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... Read More
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07 Sep 25
Paris Brule (un peu)
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 ... Read More
01 Apr 25
Le Pen – Après Moi le Quoi?
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 ... Read More
23 Jan 07
Data Digest France consumer spending
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. Read More
21 Mar 06
Data Digest France real personal consumption
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. Read More
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