Natixis - 中国はトランプ勝利に平静を装うも、警戒している

Report

Natixis

Alicia Garcia Herrero

中国はトランプ勝利に平静を装うも、警戒している

19/11/2024 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

Alicia Garcia Herrero

Other Reports from Natixis

Dirk Schumacher

Dirk Schumacher

Euro area : decline in PMIs underscores downside risks

The November composite PMI surprisingl y declined against expectations of a stable reading. The negative surprise c ame mostly from a drop in services sector sentiment , though manufacturing sentiment also recorded a small decline. While these figure s should not be taken at face value, they nevertheless reflect the growing downside risks to the euro area economy.

November 22, 2024 November 22, 2024 1 EN

Emilie TETARD

Emilie TETARD

Cold wind blowing across Europe

Since Donald Trump’s election, a cold wind has been blowing across Europe with disappointing macro figures and fears of a renewed trade war. At the same time, the heightened tensions between Russia and Ukraine are further weakening risk appetite in Europe. On the interest rate front, the divergence in monetary policies is accelerating (ECB rate cuts priced in at -39bp for Dec. 24). On the stock market front, the Euro Stoxx 50 posted its sixth consecutive week in the red, while US indices held up fairly well despite Nvidia’s results having initially been perceived as (slightly) disappointing. O...

November 22, 2024 November 22, 2024 1 EN

Emilie TETARD

Emilie TETARD

Un vent froid sur l’Europe

Depuis l’élection de D. Trump, un vent de froid souffle sur l’Europe avec des chiffres macro décevants et des craintes autour d’un regain de guerre commerciale avec la prochaine administration américaine . En parallèle, le regain de tensions entre la Russie et l’Ukraine fragilise encore plus, en relatif, l ’appétit pour le risque en Europe . Côté taux, la divergence de politiques monétaires s’accélère (-37 pb pricés pour Déc-24 pour la BCE). Côté actions, l’ Eurostoxx 50 signe une 6 ème semaine dans le rouge, alors que les indices US résistent plutôt bien à des résultats de NVidia...

November 22, 2024 November 22, 2024 1 FR

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

中国はトランプ勝利に平静を装うも、警戒している

Euro area : decline in PMIs underscores downside risks

Cold wind blowing across Europe

Un vent froid sur l’Europe

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