Natixis - Outlook 2026 - Trade, Tech, Green Transition, Defense: One battle after another

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Natixis

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Outlook 2026 - Trade, Tech, Green Transition, Defense: One battle after another

Dear clients,As we do at the end of each year, we undertake the challenging exercise of forecasting what important events we believe may occur next year. Our 2026 Outlook examines the economic, political, and financial issues that we consider essential and presents our financial forecasts.Happy reading to all, and thank you for your continued trust.Sincerely,The Natixis CIB Research Team

15/12/2025 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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Christopher HODGE

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The labor data printing tomorrow has been a long time coming. The October payrolls number was originally scheduled to be released November 7 and the November data was supposed to come out December 5, with both being delayed from the government shutdown earlier this quarter. Though much anticipated, we think that absent an extreme outcome, this print will not be decisive for the Fed meeting in January. As Fed Chair Powell suggested at last week’s FOMC meeting, the Fed will look at the October and November data releases with “somewhat of a skeptical eye” due to the incomplete collection of data ...

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Research CIB

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Outlook 2026 - Commerce, Technologie, Transition écologique, Défense : une bataille après l'autre

Chers clients,Comme en chaque fin d’année nous tentons le difficile exercice de prévoir ce qui pourrait se passer d’important selon nous l’année prochaine.Notre Outlook 2026 examine les enjeux économiques, politiques et financiers qui nous semblent essentiels et présentent nos prévisions financières.Bonne lecture à tous,Merci de votre confiance renouvelée.Cordialement,L'équipe de Natixis CIB Research

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Outlook 2026 - Trade, Tech, Green Transition, Defense: One battle after another

October/November Employment Preview

Outlook 2026 - Commerce, Technologie, Transition écologique, Défense : une bataille après l'autre

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