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BNP Paribas Research Reports & Analysis

Finvaulta tracks 8 research reports from BNP Paribas, updated through October 5, 2026. Latest: Advanced Economies: Resilience to Shock After Shock.

BNP Paribas research covering macro, equities, government bonds, and foreign exchange, from BNP Paribas. Finvaulta indexes each report with a summary, key figures and its original publication date.

Finvaulta is an independent research collection and is not affiliated with BNP Paribas; views and forecasts belong to the named report issuers.

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Latest research

Advanced Economies: Resilience to Shock After Shock

BNP Paribas·Oct 5, 2026

Advanced economies continue to demonstrate strong resilience against multiple shocks, supported by an AI-driven capital expenditure boom that offsets higher oil prices. However, persistent above-target inflation and elevated fiscal deficits are driving long-term interest rates toward levels last seen in 2002, prompting tighter monetary conditions.

Compare with the previous edition (Sep 18, 2026)

Country Risk Profile: Vietnam

BNP Paribas·Sep 24, 2026

Vietnam continues to display solid GDP growth (projected at 7.3% in 2026), driven by robust manufacturing and surging AI-related electronics exports, alongside moderate sovereign and external debt. However, low foreign exchange reserves (covering less than 3 months of imports), high private debt, and banking sector fragility remain critical macro vulnerabilities.

Goldilocks AI and the Three Bears

BNP Paribas·Sep 23, 2026

BNP Paribas evaluates the global AI data center buildout through 2030, identifying a $5 trillion capex range between Cold (200GW) and Hot (300GW) scenarios against a 246GW Goldilocks central case. The report argues that regulatory constraints—safety rules, local moratoria, and geopolitics—rather than private finance or power bottlenecks, will dictate whether the buildout achieves a sustainable landing or creates overcapacity.

Next Generation EU: The Programme Is Coming to an End, but Its Effects on Economic Activity Will Endure

BNP Paribas·Sep 23, 2026

The EU's Recovery and Resilience Facility (RRF) expires on December 31, 2026, having successfully channeled EUR 310 billion between 2020 and 2025 toward capital infrastructure. Although the expiration will weigh on public investment in 2027, the economic impact will extend beyond 2026 due to lagged fund absorption and offsetting structural spending.

Argentina Versus Türkiye: When Disinflation Strategies Are Compared, the Picture Is Not Rosy in Argentina

BNP Paribas·Sep 21, 2026

While both Argentina and Türkiye have managed to reduce monthly inflation to around 2%, Argentina's fiscal and monetary shock therapy has severely impaired household creditworthiness, with 5.8 million borrowers delinquent. Consequently, Argentina faces a high risk of prolonged economic stagnation or recession, whereas Türkiye's flexible orthodox approach has supported real wages and broader economic resilience.

Advanced Economies: Resilience to Shock after Shock

BNP Paribas·Sep 18, 2026

BNP Paribas' Q3 2026 EcoPerspectives outlines sustained resilience across advanced economies, where structural capital investment in artificial intelligence, defence, and electrification is counterbalancing headwinds from the Iran conflict and tariff shocks. However, persistent above-target inflation is driving central banks toward further monetary tightening, lifting sovereign yields and intensifying fiscal debt-servicing pressures.

Selected research

Selected for relevance; publication dates show when each report was written.

SaaS Smash: Is the SaaSpocalypse Over or Just Pausing

BNP Paribas·Sep 16, 2026

One year after the 'SaaSpocalypse' triggered a >50% sector de-rating, Horizontal Software has passed peak fear with winners (SAP, Sage) accelerating growth while vertical engineering software faces the next wave of AI disruption. BNP Paribas upgrades OVHcloud to Outperform and downgrades Dassault Systèmes to Underperform.

India Utilities and Clean Energy: Getting Back the Spark

BNP Paribas·Sep 2, 2026

BNP Paribas initiates coverage on the Indian Utilities and Clean Energy sector, rating Power Grid, NTPC, and CESC as Outperform, Tata Power, JSW Energy, and Coal India as Neutral, and NHPC as Underperform. The thesis hinges on an acceleration in electricity demand to 5.5% CAGR, substantial transmission and renewable capex, and selective valuation appeal across subsectors.