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
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
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
14 Jun 22
France - Macron Dealt A Weaker Hand
#Elections#Leadership#France#Strategy Archive#Emmanuel Macron#Parliamentary Election#Ecologiste et Sociale)#Ensemble!#Centrist Parties#Absolute Majority#Smaller Parties
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
08 Apr 22
France - Une Election Peut En Cacher Une Autre
#Elections#France#Strategy Archive#Presidential Election#European Union#Parliament#Emmanuel Macron#Marine Le Pen#Radical Programme#Incumbent President#Second Term
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
28 Jun 21
Gaullists On The Comeback Trail
#France#Strategy Archive#Presidential Election#Marine Le Pen#Rassemblement National (RN)#Républicains (Les Républicains)#Political Establishment
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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