Natixis - ECB preview：漸進的緩和は続く

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Natixis

Dirk Schumacher

ECB preview：漸進的緩和は続く

10/12/2024 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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Analysts

Dirk Schumacher

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The macro newsflow remained pretty light: no surprises from the ECB, a slightly more dovish MPC reinforcing the likelihood of a cut in March (vs April), and a hike by the RBA as expected. The US newsflow was mixed, with a record jump in the ISM Manufacturing, but confirmation of the increasing weaknesses and skills mismatches in the US job market, increasing the focus on next week NFPs.Despite this fairly calm fundamental environment, market have turned risk off this week with momentum crashes affecting equity techs, precious metals and cryptocurrencies. The micro newsflow did not help, as mar...

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ECB preview：漸進的緩和は続く

Momentum crashes awaken value - Our weekly cross-asset views

Charge Forward! Investing in innovation across the battery supply chain…

Charge Forward! Investing in innovation across the battery supply chain…

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