BNP Paribas
Coverage of BNP Paribas in the Nexus archive.
- US Set to Unveil Fresh Iran Sanctions | The Pulse 8/24/2026
The segment, The Pulse With Francine Lacqua, will cover global business, economics, finance, and politics, including discussions on US plans to unveil fresh Iran sanctions. Featured guests include Isabelle Mateos y Lago of BNP Paribas, Orysia Lutsevych from Chatham House, and Sven Kruck of Quantum Systems.
- Hard to See What Can Stop Upward Trend in Yields, BNP Paribas Says
BNP Paribas group chief economist Isabelle Mateos y Lago discusses concerns regarding ballooning US fiscal deficits and persistent inflation, noting these factors contributed to long-dated yields reaching multi-decade highs. She also plans to analyze Federal Reserve Chairman Kevin Warsh's upcoming Jackson Hole speech.
- Europe Stocks Poised to 'Grind Higher,' BNP Paribas Says
Benedicte Lowe, a strategist at BNP Paribas Markets 360, stated that the macroeconomic trends in Europe are showing undeniable improvement. She indicated that this positive 'macro story' points toward a favorable picture for stocks, suggesting European stocks are poised to increase.
- Inside China’s two-speed economy: Why goods consumption is slumping even as exports and services boom
China's economy grew 4.3% in Q2, the slowest since the pandemic, with weak retail sales (1.0% in June) contrasting sharply with strong export growth (27% in dollar terms). The economy is split between a resilient export sector and a struggling domestic market marked by sluggish consumption, a property sector crisis, and 'involution.' The government aims to boost consumption via a five-year plan targeting 60 trillion yuan in retail sales by 2030.
- BNP Paribas Stock Traders Ride Wall Street Rally With 43% Gain
BNP Paribas SA reported better-than-expected revenue and profit for the second quarter as its stock traders exceeded analysts’ estimates. The company's stock traders contributed to a 43% gain amid a Wall Street rally.
- Wealthy European clients eye Hong Kong for family offices, says BNP Paribas
BNP Paribas reports that wealthy European clients are increasingly establishing family offices in Hong Kong to leverage regional opportunities. Mainland Chinese clients are also seeking investments in Europe, with Lemuel Lee, BNP Paribas' Hong Kong wealth management head, noting a two-way capital flow between Europe and mainland China.
- Wealthy European clients eye Hong Kong for family offices, says BNP Paribas
BNP Paribas reports that wealthy European clients are increasingly establishing family offices in Hong Kong to leverage regional opportunities, while mainland Chinese clients are investing in Europe, according to the bank's Hong Kong wealth management head Lemuel Lee.
- Asian chips lead global tech selloff as AI concerns grow
Asian chipmakers led a global tech selloff amid growing concerns about the sustainability of the AI investment boom. Samsung and SK Hynix saw significant stock drops in Seoul, while TSMC reported a 36% quarterly sales increase, highlighting ongoing demand for AI computing.
- In the AI era, be a builder or a seller, not a measurer
Cloudflare reduced its workforce by 20% but increased engineering hires by 45%, reflecting CEO Matthew Prince's view that AI is reshaping job value in tech companies. Prince categorizes roles into builders (engineers), sellers, and measurers (managers, finance, operations), noting AI is displacing measurers while boosting demand for builders and sellers.
- Franklin Templeton, BNP Paribas see tokenization boosting EU's capital efficiency
Executives from Franklin Templeton and BNP Paribas state that tokenized assets and stablecoins may enhance capital efficiency in Europe as Wall Street increases its tokenization efforts.
- BNP Sees Three Fed Rate Hikes Starting in December
BNP Paribas expects three Federal Reserve rate hikes to begin in December.
- SpaceX’s IPO will also be a massive selling event triggering big price dislocations across the stock market as investors dump shares to buy SPCX
SpaceX's upcoming $75 billion IPO is expected to cause significant stock market volatility as investors sell other shares to fund purchases of SPCX. Analysts warn that combined buying and selling pressures from passive funds, retail investors, and levered ETFs could lead to major price dislocations.
- Global growth of pure EVs faces hurdles in insurance, charging gaps, says BNP Paribas
BNP Paribas warns that despite global energy crisis pushing interest in electric vehicles, major obstacles including inadequate charging infrastructure and high insurance costs threaten EV market growth. The analysis could negatively impact investor sentiment toward Chinese battery EV manufacturers whose stock had recently surged due to export gains.
- Gilt Yields Unlikely to Rise Further, BNP Paribas Says
BNP Paribas predicts gilt yields are unlikely to rise further. This forecast suggests a stable outlook for UK government bonds. The statement implies a potential easing of market concerns.
- BNP Paribas CFO: Took Provisions Against Macro Uncertainty
BNP Paribas' CFO has taken provisions to address macroeconomic uncertainty. The move reflects proactive measures against potential financial risks.
- Europe’s banks are going all in on crypto
European banks are significantly increasing their investments and partnerships in cryptocurrency, signaling a major shift toward digital assets. This move reflects growing institutional confidence in blockchain technology and its financial applications.
- BNP Paribas’ Bigos: Growth Drivers vs. Volatility
BNP Paribas' Krzysztof Bigos discusses the balance between growth drivers and market volatility, highlighting key factors influencing the financial sector's stability and expansion.