Natixis - ECB プレビュー：不安定な中での現状維持か

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Natixis

ECB プレビュー：不安定な中での現状維持か

04/02/2026 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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Trinh Nguyen

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Finally, the long-awaited exhale has come for India's growth and the rupee. The US and India announced a staggering tariff reduction from 50% to 18%. This will provide immediate respite to the Indian economy and its assets, which have been dragged down by the previous 50% tariff affecting USD 45 billion worth of goods, or 1.2% of GDP, primarily in labor-intensive sectors such as textiles and gemstones. In 2025, India performed the worst in Asia in terms of exports, as oil and labor-intensive exports suffered. The rupee, short on USD due to slowing service exports, beleaguered merchandise expor...

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In 2025, all economies will have been close to their potential growth, and the year will ultimately be "a tale told by an idiot, full of sound and fury, signifying nothing" and we had to revise upward our forecasts more than once.However, we quickly transitioned from Macbeth to Pirates of the Caribbean if not Age Ice.… In any case, the American "Imperial Republic" of R. Aron seems to be back, and geopolitical tremors are sure to follow. After Europe, Latin America, and the Middle East, Asia might join the dissonant chorus of nations this year.For 2026, in any case, US GDP growth should exceed ...

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ECB プレビュー：不安定な中での現状維持か

A New Era of Trade: The US-India Deal Elevates India Export and Investment Competitiveness Along with the EU-India

Financial Forecasts February: 2026, better than expected

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