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France Sebastian Lecornu for Prime Minister - pas de serieux!
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…
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 …
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 …
France- Plus Ca Change, Plus Ca Reste La Meme Chose.
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 risk of…
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 crisis …
La France Mal Foutue
Why the Barnier government will make matters worse for France, the economy and Europe.
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.
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.
France - Macron - La Fin D'absolutisme Presidentiel
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.
France - Macron Dealt A Weaker Hand
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.