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Finvaulta tracks 31 research reports on Natixis Corporate and Investment Banking, updated through August 25, 2026. Latest: “Middle East Weekly Tracker: Sanctions Pressure Rises as Hormuz Mediation Continues”.

Natixis Corporate and Investment Banking research highlights the profound impact of Middle Eastern geopolitical tensions on global energy prices and supply chains, with Brent crude fluctuating between $92 and $94 per barrel. While financial markets show cautious optimism through narrowing GCC CDS spreads, physical maritime traffic in the Strait of Hormuz remains severely restricted at under ten ships per day due to blockades and mines. This energy shock is driving Euro area headline inflation toward a projected 3.3% in May 2026, while concurrently pushing China’s PPI to 2.8% amid margin compression for manufacturers. In China, weak domestic consumption—noted by retail sales of just 0.2%—forces a reliance on exports to the EU to offset rising industrial costs. From a political perspective, the institution anticipates a rally in Colombian assets as candidate Abelardo de la Espriella’s 43.7% first-round vote share signals a potential shift toward a 70 trillion peso fiscal adjustment and aggressive growth targets. Despite political upheaval in Spain, Natixis remains constructive on the country’s macro outlook, projecting 2.4% GDP growth and a reduction in public debt to below 100% of GDP. Overall, the research emphasizes a recurring theme of energy-led cost pressures and political transitions that are reshaping global trade imbalances and fiscal policy across both developed and emerging markets.

Featured reports

Middle East Weekly Tracker: Sanctions Pressure Rises as Hormuz Mediation Continues thumbnail

Middle East Weekly Tracker: Sanctions Pressure Rises as Hormuz Mediation Continues

Natixis Corporate and Investment Banking·Aug 25, 2026

The Middle East conflict has shifted toward economic sanctions and pressure, with Iran setting strict conditions to reopen the Strait of Hormuz and the US launching Operation Economic Outcast. Brent crude reached USD88/bbl while GCC credit and equity markets showed divergence, with Dubai under pressure due to its trade suspension with Iran.

Colombia Outlook thumbnail

Colombia Outlook

Natixis Corporate and Investment Banking·Aug 1, 2026

A major Mw 7.4–7.5 earthquake in August 2026 has prompted an estimated $12.9bn reconstruction effort in Colombia, widening fiscal deficits to 7.2% of GDP in 2026 and 9.4% in 2027. Natixis expects monetary policy to remain restrictive at a 12.00% terminal rate through early 2027 before cutting rates, with reconstruction shifting economic growth toward investment.

Türkiye Bends but Does Not Break thumbnail

Türkiye Bends but Does Not Break

Natixis Corporate and Investment Banking·Jun 6, 2026

Türkiye is facing an economic 'perfect storm' due to regional conflict, high energy import dependency, and political uncertainty. However, the economy shows increased resilience compared to 2022 thanks to stronger foreign exchange buffers and a return to conventional monetary policy.

China Banking Monitor 2026: Walking the Tightrope thumbnail

China Banking Monitor 2026: Walking the Tightrope

Natixis Corporate and Investment Banking·Jun 4, 2026

The report highlights the precarious state of the Chinese banking sector in 2026, balancing weak profitability and hidden credit risks against government-driven growth and overseas expansion.

China Producer Price Rebound and EU Trade Imbalance thumbnail

China Producer Price Rebound and EU Trade Imbalance

Natixis Corporate and Investment Banking·May 28, 2026

China's shift to positive PPI is driven by global energy costs rather than domestic demand, leading to a margin squeeze for downstream manufacturers. This dynamic reinforces China's trade advantage over high-cost European producers.

Rising Inflationary Pressure and Bond Yields in EM Asia thumbnail

Rising Inflationary Pressure and Bond Yields in EM Asia

Natixis Corporate and Investment Banking·May 25, 2026

EM Asian central banks are being forced into rate hikes as inflationary supply shocks from the Iran War drive up PPI and narrow yield spreads against developed markets, triggering capital outflows.

The Supplicant and the Sovereign thumbnail

The Supplicant and the Sovereign

Natixis Corporate and Investment Banking·May 21, 2026

The report analyzes the growing power asymmetry between China and Russia following the 2026 Moscow summit, highlighting how China leverages Russia's isolation to demand favorable energy terms and Arctic access.

S&P's Warning Shot: Mexico's Fiscal Drift and Low Growth thumbnail

S&P's Warning Shot: Mexico's Fiscal Drift and Low Growth

Natixis Corporate and Investment Banking·May 14, 2026

S&P has revised Mexico's outlook to negative due to fiscal drift and low growth, placing the country at risk of a bond market 'forced-selling' event.

Growth Outlook India Indonesia and Malaysia

Natixis Corporate and Investment Banking·Jun 2, 2026

Euro Area May Inflation Review

Natixis Corporate and Investment Banking·Jun 2, 2026

Middle East Weekly Tracker

Natixis Corporate and Investment Banking·Jun 1, 2026

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