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Natixis Corporate and Investment Banking Research
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.
29 reports available
China Banking Monitor 2026: Walking the Tightrope
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.
Türkiye Bends but Does Not Break
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.
Colombia Markets Rally on Far-Right Election Lead
Colombian markets are expected to rally following the first-round presidential election results, where pro-market candidate Abelardo de la Espriella took a surprise lead. He faces a June 21 runoff against far-left candidate Iván Cepeda, but polling flows suggest Espriella is better positioned to win.
Middle East Weekly Tracker
The proposed deal to reopen the Strait of Hormuz and establish a 60-day ceasefire has stalled over US demands on uranium enrichment, keeping Brent crude volatile around $94/bbl.
Euro Area May Inflation Review
Euro area inflation rose to 3.19% in May 2026, driven by a sharp increase in core inflation and services contributions. The reading exceeded economist expectations for core prices but was slightly lower than predicted for the headline rate.
China Producer Price Rebound and EU Trade Imbalance
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.
Middle East Weekly Tracker
Changing Our Fed Call: Hawkish Holds For Now, But Cuts On The Way
Rising Inflationary Pressure and Bond Yields in EM Asia
All reports
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China Banking Monitor 2026: Walking the Tightrope
Natixis Corporate and Investment Banking · Jun 4, 2026
Türkiye Bends but Does Not Break
Natixis Corporate and Investment Banking · Jun 6, 2026
Colombia Markets Rally on Far-Right Election Lead
Natixis Corporate and Investment Banking · Jun 1, 2026
Middle East Weekly Tracker
Natixis Corporate and Investment Banking · Jun 1, 2026
Euro Area May Inflation Review
Natixis Corporate and Investment Banking · Jun 2, 2026
China Producer Price Rebound and EU Trade Imbalance
Natixis Corporate and Investment Banking · May 28, 2026
Middle East Weekly Tracker
Natixis Corporate and Investment Banking · May 28, 2026
Changing Our Fed Call: Hawkish Holds For Now, But Cuts On The Way
Natixis Corporate and Investment Banking · May 28, 2026
Rising Inflationary Pressure and Bond Yields in EM Asia
Natixis Corporate and Investment Banking · May 25, 2026
The Supplicant and the Sovereign
Natixis Corporate and Investment Banking · May 21, 2026
2026 Mid-term Preview: Mapping the Battlegrounds
Natixis Corporate and Investment Banking · May 20, 2026
2026 Mid-Term Preview: Mapping the Battlegrounds
Natixis Corporate and Investment Banking · May 19, 2026
Growth Outlook India Indonesia and Malaysia
Natixis Corporate and Investment Banking · Jun 2, 2026
Middle East Weekly Tracker
Natixis Corporate and Investment Banking · May 19, 2026
Colombia Election Essentials
Natixis Corporate and Investment Banking · May 28, 2026
S&P's Warning Shot: Mexico's Fiscal Drift and Low Growth
Natixis Corporate and Investment Banking · May 14, 2026
Euro Area May Inflation Preview
Natixis Corporate and Investment Banking · May 28, 2026
Spain's Politics and Economic Recovery
Natixis Corporate and Investment Banking · May 28, 2026
Across the Americas Market Update
Natixis Corporate and Investment Banking · May 25, 2026
World Cup in Mexico: A Positive Yet Limited Boost for Growth
Natixis Corporate and Investment Banking · May 25, 2026
And the 2026 FIFA World Cup Goes To...
Natixis Corporate and Investment Banking · May 25, 2026
Euro Area May Flash PMIs: Germany Holds Up, France Disappoints
Natixis Corporate and Investment Banking · May 21, 2026
Beyond the Polls: What the 2026 Regional Elections Reveal About Spain's Political Future
Natixis Corporate and Investment Banking · May 19, 2026
Trump Has Played His Cards Before China Visit
Natixis Corporate and Investment Banking · May 14, 2026