Report
The American locomotive is not ready to slow down just yet
Little macroeconomic data from the eurozone this week and confirmation that the US cycle continues to dominate the world stage. While the situation gives the Fed some leeway, the ECB’s central bankers remain cautious, stressing the importance of wages in determining the timing of the first rate cut in the face of still-fragile activity. Quite logically, the context favours the dollar and risky assets, supported by the dynamism and exceptionalism of the United States, particularly vis-à-vis China. Investor appetite for eurozone sovereign debt and US Treasuries is undiminished, but remains under recurring pressure from central bank pricing.
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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.
Benoit GERARD
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