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Ana Arjona-Martinez
  • Ana Arjona-Martinez
Ana Arjona-Martinez
  • Ana Arjona-Martinez
Ana Arjona-Martinez
  • Ana Arjona-Martinez
Ana Arjona-Martinez
  • Ana Arjona-Martinez
Ana Arjona-Martinez
  • Ana Arjona-Martinez
Ana Arjona-Martinez
  • Ana Arjona-Martinez
Konrad Zomer ... (+2)
  • Konrad Zomer
  • Thomas Zlowodzki

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 30/10/2024

Le scrutin présidentiel US reste incertain, mais le momentum semble être du côté de Donald Trump depuis début octobre : le candidat est désormais en tête dans 6 des 7 swing states, vient de dépasser Kamala Harris dans le vote national et est donné gagnant à 63% chez les parieurs. Nous rappelons les valeurs européennes à privilégier ou à éviter en cas de victoire de Donald Trump, et avons également listé les valeurs européennes ayant une base de production aux US, par nature moins expo...

Konrad Zomer ... (+2)
  • Konrad Zomer
  • Thomas Zlowodzki

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/30/2024

The outcome of the US presidential election hangs in the balance, but the momentum seems to be with Donald Trump since the beginning of October: the candidate is now in the lead in six of the seven swing states, has just overtaken Kamala Harris in the national vote while 63% of punters are tipping him to win. We recap in the present note on the European stocks to play or avoid in the event of Donald Trump's victory and have also listed European stocks with a production base in the US,...

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