Natixis - Portugal : Large victoire des socialistes

Report

Natixis

Jesus Castillo

Portugal : Large victoire des socialistes

A la suite de la rupture de la coalition parlementaire entre les socialiste s et les autres partis de gauche sur le vote du budget 2022, le Portugal tenait des élections législatives anticipées le dimanche 30 janvier 2022. Le Parti Socialiste qui dirigeait le gouvernement a remporté une large victoire et s’arroge la majorité absolue des sièges. Il pourra désormais gouverner sans dépendre des autres partis.

30/01/2022 1 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.

See profile

Analysts

Jesus Castillo

Other Reports from Natixis

July CPI Review: Goods Prices Remain Behaved

Overall the July CPI report showed less tariff related goods pressures than expected, in a month where we believed increased price pass-throughs would be more evident. Where tariff related cost increases are being absorbed along the supply chain is yet to be determined (tomorrow’s PPI should help inform), but thus far while goods prices are rising faster than earlier in the year, the impact in July was less than expected. For details, headline CPI came out at +0.2% m/m (+0.197% unrounded, +0.2% consensus) and +2.7% y/y (vs. +2.8% consensus), with food prices moderating slightly and energy pos...

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

Thibaut Cuilliere

Thibaut Cuilliere

How sensitive are French banks to Sovereign ratings and spreads ?

What if France’s political and fiscal instability pressure were to come back before year-end ? What consequences for French banks’ ratings and spreads?As the pressure has been mounting again on the French government (see France 2026 Budget: Impossible mission II from our economists) regarding the 2026 budget, the likelihood of a French sovereign rating downgrade has recently increased.Against this backdrop, we are exploring hereafter the relationships between i/ France’s ratings and French Banks’ ones, ii/ France sovereign spreads/CDS and French banks’ spreads/CDSGood news is that a one-notch ...

7h / 13m 7h / 13m 1 EN

Alicia Garcia Herrero

Alicia Garcia Herrero

Trump’s Tariff Flooding Puts Taiwan at the Center of a Supply Chain Crossroads

The recent escalation of US tariffs under the second Trump administration is a major blow to Asian, and thereby global, supply chains. But among the many economies affected, Taiwan faces perhaps the most delicate and complex challenge of all.Trump has imposed high import tariffs across Asia—maybe not as high as the reciprocal tariffs announced on April 2, Trump’s self-styled “Liberation Day,” but certainly higher than ever. China tops the list with 30% additional tariffs (around 50% overall when including previous tariffs from Trump 1.0 and Biden). Singapore sits at the bottom with 10%. India ...

12h / 14m 12h / 14m 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

Portugal : Large victoire des socialistes

July CPI Review: Goods Prices Remain Behaved

How sensitive are French banks to Sovereign ratings and spreads ?

Trump’s Tariff Flooding Puts Taiwan at the Center of a Supply Chain Crossroads

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe