As global conflicts escalate and protectionism rises, questions loom: Are there winners in the trade war? Is de-dollarization in progress? Can Europe achieve its defense goals? . More here➡️ #TradeWar #Investing #outlook

Trump’s #defense priorities focus on international stability, pushing #NATO partners to increase spending. By 2035, NATO aims for 5% of GDP on defense. With the US retreating, Asia must also raise defense spending. More here:

Since 2022, rising German wages have fueled inflation, leading companies to compress margins. Q1 earnings slowdown may impact #inflation, especially in services. We analyze wage-price dynamics and their effects on core inflation. More here➡️

The Trump Put seems to have reappeared amid rising tariffs and ongoing uncertainty, impacting global trade and prompting a search for safe havens as investments decline. More here ➡️ #TradeWar #tariffs

Euro area flash May PMI unexpectedly dropped to 49.5, a 6-month low, driven by a decline in services. Manufacturing improved to 49.4, nearing expansion. Mixed signals persist in new orders and inflation. More here ➡️ #Eurozone #PMI

🌱Europe's green investment needs remain significant, but clean energy investment rose 60% in the past two years, narrowing the gap. Bank lending shows reduced carbon exposure as sustainable debt grows. More here ➡️ #GreenFinance #Europe

Payment is a crucial stage in the purchasing process, adapting to new consumer habits. Modern POS systems have evolved beyond cash registers, now offering functions like sales analysis and inventory management. More here ➡️ #CustomerExperience #tech

In 2024, France had the second largest public spending in the euro area at 57.1% of GDP, up from 56.9% in 2023. The gap with Germany and Italy is narrowing, reflecting their rising public spending. More here ➡️ #France #Economy #NatixisResearch

A US-UK trade deal, even incomplete, is positive for the UK, with tariff cuts on cars, steel, and aluminum. However, a 10% tariff remains on other UK goods, and issues like pharmaceuticals and digital tax are unresolved. More here ➡️ #UK #Trade

The New Taiwan Dollar's sudden appreciation in early May has surprised markets. Its timing amid trade talks with the Trump administration raises questions, though there's no official confirmation of a link. More here➡️ #Taiwan #Currency #Trade

💰 #Trade hostilities have eased, boosting markets, but tariff fears dampened Q1 growth. Employment remains resilient. Forecast: 50bps rate hike in Brazil, dovish tone in Chile, 25bps cut in Colombia, and no cuts in Peru yet. More here➡️ #NatixisResearch

Spain's GDP growth slowed to +0.6% QoQ in Q1 2025 but remains robust despite challenges, driven by domestic demand. We expect continued strong, albeit slightly slower, growth ahead. More here➡️ #Spain #GDP

April's employment report may not reflect the full impact of recent policies, as demand remains strong. However, hiring intentions are down and layoffs are increasing, signaling future labor market effects. More➡️ #Employment #Economy #NatixisResearch

President Trump's "Liberation Day" complicates the BoJ's efforts to normalize monetary policy, with a 10% tariff and a temporary 24% tariff on Japanese goods under negotiation. More here➡️. #Japan #TradePolicy #NatixisResearch

Amid rising trade tensions, the CDU/CSU and SPD have formed a coalition focusing on economic challenges. Key reforms are expected post-approval, with GDP growth projected at 0.3% in 2025. Read more here⤵️ #Germany #Coalition

📍The Euro area composite PMI fell to 50.1 in April, close to expectations. Services dropped into contraction, while manufacturing held steady at 48.7, indicating a mixed economic outlook. More here⤵️ #Eurozone #PMI

Last summer, we felt Powell's position at the Fed was safe, but Trump's aggressive #tariffs have raised uncertainty. While Congress may oppose firing him, the courts could allow it. Fed independence is crucial, and confidence in the Fed remains strong⤵️.

Easter 2025 may mark the end of globalization as we knew it, with Trump's tariffs reaching historic highs. Protectionism is rising, and global trade is set to slow sharply, leading to inflation and negative impacts on consumption. Learn more➡️

China raises US import tariffs to 70% in retaliation, reflecting lost trust and rising tensions. Other countries may negotiate, but Europe will respond cautiously. Global trade protectionism is on the rise. #China #Tariffs #TradeWar. More here:➡️

Electricity prices have weakened the EU's manufacturing competitiveness. The price gap with China and the US has widened, prompting reforms. France may explore cooperative financing for nuclear reactors. More here: #Energy #EU #Manufacturing