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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Benoit GERARD ... (+3)
- Benoit GERARD
- Eya CHAMMAKHI
- Théophile LEGRAND
Rates weekly: Mind the gap between the tweets and reality
EUR rates - Recap of the week: Oil and Middle East conflict-related headlines continue to be the main driver of market sentiment. Rate hike anticipations have been tempered somewhat but not removed by a (fragile) ceasefire and softer PPI data in the US. Central banks (especially the ECB and Fed) are reinforcing optionality, and markets are nudging terminal rates lower at the margin while curves stay modestly positively sloped in the euro area and broadly stable in the US.Tactical view: Headline ...
Emilie TETARD ... (+2)
- Emilie TETARD
- Florent Pochon
TACO, FOMO, consolidation : Our weekly cross-asset views
As the world swings between hopes for a deal and uncertainty about its timing, equity markets have clearly chosen the optimistic path. US indices have reached new all-time highs this week, driven by a tech rally, a generally positive start to the earnings season, but above all by a very strong FOMO (Fear Of Missing Out). The major world equity benchmarks have now virtually erased the entire Iran-war shock. This is also true for HY credit and EM spreads which have remained immune to the global en...
Alicia Garcia Herrero
- Alicia Garcia Herrero
Alicia Garcia Herrero
- Alicia Garcia Herrero
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 ...