Natixis - Bas les masques !

Report

Natixis

Véronique Janod

Bas les masques !

Fin du port des masques en extérieur, fin du couvre-feu… un vent de liberté souffle actuellement sur la France. Voilà qui est d’autant plus précieux que cela est loin d’être le cas partout dans le monde : Asie, Russie, Tunisie, Afrique du Sud, Royaume-Uni, Brésil, Argentine, Colombie … tous font actuellement face à une résurgence de l’épidémie. Une réouverture à deux vitesses semble clairement s’opérer, menaçant de diviser le monde entre les pays faiblement vaccinés et ceux libérés grâce aux vaccins... où, dès lors, l’attention se concentre sur le retour de l’inflation et son appréciation par les banques centrales.

17/06/2021 12 FR

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

Véronique Janod

Other Reports from Natixis

Alicia Garcia Herrero ... (+2)

Alicia Garcia Herrero
Jianwei Xu

How is China reacting to Trump’s trade war?

The escalating trade tensions between the US and China has led to a significant strain on the trade relationship between the two countries, both of which rely heavily on each other. Despite some exemptions to mitigate the costs, and the ongoing negotiations for a potential deal which are taking place in Geneva, the tariffs are signs of the deteriorating relationship.This paper assesses the impact of US tariffs on China’s employment and GDP. We consider two scenarios: one where only China's exports to the US drop by 80%, leading to a potential decline in manufacturing employment by 6.4%, riskin...

May 9, 2025 May 9, 2025 1 EN

Sylwia Hubar

Sylwia Hubar

BoE approved a 25bp rate cut with a 5-4 vote; two members dissented, favoring no change

As anticipated, the Bank of England (BoE) reduced the Bank Rate by 25 basis points to 4.25%, citing easing inflationary pressures. The BoE intends to maintain a "gradual and careful approach" to further monetary easing, given the unpredictable global economic environment. Within the Monetary Policy Committee (MPC), Swati Dhingra and Alan Taylor advocated for a larger 50 basis point cut, while Catherine Mann and Huw Pill voted to hold rates steady. The majority of MPC members who supported the 25 bp cut attributed their decision primarily to global trade tensions, w hile the others saw a cut ...

May 8, 2025 May 8, 2025 1 EN

Alicia Garcia Herrero ... (+2)

Alicia Garcia Herrero
Kohei Iwahara

Australia: The Labor Party remains and, with it, stimulative economic policies keeping RBA vigilant

At the federal election on May 3rd, Prime Minister Albanese was re-elected as Australia’s leader with the Labor Party wining a landslide victory. For sure, the President Trump has arguably helpedAlbanese, as Australian voters superimposed Trump’s strategies on the Coalition’s policies. Beyond Trump, Albanese’s campaign has focused on alleviating the cost of living and improving housing affordability, which has surely helped towards his re-election.As announced at the March Budget (Chart 1), the Labor’s economic policies are stimulative, providing cost-of-living relief and supporting cleaner e...

May 8, 2025 May 8, 2025 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

Bas les masques !

How is China reacting to Trump’s trade war?

BoE approved a 25bp rate cut with a 5-4 vote; two members dissented, favoring no change

Australia: The Labor Party remains and, with it, stimulative economic policies keeping RBA vigilant

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