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
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