity funds . M oney market funds saw significant outflows at $16.2bn after solid inflows a week before -$16.2bn while l everage loan funds did ...