Natixis - perspectives hebdomadaires fx

Report

Natixis

Micaella Feldstein

perspectives hebdomadaires fx

07/02/2019 7 FR

Provider

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

Micaella Feldstein

Other Reports from Natixis

Eya CHAMMAKHI ... (+2)

Eya CHAMMAKHI
Théophile LEGRAND

RATES Weekly : US shutdown and Dutch pension funds

EUR rates:Recap of the week: Bull market for € and $ rates, but a different trajectory for the curve, which is steepening in the US and flattening in the eurozone. ECB considers well positioned with a DFR at 2%, in a context of a rebound in the cycle in the eurozone. Nevertheless, the prospect of an undershoot of the inflation target remains firmly on the radar of investors. The long end of the euro curve has also attracted renewed attention. With Bouw and PFZW and now PMT, three of the largest Dutch pension funds (approximately €400 billion in AuM) are in the running to transition to the new...

2h / 43m 2h / 43m 1 EN

Christopher HODGE

Christopher HODGE

US September Macro Trip Report

Last week US Chief Economist Christopher Hodge and Head of US Rates Strategy John Briggs visited clients in Europe and the UK. In this piece we review the most common questions we received and present them in a Q&A format, with our answers to these questions included.

3h / 24m 3h / 24m 1 EN

Emilie TETARD ... (+2)

Emilie TETARD
Florent Pochon

No data is good news

The risk-on mode is well in place with most equity indices up for 5 consecutive sessions now, volatilities (implied and realized) and credit spreads flattish at low levels. Our Risk Perception Index is stuck in the 20%-zone since early September now. Gold remains the invariant with another weekly gain (+2.7%) and all-time high (>3860 $/oz).The equity/bond correlation was positive this week with equities up and bond yields down globally as crude oil sinks (Brent -8% wtd). Macro softens but remains solid, the Fed has turned dovish and so far independence holds, tariffs are out of the fore front…...

5h / 31m 5h / 31m 1 EN

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perspectives hebdomadaires fx

RATES Weekly : US shutdown and Dutch pension funds

US September Macro Trip Report

No data is good news

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