Natixis - トランプはアジアの貿易の流れを変えられるのか

Report

Natixis

Alicia Garcia Herrero

トランプはアジアの貿易の流れを変えられるのか

24/07/2025 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

Benito Berber

Benito Berber

Colombia : Monetary Policy Preview - The Case for Renewed Rate Cuts

Two factors prevented the hawks on the BanRep board from adopting a less restrictive monetary policy in their previous decision. The first was the deterioration on the fiscal front, which has not improved, and the second was the lack of progress on the disinflation front. Following the release of the June CPI, which was lower than expected, it will be difficult for the hawks to continue voting for a pause. Therefore, we forecast a 25 bps rate cut to 9.00% in July 31 meeting, although the doves on the board will of course continue to vote for rate cuts of 50 bps or more. We forecast that fou...

6h 6h 1 EN

Benito Berber

Benito Berber

Chile: Monetary Policy Meeting Preview - Approaching neutrality

The moderation in inflation and economic weakness will prompt the BCCh to cut its policy rate sooner than we had anticipated, reaching the nominal neutral rate range of 3.5–4.5% this year. Specifically, we forecast a 25 bps rate cut to 4.75% on the 29 July monetary policy meeting . In fact, after the release of the June CPI in early July, we lowered our December forecast for the policy rate to 4.25% from 4.50%. We also lowered our terminal rate forecast to 3.75% from 4.00%.

8h / 13m 8h / 13m 1 EN

Ivan Pavlovic

Ivan Pavlovic

EDF : Prudent outlook for H2 after a solid performance in H1

Solid H1-25 results published yesterday evening by EDF . EBITDA came in at €15.5bn, down 17% YoY, but this was a slighter-than-expected decrease. The decline in EBITDA was mainly due to lower electricity prices in France, in a market context that has now returned to normal since the crisis of 2022. This price effect was itself partially offset by favourable tariff developments for distribution networks in France Net debt fell by €4.4bn over the period to €50bn at 30/06/25, due to positive net cash flow generation, despite the sharp rise in dividends paid (€2.5bn in H1-25 vs. €0.7bn in H1-24). ...

12h / 2m 12h / 2m 1 EN

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

トランプはアジアの貿易の流れを変えられるのか

Colombia : Monetary Policy Preview - The Case for Renewed Rate Cuts

Chile: Monetary Policy Meeting Preview - Approaching neutrality

EDF : Prudent outlook for H2 after a solid performance in H1

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