Oddo BHF - The France of Macron II

Report

Oddo BHF

Bruno Cavalier

The France of Macron II

Emmanuel Macron has been re-elected for a second five-year term. This result is most welcome for the stability of Europe. There are enough destabilising forces at play at present, with the war in Ukraine, surging US interest rates and lockdowns in parts of China, without adding an institutional crisis. On the domestic front, Macron has lofty ambitions, such as attempting to push through pension reform once again (after the failure of 2019) and accelerating the green transition. G...

26/04/2022 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.

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Analysts

Bruno Cavalier

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The France of Macron II

Monthly round-up - July 2025 – trade “agreements” mainly benefit US equities

Bilan mensuel - juillet 2025 – les « accords » commerciaux profitent surtout aux actions américaines

Coty : Update following sale rumours and bleaker business environment

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