Natixis - Compétitivité-prix et compétitivité-innovation, laquelle est la plus importante ?

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Natixis

Patrick Artus

Compétitivité-prix et compétitivité-innovation, laquelle est la plus importante ?

Nous comparons les États-Unis, le Royaume-Uni, l ’ Allemagne, la France, l ’ Espagne, l ’ Italie, le Japon du point de vue : de l ’ évolution des parts de marché à l ’ exportation ; du niveau de la compétitivité-prix ; de l ’ effort d ’ innovation en nouvelle s technologie s et de Recherche-Développement. Nous voyons que ce qui est le plus important pour obtenir des gains de parts de marché à l ’ exportation est l ’ effort d ’ innovation et de Recherche-Développement, pas l ’ évolution de la compétitivité-prix.

04/04/2024 1 FR

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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

Patrick Artus

Other Reports from Natixis

Patrick Artus

Patrick Artus

Does the level of inflation expectations of financial markets and households mean that inflation will not be higher in the medium term?

If we look at different inflation expectations in the United States and the euro zone ,we see that: Inflation expectations in the financial markets have not risen relative to the past; Household inflation expectations are not higher today than in the past (from 2002 to 2019 ); If we want to forecast future inflation, it is better to look at household inflation expectations, which determine wage growth. It is not clear that households' medium-term inflation expectations are higher than in the past: households are not incorporating into their expectations the structural causes of higher infla...

May 17, 2024 May 17, 2024 1 EN

Céline Clari

Céline Clari

PMI and Fed Minutes in focus

After the rally following the publication of US inflation figures (sharp fall in long-term interest rates, new highs on equity indices, notably the S&P500 and Footsie, and the fall in the dollar), comments from Fed and ECB central bankers calmed the markets. In this context, flash PMIs in the United States and the Eurozone will be closely watched, as will the Fed Minutes and Powell's speech.

May 17, 2024 May 17, 2024 1 EN

Céline Clari

Céline Clari

PMI et Minutes de la Fed en ligne de mire

Après le rally post-publication de l’inflation aux États-Unis (forte détente des taux longs, nouveaux plus hauts sur les indices actions , notamment S&P500 et Footsie , et le repli du dollar), les commentaires des banquiers centraux de la Fed et la BCE sont venus calmer les marchés. Dans ce cadre, les PMIs flash aux É tats-Unis et en zone euro seront scrutés tout comme les Minutes de la Fed et le discours de Powell.

May 17, 2024 May 17, 2024 1 FR

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Compétitivité-prix et compétitivité-innovation, laquelle est la plus importante ?

Does the level of inflation expectations of financial markets and households mean that inflation will not be higher in the medium term?

PMI and Fed Minutes in focus

PMI et Minutes de la Fed en ligne de mire

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