Report
Patrick Artus

In which OECD countries will the economies suffer for structural causes?

In this Flash we seek to identify possible causes of a significant structural deterioration in some OECD countries’ economic situation in the medium term . We believe there is reason for particular concern about OECD countries: Where the weight of industries "of the past" (internal combustion cars, industrial capital goods) is high: Japan, Germany, Italy;  That are producers of coal (due to the decline in coal use) and natural gas (due to the decline in its price): United States , Australia, Canada, Germany; Whose economies are linked to global trade, given the slowdown in such trade caused by the return to regional value chains: United Kingdom, Canada, Germany, Spain, Sweden, France, Italy; Where companies’ move up the value chain is limited: United Kingdom, Australia, France. The countries mentioned most often are Italy, Australia, Canada, the United Kingdom, France and, even more so, Germany.
Provider
Natixis
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.

 

Analysts
Patrick Artus

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