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Emira Sagaama ... (+4)
  • Emira Sagaama
  • Farid Bitari
  • Margaux van Oerle
  • Nicolas David
Emira Sagaama ... (+4)
  • Emira Sagaama
  • Farid Bitari
  • Margaux van Oerle
  • Nicolas David
Research Department
  • Research Department

IBERIAN DAILY 14 JULY (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: NEINOR HOMES. This week we start with the 30% tariffs on Europe and Mexico Last week the markets continued to monitor the uncertainty stemming from the tariff war initiated by the US, although with a degree of complacency after the EU anticipated a slightly worse deal than the one signed with the UK, which would include a generalized 10% tariff. Additionally, there were new threats from Donald Trump to impose a 35% tariff on Canada (vs. the current 25% on products not complying wi...

Research Department
  • Research Department

INFORME DIARIO 14 JULIO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: NEINOR. EUROPA: UNICREDIT Esta semana empezamos con aranceles del 30% a Europa y México La semana pasada las bolsas siguieron pendientes de la incertidumbre que genera la guerra arancelaria iniciada por EE.UU. aunque con cierta complacencia después de que la UE esperara un acuerdo algo peor que el firmado con el R. Unido que incluiría un arancel generalizado del 10%. Además, nuevas amenazas de D. Trump con introducir el 1 de agosto un arancel del ...

Roy Külter ... (+2)
  • Roy Külter
  • Thomas Zlowodzki
Roy Külter ... (+2)
  • Roy Külter
  • Thomas Zlowodzki
Michael B. Schäfer
  • Michael B. Schäfer
Anis Zgaya ... (+3)
  • Anis Zgaya
  • Louis Boujard
  • CFA
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