BNP Paribas Wealth Management team recently released research focused on:
– Trumpcession incoming?;
– The Lagnificent 7;
– Europe, Goldilocks scenario, growth and short-term headwinds from high expectations and tariff threats;
– Equites, the tariff drag on growth and evaporation of hope for a Ukraine-Russia ceasefire?;
– Asset allocation;
– Various verticals, including US Consumer Discretionary and US Information Technology.
To read the full March 2025 research, please click here.
The post BNP Paribas: ‘Waiting for carrots’ appeared first on The Loadstar.
