Le Budget de Monsieur Bayrou Investment Conclusion I’m not shorting French sovereign bonds (OATS) now. Shorting OATS now would only pay off if there are immediate legislative elections. That could be a result of a vote of no confidence in the Bayrou governm... Read More
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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
02 Jun 97
EMU
#Monetary Policy#France#Germany#Strategy Archive#Fiscal Policy#Stability Pact#Italy#Switzerland#Economic Policy#European Union#Bundesbank#EMU (Eurozone)#International Monetary Conference#Luxembourg#Zermatt#Frankfurt#Paris#Juergen Stark#Jacques Chirac#Helmut Kohl#Chancellor of Germany#President of France#Bundesbank Law Amendment#Gold Reserves#Amsterdam
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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