Natixis - Trade ideas Monthly - May/June 2025

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Natixis

Research CIB

Trade ideas Monthly - May/June 2025

This month, we have added the following new trade ideas:Long Bono 01/41 vs. Bund 05/41Receive ECB OIS Sept-25Buy AUDJPY 3M PUT 92.50 RKO 86Stay tuned for more insights and strategies!

28/05/2025 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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Other Reports from Natixis

Christopher HODGE ... (+2)

Christopher HODGE
Jonathan PINGLE

Trade Policy in Flux: FAQs about the Court’s Ruling

L ast night a trade court struck down the reciprocal tariffs Trump implemented on Liberation Day. We provided our quick take and recap of the decision in a piece HERE . Below is a quick rundown of many of the questions we have received from clients and colleagues.

14h / 24m 14h / 24m 1 EN

Christopher HODGE ... (+2)

Christopher HODGE
Jonathan PINGLE

Court rejects Trump’s tariffs, but path still murky

The US Court of International Trade ruled that President Trump did not have the authority to levy reciprocal tariffs using emergency powers . The Trump Administration has vowed to challenge the ruling, setting up a case in front of the Supreme Court and in the meantime the Court gave executive branch up to 10 days to complete the bureaucratic process of halting them. Trump invoked the International Emergency Economic Powers Act (IEEPA) when he announced the Liberation Day tariffs, though tariffs are not listed as a tool under IEEPA and have never previously been utilized under IEEPA. Trump...

May 29, 2025 May 29, 2025 1 EN

Serge Herve NDOUMBÉ SAME

Serge Herve NDOUMBÉ SAME

Kiloutou / Kapla Holding : Mixed Q1 earnings: French Market Struggles Offset by International Growth and Strategic Acquisitions

Kiloutou (B1/B+) reported mixed Q1 2025 results due to a challenging market, with the deterioration of the top and bottom line. However, the company has managed to partially mitigate these challenges through effective cost management, contributing to strong FCF generation and prudent capital allocation. This enabled Kiloutou to preserve the financial positions throughout subdued leverage. The group enjoys from a strong liquidity and a favorable maturity schedule as 75% of gross debt are due after March 2030 offering crucial buffer amid challenging market conditions. In relative value we belie...

May 28, 2025 May 28, 2025 1 EN

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Trade ideas Monthly - May/June 2025

Trade Policy in Flux: FAQs about the Court’s Ruling

Court rejects Trump’s tariffs, but path still murky

Kiloutou / Kapla Holding : Mixed Q1 earnings: French Market Struggles Offset by International Growth and Strategic Acquisitions

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