Oddo BHF - Monthly review of European equities - June penalised by political risk in France

Report

Oddo BHF

Thomas Zlowodzki

Monthly review of European equities - June penalised by political risk in France

In June, European equities were buffeted by the political risk in France and the downturn in business climate indicators (PMI), which erased the effect of the ECB's first, widely anticipated, rate cut and the continuing upward revision of the consensus. French indices and stocks - in particular small caps - were the ones that gave up the most ground. In sector terms, within the Stoxx 600, technology, healthcare and media were the only sectors to advance, while real estate, banks,...

03/07/2024 1 EN

Provider

Oddo BHF

Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

See profile

Analysts

Thomas Zlowodzki

Other Reports from Oddo BHF

Bruno Cavalier

Bruno Cavalier

Trump, la politique fiscale et la guerre tarifaire

L’état de santé de l’économie américaine n’est pas aussi mauvais que celui du président Joe Biden, loin s’en faut, mais l’économie comme le président ont montré dernièrement des signes de faiblesse. Cela fait les affaires de Donald Trump. Ses chances de victoire étant accrues, l’attention se porte sur sa plateforme économique, qui se résume à gros traits à baisser les impôts et à relever les droits de douane. Dans certains de ses propos récents, qu’il faut toujours prendre avec p...

4h / 45m 4h / 45m 1 FR

Bruno Cavalier

Bruno Cavalier

Trump, fiscal policy and the tariff war

The health of the American economy is not as parlous as that of President Joe Biden, far from it, fortunately, but both the economy and the President have shown signs of weakness of late. This is good news for Donald Trump. With his chances of victory increasing, attention is focusing on his economic platform, which can be summed up roughly as lowering taxes and raising customs tariffs. In some of his recent comments, which should always be taken with a dose of scepticism, Donald...

4h / 45m 4h / 45m 1 EN

Matthias Desmarais

Matthias Desmarais

Oddo’s 2 Weeks Ahead_Friday 05 July 2024

...

4h / 57m 4h / 57m 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

Monthly review of European equities - June penalised by political risk in France

Trump, la politique fiscale et la guerre tarifaire

Trump, fiscal policy and the tariff war

Oddo’s 2 Weeks Ahead_Friday 05 July 2024

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