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France Sebastian Lecornu for Prime Minister - pas de serieux!

Update ·David Roche ·09 Sep 2025

France Sebastian Lecornu for Prime Minister - pas de serieux! Lecornu’s appointment will not fix France or alter the perception of Macron as flailing about as Paris burns. Lecornu is a traditional right wing (ex Republicain/UMP), solid, stolid politici…

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Paris Brule (un peu)

Strategy Report ·David Roche ·07 Sep 2025

France: Sovereign Debt and the Political Crisis. The Bayrou government will fall on September 8. Macron will try and avoid new legislative elections at all costs. And of course there’s no way he’ll resign as President. He will look for a centre-left PM. He hopes such a PM can …

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Le Pen – Après Moi le Quoi?

Strategy Report ·David Roche ·01 Apr 2025

Le Pen Conviction - Apres Moi Le Quoi? QS has been short 10yr French Sovereign debt since July 3, 2024. No change in this conviction but it may be a slower ride. It is early days. But the most likely upshot of the constitutional crisis caused by the Le Pen conviction …

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Data Digest France consumer spending

Archive Report ·David Roche ·23 Jan 2007

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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Data Digest France real personal consumption

Archive Report ·David Roche ·21 Mar 2006

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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