Natixis - 中东冲突：对全球经济的冲击及对金融市场的影响（简）

Report

Natixis

Research CIB

中东冲突：对全球经济的冲击及对金融市场的影响（简）

13/03/2026 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

Research CIB

Other Reports from Natixis

Eric BENOIST

Eric BENOIST

When cash turns to code… Investing in the winners of the stablecoin boom.

Stablecoins are more than just a crypto trade; they represent a fundamental shift in payments and financial infrastructure.The companies highlighted in this note offer diverse exposure to this ecosystem, ranging from private issuers creating on-chain dollars to exchanges distributing them, platforms delivering them to consumers, and payment networks settling trillions in annual commerce.Together, they provide a multi-faceted perspective on what is already shaping up to be one of the defining financial infrastructure transformations of this decade.

48m 48m 1 EN

Benoit GERARD ... (+3)

Benoit GERARD
Eya CHAMMAKHI
Théophile LEGRAND

Rates Weekly: Higher for longer is back

EUR rates:Recap of the week: EUR rates experienced another significant repricing this week, as the escalating Middle East conflict drove Brent crude above $100/bbl and kept TTF 1M elevated. This energy shock has led markets to price in a more persistent inflation overshoot, with HICP swaps now indicating inflation peaking near 3% in May and remaining elevated into 2027. Consequently, ECB hike expectations have surged, with a July hike fully priced and odds of an April move rising, creating a notable divergence from surveyed economist forecasts.Tactical view: Persistent geopolitical tensions co...

56m 56m 1 EN

Emilie TETARD ... (+2)

Emilie TETARD
Florent Pochon

How much longer? - Our weekly cross-asset views

This was another risk-off week dominated again by energy price gains (+8% wtd) and volatility, bond bear flattening, hawkish market repricing of central banks rates, widening inflation B/E, US dollar strength and higher volatilities. Equities and credit are down moderately, but US resiliency eroded somehow (-SPX -1%; SPW -2.3%).Given the magnitude of the potential oil disruption, the most likely scenario in our view involves massive and coordinated efforts to reopen the Strait of Hormuz. But this path carries substantial risks, given the still ongoing escalation between US, Iran and Israel lea...

3h / 24m 3h / 24m 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

中东冲突：对全球经济的冲击及对金融市场的影响（简）

When cash turns to code… Investing in the winners of the stablecoin boom.

Rates Weekly: Higher for longer is back

How much longer? - Our weekly cross-asset views

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