Natixis - ドイツ版「何をしてでも」はどれほどの規模か

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Natixis

Bastien AILLET ...

Hadrien CAMATTE

ドイツ版「何をしてでも」はどれほどの規模か

21/03/2025 1 EN

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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.

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Analysts

Bastien AILLET

Hadrien CAMATTE

Other Reports from Natixis

Emilie TETARD

Emilie TETARD

Don’t fight the Fed?

Although the Fed was fairly reassuring (with the dots continuing to show two rate cuts this year), the stabilisation of US indices is timid, as is the bond rally. Given the significant risks of stagflation and the looming date of 2 April (implementation of reciprocal tariffs), in the short term, the markets are wavering between a rebound or a capitulation. Against this backdrop, the US macro news flow ( in particular PCE core inflation next week) will be decisive.

8h / 1m 8h / 1m 1 EN

Emilie TETARD

Emilie TETARD

Don’t fight the Fed ?

Malgré une Fed plutôt rassurante (avec des dots qui continuent de signaler 2 baisses cette année), la stabilisation des indices américains est timide, tout comme le rally obligataire. Face aux risques stagflationnistes marqués et à l’approche de la date fatidique du 2 avril (mise en place des tarifs réciproques), les marchés hésitent à court terme, entre le rebond et la capitulation. Dans ce contexte, le newsflow macro américain (suivre notamment l’inflation core PCE la semaine prochaine) sera déterminant.

8h / 5m 8h / 5m 1 FR

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ドイツ版「何をしてでも」はどれほどの規模か

Don’t fight the Fed?

Don’t fight the Fed ?

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