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
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24 Dec 24
France- Plus Ca Change, Plus Ca Reste La Meme Chose.
#EU#Geopolitics#EU Commission#ECB#France#French Sovereign Debt#Euro#French Government#FOMC#Francois Bayrou
Investment Conclusion PM Bayrou presented his government yesterday. It is a weak one by any measure. There will be no fiscal or other reform in France. Populists will take over in June. Yet another weak short lived French government has spillover effects. It increases the ri... Read More
23 Dec 24
RTHK The Close with Carolyn Wright.
#US#Greyzone Warfare#Geo-economics#Protectionism#Trump#Monetary Policy#Geopolitics#US Fed#Israel#Iran#France#Markets#Putin#Hezbollah#Macro Uncertainty#Market Volatility#Germany#Escalation#Trump Policy#Hamas#FOMC#US Federal Reserve
All the Big Things that could go wrong or right next year. A tour de force and tour du monde with the David Roche and Carolyn Wright. Read More
23 Dec 24
CNBC: Europe: Steve & I on whether the only word we need to learn to pronounce next year is "Trump" to which we added Xi, Putin ...
#US#Protectionism#Tariffs#Sanctions#Oil#China#US Election#Trump#Monetary Policy#Russia#Ukraine#US Fed#Chairman Powell#France#Japan#IDF#Putin#Moscow#Hezbollah#Macro Uncertainty#China Stimulus#Trump Policy#Turkey#French Sovereign Debt#French Government#Hamas#FOMC#US Federal Reserve
A short history of 2025 - starting with how the reign of Trump could go wrong or right and then applying the same doomster methodology to reading the cards for Xi and Putin.......finishing with a modest forecast for the little old UK. Read More
04 Dec 24
Barnier is gone - why the market indifference.
France. Poor Barnier is gone. And the markets are treating a rudderless France with equanimity. The Euro is at 1.05 to the USD and French 10 yr Sovereign debt is static yielding 2.05% with an unchanged 84 bp spread to Bunds. And CAC futures are up a tiny bit. That was the ... Read More
03 Dec 24
Money Talk with Peter Lewis
#EU#China#EU Commission#France#Macro Uncertainty#China Stimulus#Germany#Draghi & Letta Reports#Barnier#OATS#French Sovereign Debt#Euro
A Rollicking but in depth analysis of Tariffs, Trade and Trumpian Tantrums examines: replacing the USD as global reserve currency and punishing those who think of doing so. What will end US supremacy in global markets. Is Europe for turning or for tanking - the French governmen... Read More
23 Sep 24
La France Mal Foutue
Why the Barnier government will make matters worse for France, the economy and Europe. Read More
23 Jun 24
IS Le Dounut Francais (1)
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
10 Jan 23
Panacea Or Plaster
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
20 Jun 22
France - Macron - La Fin D'absolutisme Presidentiel
#Elections#France#Strategy Archive#Poland#Eastern Europe#European Union#EU Policy#Emmanuel Macron#National Assembly#Marine Le Pen#National Rally#Opposition Parties#Franco-German Axis
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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