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EU Sovereign Debt Crisis
We are heading for an EU sovereign debt crisis. France has no political way out of crisis, Spain's youth-driven housing crisis is likely to bring right-wing populism to power, and Germany and Italy are little better. The ECB will ultimately step in rather than end the euro, but t…
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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 …
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